EGR 13.6% 12.5¢ ecograf limited

Interesting news story, page-10

  1. 2,774 Posts.
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    Another interesting news story

    https://www.scmp.com/business/article/3173647/shortage-ev-battery-raw-material-graphite-could-delay-global-drive-go?utm_source=Twitter&utm_medium=share_widget&utm_campaign=3173647

    https://hotcopper.com.au/data/attachments/4253/4253657-66e4352a8c9d9ab218339c30c94e4dfb.jpg
    https://hotcopper.com.au/data/attachments/4253/4253672-050b5ce31c990123a41ce8929a8c32e7.jpg
    The article's also got a few interesting market share figures.

    So if there are shortages forecast this year, and a massive increase in demand in 2023 and 2024, is that extra demand being met with under construction new supply?

    Do we have the beginnings of Graphite having big price increases?
 
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