What I do like about $SGA #Sarytogen #graphite is that they are not trying to be a one trick pony for spherical graphite. There are a multitude of markets for graphite and they are finding them. For the volumes...well... that is almost all in #China

SG is the now & #graphene is the future. It has a way to go but the amount of investment in #China into graphene is VERY substantial even though unlikely to make the news. ..and China is not alone. The number of patents is huge. skeletontech.com/news/skeleton-…

Centre of world #graphite is now entrenched in Hegang #China. Now a super hub for processing and product development. The giant Yunshun mine is the backbone while research led by Wang Jionghui proving what I have always said that the Chinese are the world's best at processing

News from our old stomping ground in Hegang #China A new method of achieving over 99.999% #graphite purity has emerged. Unknown in the west it uses an interesting processing combination that does not just rely on heat. The Chinese are masters of "real" processing technology.

? #Graphene is a good example of why #China will always be the no 1 stop for #graphite related products & why all miners need a China focus. In Graphene China has lodged 90,000 patents (72% of all) & X 10 more than USA along with 260,000 papers published. Ignore at your peril.

By 2026 U.S electric vehicles will need non #China #Graphite. Watch those Chinese companies in the graphite industry begin developing partnerships with non Chinese mines to circumvent the problem and look for winners. The Chinese are both masters of processing and of trade.

People also forget that the Chinese may have different reasons for investing in new mines. Such as - Protecting IP away from China - Moving funds from China - Moving family from China - Establishing manufacturing away from China - Avoiding China environmental regulations

What I do agree with. staged dev where stage 1 can prove quality for users... and multiple offtake markets and China has many. That includes #graphite & #graphene which may be small in tonnage but often big $ backing & may be looking for IP protection outside #China.

Nice work from $SGA #graphite

Despite what people say there is still demand for large flake #graphite from #Africa and that includes demand we see from #China Those that say graphite is in the toilet are wrong, its just complicated to find the right partners, mostly in China.

Just how many #graphite projects are sitting there treading water and waiting for finance, or soon will be All the tests all the studies all the reports and all the capital spent Lets not kid ourselves without developing strong partners... aint gonna happen lol Wasted years

Rio spends $18.5m to up stake in rutile and #graphite champion Sovereign $SVM theaustralian.com.au/business/stock…

Sensible decision by Triton. As we keep saying #Graphite projects without clear relationships with 🇨🇳 #China risk becoming non events. Gaining mutual trust takes years not months. > @MineralsTriton $TON Agrees to Divest 70% of Mozambique Graphite Assets for A$17 million cash

In my opinion a number of #graphite projects without a strong #China focus may be left in limbo. Investors can like or hate it but the Chinese currently control the graphite market & have decades of real experience against years of lab tests that are ??? in real word conditions.

> #China natural flake exports up 5.97% YoY in April 2024 to major markets South Korea, Germany and Japan. They look like they are fully recovered just as we guessed they would after the so called export bans.

NextSource gets World Bank support for Molo #graphite expansion debt facility $NEXT Signing of a mandate letter with IFC to lead a senior debt facility to $91M to fund its #Madagascar mine. Big flake in Africa is looking very promising & imo first to move, Most will need China

The successful demonstration of coating adds a premium priced element to our battery product offering and opens the door to future direct relationships with battery manufacturers and OEMs. Coating has therefore been added to the flowsheet for the PFS due by September this year.

The U.S and Europe are getting slaughtered in the EV market. Thats what you get when leaders and industry titans are asleep at the wheel and chasing short term gains. They allowed China into the auto market and u can bet they have been sucking Tesla tech. eenews.net/articles/biden…

Few realise how long the qualification period is for SG. For example over a year with the battery supplier and more with the end user. What makes @EV1 clever is that will begin this qualification early due to the BTR involvement. Opens a huge number of doors fast as possible.

imo the Chinese were always going to beat @Tesla & the big Euro brands. To think after China failed at its big export push in ICE they would fail at the #EV market is unfathomable. Western business making it easy for China for decades. Greed & alure of 🇨🇳 theguardian.com/technology/202…