SYR
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4.44% 23.5¢ syrah resources limited

SYR Charts, page-1317

  1. Gaz_C
    263 Posts.
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    16/06/21
    19:51
    Post #: 53883407
    https://www.google.com/amp/s/www.argusmedia.com/en/news/2222594-chinas-xfh-to-build-graphite-anode-plant%3famp=1

    Article provides some insight on plans to increase synthetic anode graphite capacity in China. Looks like small stuff compared to what is required but shows the intent to continue competing in the AAM realm.
    One interesting point looks to be the capital intensity to build that capacity at ~$3100/t vs the Vidalia expansion at $11900-13800/t. I'm guessing Vadalia's advantage will be lower opex costs and ESG baggage of synthetic being coal based.

    SYR Price at posting: $1.03 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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