The first chart can be mis-leading. Currently 100% of processed graphite comes from China. A lot of the graphite for the 2023 US and Europe battery demand will slowly be replaced by western sources. Especially the US and the EU has a 40% target. So in effect as far as SYR is concerned, the global market share % in EV battery demand in 2023 is closer to zero.
Also in North America, 22% of 50m EV's globally is a lot more than 15% of 14m in 2023
Demand growth from ex-China for graphite is coming from everywhere
The first chart can be mis-leading. Currently 100% of processed...
-
- There are more pages in this discussion • 1,077 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SYR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $227.6M | |||
| Open | High | Low | Value | Volume |
| 22.0¢ | 22.5¢ | 21.8¢ | $314.6K | 1.429M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 26 | 361148 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 349397 | 32 |
View Market Depth
| Last trade - 11.07am 03/09/2024 (20 minute delay) ? |
| SYR (ASX) Chart |