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meant to add this link as another source of useful information....

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fuhc46

383 Posts.

81

04/10/24

07:49

Post #: 75971942
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Originally posted by fuhc46: ↑

Reference for the images below (links to source in that post): https://hotcopper.com.au/threads/general-discussions.6016015/page-30104?post_id=74010940 This is a post I did in March this year. I'm not sure what 2024 graphite import stats into the US are (I looked but didn't find any info) so here are the 2022 details.

Maybe someone smarter than me can extrapolate what 600% increase means based on 2022 figures?

Some info from the IEA published May 2024 (source: https://www.iea.org/reports/graphite ) focusing on global statistics, not only U.S. I take from this that RNU's primary competitors are based in Mozambique, Madagascar and China with end product (battery grade) primarily China. If the IRA works it will enable companies insode the U.S and Japan (Japan being the country I previously said I thought RNU's product would target along with South Korea)

The IEA indicates that the lions share of graphite production will remain in the current top 3 producing countries through 2040. RNU just needs to kick in and join the game.

GLTA

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meant to add this link as another source of useful information. https://www.mordorintelligence.com/industry-reports/graphite-market

RNU Price at posting: 7.8¢ Sentiment: None Disclosure: Not Held
1 Upvote

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(20min delay)
Last 7.8¢		Change -0.002(2.50%)		Mkt cap ! $198.2M

Open	High	Low	Value	Volume
8.0¢	8.2¢	7.8¢	$317.4K	4.024M

Buyers (Bids)

No.	Vol.	Price($)
8	319007	7.8¢

Sellers (Offers)

Price($)	Vol.	No.
7.9¢	27674	1

View Market Depth

No.	Vol.	Price($)
3	68132	0.079
11	318587	0.078
19	1151460	0.077
9	497787	0.076
16	728472	0.075

Price($)	Vol.	No.
0.077	29296	1
0.078	38837	2
0.079	27674	1
0.080	601957	6
0.081	103797	1

Last trade - 16.10pm 03/10/2024 (20 minute delay)

RNU (ASX) Chart