Mate, nail on head.
Very surprised the thread has not zeroed in on this.
Of all the battery minerals, graphite is by far the most exposed as China-centric:
RNU used Fastmarkets for their pricing projections.
I urge everyone to read their take on what IRA-compliant is currently interpreted as, and what it actually might become: https://www.fastmarkets.com/insights/confusion-persists-over-requirements-of-ira-on-brm
When all the US battery gigafactories under construction/ramping up come on line and the US automakers actually produce at the scale required to meet mandated zero emission targets (eg federal vehicles 2027) what relevance is the China-dominated/manipulated graphite price going to have?
Will China graphite be restricted to Chinese EV makers?
Will there be a clear divide between IRA-compliant (US)/ESG Battery Pass-compliant (EU, maybe global) providers and cheap andcheerful chokey Chinese makers?
IMO eventually yes.
A low cost natural graphite producer in a safe IRA jurisdiction with one of the greenest grids on the planet (SA) is going to require no expensive/dodgy workarounds for cell or automakers & contribute great ESG scores. Go RNU!
- Forums
- ASX - By Stock
- RNU
- Ann: Siviour Battery Anode Material Study Results
Ann: Siviour Battery Anode Material Study Results, page-492
-
- There are more pages in this discussion • 28 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add RNU (ASX) to my watchlist
|
|||||
Last
10.0¢ |
Change
0.005(5.26%) |
Mkt cap ! $254.1M |
Open | High | Low | Value | Volume |
9.5¢ | 10.5¢ | 9.5¢ | $577.3K | 5.805M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 106398 | 10.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
10.5¢ | 2228515 | 28 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 205942 | 0.100 |
6 | 271121 | 0.099 |
3 | 101121 | 0.098 |
2 | 40000 | 0.097 |
1 | 30000 | 0.096 |
Price($) | Vol. | No. |
---|---|---|
0.105 | 2228515 | 28 |
0.110 | 1245980 | 17 |
0.115 | 997986 | 13 |
0.120 | 1922817 | 12 |
0.125 | 965413 | 6 |
Last trade - 12.59pm 11/09/2024 (20 minute delay) ? |
Featured News
RNU (ASX) Chart |