I went through as much as I could find on the graphite market and SYR ramp up this week. I suspect the market is in oversupply for another year or so, and there is so much potential supply out there that buyers aren't in a hurry to commit to long term contracts, and are soaking up SYR in the meantime. I'd expect things to change with EV ramp up, but the vols from that are still not huge compared to the number of projects getting touted, so it's a buyers market for now I suspect.
BAT Price at posting:
5.9¢ Sentiment: None Disclosure: Not Held