Trump has threatened to put tariffs on everything imported into the US including Australia. Balama is in Mozambique. It's a separate company from Vidalia and 5 percent own by the Mozambique Govt. Tariffs will drive up the price of graphite imported from Balama. This has the potential to make importing graphite from Balama uneconomical.
We have offtakes with other potential AAM producers in the US and also POSCO which also will be hit with tariffs driving up prices.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)