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

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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. Scrap steel was banned from sale to such furnaces in early 2017, becoming available for use in EAFs.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

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Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. While production stalls in 2020 and 2021 exacerbated the problem, worldwide production was already trending down after peaking in 2017. & This leaves Western nations with limited options.

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