RNU renascor resources limited

Fastmarkets forecasts a bleak future for graphite, but they...

  1. 210 Posts.
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    Fastmarkets forecasts a bleak future for graphite, but they conveniently ignore the CVD/AD tariffs investigation.

    And POSCO, the largest ex-China anode producer, subsequently making FID on their own PSG facility.

    POSCO clearly expects that ex-China PSG production will be viable. But what would they know?

    "A source close to POSCO said ... 'especially with the trade tensions between the US and China, more and more OEMs are interested in South Korean-made anode material." (Link)

    https://graphitehub.com/fastmarkets-viability-of-developing-non-china-anode-ecosystem-4/
 
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