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12:53
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Originally posted by jjsbuy:
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In response to last two comments. I do not think you guys understand the manner in which in all probability the market is likely to change over next 12 months. Numerous market analysts are forecasting that the graphite market is expected to change in 2025 as stockpiles are reduced and demand increases. That was completely separate to the new strategic situation with Trump. There is a probability (but yet certainty) that in a couple months Trump will authorize massive tariffs on China. Nearly all of the market in graphite is controlled by the Chinese. That does not necessarily mean much for sales in Mozambique but it means Vidalia may soon be at full capacity. In the meantime we just have to get through the two months of shorters pushing the price down.
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sorry two comments before last two
(20min delay)