Northern Graphite: Aktueller Börsenwert: 4 Mio US$. Marge von ü45 Mio p.a. bei Produktion! (Seite 6)

[Oginvest]

Antwort auf Beitrag Nr.: 74.337.973 von Oginvest am 17.08.23 22:24:22

Tja, weshalb ein Youtube Link mit vorangestelltem https nicht (mehr) angezeigt wird, ist mir nicht wirklich klar, vermute jede/r wird auch folgendes in einen Browser kopieren können: www.youtube.com/shorts/NQcifIbH8ns

[Oginvest]

Graphite Insights

Graphite’s current low prices may have lulled users into a false sense of security but multiple demand drivers are on the horizon and prices will rise, considerably and sooner than later. Locking in long-term supply contracts is a good idea for industries dependent on this critical mineral.

“We foresee looming, significant growth in graphite demand, sooner than later,” says Marco Zvanik, vice-president of global sales
for Northern Graphite Corporation, North America’s only natural graphite producer. Industries like steelmaking, construction,
automotive and electronics are likely to be impacted when demand and prices start to climb.


>> https://www.northerngraphite.com/_resources/pdf/MarcoZvanik-…

[Oginvest]

Preparing for Higher Graphite Prices

Conversation with a Graphite Salesman: Graphite’s current low prices may have lulled users into a false sense of security, but multiple demand drivers are on the horizon and prices will rise, considerably and sooner than later. In this interview Marco Zvanik looks at how, when and why coming graphite demand growth will impact industries ranging from traditional market like steelmaking and construction to the fast-growing market for electric vehicles and Lithium-Ion Batteries.

[Oginvest]

Aus dem Nouveau Monde Graphite Forum:

Zitat von Oginvest: Auszug aus Intense Commercial Engagement to Secure a Robust Foundation for Growth

Market Outlook

Amid a context of near-term macroeconomic uncertainty, the prices (FOB China) of essential battery materials such as lithium, cobalt, nickel, and graphite experienced significant downward pressure in H1-2023. With cathode and anode manufacturers reducing existing inventories or exercising caution with new orders, critical battery material prices dropped between 20% and 40% – 22% in the case of graphite – reported Benchmark Mineral Intelligence. The decline can be partly attributed to a slowdown in Chinese demand, new production capacity as well as the U.S. and Europe’s efforts to establish their own critical minerals supply chains.

Despite a slower start to EV sales in 2023, the market saw a year-over-year increase of 36% and is expecting growth in H2-2023 (Rho Motion, June 2023). The adoption of EVs in North America is currently being stimulated by the introduction of multiple new models by leading market participants and structuring partnerships to accelerate the deployment of charging networks.

Hence, analysts foresee a rise in graphite demand and an upward correction in pricing (Benchmark Mineral Intelligence, July 2023). NMG believes there is a disconnect between supply and demand dynamics in North America versus China and that the long-term price in this market should namely reflect lower geopolitical risk, compliance with the U.S. Inflation Reduction Act requirements, a “greenium” price premium based on improved carbon footprint of North American graphite, as well as the simplified logistics and inventory costs.

To meet the increasing demand for EVs and cleantech applications, the lithium-ion battery industry is now targeting the development of 8,930 GWh of global production capacity by 2030 through 399 gigafactories (Benchmark Mineral Intelligence, July 2023). Accordingly, the projected demand for battery materials is set to increase up to fivefold, with graphite outpacing the other metals at 10,537,000 tpa by the end of the decade (Benchmark Mineral Intelligence, July 2023).

NMG’s turnkey ore-to-battery-materials production model and its strategic advantages, such as its localization, proprietary ecotechnologies, proven production capacity, carbon-neutral profile, and favorable jurisdiction benefits including clean hydropower, flexible logistics, and stability in fiscal and political environments, ideally position the Company to serve Western markets seeking to reduce their reliance on Chinese supply chains.

...
https://nmg.com/q2-2023-update/

[Juennes]

Zitat: "Sehr gute News !!!
Längere Lebensdauer ................"

Sehe ich auch so, aber warum schmiert dann der Kurs ab?

PS: Bin nicht auf der Verkäuferseite. 😉

[krystallos]

Sehr gute News !!!
Längere Lebensdauer ................

https://www.northerngraphite.com/media/news-releases/display…

[Oginvest]

Northern Graphite’s Lac des Iles Mine May have Many More Years, Preliminary Drill Results Show

Ottawa, Ontario, August 2, 2023: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:0NG, XSTU:0NG) (the “Company” or “Northern”) is pleased to announce initial drill results from its Lac des Iles (“LDI”) mine that point to the potential to extend the life of North America’s only significant graphite producer.....


>> https://mailchi.mp/northerngraphite/northern-graphites-lac-d…

[krystallos]

Antwort auf Beitrag Nr.: 74.233.320 von krystallos am 31.07.23 12:08:40

Zitat von krystallos: Nachricht ist zwar vom 16.06.2023 aber ich glaub niemand hat diese in den Chat reingestellt, dies bedeutet gute News für Northern und deren Partner Graphex Group !

https://www.miningscout.de/blog/2023/06/16/in-michigan-wird-…

[krystallos]

Nachricht ist zwar vom 16.06.2023 aber ich glaub niemand hat diese in den Chat reingestellt, dies bedeutet gute News für Northern und deren Partner Graphex Group !

https://www.miningscout.de/blog/2023/06/16/in-michigan-wird-…

[Oginvest]

Analysis: Auto firms race to secure non-Chinese graphite for EVs as shortages loom

EVs to account for more than half of mined graphite demand
Automakers seek supply from new Western graphite miners
Graphite biggest component by weight in EV battery
FACTBOX: Graphite companies and offtake deals read more

LONDON, June 21 (Reuters) - Automakers, including Tesla and Mercedes, are rushing to lock in graphite supply from outside dominant producer China, as demand for electric vehicle (EV) batteries outpaces other uses for the mineral for the first time due to soaring EV sales.

Auto firms have been slow to plan for graphite shortages, focusing mainly on better-known battery materials lithium and cobalt, even though graphite is the largest battery component by weight.

Now, car makers are knocking at the doors of new producers, such as Madagascar and Mozambique, as this year EVs are forecast to account for more than 50% of the natural graphite market for the first time, according to consultancy Project Blue.

Shortages of material produced outside of China will be even more acute as legislation in the United States and Europe aims to cut reliance on China for critical minerals.

"Automakers are in a real bind because there's been no investment in Western graphite," said Mark Thompson, founder and managing director of Australia's Talga Group Ltd (TLG.AX), which plans to launch production next year in Sweden.

Each EV on average needs 50-100 kg of graphite in its battery pack for the anodes, the negative electrodes of a battery, about twice the amount of lithium.

...
https://www.reuters.com/business/autos-transportation/auto-f…