The news: New US tariffs on China's critical minerals and electric vehicles (EVs) could pose major benefits for Australia's graphite developers, according to Macquarie analysts.
The analysts noted that Syrah Resources is well-placed to capture the earnings upside, while ASX rivals Talga Group, Black Rock Mining and Renascor Resources could be "minor winners" due to not yet being in production.
https://www.capitalbrief.com/briefing/new-us-tariffs-on-china-to-boost-australian-critical-minerals-sector-analysts-5ebbc341-aadc-468c-a9ef-f2937299b2cb/
The news: New US tariffs on China's critical minerals and...
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