Yes yes. We know all that.
Asmet with little experience - but there's an army of others with experience in recarb aka carbon rising aka carbon raising - you keep dodging that fact.
SYR sale price of $1000 is nonsense - but a lot of graphiters with costs much lower than $400 can still turn a profit. Then there's the cost recovery model they could use to unlock flake size potential and improve those margins - dodging that one too.
Compete with low cost carbon - you mean this crap below.... Chinese don't want it - neither the Brazilains. Koreans? Germans? Turks? Tanzi? Good luck getting those to unload too.
“" KCBX to eliminate coal and petroleum coke piles,” said the headline on a Feb. 19 press release from the company. For almost two years, local residents have been complaining about black dust blowing off the piles and asking elected officials to ban or place a moratorium on petcoke in the city."
http://www.midwestenergynews.com/2015/02/24/chicago-petcoke-announcement-raises-more-questions/
Which means the yanks and lumberjacks have to find a way to use it within their own countries because no one else wants it. Only those markets will be over supplied by cheap carbon - not others. The spanner is though it can't just sit there causing health problems so now yanks and lumberjacks have to pay money to enclose and dispose of it. That makes it less cheap fyi because it introduces new costs cheap carbon has not had to contend with before.
But I'm sure that problem will go away if the politicians can be bribed into putting coke on the renewable list, eh.
Stop using SYR and Asmet as the example of why the cheap carbon market will survive. We are well aware of the 'problem' of using that superheated reheated ore body in recarb. It won't be a surprise to us if SYR are unable to find the type of graphite needed for recarb use. Problem for carbon traders is though that there is lots of graphite that does suit recarb. SYR may have it - more likely they don't. Doesn't matter. Lots of others have it.
bye bye 'cheap' carbon.
