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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.

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Tirupati Graphite to acquire strategic Mozambique graphite projects from Battery Minerals

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The acquisition is subject, among other things, to the mandatory shareholder approval of Battery Minerals and approval of the transaction by the Ministry of Mineral Resources and Energy in Mozambique. The new acquisition will complement Tirupati’s two primary graphite projects in Madagascar.

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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.

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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

China’s dominance in the graphite industry factors into the forecasted deficit since it dominates the graphite market. In 2021, China produced 820,000 metric tons (MT) of graphite, a significant increase compared to the previous two years. After China, Brazil and Mozambique are the next largest graphite producers.

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A closer look at graphite—its forms, functions and future in EV batteries

Charged EVs

Some advanced designs use a small amount of silicon, which can store more energy. Silicon has some very desirable properties—it stores significant amounts of energy, it’s very conductive, it’s lighter—but there are some challenges with it. The largest graphite mine in the world right now is in China, up in the northeast province.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

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.

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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. Source: BNEF.

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