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Roskill: graphite prices still rising on high Chinese electricity costs

Green Car Congress

Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Meanwhile, prices for 94% C medium flake remained flat until July but have since risen by 15%.

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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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Syrah Resources completes BFS for expansion of US anode material production

Green Car Congress

Syrah intends to initially expand natural graphite AAM production capacity at Vidalia to 10ktpa, and then increase in line with growing market demand. To this end, the BFS assessed both the initial market entry 10ktpa plant size, and a larger scale 40ktpa plant. 3D model of Vidalia 10kt per annum expansion.

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ExxonMobil evaluating significant near-term capital and operating expense reductions; COVID-19

Green Car Congress

ExxonMobil is looking to reduce spending significantly as a result of market conditions caused by the COVID-19 pandemic and commodity price decreases. Woods said that ExxonMobil has faced numerous market downturns throughout its long history and has experience operating in a sustained low-price environment.

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A closer look at graphite—its forms, functions and future in EV batteries

Charged EVs

Graphex is a major global producer and distributor of graphite in its various forms. Because most of the vehicle cost is in the battery, as we all know, so it depends if it’s a high-end vehicle versus a more moderately priced vehicle—that will affect battery chemistry and other components as well. is there enough processing capacity?

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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale. Gulley, Erin A.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

But the region doesn’t just have the market cornered on completed batteries. Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. But the country could limit exports, potentially driving up prices in the process over time.&

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