Fermer X Les cookies sont necessaires au bon fonctionnement de 24hGold.com. En poursuivant votre navigation sur notre site, vous acceptez leur utilisation.
Pour en savoir plus sur les cookies...
Cours Or & Argent en

Graphite One Resources

Publié le 13 février 2015

The Chinese Pulled the Trigger on the Graphite Crunch

( 0 vote, 0/5 ) Imprimer l'article
  Article Commentaires Commenter Notation Suivre la société  
Mots clés associés :   Lithium | Mozambique | Tesla |

The Chinese Pulled the Trigger on the Graphite Crunch

VANCOUVER, BC / ACCESSWIRE / February 13, 2015 / Gigafactories, an Energy Storage Boom and China Jumping to Secure More Graphite Tells us the Supply Crunch is On

A sudden move by a state-owned Chinese company shook the graphite market on Tuesday this week, sending the stock price of a medium-cap company up 13% since the news broke. Chinalco (3668.HK) announced an agreement with Australia's Syrah Resources (SYR:AX) for a 3-year contract to supply graphite. Syrah's Balama deposit in Mozambique has yet to go into production, due in 2016 – but 35% of its supply for the first three years in business is already sold. It tells a lot about the supply/demand interaction ahead, and it means large flake graphite deposits are going to be a hot commodity.

China Offline

The Chinese move was surprising. At present, the country is the world's largest producer of natural graphite, accounting for approximately 70% of total supply in 2014. That figure is down from 85% global supply just a year before, and supply is expected to drop to between 50-60% in the next 3-5 years, according to a report by Benchmark Mineral Intelligence. That's a sharp drop of an increasingly valuable mineral on the cusp of booming demand, in less than the time that it takes for a new born to reach elementary school. Supply lines will strain and the price of graphite will reflect that.

"(This)…confirms to us that the world's largest graphite producer is running out of graphite reserves at a time when demand for graphite appears certain to grow strongly. This Chinese customer appears no longer able to rely on Chinese domestic supply, but is seeking large tonnage of supply from outside China."

Canaccord Genuity Mining Analyst, Luke Smith

Part of the Chinese rush to secure more graphite is said to be the rising costs involved in the mining of the graphite at their disposal. The government has been on a crackdown for several years on unsafe mines and is still trying to get to grips with environmental pollution, not a situation to be taken lightly given the notorious smog that clouds major cities like Beijing.

Perhaps few stakeholders will be sad to see the Chinese stranglehold on world graphite supply diminish, as repeated, sudden mine closures over the past few years knocked significant supply lines offline on a whim. Manufacturers prefer more stable and diverse supply.

Electrifying Demand

Tesla (TSLA:NASDAQGS). We all know that the electric car manufacturer has plans to take clean, green autos to the next phase by mass-producing lithium-ion batteries, leaving gas-guzzling, polluting vehicles in the dust. Construction of the US$5 billion colossus has already begun and is due to complete in 2020. But Tesla is thinking beyond the car, and now the home too. Home batteries are going into production in "about 6 months or so", CEO Elon Musk announced at an earnings call on Wednesday:

"We are going to unveil the Tesla home battery, the consumer battery that would be for use in people's houses or businesses fairly soon,"

Details are thin about the components involved for now, but it's surely going to involve more graphite.

The lithium-ion battery age is upon us. Yet the Achilles Heel of renewable power is the irregular delivery of energy. Some days the wind doesn't blow, some weeks there is no sun and not every day does the tide beat the shore with a strength that can be harnessed. The solution is going to be energy storage systems. It's about containing energy until it's needed.

Enter a furtive group called Alevo, which recently unveiled a solution unlike any other last October. The company showcased their GridBank energy storage unit, the result of a decade-long R&D project in Germany. It's essentially a shipping container filled with battery cells, each storing 2 megawatts of energy. Alevo says it has the solution to trim the estimated 30% electrical waste on the national grid and is planning on producing 200 MW of energy storage in 2015 at a new factory in Concord, North Carolina, US. It's the result of 10 years of R&D in Germany, seemingly kept under wraps to secure a competitive advantage in a crowded space.

The company recently secured US$1 billion in funding to roll out its ambition. Alevo got a unique chance to showcase their tech to the Obama administration in January, as part of a Swiss delegation invited to the White House to discuss investment opportunities. Clients include government agencies, from the EU to the Far East, with the company projecting the creation of 2,500 high-skilled jobs.

New Graphite Suppliers will be Approached

With all that demand, and Chinese graphite in eclipse, who will step up with new supply? There are a few new developing producers to watch out for. The graphite companies in the Australian junior index jumped in value by 120% to US$ 1.1 billion in 2014.Syrah Resources (SYR:AX) is one of them. Another is Graphite One (GPH.V). Their property at Graphite Creek in Alaska is the largest known, highest grade, large flake graphite deposit in the US. The mine has a lifespan that could well be 100 years - 4-times larger than any other known graphite deposit in North America. The grade at surface level averages 10%, which should prove economical to mine. A PEA is due Q2 2015 with a feasibility study to follow. Given Graphite Creek's location in a mining-friendly, zero political risk region like Alaska, with a variety of transportation options including sea, air and road, Graphite One has the potential to become a major player in the global graphite market.

Game On

The graphite crunch has already started. The move by Chinese company Chinalco was the trigger. That the world's largest producer of graphite, with tumbling production, China is signing on graphite properties before they even go into production is the surest sign that the game is on. Other mining juniors are sure to see increased interest in the near future.

SOURCE: www.ResourceReports.com

Lire la suite de l'article sur finance.yahoo.com
Données et statistiques pour les pays mentionnés : Mozambique | Tous
Cours de l'or et de l'argent pour les pays mentionnés : Mozambique | Tous

Graphite One Resources

ISIN : CA38870W1068
Suivi et investissement
Add to watch list Add to your portfolio Add or edit a note
Ajouter une alerte Ajouter aux Watchlists Ajouter au portefeuille Ajouter une note
de Marché
Projets & res.
de Presse
Profile actifs
Contactez la cie

Graphite One est une société d’exploration minière basée au Canada.

Votre avis nous interesse, merci de laisser un commentaire ou de noter cet article.
Evaluer : Note moyenne :0 (0 vote) Voir les mieux notés
Communiqués de Presse de Graphite One Resources
15/07/2016Graphite One Announces Financing
20/06/2016Graphite One Coated Spherical Graphite Coin Cell Test Result...
25/05/2016Graphite One Announces Conference Call to Discuss Spherical ...
20/05/2016Graphite One Announces Spherical Graphite Coin Cell Tests as...
05/05/2016Graphite One Produces Exemplary Spherical Graphite Samples f...
19/01/2016Graphite One Closes First Tranche of Financing
30/11/2015Will Graphite Be The Next Commodity To Boom?
02/11/2015Graphite One Closes Additional Financing
01/10/2015Graphite One Closes Financing and Announces Additional Offer...
18/09/2015Graphite One Announces Further Increase of the Financing
14/09/2015Graphite One Updates Financing
15/04/2015Graphite One Project Report Documents Unique Characteristics...
15/04/2015Project Report Documents Unique Characteristics of Graphite ...
14/04/2015Debatte um versorgungskritische Rohstoffe zeigt wachsende Be...
13/04/2015Critical Materials Debate Highlights Growing Graphite Import...
08/04/2015ändert den Namen seiner in Alaska ansässigen Tochtergesellsc...
08/04/2015Graphite One Announces Name Change Of Its Alaska Subsidiary ...
25/03/2015Graphite One Provides Updated Resource Estimate 1.13 Mt Cont...
19/03/2015Graphite One Publishes Largest, Highest-Grade Graphite Resou...
18/03/2015veröffentlicht aktualisierte Ressourcenschätzung: 1,13 Mt mi...
17/03/2015Provides Updated Resource Estimate: 1.13 Mt Contained Cg Ind...
17/03/2015Graphite One Provides Updated Resource Estimate: 1.13 Mt Con...
18/02/2015Graphite One Resources Releases Remaining 2014 Drill Results
13/02/2015The Chinese Pulled the Trigger on the Graphite Crunch
06/02/2015Graphite One Resources Inc. Extends Option to Purchase Net S...
04/02/2015Graphite One to Publish Inaugural Preliminary Economic Asses...
15/01/2015Graphite One Selects Merriman Capital as Principal American ...
12/12/2014Graphite One Announces Appointment of New CFO
12/12/2014Graphite One Announces Appointment of New CFO
01/12/2014Graphite One Drills 38.87m of 10.57% Graphite Including 7m o...
01/12/2014Graphite One Drills 38.87m of 10.57% Graphite Including 7m o...
17/11/2014Graphite One Raises an additional $1.3MM After Closing $4.97...
17/11/2014Graphite One Raises an Additional $1.3MM After Closing $4.97...
10/11/2014Graphite One Announces Stock Option Grant
10/11/2014Graphite One Announces Stock Option Grant
10/11/2014Graphite One Completes 2014 Field Program All 22 Holes Inter...
10/11/2014Graphite One Completes 2014 Field Program; All 22 Holes Inte...
30/09/2014Graphite One Closes Second Tranche of Financing
24/09/2014Graphite One Appoints US-Based Operations Manager to Lead Gr...
16/09/2014Graphite One Increases Financing to $5M
16/09/2014Graphite One Announces Change of Corporate Jurisdiction
15/09/2014Large Flake Graphite Demand to Double by 2020
11/09/2014Graphite One Announces Results of Annual General and Special...
10/09/2014Graphite One Increases Financing to $4M
08/09/2014Tesla Acts Quick, Crowning Nevada As The $5B Gigafactory Hos...
27/08/2014Graphite One Commences Drilling And Work Programs At Graphit...
14/08/2014Graphite One to Commence Drilling at Graphite Creek
24/04/2014Graphite One Samples Yield High Purity Of 99.99% Carbon From...
Publication de commentaires terminée
Dernier commentaire publié pour cet article
Soyez le premier à donner votre avis
Ajouter votre commentaire
CA$ 1,07
12/10 16:59 0,030
Cours préc. Ouverture
1,04 1,03
Bas haut
1,03 1,07
Année b/h Var. YTD
 -  -
52 sem. b/h var. 52 sem.
1,04 -  1,93 -36,69%
Volume var. 1 mois
18 101 -%
24hGold TrendPower© : -4
Interactive chart Add to compare
Imprimer Comparer Exporter
Vous devez être connecté pour accéder au portefeuille (gratuit)
Top Newsreleases
Variation annuelle
Graphique 5 ans
Graphique 3 mois
Graphique volume 3 mois
Nouvelles des Sociétés Minières
Plymouth Minerals LTDPLH.AX
Plymouth Minerals Intersects Further High Grade Potash in Drilling at Banio Potash Project - Plannin
0,12 AU$-8,00%Trend Power :
announces expected non-cash impairment
7,62 AU$-0,13%Trend Power :
Oceana Gold(Au)OGC.AX
2,20 AU$+0,00%Trend Power :
Western Areas NL(Au-Ni-Pl)WSA.AX
Advance Notice - Full Year Results Conference Call
3,86 AU$+0,00%Trend Power :
Canadian Zinc(Ag-Au-Cu)CZN.TO
Reports Financial Results for Q2 and Provides Project Updates
0,12 CA$+4,55%Trend Power :
Stornoway Diamond(Gems-Au-Ur)SWY.TO
Second Quarter Results
0,02 CA$+100,00%Trend Power :
McEwen Mining(Cu-Le-Zn)MUX
7,27 US$-0,68%Trend Power :
Rentech Announces Results for Second Quarter 2017
0,20 US$-12,28%Trend Power :
Reduced Funding Requirement
0,67 GBX+6,35%Trend Power :
Lupaka Gold Corp.LPK.V
Lupaka Gold Receives First Tranche Under Amended Invicta Financing Agreement
0,06 CA$+30,00%Trend Power :
Closes Bridge Loan Financing
2,13 CA$-0,47%Trend Power :
Guyana Goldfields(Cu-Zn-Pa)GUY.TO
Reports Second Quarter 2017 Results and Maintains Production Guidance
1,84 CA$+0,00%Trend Power :
Lundin Mining(Ag-Au-Cu)LUN.TO
d Share Capital and Voting Rights for Lundin Mining
9,41 CA$-3,59%Trend Power :
Canarc Res.(Au)CCM.TO
Canarc Reports High Grade Gold in Surface Rock Samples at Fondaway Canyon, Nevada
0,22 CA$+0,00%Trend Power :
Q A April 2017 Quarterly Report
0,24 AU$-2,04%Trend Power :
Uranium Res.(Ur)URRE
Commences Lithium Exploration Drilling at the Columbus Basin Project
6,80 US$-2,86%Trend Power :
Platinum Group Metals(Au-Cu-Gems)PTM.TO
Platinum Group Metals Ltd. Operational and Strategic Process ...
1,44 CA$-4,64%Trend Power :
Devon Energy(Ngas-Oil)DVN
Announces $340 Million of Non-Core Asset Sales
46,69 US$-0,13%Trend Power :
Precision Drilling(Oil)PD-UN.TO
Announces 2017Second Quarter Financial Results
8,66 CA$-0,35%Trend Power :
2nd Quarter Report
0,02 AU$+0,00%Trend Power :