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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.

Chinese 321
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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.

Tanzania 418
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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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Syrah has invested US$56 million to date in de-risking market entry into the battery anode supply chain, including construction and operation of the existing asset base in Vidalia and technical product development. Location of Vidalia and planned/existing battery production capacity in the US.

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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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billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

Parts 459
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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

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The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. 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.

Price 207
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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.

Li-ion 236