Comment by
metalhead666 on Mar 29, 2021 6:27am
Add in some share dilution, a stupid amount of money spent to build a plant that will be obsolete soon....run don't walk away from this company "One promising approach is the use of metal electrodes in place of the conventional graphite"
Comment by
ITSUP2ME on Mar 29, 2021 7:48am
Electrodes will remain by far the largest application for synthetic graphite, but demand for natural graphite in batteries could exceed that from refractories by almost three times by 2030. Total graphite demand to grow around 5 to 6 percent per year over the next 10 years.
Comment by
metalhead666 on Mar 29, 2021 9:05am
Don't think so...everyone is playing with silicon, solid state, metal anodes, synthetic graphite....sooner or later graphite will not be needed at all so why bet on a future like this with a graphite player that is years from production from a very expensive project? Stick with lithium and copper the two can't lose metals. Steer clear of this hyped up future failure
Comment by
GraPhil on Mar 29, 2021 6:04pm
Even if you are right.... in the next decade or lil sooner for high-end vhicule only... NOU doesn't necessarily need to use Graphite for they're anode plant!, they have R&D partnership with hydro-Quebec! They can come up with they're own nano formula and load up on silicon right in QC Graphite can be sell in other market next decade to.
Comment by
ITSUP2ME on Mar 29, 2021 7:45am
The global graphite electrode market is projected to grow at a healthy rate over the next five years to reach US$ 15.3 billion in 2024.