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Graphite … lithium’s little brother will see demand increase 5-fold

Stuart Roberts, March 3, 2022

Graphite Baby!

Of course you only need to mention Tesla and investors take notice. The two sticking points for mining graphite right now are that no-one knows how to price it and there are “generations” of it in risky Tanzania.

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Our own Stuart Roberts expects a forthcoming country risk report to upgrade Tanzania due to a change in government focus, an event that could spur far more activity in this space.

Graphite needs a lot of investment to mine and process, so there’s a long runway, but he’s looking for a five-fold increase in demand over the next deacde or so. There are only a couple of ASX names already in this space.