The Next Few Weeks...Hold OnHere's schedule for the next few weeks:
This Week: NGC announces the opening of the mine. Trump re-enforces that Tariffs ARE COMING.
Next Week: NGC opens the mine and is SELLING product. The ONLY graphite mine that is doing so.
Week 3 - TRUMP comes into power and the Tariffs will come into play... ALL of them, specially CHINA.
Week4.. and beyond - China retaliates...
In the midst of that, OEMs, battery manufacturers, and other graphite buyers will STILL NEED PRODUCT.
Supply constraint, supply chain secuirty, geopotical "national security," WILL DICTATE THE PRICE
We are clearly going into a season of massive uncertainty...
Lets get this party started.
ALAS, who knows where it will lead :)
(See student, I used a fancy word!)