This 10-minute episode covers:
• An overview of iTech’s Eyre Peninsula Graphite Project
• How Chinese synthetic graphite is shaping the global market, and the question of long-term sustainability with oil shocks, tariffs, and energy prices.
• The emergence of an “ex-China” graphite price and what onshoring and friend-shoring mean for Western projects
• The status of our offtake discussions
• A question on how iTech is engaging with governments and offtake partners
• A question on the latest Sugarloaf metallurgical results and the next steps to lift recoveries
• Why the recent move in the lithium price is an encouraging early signal for graphite
With most of our recent news flow concentrated on lithium, gold, and antimony, graphite has taken a backseat, and since we released the latest metallurgical results in the latest quarterly report, we’ve had a few questions from investors asking for a bit more detail on iTech’s graphite project and where the broader graphite market is heading.
So in the latest episode of ‘Ask iTech’, I try to run through everything from the stage of our discussions with potential offtake partners, to the Sugarloaf metallurgical test work, and the impact of Chinese synthetic graphite on the graphite price.
I hope you find this episode informative.
If you have a question for the iTech team about our projects, exploration activities, or science programs, send it in, and we’ll try to answer it in an upcoming episode so that it can help all of our investors make more informed decisions.
Ask us here: https://www.itechminerals.com.au/
Thanks,
Mike
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