Canaccord Genuity Wealth Management has kindly made their current graphite research available exclusively via Livewire Markets

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Livewire Markets

Canaccord Genuity Wealth Management has kindly made their current graphite research available exclusively via Livewire Markets. Two days ago, Luke Smith, Head of Mining Research, published a well received wire based on his research, explaining the structural changes in the graphite market behind the sector's resurgence: China, the dominant producer of graphite globally, has closed all production in Shandong: a game-changer creating significant opportunity in the sector. Recent government action to temporarily close graphite processing-plants for environmental reasons is the first direct action against the industry and points towards domestic reform ... Could this lead China to move from a net exporter to net importer of Graphite over the next few years? Just as the market wakes up to the importance of graphite in lithium-ion batteries, energy storage and electric vehicles. - The full report behind this wire is now available here: (VIEW LINK)


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