graphite

Latest news and analysis on graphite

Commodities

Pilbara’s one-off sale shows lithium bears may have to eat their shorts

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.
+1
Barry FitzGerald
Independent Journalist
Commodities

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

Kingsland prepares to release maiden resource for its big graphite find in the NT. Plus, Bellevue and Spartan swim against the gold tide.
BGL
+3
Barry FitzGerald
Independent Journalist
Commodities

A roadmap for green metals after a brutal 2023

High cost of living has brought cheap energy into focus - oil and uranium. But could rate cuts this year see a return to the green metals?
+2
James Cooper
Fat Tail Investment Research
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
Commodities

Which critical mineral will China ban next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.
James Cooper
Fat Tail Investment Research
Equities

Graphite stocks surge amidst China's export curbs: Does the rally have legs to run?

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.
+1
Kerry Sun
Livewire Markets
Equities

EVs poised to send graphite price into overdrive amid big supply deficit

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

Key question… Which critical mineral will China ban next?

As the US Department of Defence positions for supply disruption... Investors should be focussing at Rare Earths
James Cooper
Fat Tail Investment Research
Equities

Forget today’s softness - all things EVs and ESG mean natural graphite’s future is rosy

From explorers (Kingsland) to developers (Evion) and producers (Syrah), the natural graphite sector is set to recover.
BHP
EVG
+5
Barry FitzGerald
Independent Journalist
Commodities

Graphite troubles… Is now the time to buy?

Geologist, James Cooper looks at the beleaguered graphite market and suggests timing is ripe to jump into this long term investment.
James Cooper
Fat Tail Investment Research
Commodities

5 things you should know about ASX-listed battery metal stocks

Summarising some of the spiciest takeaways from five analyst and fundie interviews about lithium, copper, rare earths, graphite and nickel.
AKE
LLL
+3
Kerry Sun
Livewire Markets
Commodities

A turnaround for graphite is brewing: Which ASX miners should you be watching?

Graphite prices have more or less gone nowhere for the past decade. But here's why a breakout is brewing for the unloved battery metal.
EGR
+5
Kerry Sun
Livewire Markets
Commodities

Investing in graphite: A comprehensive guide for ASX investors

A deep dive into graphite markets as well as key ASX-listed graphite companies to watch.
+8
Kerry Sun
Livewire Markets
Investment Theme

Why I like the good Carbon (Graphite)

Lithium dominates discussion for battery metals. We like Syrah Resources, which produces the good Carbon called Graphite. It is not a metal.
AKE
IGO
+5
Kingsley Jones
Jevons Global
Commodities

Commodity predictions for 2023 – Part One

Former exploration geologist, James Cooper, explains what's ahead in 2023 for mining, plus one mineral that's set to follow lithium's surge
James Cooper
Fat Tail Investment Research
Equities

Introducing the Graphite Kid

The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...
AKE
IGO
+5
Kingsley Jones
Jevons Global
Equities

Rising graphite prices could be the start of a strong recovery

The forgotten product’s vital role in lithium batteries is set to underpin its renaissance. The bright outlook is a boon for juniors like BlackEarth, which has just...
+2
Barry FitzGerald
Independent Journalist
Commodities

A green light for electric vehicles

The transition to a clean energy future is gathering pace and requires trillions of dollars of investment in the decade ahead. Bloomberg NEF estimates that US$500...
Nick Varcoe
Nick Varcoe
Paradice Investment Management
Equities

Battery metals poised for another big year in 2021

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...
+1
Hue Frame
Frame Funds Management
Equities

Short term pain, long term gain for the battery metals market

This week’s unfounded rumours of a Tesla takeover of listed battery group Novonix aside, the market for the so-called battery metals of graphite, lithium and cobalt...
Tim Boreham
Tim Boreham
Independent Investment Research
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