SYR 2.22% 22.0¢ syrah resources limited

Yes, this damn Chinese market really pushes us around and will...

  1. 931 Posts.
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    Yes, this damn Chinese market really pushes us around and will continue to in the short term. We also have the ongoing discussions around Tesla's pricing, general demand and another possible GFC...

    That said people have put forward plenty of positives coming from the US and Europe. Let's not forget that demand in China has only just started to tick up after a pause. We are only just starting up the steeper part of the adoption curve and Tesla is focused on growth despite profits.

    In terms of pet coke, i am placing my bet that Tesla will continue to push the greener choices, even in its Chinese businesses. And we all know that in 12-18 months they will have the largest mega pack facility in the world and they still continue to expand shanghai EV production.
 
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