Graphite … lithium’s little brother will see demand increase 5-fold
Stuart Roberts, February 11, 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.
GET A 30-DAY FREE TRIAL TO STOCKS DOWN UNDER
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.
Stay up-to-date on ASX-listed stocks!
Make sure you subscribe to Stocks Down Under today
No credit card needed and the trial expires automatically.
Blog Categories
Get Our Top 5 ASX Stocks for FY26
Recent Posts
4DMedical’s Growth Story Gains Airflow in the US Market
4DMedical Finds Its Rhythm 4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its…
OpenAI AI Crown Is No Longer Untouchable
OpenAI’s Reign Faces Its First Real Test Many people have heard the headlines claiming that OpenAI is calling a code…
Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact
Cogstate’s H1 Hit Is a Timing Story, Not a Demand Story Cogstate Ltd (ASX:CGS) delivered a business update this morning…