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.
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