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.
yep, China restricting graphite exports helps them in two ways....
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Mkt cap ! $171.5M | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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