I don’t care about the impact of China’s move will have on...

I don’t care about the impact of China’s move will have on graphite pricing. IG6 has plans to be BAM producer so any input increase will just be passed on to the final product buyers however a high input price will benefit the company one Springdale comes online and is supplying the BAM facility.

What I see as the main benefit of this move by China is the impact it will have on pushing along the Collie BAM facility with increased interest in the funding of the project by governments and/or end users of the product given currently 90% of BAM is supplied via China.


Edit: Also, having read the articles above I now understand better why the qualification plant is so important in IG6’s plans.