Hi 7KDWhere are the graphite mines coming from.These are all the...

Hi Gammat,

I have already posted the fast markets research, It is not me saying there was a shortage of containers, it was SYR.

https://hotcopper.com.au/threads/natural-graphite-supply-chain-issues-pricing.6674241/

Hi 7KD

Where are the graphite mines coming from.

These are all the graphite projects I know off the top of my head.

These are the Australian approved Mines, many only need their final Environmental approvals.

MRC - Munglinup WA- 52ktpa
RNU - Saviour SA - 80ktpa - Stage 1
QGL - Uley 2 SA- 55k tpa (fully approved - Ex valance mine
LML - Kookaburra Valley 40k tpa SA
ITech - Campoona - 10ktpa SA (fully approved)

Other projects
CRL - Springdale - No PFSs


POSCO's connections

EGR - 60ktpa stage 1
BKT - 204ktpa

Tanzania / Numbia
WKT - 40ktpa under construction
VRC - 29ktpa
VRC - 30ktpa - Ukraine - closed do to Russia
MNS - 230ktpa

Madagascar

GW1 - 10ktpa - care and maintenance
BSM - Unknown
Molo Graphite 27ktpa stage 1 (under construction)

FGR - Cavitation method - Petroleum to Graphite / Graphene.


Why am I invested in EGR and the risks with Epanko

EGR doesn't need Epanko, they have already tested 11 different feedstocks (from existing mines) where 10 sources were suitable for the Hf-Free purification method. EGR already has 2 sites selected with a third location likely to be in Germany.
You also fail to understand EGR is the only ASX listed company that has completed a BFS, completed a Bulk sample of over 200t, has two German companies assisting it with its German Government loan and the project has been independently assessed by third party engineering consultants.

The Capex required for its PSG business is also low, they have the cash in the bank for stage 1 and stage 2 is likely to be funded by the Australian Government. EGR doesn't need to commission a graphite mine or have the risk associated with building a new mine. Many graphite projects go broke with commissioning, You just need to look at SYR, or keep your eyes on WKT who are expected to commission their mine later in the year.