I have been researching KNL (Graphite- up 65% in July) big jump in price Friday and where Martis has been spending his time recently. Also looking at SYR (again Graphite up 50% since June) and their own rise since I started watching them. And of course TON (again, again, Graphite up 105% since June) and it seems the world is in love with Graphite.
This leaves me both puzzled and wondering that it is a bubble with too many suppliers with common sense being suspended.
Surely Graphite is a secondary product in the battery revolution? I do not hold any of these three with my investment being in TNG
With Windimurra Vanadium ( WVL) languishing after their fire and some doubts whether they will make it back into production I just wonder at perhaps my perceived serendipitous timing of TNG, (that the point in time production is going to coincide with the ramping up of demand.)
It seems to me that the American Vanadium resource, while not insignificant, seems perhaps to be somewhat limited in scope compared with other deposits around the world and at a rough guess at what a huge demand there is going to be for Vanadium.
My gut says graphite will peak and crash under weight of too much supply and that TNG will NOT be 'Peak'ing to soon but just right. Perhaps not more than another 100 to 200 sleeps to some significant plan for production and hitting it's straps when the world fully embraces battery technology
(VALE the Petrosexual)
