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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. Despite some fallback during the winter months, prices remained above US$15,600/t through February and March 2018.

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Roskill: Cobalt demand to grow steadily over the next decade

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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. Consequently, prices started to retreat from mid-2018 and fell to a three-year low of $13/lb in July 2019.

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

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Roskill has so far recorded the closure of 21 operations as a result of the outbreak, including: Vale’s Voisey’s Bay and Glencore’s Sudbury in Canada; Ambatovy in Madagascar; Coral Bay and Taganito in the Philippines; CTT in Morocco. Roskill will update its Cobalt: Outlook to 2029 report, published in August 2019, in May. Gulley, Erin A.

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