Hi Folks
After the China graphite trade war started, I just did some early searching.
The US is currently building 13 enormous battery-gigafactories. See link below.
Whoops, where are we going to get the graphite from. I'm fairly sure we need graphite to make batteries.
In the words of Maxwell Smart "Sorry about that chief"
The US served ( high tech chips barriers). china returned ( graphite barriers) just how long will this tit for tat rally go on for.
The words "black swan event" come to mind. Maybe over reacting? Who knows.
Also, maybe an early ship load of anodes to the US from an early buy-off agreement, not out completely out of the realms of possibility. That might maybe make European customers sit up and take notice.
I also suspect that graphite prices ex-China could soon start to be on the move. Anodes?
Just some thoughts, DYOR
cheers Lies
https://electrek.co/2021/12/27/13-battery-gigafactories-coming-us-2025-ushering-new-era/
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