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

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Both synthetic and natural graphite compete for use in lithium-ion battery anodes, along with an increasing amount of needle coke and other existing carbon materials. 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.

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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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However, the raw materials for batteries are, in most cases, imported into China from Africa and refined before being exported to Europe. Africa has a wealth of critical battery raw materials and is in a position to use these to attract more value-add in downstream processing and manufacturing.

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