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Graphite threatened by silicon

SILICON as a replacement for graphite as anode material could cause a lot of pain for investors backing the multitude of graphite stories that have emerged on the ASX and globally over the past couple of years.

Michael Quinn
Graphite threatened by silicon

According to a Morgan Stanley note this week, silicon could continue to be an emerging threat. “Silicon has 10-times the energy density of graphite,” Morgan Stanley said. “However, to date, its expansion...

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