Let's not forget that Syrah had already been in talks with battery manufacturers prior to IRA "moving the goalposts" back to 01st Jan 2027 for its AAM material.
That gives all other battery manufacturers the opportunity to up the ante' and IMO it's very likely we see a bidding war for large scale IRA compliant natural Graphite offtakes escalate through 2025/26.
Forget the Lithium boom - Natural Graphite will dwarf it.
Supply/Demand
Cheers
DYOR IMO
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Last
39.5¢ |
Change
-0.015(3.66%) |
Mkt cap ! $411.6M | |||
| Open | High | Low | Value | Volume |
| 40.0¢ | 40.5¢ | 39.0¢ | $1.446M | 3.644M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 81804 | 39.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.5¢ | 10023 | 1 |
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| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| SYR (ASX) Chart |