TLG - Media, page-6291

And re synthetic graphite there’s big issues going on as we’ve mentioned previously. Those are needle coke (used to produce synthetic) has major competition from electrodes for EAF’s ( electric arc furnaces).
Chinese National gvt putting big pressure on IO smelters to reduce emissions. They want consolation in the sector with fewer major companies using EAF’s for reduced pollution and CO2 emissions, not the hundreds of small coal burning ones.
I’d bet on the profitable IO and steel factories to lock in needle coke supplies before the synthetic producers in China. They’re driving the price up as a result.That will force synthetic anode prices up.
Natural graphite producers with big high grade resources will be in the box seat.