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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

Green Car Congress

Synthetic graphite electrode prices rose nine-fold through the first three quarters of 2017, increasing from US$1,748/t in January 2017 to a high of US$16,309/t in September, according to Roskill Information Services. Despite some fallback during the winter months, prices remained above US$15,600/t through February and March 2018.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Starting this month, the Chinese government requires permits for certain graphite products being exported. Mozambique and Madagascar produce 13 and 8.5 But the country could limit exports, potentially driving up prices in the process over time.& & Prices have come down in terms of the smaller flake graphite since 2011.

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Syrah Resources completes BFS for expansion of US anode material production

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The BFS confirms that 10ktpa of AAM production can be achieved via expansion of the existing plant and infrastructure within Syrah’s existing 25-acre industrial site. The company suggests AAM spot prices in China are currently US$5,471/t (as of 27 November). 3D model of Vidalia 10kt per annum expansion.

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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Syrah Resources is an Australian company that supplies Tesla from its mine in Mozambique, one of the largest graphite producers. . Graphite prices have declined in recent months compared to the highs in early 2022.