The only near term risk I see with natural graphite NOT booming is the recently released CATL battery breakthrough that uses electrolyte material to gain more charge capacity than lithium ion. They have not alluded to what materials are contained in the battery but if other SSB's are anything to go by, not much graphite at all. It begs the question of their development whether they can obtain the same economies of scale, reliability, charging cycles etc as lithium ion but even if they do and hit all their milestones with mass production later this year (as they claimed recently), natural flake will still have a high demand in the market and with efficiencies to be made through reco BAM and net zero recycling can only think the economics will be too hard to ignore.
EGR Price at posting:
17.5¢ Sentiment: Hold Disclosure: Held
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