SYR syrah resources limited
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Who thinks graphite is screwed, page-8

  1. Bullrush007
    6,117 Posts.
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    14/11/24
    12:20
    Post #: 76603361
    Chinese EVs won’t impact US manufacturing as they won’t be allowed to

    Trump won’t place Tariffs on Chinese graphite as any trade war move will decimate Tesla’s Chinese businesses

    US should develop tech and material that make graphite obsolete

    how they do that at an economic scale I’m not sure

    Will China ban graphite export to US - I don’t think so

    Will Chinese battery companies be allowed to operate in US - cheap batteries for Tesla if they do

    Will synthetic graphite be able to supply surplus demand in US

    there is no point for Syrah if the above eventuates

    Syrah would only be critical if US and exChina steel manufacturing picks up 10 fold

    Under Trump, this is likely but shifts Syrahs day of reckoning by 3-5 years

    SYR Price at posting: 24.0¢ Sentiment: Sell Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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28.0¢ 		Change
0.005(1.82%) 		Mkt cap ! $291.8M
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