Ann: Notice of Annual General Meeting/Proxy Form, page-45

Rattled by new Chinese restriction this week, which has started to fan graphite tailwinds, the West is scrambling to rejig critical minerals supply chains. Source

According to analyst predictions, South Korea and Japan stand to gain from the trade war that Trump's tariff policies would bring up between the US, Canada, Mexico, and China. Source

This is due to the fact that General Motors, Ford, and Stellanis (based in the US) all have intricate supply networks that are connected to China, Mexico, and Canada. However, to compete, they will need to rely on the assistance of new material suppliers from South Korea and Japan.

Given that Australia is in the oceania region which is where South Korea and Japan's anode supply chain is (99% of graphite concentrates must go through China to create PSG), this can only be excellent news for Renascor as we plan to be a PSG powerhouse. There is minimal choice.

South Korea and Japan are showing signs of movement!

IMO, DYOR, GLTA(Patient)