General Discussion, page-2888

Have a look at EGR's recent performance. $163 million market cap. (Tanzania)
Even RNU's current market cap is still $117 million (Australia)
SYR has a significantly larger resource (more than 7x larger than both these companies combined) and a higher grade resource (4%+ higher) than both these companies. Also SYR's mine is already developed. I know which company I'd be holding for the long term. Ultimately it all comes down to the geopolitical risk in Mozambique.

• • Current Situation:

    A 25% tariff on synthetic graphite (anodes) from China, which was previously exempt, will be reinstated on June 14, 2025.

  • Future Tariffs:

    A 25% tariff on natural graphite processed in China is scheduled to take effect on January 1, 2026.

  • North American Graphite Producers:

    North American graphite producers are seeking a 920% tariff on Chinese imports to counter unfair practices.

  In the US, a group of domestic graphite manufacturers calling themselves the American Active Anode Material Producers banded together last December to file a complaint with the US Trade Representative. The nub of their petition is that China sells graphite too cheaply. “AAAMP is filing this case to help protect the North American graphite industry, which is at risk of being smothered by China’s malicious trade practices,” Erik Olson, a spokesperson for the coalition, said. “Without trade relief from the U.S. government, the domestic graphite industry is in peril. China’s anti-competitive actions make it challenging for graphite producers to find secure financial footing, which prevents them from becoming established players in the global market,” Olson added.
  
  The American Active Anode Material Producers (AAAMP), a coalition of American graphite producers, filed a petition seeking trade investigations and potential tariffs on Chinese imports of active anode materials, alleging dumping and unfair subsidies.

Who filed the petition?

The AAAMP, a coalition comprised of:

• Anovion Technologies (Sanborn, NY)

• Syrah Technologies LLC (Vidalia, LA)
• NOVONIX Anode Materials LLC (Chattanooga, TN)
• Epsilon Advanced Materials (Leland, NC)
• SKI US, Inc. (Marietta, GA)