https://www.marketindex.com.au/news/aussie-miners-set-to-benefit-from-tighter-us-tariffs“In graphite the tariff rate on natural graphite will increase from 0% to 25% in 2026, a tailwind that could directly increase prices, albeit the benefits are for natural graphite only,” Macquarie says in a recent report.
This also aligns with the also aligns with the US’s “foreign entity of concern” timing on cutting down Chinese controlled graphite (which is around 95% of the market).
Renascore Resources (ASX: RNU)
Rating: OUTPERFORM
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https://www.marketindex.com.au/news/aussie-miners-set-to-benefit-...
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