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Benchmark: flake graphite production in Africa set to overtake China this decade

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Benchmark forecasts Africa to increase its share of global graphite production from 15% in 2021 to 40% in 2026. In contrast, China is set to fall from 68% to 35%, according to Benchmark’s Flake Graphite Forecast. Graphite mine in Madagascar. China also dominates global lithium refining and processing.

Africa 259
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Bass Metals to acquire San Jorge lithium brine project in Argentina

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UBS is now forecasting an 11-fold increase to 2030 in the amount of lithium required, as well as a 7-fold increase in the amount of natural graphite. Australia-based Bass Metals has signed a binding term sheet to acquire Blackearth SA which holds an option to acquire the san Jorge Lithium Project located in Catamarca province, Argentina.

Argentina 243
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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

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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.

Price 207
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Roskill: Cobalt demand to grow steadily over the next decade

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Despite the COVID headwinds from the aviation sector and the trend towards thrifting cobalt out of automotive applications, Roskill’s newly-released cobalt report forecasts a steady demand growth for the metal to 2030. Aviation has been one of the sectors hardest hit by the pandemic.

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

Charged EVs

Graphex is a major global producer and distributor of graphite in its various forms. Charged : When we last spoke, you said graphite supply is currently adequate, but Benchmark Mineral Intelligence is forecasting significant graphite shortfalls from 2025. Unless or until adequate supply gets discovered and unlocked in the US.

Future 113