IG6 6.25% 7.5¢ international graphite limited

You can get them for free here just not historic data...

  1. 449 Posts.
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    You can get them for free here just not historic data https://www.metal.com/Ternary-precursor-material/202005210040. Current price for USPG is $1800-2100USD/t whereas IG6 uses $4500USD/t in long term model. I know pricing in China is not transparent. But reality is we need western graphite price bifurication to get these projects online. Same as with lithium, China is happy to make a loss in their domestic supply production of Li and graphite to subsidize EV production and sales. Downside for graphite over lithium is China has a limitless supply of pet coke to make synthetic anode from wheres Li the lepidolite supply will run dry eventually.

    I really like IG6 and have held for 3 years but don't see market turning anytime soon, cost of opportunity is why I am not holding into future. Hopefully I'm wrong and there is a quick turnaround
    Last edited by AUchemist: 09/02/24
 
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