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

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At the same time, consumption of graphite electrodes in electric arc furnaces (EAFs) began to rise as the Chinese government took steps to halt production of poor quality induction furnace steel. Chinese exports of scrap steel increased from around 1,000 t in 2016 to 2.2 Mt in 2017.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

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Starting this month, the Chinese government requires permits for certain graphite products being exported. Mozambique and Madagascar produce 13 and 8.5 But this still leaves China as an essential battery supplier for the foreseeable future and it’s getting extra choosy about which countries are given access.&

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