SYR 5.10% 51.5¢ syrah resources limited

The narrative that graphite powder demand will exceed supply has...

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    The narrative that graphite powder demand will exceed supply has been the pitch from those outside the industry since 2013 and they keep moving the incredible milestone goalposts of demand exceeding supply each year.

    It appears demand is in equilibrium with supply with no evidence in the near future demand will outpace production in the next 5 years or longer. The actual production numbers from the company shows demand is slowing not growing. Numbers don't lie.
 
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Last trade - 13.57pm 21/05/2024 (20 minute delay) ?
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