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fuhc46

384 Posts.

81

04/10/24

07:49

Post #: 75971942
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Originally posted by fuhc46: ↑

Reference for the images below (links to source in that post): https://hotcopper.com.au/threads/general-discussions.6016015/page-30104?post_id=74010940 This is a post I did in March this year. I'm not sure what 2024 graphite import stats into the US are (I looked but didn't find any info) so here are the 2022 details.

Maybe someone smarter than me can extrapolate what 600% increase means based on 2022 figures?

Some info from the IEA published May 2024 (source: https://www.iea.org/reports/graphite ) focusing on global statistics, not only U.S. I take from this that RNU's primary competitors are based in Mozambique, Madagascar and China with end product (battery grade) primarily China. If the IRA works it will enable companies insode the U.S and Japan (Japan being the country I previously said I thought RNU's product would target along with South Korea)

The IEA indicates that the lions share of graphite production will remain in the current top 3 producing countries through 2040. RNU just needs to kick in and join the game.

GLTA

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meant to add this link as another source of useful information. https://www.mordorintelligence.com/industry-reports/graphite-market

RNU Price at posting: 7.8¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last 7.7¢		Change -0.001(1.28%)		Mkt cap ! $195.7M

Open	High	Low	Value	Volume
7.8¢	7.8¢	7.7¢	$71.37K	916.2K

Buyers (Bids)

No.	Vol.	Price($)
20	1181404	7.7¢

Sellers (Offers)

Price($)	Vol.	No.
7.8¢	336427	6

View Market Depth

No.	Vol.	Price($)
20	1175437	0.077
13	624893	0.076
14	528472	0.075
8	690500	0.074
3	493333	0.073

Price($)	Vol.	No.
0.078	277844	5
0.079	261217	4
0.080	603105	7
0.081	105093	2
0.082	147254	3

Last trade - 10.47am 04/10/2024 (20 minute delay)

RNU (ASX) Chart