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

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Meanwhile, needle coke is being increasingly diverted into the battery market. Batteries underpin growth in natural graphite. Both synthetic and natural graphite compete for use in lithium-ion battery anodes, along with an increasing amount of needle coke and other existing carbon materials. Almost all stages of the lithium-ion battery manufacturing chain are focussed on China and China is by far the largest and most rapidly growing market for lithium-ion batteries.

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