SYR 2.74% 35.5¢ syrah resources limited

*****Please Note the Chinese graphite export control will...

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    *****Please Note the Chinese graphite export control will commence on 1/12/23******

    As other graphite companies,such as RNU,TLG are still years away from production, Without Syrah /Balama/Vidalia, the west,namely, US, Japan,Korea, Europe simply could not get meaningful supply of graphite elsewhere, but from China in the next several year.


    SYR already has a non-binding MOU with Samsung SDI prior to the Chinese announcement, its just a matter of time it turns into binding.

    I also suspect the ex-China graphite price are trending upward now.


    https://hotcopper.com.au/data/attachments/5712/5712201-187f120145e650f95e9d4b7dd581eb86.jpghttps://hotcopper.com.au/data/attachments/5712/5712202-cd2aa48723cc91653ac929adeda6a3a9.jpg

 
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