article thumbnail

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

Green Car Congress

The focus for new natural graphite development remains in Africa, where almost 1 Mtpy of additional concentrate capacity has the potential to come online by 2027 with projects in Madagascar, Malawi, Mozambique, Namibia, and Tanzania. Chinese exports of scrap steel increased from around 1,000 t in 2016 to 2.2 Mt in 2017.

Price 207
article thumbnail

Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

Underpinned by the huge demand for cobalt feedstocks from the battery sector versus relatively tight supply, the cobalt metal price climbed from below US$15/lb in 2016 to a ten-year high of US$43/lb in Q2 2018.