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Benchmark: Africa’s lithium production to increase >10x this decade; potentially 12% of global supply

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Of the critical battery minerals, cobalt is the one with which Africa captures the largest share of the upstream mining. Namibia recently banned exports of non-beneficiated ores of critical minerals including lithium following in the footsteps of Zimbabwe, which passed similar legislation in December last year.

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Walkabout Resources’ Tanzanian graphite project moves to construction phase

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In addition to the Lindi Jumbo Project, Walkabout is also exploring in south west Tanzania at the Amani Hard Rock Gold Project and southern Namibia at the Eureka Lithium Project. Roskill notes that Lindi Jumbo is one of a number of Australian-backed flake graphite projects worldwide, many of which are focused on Africa.

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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.

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