SR: That’s a good question. With new graphite mines opening up outside of China, and the fact that the market hasn’t been really growing lately, I’m going to say that in certain grades, especially the lower-purity grades (less then 93 percent carbon), there’s probably going to be a surplus in supply.
In the higher carbon grades (94 to 97 percent purity), the supply will be bit closer to demand due to the fact that the new graphite mines most likely won’t be able to produce higher-carbon material — initially, at least.
So you’ll probably see more of a decrease in prices in the lower carbon grades and then a holding of prices, or the potential for a small increase in prices, in the higher carbon grades, depending on supply versus demand.
http://graphiteinvestingnews.com/9035-asbury-carbons-stephen-riddle-graphite-china-tesla/
