Woods Mcenzie is a oil and gas consulting agency...
From every other chart ive seen natural is no where near 50% of current demand for anode its more along the lines of 20-30% currently. With this rising to over 50% by 2030
Refer to benchmark minerals for these charts
You always bang on about NVX pricing for anode being the same as TLG with prices expected to decrease in the coming years for synthetic.....which i think is a load of bollocks
i would like too point out two things
- petroleum coking prices are on a sharp incline due to oil prices skyrocketed above $100 recently, and coal prices through the roof this is going to heavily effect the price the NVX can charge.
- energy prices are also through the roof...and doesnt matter how efficient there furnaces are if they have to pay 2-4x in energy costs to produce the same amount of anode it is also going to hurt their bottem line.
Woods Mcenzie is a oil and gas consulting agency...From every...
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