Prices for quality Battery Grade Natural Graphite have been...

Prices for quality Battery Grade Natural Graphite have been steadily increasing this year, there is not much use in comparing the prices in the past but it is very important to understand of where they will be in 2-3 year time and consider the following:

* Even until last year, the volume of EV's and Stationary Storage was increasing at a very high 100% number but from a very low starting point

* China was producing enough average Natural Graphite and there were no problem making enough Synthetic Graphite to blend with their average Natural G which allowed them to make an acceptable Anode. = keep rice of Natural G low + served their objective and allow them to capture the cell manufacturing market

What is changing:

* EV's and Stationary Storage are now selling at some serious numbers this year and new models and production lines are still in their limited numbers to date, so next year there should be a doubling in volume sold at a minimum, much more if OEM's can get enough Battery Supplies.

* China is shutting down their polluting G Mines = The End Of Cheap G is near

* Synthetic G will be replaced by natural G in ever greater % due to Natural G being now purified to exceptional levels by Western Co's, which is costing more than China G but significantly less than Synthetic G, and ever stricter ESG requirements will be of great assistance to producers of Quality Natural Flake G.

* Strict ESG requirements and significant Non China production facilities are coming online around the globe...it is happening NOW, it takes years to get a new G mine into full production, especially if ESG criteria is to bee achieved.

* The squeeze is coming and EGR, who a far as I know is still the only development ready Graphite Mine who has Bank Finance in sight and has undergone independent, Bank appointed Engineering Firm validated the BFS figures...this is of such importance and immaterial to traders but significant to Large Investors and Instos.

There is so much more, but I don't want to upset my Comrades who are desperately hoping for the price to drop again

Hope any long termers still here are making the most of this opportunity whilst the shorters re doing their thing...the Patent announcement alone should have us over $2 now.
This is huge!!!



All IMO