Graphite Synthetic vs Natural Public and Private Companies

[IAmTopG]

https://investingnews.com/natural-synthetic-graphite-significant-deficit/

Dec 08 2022
Speaking at the Los Angeles-based conference, Miller added that although there is currently greater demand for synthetic anodes, demand for natural anodes is predicted to overtake synthetic this decade.

“There is a scarcity of graphite projects, there's a scarcity of economic projects and there's a scarcity of projects that actually are going to be vertically integrated,” he explained in a panel at the Benchmark Week event. “Manufacturers, especially for graphite, are looking for one criteria you have to have: you must be vertically integrated.”

In order to meet the unprecedented demand expected in the coming decades, Benchmark Mineral Intelligence estimates that up to 150 new operations across natural and synthetic graphite are needed by 2035.

It is good to be early in this and I hope we do.
NGPHF was $0.04 in 2019 and is 10x at this point.