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

Green Car Congress

Demand for graphite in battery applications is forecast to grow by 5-8% per year over the decade between 2017 and 2027, depending on the uptake of electric vehicles (EVs) and energy storage—the largest end-use applications for lithium-ion batteries. Other projects are also planned in Austria, Canada, India, Russia and the US.

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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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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. Though, until mining surveys prove otherwise, the brunt of that material seems isolated to Asia, Africa, and the Middle East. & In terms of graphite production, no other nation comes close.

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