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Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

Since the commercialization of Li-ion batteries in early 1990s, it has been consumer electronics that has underpinned cobalt demand. Underpinned by the huge demand for cobalt feedstocks from the battery sector versus relatively tight supply, the cobalt metal price climbed from below US$15/lb in 2016 to a ten-year high of US$43/lb in Q2 2018.

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

Teslarati

The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Verner commented that the graphite market lacks transparency when it comes to pricing, leading bankers to hesitate when it comes to funding new graphite-related projects. Graphite Supply.

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

Charged EVs

Because most of the vehicle cost is in the battery, as we all know, so it depends if it’s a high-end vehicle versus a more moderately priced vehicle—that will affect battery chemistry and other components as well. They’re looking at every parameter and trying to optimize the performance that they’re after, and quite frankly, the cost.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Mozambique and Madagascar produce 13 and 8.5 But the country could limit exports, potentially driving up prices in the process over time.& & Prices have come down in terms of the smaller flake graphite since 2011. China is also responsible for controlling the raw materials needed to construct them in the first place.&

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