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  1. Topo
    2,321 Posts.
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    20/05/24
    14:30
    Post #: 73915259
    https://www.marketindex.com.au/news/aussie-miners-set-to-benefit-from-tighter-us-tariffs

    “In graphite the tariff rate on natural graphite will increase from 0% to 25% in 2026, a tailwind that could directly increase prices, albeit the benefits are for natural graphite only,” Macquarie says in a recent report.

    This also aligns with the also aligns with the US’s “foreign entity of concern” timing on cutting down Chinese controlled graphite (which is around 95% of the market).

    Renascore Resources (ASX: RNU)

    • Rating: OUTPERFORM

    • Price target: 25 cents

    • Latest close: 12 cents


    RNU Price at posting: 11.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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