Post by
Frenchie18473 on Jan 07, 2025 11:21pm
The Next Few Weeks...Hold On
Here'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!)
Comment by
youknowwhat on Jan 08, 2025 11:04am
It's long been clear that Hugues Jacquemin et al have to go, period YES YES YES UNTIL THAT HAPPENS WE ONLY HAVE DONALD TRUMP TO RELY ON TO START A PUMP WITH HIS TARIFFS. Just remember pick you exit point and get out of dodge. CAM BIRGE AND HIS FAILED CEO WILL NEVER BE SUCCESSFUL.