These comments in the article (and by other commentators) have merit, scan just the asx listed graphite hopefuls projected production rates vs current supply and then consider the fact the world largest ever graphite mine is fully funded and in construction. Any guess what the incremental expansion capex is for SYR vs peers not in construction of further down the development timeline....
How does this commodity not look like a train wreck?
Considering all the battery metals i can't see any reason not to put graphite last in terms supply demand potential.
Graphite Investors Beware - Prices Are About To Collapse, page-13
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