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clock Created with Sketch. 28/07/23
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Originally posted by 2ic:
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Same fears for graphite, except graphite is a much easier market to supply on account deposits are very large, often regional metamorphic in extent. SYr can't even get their massive graphite mine back into production such is the current supply-demand imbalance and low prices. Balma is a huge deposit and they have never come close to reaching nameplate production because the market has always been well supplied. It's a real conundrum because Balma only gets it's costs per tonne graphite down low enough run flat out, but running the worlds largest graphite mine flat out causes more over-supply and crashes prices... SVM's rutile-graphite mine will eventually be a monster also, except with graphite effectively a zero cost bi-product that graphite will take market share regardless of how low the price goes.
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Thanks for the reply.
