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

Green Car Congress

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

Green Car Congress

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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A closer look at graphite—its forms, functions and future in EV batteries

Charged EVs

Graphex is a major global producer and distributor of graphite in its various forms. Charged recently spoke with Graphex CEO John DeMaio, who gave us an explanation of graphite’s essential function, the current state of the industry, and some trends to watch for the future. What exactly does graphite do in the anode?

Future 112
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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

Green Car Congress

However, the raw materials for batteries are, in most cases, imported into China from Africa and refined before being exported to Europe. 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.

Africa 221
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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale. —Gulley et al.

Supplies 307
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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.

Chinese 98