Demand for natural graphite is set to increase by +7% vs synthetic, which is forecasted to drop by -11% by 2030
China remained the world's largest producer of natural #graphite in 2022, accounting for 68% of world production. Forecasts show that China will stagnate this decade as new projects across the globe come online
We remain bullish on @TSXV_NGC and believe they are undervalued
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Exchanges have distinct rules on disclosure, w/some being more strict than others. The #TSX#TSXv & #ASX are recognized as leaders, while other exchanges such as the #AIM#LSE#OTC#NASDAQ have poor disclosure requirements, & companies may choose not to release information 🧵
The #TSX requires companies to produce an independent technical report that is available in full to investors, while the #ASX only requires companies to publish highlights from these reports. For producers, the ASX has more rigorous quarterly reporting requirements.
Various US-listed #lithium companies do not disclose prod. or cost figures. #ASX equities must only use Measured & Indicated resources to calculate mine life in their PFS & FS, Inferred resources are not allowed. This can affect bottom-up stock modelling.