What the Inflation Reduction Act means for graphite

Daisy Jennings-Gray, Head of Prices at Benchmark, discusses recent developments in North America’s anode value chain, including the impacts of the Inflation Reduction Act, China’s graphite export restrictions, and why a North American graphite price is needed.
00:00 - How has the IRA affected graphite in North America?
00:45 - Have China's graphite export restrictions affected North America's anode supply chain?
01:28 - Why is a North American graphite price necessary?
03:48 - What is behind recent announcements in North America's anode space?

[@robertpatterson4185]

It would be great to know if any recent offtake agreements ex China had premium pricing attached.Example Syra,Novonix etc.That would give a better picture of what’s going with graphite pricing. I know that’s not easy to obtain.With that knowledge it would certainly help with investment decisions going forward in the graphite space

[@Michael-Wil]

A much better performance after that abysmal display on RK Equities, but not sure what was the point of this presentation, apart from a Damage Limitation Exercise for presentation skills, anyone with a passing knowledge of batteries and supply chain already knew this some times ago, this isn't old news, it's ancient news.