Jaded,
At my age I prefer to spend my money wisely and thus i do not pay the fees to IM or Benchmark for data that is not accurate. Both publication are nice to read but neither of these publications really understand the graphite markets. Thus i would not trust all the data they present.
The best way to determine the demand of natural flake graphite is to first look at what you believe is current capacity by country.
Brazil
India
Canada
Norway
Sweden
Australia
Madagascar
Ukraine
Russia
North Korea
Zimbabwe
Total Capacity for all these locations listed above is above 2o0,00o/mt. However current demand is about 140,000/mt thus there about 60,000/mt of excess capacity today
China (This country is the most difficult to first determine capacity and then to determine current demand) China has somewhere between 500,000 to as much as 650,000/mt of capacity. I guess today the demand is about 400,000. Thus there is then about 100,000 to 250,000/mt of excess capacity.
Hope this information will assist you in determining what graphite investments are best.
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