On Day 4 of the Fastmarkets Lithium & Battery Raw Materials Conference 2025, a panel featuring Stacey Newstead (CarbonScape) and David Christensen (Renascor Resources) discussed one of the graphite industry’s most common questions: Can a viable anode ecosystem be developed outside of China?
The summary of this discussion available on LinkedIn.
It is a very sobering discussion and just highlights that it could be some time before anything changes for the ex China market.
Whilst I am prepared to wait this out the fact that I have such a large percentage of my invested capital locked in here likely not increasing for some time is not lost on me.
This next period will really test believers IMO.
Particulary as other holders will likely continue to sell resulting in possibly much lower SP levels.
10x
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