Media Reports, page-2261

Just finished listening to the European Graphite talk that Normandy7 listed.
The main points in my view
1. Recognised that manufacturers have not paid attention to the supply of raw materials they require especially Graphite.
2. They mentioned that there was a 10 year development timeframe for graphite mines and because graphite wasn't a mineral, obtaining finance was difficult due to that fact, doesn't fit into existing practices.
3. Govt needs to step up and provide incentives to develop mines, as China has previously cut off supply of graphite. EU car industry will be effected.
4. Chinese graphite production is currently supplying graphite at less than cost.
5. Graphite in the experts opinion will not be recyclable due to its crystalline nature.
6. Synthetic graphite is high energy user, this flies in the face of EU policy of reducing the carbon footprint, therefore they is a trend toward high usage of natural graphite in batteries.

All in all, very positive