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

Green Car Congress

Price rises are the result of a perfect storm of conditions in China, Roskill said. First, environmental plant closures in the raw material coal needle coke industry hampered the production of graphite electrodes. Rising flake graphite prices spur new development outside of China.

Price 207
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Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

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

With few producers in the graphite industry, graphite consumers enter into long-term bilateral supply agreements with little transparency on prices. In addition, relatively few analysts follow the graphite industry, making it difficult to get any long-term forecasts on graphite prices. Graphite and the Inflation Reduction Act.

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

Charged EVs

Charged recently spoke with Graphex CEO John DeMaio, who gave us an explanation of graphite’s essential function, the current state of the industry, and some trends to watch for the future. The largest graphite mine in the world right now is in China, up in the northeast province. What exactly does graphite do in the anode?

Future 112
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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.

Chinese 111
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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

Roskill has so far recorded the closure of 21 operations as a result of the outbreak, including: Vale’s Voisey’s Bay and Glencore’s Sudbury in Canada; Ambatovy in Madagascar; Coral Bay and Taganito in the Philippines; CTT in Morocco. —Gulley et al.

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

Green Car Congress

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. Capital cost to build a 10k metric-ton battery precursor plant.

Africa 221