Non-Chinese graphite players poised for their day in the sun

LiveWire02-16

The graphite price might not reflect it, but there are serious concerns about how the forecast demand growth for the anode material for lithium ion batteries will be met in coming years. The concerns ...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNon-Chinese graphite players poised for their day in the sun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/non-chinese-graphite-players-poised-for-their-day-in-the-sun><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The graphite price might not reflect it, but there are serious concerns about how the forecast demand growth for the anode material for lithium ion batteries will be met in coming years.\nThe concerns ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/non-chinese-graphite-players-poised-for-their-day-in-the-sun\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0498741114.HKD","symbol_name":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/non-chinese-graphite-players-poised-for-their-day-in-the-sun","article_id":"2411028571","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/non-chinese-graphite-players-poised-for-their-day-in-the-sun","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2411028571","pubTimestamp":1708037823,"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"The graphite price might not reflect it, but there are serious concerns about how the forecast demand growth for the anode material for lithium ion batteries will be met in coming years.The concerns go beyond simply the lack of new mine developments and the current lack of incentive pricing to meet the expected demand growth, with serious supply shortages possibly emerging well before the end of the decade.Beyond the current lack of incentive pricing, the concerns also take in China’s grip on the key battery material , from natural and synthetic graphite, through to battery-ready material.That grip was tightened in December when China implemented curbs on exports of natural graphite under “national security” concerns. Export permits  are now in place for graphite products critical to battery production.China's commerce ministry said the move on graphite was \"conducive to ensuring the security and stability of the global supply chain and industrial chain, and conducive to better safegua","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","SG9999001143.SGD":"United Gold and General A Acc SGD","BK7095":"多种金属与采矿","BK7104":"黄金","SYR.AU":"SYRAH RESOURCES LTD","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","RNU.AU":"RENASCOR RESOURCES LTD","LU1023059493.AUD":"Blackrock World Mining A2 AUD-H","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","NEM.AU":"Newmont Corp","BK7507":"资源股","LU1223083913.SGD":"Schroder ISF Global Gold A Acc SGD-H","BK4017":"黄金","LU0055631609.USD":"贝莱德世界黄金基金A2","LU1223082196.USD":"施罗德环球黄金A Acc","LU0075056555.USD":"贝莱德世界矿业基金A2","BGL.AU":"BELLEVUE GOLD LTD","BK4187":"航天航空与国防","BK4532":"文艺复兴科技持仓","BK4570":"地缘局势概念股","BK7506":"金矿股","NST.AU":"NORTHERN STAR RESOURCES LTD","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","BK4585":"ETF&股票定投概念","LU0496367417.USD":"富兰克林黄金和贵金属A（acc）","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0330918003.SGD":"Blackrock World Mining A2 SGD-H","BK7083":"煤与消费用燃料","SPR":"Spirit AeroSystems Holdings Inc","KNG.AU":"KINGSLAND MINERALS LTD","KNG":"FT Vest S&P 500 Dividend Aristocrats Target Income ETF","NEM":"纽曼矿业","SPR.AU":"SPARTAN RESOURCES LIMITED","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","SPAQ.U":"Spartan Acquisition Corp. III","BK4588":"碎股"},"translate_title":"非中国石墨玩家准备好迎接他们的阳光之日","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SYR.AU":1,"SPR.AU":1,"SPR":1,"RNU.AU":1,"NST.AU":1,"NEM.AU":1,"NEM":1,"BGL.AU":1,"KNG":1,"KNG.AU":1,"SPAQ.U":0.73},"content_text":"The graphite price might not reflect it, but there are serious concerns about how the forecast demand growth for the anode material for lithium ion batteries will be met in coming years.\nThe concerns go beyond simply the lack of new mine developments and the current lack of incentive pricing to meet the expected demand growth, with serious supply shortages possibly emerging well before the end of the decade.\nBeyond the current lack of incentive pricing, the concerns also take in China’s grip on the key battery material (unlike lithium, graphite is present in all of the key battery technologies), from natural and synthetic graphite, through to battery-ready material.\nThat grip was tightened in December when China implemented curbs on exports of natural graphite under “national security” concerns. Export permits (control) are now in place for graphite products critical to battery production.\nChina's commerce ministry said the move on graphite was \"conducive to ensuring the security and stability of the global supply chain and industrial chain, and conducive to better safeguarding national security and interests”.\nIt seems that China wants to ensure its plans to dominate the global EV industry cannot be derailed because of the coming graphite shortage. It already has its nickel supplies stitched up through its sponsorship of the explosion of nickel production in Indonesia.\nThat swings the spotlight over to the other concern – the sustainability of the environmentally-gross production of graphite in China’s mainland industry, particularly the synthetic stuff.\nNo one wants a “blood” diamonds. No one wants conflict gold. And before long, no one will want dirty Chinese graphite in their shiny new EV. The pushback is already underway.\nThe December export controls put in place by China and rising sustainability concerns have served to steel the will of governments with big auto industries - the US, Europe & the UK, Japan and Korea - to build an ex-China supply chain.\nThe lead ASX-listed graphite stock Syrah (SYR) is a beneficiary having recently became an integrated producer by matching up its graphite mine in Mozambique to an active anode material operation in the US with the help of the US taxpayer.\nAnd the Australian taxpayer is ready to support the plans by Renascor (RNU) to become an integrated producer (to the purified spherical graphite level) from its graphite deposit in South Australia.\nBoth companies have had their share prices smashed in response to the slump in graphite prices due to low cyclical demand in China, inventory drawdown in China and the over-investment in synthetic graphite in China taking natural graphite prices down with them.\nBut as suggested, it seems that both companies will have their day in the sun before long.\nKINGSLAND (KNG):\nAll of the above was a long lead into today’s graphite interest – Kingsland Minerals (ASX:KNG), trading at all of 22c for a market cap of $12.8 million.\nA diary note suggests it must be close to releasing the maiden resource estimate for its Leliyn graphite discovery in the Northern Territory.\nIt’s the one that the company last year set a stock exchange-compliant “exploration target” for of 200-250Mt grading 8-11% total graphitic carbon (Syrah is more than 1 billion tonnes at 11.6% and Renascor’s resource estimate is 94Mt at 7.3%).\nThe host rock at Leliyn is a 20km-long graphitic schist. Importantly, the exploration target was based on only a 5km section, and only to a depth of 20m and 100m across.\nNeedless to say that the expectation is that the maiden estimate should be a big ‘un. How big remains to be seen.\nIn tandem with the resource estimate, Kingsland has also ordered up initial metallurgical testwork as there is no point having a world-scale deposit if the grades, recoveries and amenability to be processed in to battery graced material does not stack up.\nThe company has previously indicated the initial met testwork results would also be released sometime in the March quarter. And here we are with six weeks to go.\nThe company said the combo of the maiden resource/met results could be transformational for the company. \nGiven the ex-China world could do with another big deposit in a Tier 1 location, the newsflow could indeed be transformational. All inside a $12.8m company too.\nGOLDS:\nThe stronger US dollar stemming from the delay in the timing of the first US interest rate cuts took its toll on the gold price and ASX gold stocks during the week.\nBut there were a couple of notable exceptions that were able to swim against the tide – Bellevue (BGL) and Spartan (SPR).\nLeading gold stocks like Northern Star (NST) and Newmont (NEM) were off 3.5% and 1.6% respectively on Thursday from Monday’s close in response to gold’s subsequent fall below $US2000/oz.\nBut Bellevue was 4.6% higher at $1.33 over the same timeframe while Spartan lifted its chiton to race ahead 18% higher to 51c.\nThe price strength for Bellevue was due to the revelation that the ramp-up of its new namesake mine had reached the point where it was generating free cash flow after a 30% increase in month-on-month production.\nIt was holding $48.5m on December 31 before it started building cash and now has minimal remaining capex spend, and a comfortable debt repayment schedule ahead.\nThere is still a way to go before the mine reaches annual output of 200,000oz-plus of low-cost gold but all of the key metrics in the month of January were looking good.\nRBC has a $1.80 price target on the stock and reckons that a contributing factor to Bellevue’s recent share price underperformance has been the potential need for a capital raise.\n“This risk now seems to have somewhat abated. Halfway through the quarter, Bellevue has not required a raise, and the company is now free cash flow positive,” RBC said.\nSpartan excited during the week with a report that visible gold (assays pending) had been logged 170m below the 952,000oz high-grade Never Never deposit at its Dalgaranga project in WA’s Murchison region.\nNever Never already stands as a game-changer for Dalgaranga which had to put its 2.5Mtpa processing plant on ice in November 2022 because trying to make money from the then mill feed of less than 1 g/t was all too hard.\nNever Never grades an impressive 5.74g/t and is set to underpin first production of high margin ounces through the mill in the second half of FY2025.\nSpartan said the visible gold was at 878.7m downhole within a 20.5m hit from 871.5m which was “typical’’ Never Never-style mineralisation. It said the drilling had demonstrated the “exceptional growth potential of the Never Never deposit at depth”.\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2411028571"}