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hopefully all the Korean majors keep signing big western deals...

  1. Normandy7
    1,774 Posts.
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    24/02/24
    07:50
    Post #: 72572468
    hopefully all the Korean majors keep signing big western deals but they also get this reprieve as there is simply no extra processing outside China yet. Syrahs AAM is sold out for the first phase coming online. The build out is not ready. If China can export more then they can import more natural graphite which would support the graphite price in the short term
    RNU Price at posting: 9.0¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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