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
43.0¢ |
Change
0.005(1.18%) |
Mkt cap ! $163.4M | |||
| Open | High | Low | Value | Volume |
| 44.5¢ | 47.5¢ | 41.0¢ | $991.6K | 2.241M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 19237 | 43.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 50000 | 1 |
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| Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |