WTM 7.04% 33.0¢ waratah minerals limited

Upcoming raw materials shortfall

  1. 36 Posts.
    Looming raw materials shortage ahead as the car companies, and other industries, unviel their manufacturing/expansion plans.  Apologise that it's a Tesla article, as don't like to get people thinking Tesla's is the be all and end all, but its just that they are thinking and moving ahead while all play catchup. imho.

    http://benchmarkminerals.com/Blog/tesla-faces-raw-material-reality-with-expanded-gigafactory/

    One excerpt :
    'Huge capacity expansions will be needed to take the carbon anode industry from 80,000 tonnes last year to the 250-300,000 tonnes needed by 2021.
    The majority of these expansions are expected to come from flake graphite miners rather than synthetic graphite producers which are simply not installing the additional capacity due to higher costs.
 
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