The coming Battery Bonanza by James Dines o 27/6/17
Whilst author is promoting another company LEM which has a graphite mine in sweden he also mentions SYR and is a shareholder in company
He outlines the monolopy China has in many fields and the key to the bull market in graphite is that many now depend on China for use in automotive batteries. China cut off Japan's supply of Rare Earths when a conflict arose over the Senkaku boat collision on 7 Sep 2010, which would have closed down Japan's automobile industry. Tesla, for example, would have to close down its Gigafactory without China's graphite, and is thus likewise at its mercy.
Part of above link includes
The coming Battery Bonanza by James Dines o 27/6/17 Whilst...
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