yep, China restricting graphite exports helps them in two ways. 1. Reduces the cost of domestic supply and drives the cost competiveness if Chinese batteries/ EVs. 2. Increases the cost to Western manufacturers. It's a smart strategy that will help them dominate the nascent industry- volume production wins. It's a big win for talga as they have a rare commodity and will be able to charge a premium. Syrah can ramp up quickly hence the massive pop yesterday.
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Last
57.0¢ |
Change
-0.005(0.87%) |
Mkt cap ! $216.4M | |||
| Open | High | Low | Value | Volume |
| 56.5¢ | 57.5¢ | 55.5¢ | $495.1K | 875.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 25000 | 56.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 57.0¢ | 16148 | 3 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |