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#Industry/competitors
stale
Added 9 months ago

Article on state of graphite markets

https://www.fastmarkets.com/insights/syrah-resources-graphite-deals-in-line-with-supply-diversification

Unfortunately prices could get lower

#Risks
stale
Added 10 months ago

Syrah quarterly update came out which makes for hard reading

Inventory build caused by China synthetic, cost cutting and rising input costs

And yet US lists graphite as critical. Someone not understanding China controls the market and China probably doing whatever it takes to crush other suppliers.

News has impacted other graphite plays on the asx.