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Graphite is not rare. With China already supplying 80 odd...

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FiendishRedbeard

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01/09/17

21:45

Post #: 26944605
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Originally posted by unicrumba ↑

..."the number of new entrants to graphite has completely died in the last few months?"... - Hahah, how many more did you think were coming, and Yes, mining the market opportunities are drying up.

My prediction is we'll see one or two of the advanced G Co's secure finance b4 the end of this year in time to be able to supply the market by end of 2018, early 2019. Combined with SYR, Chinese and remain existing G mines, they will comfortably be able to supply enough G for some time.

All others will struggle to secure finance to around 2019/20 where things can improve if EV's uptake explodes by then and if no new Battery Chemistries come along.

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Graphite is not rare. With China already supplying 80 odd percent I can see them adding production from new regions as demand increases.
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