EVG evion group nl
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EVION GROUP GENERAL DISCUSSION, page-1512

  1. Kotaredrew
    6,302 Posts.
    lightbulb Created with Sketch. 3589
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    15/12/24
    22:15
    Post #: 77059175
    • Benchmark Minerals Intelligence says $7.5bn needed to meet base case graphite demand
    • It takes 10x more graphite than lithium to make a Li-ion battery
    • US looks to domestic supply; China looks to work around tariffs
    Already probably been posted, but worth another reminder- especially with Syria mothballed- wonder where they’re gunna source their graphite- anybody got a suggestion?

    https://stoc khead.com.au/resources/us-eyes-domestic-graphite-plays-with-7-5bn-and-300-new-mines-needed-by-2035/?amp
    Take the gap out
    EVG Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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