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Benchmark: flake graphite production in Africa set to overtake China this decade

Green Car Congress

Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. Graphite mine in Madagascar. of the world’s lithium-ion battery capacity.

Africa 259
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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

Green Car Congress

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. Just 6% of China’s steel is currently produced in EAF, far below the global average of 25%. Rising flake graphite prices spur new development outside of China.

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

Green Car Congress

The solid growth in cobalt market was, however, disrupted by the COVID-19 pandemic which has impacted the global economy and other commodity markets in an unprecedented way. 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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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. This crystalline carbon allotrope is good for more than just pencils—it’s found in every EV battery anode, and producing graphite in the forms needed to build high-performance battery cells is a complex and exacting process.

Future 113
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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. 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.

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 104