RNU

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7.2¢ renascor resources limited

All 18 minutes is worth a listen - graphite is mentioned...

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Freddie Miles

208 Posts.

42

21/03/19

00:36

Post #: 37831823
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Originally posted by Yuk1 ↑

Taken from a London based SP Angel report this morning. The market is going to catch on soon enough. Then boom!

“Graphite is the number one raw material input into a Li-ion battery”

Reporting from the Prospectors and Developers Association of Canada (PDAC), Benchmark Minerals Intelligence Managing Director, Simon Moore, reiterates the importance of the battery metal as approximately 50% of Li-ion batteries by mass require graphite. Currently, the global market offers 165kpta anode material for existing manufacturing capacity, which needs to rise to 1.6Mtpa by 2030. Anode formation relies on synthetic and natural blending, however the higher cost of synthetic and difficulty scaling production will boost the significance of natural sources. The industry will turn to advanced technology materials producers including Talga Resources who will be able to deliver premium materials to boost the performance of even the best existing commercial iterations. The vertically integrated graphite company will require sustained investment as they take the world’s highest-grade graphite deposit into production to support the accelerating global battery industries.

Simon Moore also emphasises capital market investment is one of the greatest risks to global electrification as sustained funding is falling short for the “biggest trend in the 21st century, which is energy storage”. The rise of battery Megafactories is huge, with 71 currently under development and 45 operating at multi-GWh scales. Scaling the supply chain presents huge challenges as speciality markets grow from niche 100ktpa industries to multi-million tonne scale.

The trends cumulatively indicate there is a major supply risk across the battery metal space, particularly across the US and Europe where the four metals (lithium, cobalt, nickel and graphite) are designated critical metals, requiring sustained and significant global investment to advance capacity.

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All 18 minutes is worth a listen - graphite is mentioned throughout, but exclusive Graphite chat is from 13:35...

"Somebody asked the question 'how do you rank these minerals?' and for me.., well from an investor perspective its easy to understand lithium 1. nickel 2. cobalt 3. and then graphite always gets forgotten..from a car manufacturers perspective nickel and graphite are the biggest concerns right now."

so true, graphite has slip passed the common battery investor radar.
All it takes is for one of these deposits to crack a funding deal....then its all eyes.

Last edited by Freddie Miles: 21/03/19

RNU Price at posting: 1.7¢ Sentiment: Hold Disclosure: Held
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All 18 minutes is worth a listen - graphite is mentioned...

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