Investing In Graphite Part 2

Originally posted by Jaded ↑

anyhow jim seeing as can't expect a reply from you 'til midnight our time will just leave it for now til you can give further elaboration
I'm interpreting that your excess current production capacity of 400/600kts Excess over Current Use is the basis for your Agreement
with the opinion/analysis of Steve Riddle/Ben Kramer Miller/ Simon Moore/ Infotel/Seeking Alpha that any New Mine proposal of over 40kts is 'courageous' ambitious, pie in the sky, outrageous, will never, just can't happen. Tell 'em their dreaming [seen that Ozzie movie, The Castle, Jim?]

I assume that any new demand for expanding, batteries ev and stand alonegrade, pebble reactors, recarb synthetic substitution, all the new tech coming demand, in your opinion Jim ,will first be 'absorbed' by the current excess capacity before new mines get a look in?Is that what you're alluding to?

If it is / well I too await the Nevada GigaFactory issue of the Raw Material Contracts predicted for about July, isn't it Jim ? This will give some definition/clarity to Natural Flake graphite demand, perhaps even flake specification for Tesla EV batteries AND their stand alone home and industry alternative energy ones.

yeah Jim I and the Siberians know The Synthetic side will 'win'. We're prepared for that but most of the other HC crowd in the individual super pit threads IMO aren't.

So @Graphite firstly hope you don't mind renaming you jim.Would you prefer Steve ? I had a steve alias once
Steve Windle signed S Windle [or Wendell] it was a joke.

anyhow secondly is all this excess capacity also available for traditional use in a steel industry revival?
oh and still the question about Import Replacement to sort out.

later
cheerio

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Jaded,
First if you want to give me a nick name call me “Skier”. I have prefer to spend my free time skiing the alps and enjoying all the fresh mountain air.
Are you saying you disagree with all the opinions of people you listed below?
As for your question “I assume that any new demand for expanding, batteries ev and stand alone grade, pebble reactors, recarb synthetic substitution, all the new tech coming demand, in your opinion Skier ,will first be 'absorbed' by the current excess capacity before new mines get a look in? Is that what you're alluding to?” What do you assume? Yes I assume existing capacity must first be absorbed.
As for Nevada GigaFactory as to what type of Graphite they will require and when I do not have any comments or knowledge of their requirements. I assume you have to get this from their battery partner Panasonic.
Yes some of the excess capacity if the graphite mining company is willing to sell at low enough prices could be sold into the steel industry but not as much volume as companies like Syrah have lead you to believe.
Skier