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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

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. Syrah intends to initially expand natural graphite AAM production capacity at Vidalia to 10ktpa, and then increase in line with growing market demand.

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

Teslarati

There are many challenges that EV battery manufacturers might face in the graphite market as electric vehicle demand continues to rise. The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Graphite is an essential part of a lithium-ion battery. Graphite Supply.

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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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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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Petrobras sells sugar, ethanol and petrochemical assets for US$587 million

Green Car Congress

Guarani is one of the leading companies in the Brazilian sugar and ethanol market, ranked third among the largest sugar producers in Brazil. PetroquímicaSuape and Citepe are fully-owned subsidiaries of Petrobras and form part of the company’s Chemical-Textile Industrial Complex in Ipojuca, in the state of Pernambuco.

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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 It could even be argued that it further advantages Chinese industries while exacerbating environmental concerns by forcing companies to move countless tons of graphite halfway around the world on container ships.

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