Graphite projects and reserves - are we facing an oversupply situation?
Published: Thursday, 27 November 2014
This year has seen two graphite mines —Woxna and Loharano — come into production and a lot of excitement as Tesla’s Gigafactory was announced. However, prices have remained muted and as time ticks on, a strategic partner is yet to be announced to supply the electric vehicle producer. IM Editor Siobhan Lismore-Scott asks the industry their opinions on the market and projects in the pipeline — both existing and, in the case of Vietnam and India, potential for growth.
It may seem like it has been an exciting year in
the graphite industry to the average Joe on the street, but
institutional investors will know differently.
There has been some recovery in steel markets, and
Tesla’s Gigafactory announcement has led to a
spate of speculation within the junior...