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Roskill: graphite prices still rising on high Chinese electricity costs

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Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Chinese graphite prices are now the highest they’ve been for many years.

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Walkabout Resources’ Tanzanian graphite project moves to construction phase

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The licences are within the highly prospective Mozambique belt, a region that hosts some of the world’s highest grade, coarse flake graphite deposits. Walkabout holds 100% of a Mining licence and between 70% and 100% of adjacent graphite prospecting licences at Lindi Jumbo with an enduring option to acquire the remaining 30% share.

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Mitsubishi Chemical strengthens production capacity of graphite anode materials in China; possible production in Europe and US

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Mitsubishi Chemical Holdings Group (MCHG) will increase the production capacity of natural graphite anode material from 2,000 tons/year to 12,000 tons/year at its Chinese subsidiary Qingdao Anode Kasei and affiliated company Qingdao Lingda Kasei. The production line is scheduled to start operation in the first half of fiscal 2023.

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Syrah Resources completes BFS for expansion of US anode material production

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Market intelligence firm Roskill noted that Syrah Resources is already a producer of natural flake graphite in Mozambique and has been developing spherical graphite intermediate products in the US, with its first battery-grade purified product achieved in July 2020.

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Syrah Resources successfully produces Li-ion battery grade spherical graphite; market numbers

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Australia-based Syrah Resources has successfully produced uncoated battery grade spherical graphite, using natural flake graphite from its Balama Graphite & Vanadium Project in Mozambique. These specifications are consistent with those of leading Chinese manufacturers and have been confirmed by a Li-ion battery anode producer in China.

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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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DOE awarding $1.6B to 11 battery materials separation and processing projects as part of $2.8B funding

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NAM will deploy its advanced, cost effective and environmentally friendly process technology to provide a ~60% reduction in carbon intensity relative to the traditional Chinese synthetic graphite. This project (“Phase 3 Expansion”) will expand the production capacity of the Vidalia AAM facility from 11,250tpa to at least 45,000tpa AAM.

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