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

Green Car Congress

Demand for graphite in battery applications is forecast to grow by 5-8% per year over the decade between 2017 and 2027, depending on the uptake of electric vehicles (EVs) and energy storage—the largest end-use applications for lithium-ion batteries. Other projects are also planned in Austria, Canada, India, Russia and the US.

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

Teslarati

There are many challenges that EV battery manufacturers might face in the graphite market as electric vehicle demand continues to rise. Russia, Madagascar, Ukraine, Norway, Canada, India, and Sri Lanka make up the remaining Top 10 countries that produce graphite. Graphite is an essential part of a lithium-ion battery.

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Could The Transition To Electric Mobility On The African Continent Support Development Of Local Battery Manufacturing?

CleanTechnica EVs

The transition to electric mobility presents a major opportunity for the African continent to leapfrog into the age of electric mobility, allowing most of the continent’s population to bypass the ICE age. Africa’s low motorization rates compared to other parts of the world makes this highly probable.

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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. Mozambique and Madagascar produce 13 and 8.5 It's a wake-up call as to where the supply-demand mismatch is for a very key, critical element in battery manufacturing." And what’s the point of U.S.

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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

European cell manufacturers currently rely heavily on China for battery precursors. While there are notable leading electric-vehicle and cell manufacturers today, the sheer scale of growth expected in the coming decades means that there is inherent uncertainty over which companies and countries may come to dominate this new value chain.

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