Investing in Graphite (Black Gold) - DNI Metals


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"Dan Weir, the Executive Chairman of DNI Metals, sits down with Maurice Jackson of Proven and Probable to discuss the enormous value proposition in graphite investing, which is now being identified as the ""new black gold!""  Mr. Weir shares the unique supply and demand fundamentals of graphite investing.  Listeners will learn how the predominate composition of lithium batteries is graphite and nickel.  Dan then discusses DNI Metals flagship project, Vohitsara, located in Madagascar.  Vohitsara virtues are numerous from low CAPEX, operation costs, AISC, and infrastructure, to coincide with a highly regarded management and technical team.  DNI Metals is on track to become one, if not the, lowest cost producer in the graphite space by using a three-prong approach of exploration, distribution, and refinement. Watchers won't want to miss a second of this action-packed interview.

Viewers will learn about one of the best value propositions in the natural resource space: graphite. We are exploring one of the leading world graphite producers, DNI Metals, and the company strategy in the long term.  The varied deposits of the company position it as a leader in the rare earth and natural resource space, despite the recent shift towards graphite. 

We look into the supply and demand fundamentals, and how the lithium ion battery industry is fueling a massive growth in the graphite market. Statistics demonstrate that demand and usage of graphite are steadily increasing. Demand for graphite used as anode material in lithium ion batteries is set to increase by over 200% in the next four years as global cell production surges on the back of maturing pure electric vehicle demand and the inception of the utility storage market.
New data from Benchmark Mineral Intelligence forecasts the graphite market to increase from 80,000 tpa in 2015 to at least 250,000 tpa by the end of 2020, while the market could be as large as 400,000 tpa in the most bullish of cases with no supply restrictions.

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