The graphite concentrate feedstock supply issue will be interesting to follow in the early years, 2022-2026. A supply squeeze definitely appears on the cards and I would say is unavoidable now. A bottlenecking of mine development to meet surging demand - there always exists a lag period and the demand spike will be violent. This is why having up and running, established SPG facilities and relationships early on is key for EGR - even if supply line economics may not appear to stack up entirely at this point.
Timing and strategic positioning will be crucial.
Flexibility (flowsheet proven applicability to various feedstocks) and early mover advantage will hold EGR in very good stead.
EGR Price at posting:
83.5¢ Sentiment: Buy Disclosure: Held
