Mastermines

Please note that all @WorldGraphite news is now at @Mastermines_HQ We will be spending more time in China and need to consolidate our time. Now one site for all #China mining news

There are a large number of #graphite projects sitting there with DFS in hand waiting for both "real" offtake partners and finance. So much so that graphite has lost credibility with investors. It's staggering. Almost without exception most ignored China thinking they could handle things through western partners. Now the reality is hitting that graphite is not one market but a whole basket of end uses and each needs to find customers. of which almost all are in China. It's staggering. So, we have almost all our customers in China, and the Chinese are the best "practical" processors of graphite. What do we do? We test only in the West. Yet we could have tested in China for real information and reports in Chinese that gets good projects well known to end users. It's staggering. Add to that the fact China is forward thinking and takes risks, the west does not. Years of possible relationship building wasted. The possibility of a JV with the trust of both parties wasted. It's staggering. My rant for the day.

SG is the now & #graphene is the future. It has a way to go but the amount of investment in #China into graphene is VERY substantial even though unlikely to make the news. ..and China is not alone. The number of patents is huge. skeletontech.com/news/skelet…

Centre of world #graphite is now entrenched in Hegang #China. Now a super hub for processing and product development. The giant Yunshun mine is the backbone while research led by Wang Jionghui proving what I have always said that the Chinese are the world's best at processing

News from our old stomping ground in Hegang #China A new method of achieving over 99.999% #graphite purity has emerged. Unknown in the west it uses an interesting processing combination that does not just rely on heat. The Chinese are masters of "real" processing technology.

? #Graphene is a good example of why #China will always be the no 1 stop for #graphite related products & why all miners need a China focus. In Graphene China has lodged 90,000 patents (72% of all) & X 10 more than USA along with 260,000 papers published. Ignore at your peril.

By 2026 U.S electric vehicles will need non #China #Graphite. Watch those Chinese companies in the graphite industry begin developing partnerships with non Chinese mines to circumvent the problem and look for winners. The Chinese are both masters of processing and of trade.

Just how many #graphite projects are sitting there treading water and waiting for finance, or soon will be All the tests all the studies all the reports and all the capital spent Lets not kid ourselves without developing strong partners... aint gonna happen lol Wasted years

Rio spends $18.5m to up stake in rutile and #graphite champion Sovereign $SVM theaustralian.com.au/busines…

Sensible decision by Triton. As we keep saying #Graphite projects without clear relationships with 🇨🇳 #China risk becoming non events. Gaining mutual trust takes years not months. > @MineralsTriton $TON Agrees to Divest 70% of Mozambique Graphite Assets for A$17 million cash

In my opinion a number of #graphite projects without a strong #China focus may be left in limbo. Investors can like or hate it but the Chinese currently control the graphite market & have decades of real experience against years of lab tests that are ??? in real word conditions.

> #China natural flake exports up 5.97% YoY in April 2024 to major markets South Korea, Germany and Japan. They look like they are fully recovered just as we guessed they would after the so called export bans.

NextSource gets World Bank support for Molo #graphite expansion debt facility $NEXT Signing of a mandate letter with IFC to lead a senior debt facility to $91M to fund its #Madagascar mine. Big flake in Africa is looking very promising & imo first to move, Most will need China

The world has a LOT of #graphite. If stocks are not profitable on current prices, what on earth makes investors believe they will be in the future. Graphite needs a basket of products, strong China ties for those markets & compete at all $ ranges Everything else in just nonsense

The centre of #graphite in #China is located in Jixi City southeast Heilongjiang Province. There you will find 66 graphite enterprises processing 7.5MT of graphite ore annually. Below is an image of just 1. Investors & management dont understand the processing skills in China

The production of five nines or 99.999% #graphite is important. We know those in #China in the market for five nines. I assume @SGA would be able to produce at a reasonable cost. While the market is fixated on SPG graphite is far more diverse. It's about a mix at the right $

Quite exceptional #graphite grades from #Kazakhstan . I'm not sure many get just how much cheaper this would be to mine. I'm also not sure I have ever heard of 50% TGC and 30%+ on hits like that. Kazahkstan $SGA

I realy do wonder. Hopefuls everywhere. They all told themselves they can use western labs and find western customers. In my opinion, delusional. We now see them all sitting there waiting for offtakes and finance Years wasted because the CHINA takes risks and plan ahead with $