https://www.youtube.com/watch?v=KI_zCZOoCd0
As of December 1, 2023, Chinese companies will require a government-issued export permit to sell certain graphite products to Western entities.
This new regulation could well threaten supplies for battery and electric vehicle factories worldwide.
China is the world's largest producer and exporter of graphite, with a market share of over 60% in natural graphite and 99% in spherical graphite for battery anode material.
Nouveau Monde Graphite Inc. (NMG) is my Top Pick in this sector
Update on Graphite Market from Eric Desaulniers
Update on Graphite Market from Eric Desaulniers
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group