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

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Price rises are the result of a perfect storm of conditions in China, Roskill said. Natural flake graphite has to first be purified with high temperatures and strong acids and sphericalized into the intermediate product spherical graphite for use as an anode material—a process which is currently carried out only in China.

Price 207
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Report: Chinese Export Rule Changes Could Impact EV Battery Production

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China has reportedly decided to place restrictions on exports of graphite, which could spell trouble for American EV manufacturers. It’s an essential component and China is responsible for about 66 percent of the world’s graphite production. Mozambique and Madagascar produce 13 and 8.5 This effectively makes any U.S.

Chinese 98
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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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A similar plant in China and Poland would cost an estimated $112 million and $65 million, respectively. Precursor material produced at plants in the DRC could be cost competitive with material produced in China and Poland but with a lower environmental footprint. —James Frith, head of energy storage at BNEF.

Africa 221