https://www.marketindex.com.au/news/a-turnaround-for-graphite-is-brewing-which-asx-miners-should-you-be-watchingsome sound advice
A tier-1 jurisdiction vs. Bigger resource
The data flags a bit of trade-off among ASX-listed graphite names. Should investors opt for those in tier 1 jurisdictions or those with a cheaper price tag and larger resource but based in Africa?
“Because graphite prices are still depressed, there’s not really any incentive to take on the extra risk of investing in Africa. Your focus should probably be on quality explorers and developers in stable jurisdictions,” said Cooper.
He also noted that the US Inflation Reduction Act – which offers partial tax breaks for critical minerals extracted or processed in countries with which the US has a free trade agreement – does not include Africa.
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