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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

Green Car Congress

European cell manufacturers currently rely heavily on China for battery precursors. While there are notable leading electric-vehicle and cell manufacturers today, the sheer scale of growth expected in the coming decades means that there is inherent uncertainty over which companies and countries may come to dominate this new value chain.

Africa 221
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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

China has reportedly decided to place restrictions on exports of graphite, which could spell trouble for American EV manufacturers. Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. How exactly are regulators going to make these determinations?

Chinese 93
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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

Green Car Congress

Demand for graphite in battery applications is forecast to grow by 5-8% per year over the decade between 2017 and 2027, depending on the uptake of electric vehicles (EVs) and energy storage—the largest end-use applications for lithium-ion batteries. Other projects are also planned in Austria, Canada, India, Russia and the US.

Price 207