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

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Scrap steel was banned from sale to such furnaces in early 2017, becoming available for use in EAFs. The focus for new natural graphite development remains in Africa, where almost 1 Mtpy of additional concentrate capacity has the potential to come online by 2027 with projects in Madagascar, Malawi, Mozambique, Namibia, and Tanzania.

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