Matt Badiali, Editor of The New Energy Investor published at Mangrove Investor joins us to focus on the graphite market. Recent news of Rio investing in Sovereign Metals, a graphite miner, brought this sector back into focus. While still not a widely followed market we discuss some of the issues around pricing and valuing different deposits, dealing with different flake size. We also discuss the demand side of graphite considering it makes up approximately 50% by weight of batteries.

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