LTR 3.63% $1.00 liontown resources limited

ASX Today, page-37795

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    Interesting.

    You might think that as Graphite is required in all currently commercialised and mass adopted EV chemistries (or a silicone combo thereof) you would be concerned about ex-China Graphite? No?

    After all - if you’re one of the multitude of new gigafactories springing up outside of China you need Ex-China Graphite.

    If you don’t have Graphite how will you make batteries? if you can’t make batteries - how will you sell Lithium?

    It’s a good job SYR is the largest resource globally as it will be required to supply a huge amount of Anode material to gigafactories to avoid graphite bottlenecks.

    DYOR IMO

    Last edited by JRSelvedge: 14/02/24
 
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