RE:RE:More reading for the people who like facts
Yesterday I searched graphite supply and demand and came up with some interesting facts. Graphite demand is expected to increase 20% per year into 2020. China is the worlds number one supplier. They are now mothballing some mines as all the surface graphite is gone and it is not cost effective to continue. Most graphite mined in China is amphorous and not the more desirable large flake.Tesla is still searching for a N.A. supply. Imo the 20% growth estimate is conservative as more power is coming from solar which uses graphite for batteries as well as the panels. Times are changing and and I think lithium and graphite will be this centuries gold and silver.Connect the dots and do DD on this company.