An interesting 10 year perspective in this post from commentator Simon Moores.
Battery production cost has decreased with scale and global production demand is ever increasing.
With the current geo-political pressure moving to protect supply chains and move away from China-centric supply alongside a move to greener product surely we will see favourable outcomes in terms of price and natural product which can only mean the pendulum swinging in favour of companies such as Renascor...
On a lighter note...Graphite consists of a ring of six Carbon atoms closely bonded together hexagonally in widely spaced layers...
So who knew that by investing in Graphite (and other minerals) you are supporting the following sports and industries
The .pdf linked below was recently published by the Minerals Council of Australia and is one of the most interesting and slickest publications I have seen in a long time. Hats off to them and enjoy one and all.
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