The next commodity supercycle could start and end with Chinese graphite, the single most important battery material right now in terms of supply and demand.
And one of the world’s top producers is a North American company with processing facilities set up in China right next to one of the world’s largest graphite mines.
Now, it’s gearing up to become a very unique graphite bridge between China and the United States.
The timing is important: Battery and EV makers are now fretting about graphite, the battery material that makes up 30% of every battery and serves as the negative end, or the “anode”.
Without it, there may be no lithium-ion battery, and while battery and EV makers have been busy trying to secure offtake agreements for lithium, graphite is now anticipating a major supply squeeze.
Some 70% of all graphite comes from China, and Graphex Group Ltd (GRFXY, 6128.HK) already…
