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Ann: Siviour Battery Anode Material Study Results, page-475

  1. jujutrain
    1,451 Posts.
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    11/08/23
    10:33
    Post #: 69285244
    Hi Moosey,
    Say your right and more electric cars eventually cause a drop in the oil price.
    (That dynamic isn't necessarily so because OPEC has shown in the past that they will regulate product.)
    PET coke, graphite feed stock, is a by product of the refining process. So if the amount of fuel production goes down due to increase in ev's there will be less feedstock which inturn will cause upside price pressure.
    Hope that is sensible logic.
    Juju
    RNU Price at posting: 14.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 16  Upvote
    lightbulb Created with Sketch. 4  Great analysis
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