http://seekingalpha.com/article/3999506-energy-storage-dams-energy-future?page=2
4) Buy the graphite miners
Benchmark Mineral Intelligence has forecast demand for graphite (used as anode material in lithium-ion batteries) is set to treble in the next four years as global cell production surges on the back of maturing pure electric vehicle demand and the inception of the utility energy storage market.
Whilst there are risks graphite maybe replaced (say, by silicon in the EV battery) one day, it is still today the most popular and widely used material in the lithium-ion battery. Silicon to replace graphite has issues with expansion, but shows great potential to increase energy density. It maybe that graphite is still used in combination with some silicon, and some years out.
My top 3 graphite miners are Syrah Resources (OTCPK:SYAAF, ASX:SYR), Kibaran Resources (KNL, KBBRF) and Northern Graphite (OTCQX:NGPHF, TSXV:NGC).
You can read my article on the graphite miners here.
- Forums
- ASX - By Stock
- Top three graphite miners
http://seekingalpha.com/article/3999506-energy-storage-dams-energ...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EGR (ASX) to my watchlist
|
|||||
Last
9.9¢ |
Change
-0.001(1.00%) |
Mkt cap ! $44.94M |
Open | High | Low | Value | Volume |
9.9¢ | 9.9¢ | 9.9¢ | $847 | 8.555K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 18305 | 9.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
10.0¢ | 419285 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 18305 | 0.097 |
3 | 78000 | 0.096 |
3 | 229026 | 0.095 |
1 | 470 | 0.094 |
2 | 314000 | 0.092 |
Price($) | Vol. | No. |
---|---|---|
0.100 | 419285 | 3 |
0.105 | 408000 | 2 |
0.110 | 68412 | 3 |
0.115 | 427500 | 4 |
0.120 | 102079 | 2 |
Last trade - 10.44am 15/08/2024 (20 minute delay) ? |
Featured News
EGR (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO & Managing Director
Charles Armstrong
CEO & Managing Director
SPONSORED BY The Market Online