CHINA'S GRAPHITE COUNTER - other 1/2 of storyWe all know about US 25% tarriffs... But how many know what China did to preserve / control their own graphite ?
Funny how... North American's only know where US stands on graphite.
I'll have to really question US's and even North Volt's actions on using 50% synthetic.
It might mean... High Tech wants the good stuff and use the synthetic in, anodes.
Such would make perfect sense.
Game Changer This juicy Chinese information now places
graphite center stage.
All the more precious.
Synopsis Chinese Exporters and subsiduaries of mulitinationals could face $700,000 in violation
of ECL export regulations even suspension of business.
Can't copy paste - readers will have to open link.
China's trade measures International Alert
https://www.millerchevalier.com/publication/trade-compliance-flash-graphite-export-controls-chinas-trade-countermeasures-affecting There we go, the other half of the graphite story. Music to my ears.
All that's needed now ? 1 - stop the 50% tech jv grab nonsense
2 - enforce an in situ value to restore valuation ( another stop the grab )
3 - politely pinch junior to, retest drill cores 6.9% under, chip western outcrops Cgr, Si, SiC
4 - repricing spot graphite + junior's not signing unfavorble contracts.
https://www.youtube.com/watch?v=ZIfwQqVQzs0 Synthetics ? They modify the carbon, burn off O2 = activated carbon
Some take it further and and polymeres to add conductivity.
Diamond Chips -tech co's add a doping of, phosphorus, boron to supe it up.
Question ? Are graphite junior's competative ?
Should graphite juniors synthesize their graphite add, aluminum, manganese, etc...
I've never seen such an uninventive industry as the graphite juniors.