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

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First, environmental plant closures in the raw material coal needle coke industry hampered the production of graphite electrodes. Roskill forecasts that global sales of EVs and hybrid vehicles will increase rapidly in the coming years and could account for 69% of all motor vehicle sales by 2027.

Price 207
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Roskill: Cobalt demand to grow steadily over the next decade

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Largely benefitting from its stability, hardness, anti-corrosion and high-temperature resistance characteristics, cobalt metal and its compounds are widely used in many industries important to the modern society, such as various battery applications, aerospace, and energy. Aviation has been one of the sectors hardest hit by the pandemic.

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

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As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019. Gulley, Erin A. McCullough, Kim B. 2019.03.015.

Supplies 307
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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

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If they have local demand for batteries cell manufacturers will move to the region to be close to their customers, particularly in the automotive industry. We are only at the beginning of the path to achieving net-zero emissions globally. —Ashish Sethia, global head of commodities at BNEF.

Africa 221