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NextSource Materials to collaborate on battery anode plant in Madagascar with Japanese and Chinese partners

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executed a Letter of Intent (LOI) with its Japanese offtake partner and a leading Chinese processor of graphite anode material to collaborate on the construction of a value-add, battery anode plant in a jurisdiction that is proximal to the Company’s Molo graphite project in Madagascar. Canada-based NextSource Materials Inc. Mt at 7.02%C.

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Tirupati Graphite opens second mine in Madagascar at Vatomina Project

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Tirupati Graphite plc, a fully integrated specialist graphite producer and graphene developer with operations in Madagascar and India, has opened its second mine in Madagascar at the Vatomina Project, where it remains on track to start commissioning the first 9,000 tpa processing plant in Q2 2021.

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

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The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. Meanwhile, needle coke is being increasingly diverted into the battery market. Batteries underpin growth in natural graphite.

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

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

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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, Erin A.

Supplies 307
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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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The Democratic Republic of the Congo (DRC) can leverage its abundant cobalt resources and hydroelectric power to become a low-cost and low-emissions producer of lithium-ion battery cathode precursor materials, according to a new study on a unified African supply chain by BloombergNEF (BNEF). Source: BNEF.

Africa 221
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Roskill: Cobalt demand to grow steadily over the next decade

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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.