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

Livewire Exclusive

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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