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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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First, environmental plant closures in the raw material coal needle coke industry hampered the production of graphite electrodes. 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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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. Consequently, prices started to retreat from mid-2018 and fell to a three-year low of $13/lb in July 2019.

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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. That spherical graphite is a less expensive product than its cousin, where we take the spherical graphite and put it through a secondary process called coating—applying that microscopic layer of asphalt to it. It’s a petroleum product.

Future 112