Even Silicon Anode Bulls agree it will be a multi-decade process (if Supply from China becomes problematic) and forecast Graphite Anodes to be around for at least another 20 years. Article below is from a few days ago, basically everyone wants tarrifs on China
https://chargedevs.com/features/how-the-transition-from-graphite-to-silicon-anode-batteries-will-revolutionize-the-ev-industry/
Ann: Clarification regarding Tesla offtake agreement, page-99
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Last
27.0¢ |
Change
-0.015(5.26%) |
Mkt cap ! $281.4M | |||
| Open | High | Low | Value | Volume |
| 28.0¢ | 28.5¢ | 26.0¢ | $1.184M | 4.351M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 297076 | 26.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 27.0¢ | 37393 | 4 |
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| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| SYR (ASX) Chart |