<https://seekingalpha.com/article/4244772-graphite-miners-news-mo...

<https://seekingalpha.com/article/4244772-graphite-miners-news-month-february-2019
Nice read. SYR to fill US graphite void. Cost reduction program in place. Optimized production.

Minerals - In the next decade, the demand for lithium [used in the
battery industry] is set to go up 9 times, cobalt is set to go up 6
times, nickel is set to go up 5 times, and <strong>graphite anode is set to go up 9 times.</strong> </li> <li>Benchmark Minerals - “The US has zero graphite mining or processing capacity geared towards the lithium-ion battery industry.”</li> <li>Syrah
Resources achieved &gt;100kt production in the first year of
operations. New binding sales agreements for minimum 74kt in 2019. Full
year 2019 target ~ 250kt.</li> <li>NextSource Materials Inc. granted mining permit for Molo Graphite Project in Madagascar.</li> <li>Renascor
Resources Siviour project PFS results - Post-tax unleveraged NPV10 of
AU$889 million. Post-tax unleveraged IRR of 53%. Operating cost for
spherical graphite of AU$1,883 per tonne (net of projected by-product
credits), versus a projected spherical graphite selling price of
AU$4,800 per tonne. Relatively low capital cost for the spherical plant
of AU$89.9m.</li> <li>Talga Resources' graphene silicon Li-ion battery
anode product, Talnode™- Si, delivers ~70% more energy density than
commercial graphite-only anodes.</li> <li>Nouveau Monde Graphite - 25ktpa graphite binding offtake and joint marketing agreement signed with Traxys.</li> </ul>