RENASCOR RESOURCES WKN: A1C9A9 ISIN: AU000000RNU8 Kürzel: RU8 Forum: Aktien Thema: Hauptdiskussion

Wo hast du das gelesen? Also könnte es den Lithium Markt auch nochmals nach oben spülen ? Man kann ja nur spekulieren ob das Vertrauen für China nachlässt.

Sehr kleine Schritte, aber in die richtige Richtung.

Graphite Prices In the space of the last four days, 22 Dec to 26 Dec, graphite prices have improved. Flake 195 went from an annual 1.6% down to 1.21% down. A gain of .39%. Spherical went from an annual 19.34% down to 18.92% down. A gain of .42% Green shoots

https://chargedevs.com/newswire/nio-says-its-ready-to-use-semi-solid-state-batteries-in-production-evs/

Klingt ja alles sehr zuversichtlich.

Danke di2, ich hab es auch bei Ecograf reingestellt

https://investornews.com/critical-minerals-rare-earths/an-update-on-the-graphite-sector-and-what-to-expect-in-2024-and-beyond/#:~:text=China%20flake%20graphite%20prices%20fell,t%20due%20to%20excess%20supply.

Most analysts are forecasting a fairly balanced graphite market in 2024, with the possibility of some price recovery from the 2023 cyclical lows. UBS tips graphite prices to surge 50% from the 2023 lows and has set its long-term flake graphite price at $850/t. UBS forecasts natural graphite demand rising by six times this decade to reach a demand of 6.3 million tonnes pa, with a deficit forming from 2025. Others such as Macquarie Research are forecasting graphite deficits to begin in 2024 and increase each year to 2030. While 2023 has been a very tough year for the graphite sector the future looks much brighter, especially beyond 2025 when possible deficits are forecast to increase each year. For now, the flake graphite miners that are low-cost producers and who can develop integrated ‘flake to spherical graphite’ production stand to perform best. Several western graphite companies are rapidly advancing in this direction and are worth following closely. Those graphite miners that can qualify their product to meet the IRA and/or the CRMA should also be at an advantage, especially with the U.S. Foreign Entity of Concern (“FEOC”) rules for critical materials commencing in 2025.

Bei HC gab es dazu ein paar Screenshots. Die Anpassung erfolgt im unteren %-Bereich... besser als nichts. Bsp.: https://hotcopper.com.au/threads/general-discussions.6016015/page-27454?post_id=71540164

'OEMs and cell makers now rank graphite as their top sourcing concern for battery materials. Any graphite company that has a mine, a proven and established anode process and a battery anode facility that can be producing by 2026 will be highly sought after.' https://investingnews.com/daily/resource-investing/battery-metals-investing/graphite-investing/graphite-forecast/

Woran siehst du das? Finde keinen spotmarkt

Graphitpreis zieht an und wir bewegen uns in die richtige Richtung.

Es ist wichtig, dass andere Länder weiter an den Durchbruch von EV glauben und den Umstieg subventionieren. Dann muss es beim Angebot mehr günstige Alternativen geben damit sich die Masse mit dem Thema auseinandersetzt. Ich denke, dass wir es in Deutschland nur schaffen werden, wenn sich Benzin u. Diesel weiter drastisch verteuert. Das gibt noch ein paar heiße Diskussionen 👹