Hi All - I posted this a year ago on another thread, where nobody really seemed interested then, so just putting it here in its place.
Sounds to me like there will be significant volume produced, if anyone has any more data - appreciated. Cheers - TheG
----------------------------------------------------------------- I wonder if anyone has tried to quantify the impact Hazer sites may have on graphite mining?
...we see that "Benchmark Mineral Intelligence data shows demand for natural graphite from the battery segment amounted to 400,000 tonnes in 2021, with that number expected to scale up to 3 million tonnes by 2030. Demand for synthetic graphite came to about 300,000 tonnes in 2021, and is expected to increase to 1.5 million tonnes by 2030."
What is the ratio of graphite to hydrogen production? - the latest AGM doc seems to say 380 graphite to 100 hydrogen tpa, but not sure if that is the right figure to go on. If the BC and Japanese plants are going to be producing 100K tpa each, one might expect more plants are going to have a reasonable effect. Albeit those were for phase 2 operations which is a few years down the track. ------------------------------------------------------------------
HZR Price at posting:
38.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)