Green Car Congress

AUGUST 7, 2022

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. The US and Canada currently refine only 3% and 3.5%

Africa 259

Africa China Lithium Ion Madagascar 259

Green Car Congress

MARCH 29, 2021

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

Argentina Madagascar San Francisco Australia 243

Green Car Congress

MAY 18, 2018

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

Price Market Lithium Ion Batteries 207

Green Car Congress

NOVEMBER 6, 2020

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. Meanwhile, said Roskill, the supply side has been so far more severely impacted by the pandemic.

Madagascar 236

Madagascar Africa Li-ion 2020 236

Teslarati

NOVEMBER 21, 2022

In addition, relatively few analysts follow the graphite industry, making it difficult to get any long-term forecasts on graphite prices. Benchmark Mineral Intelligence had the same forecast and calculated that graphite supply would hit a deficit of 20,000 tons in 2022. Graphite and the Inflation Reduction Act.

Supplies 98

Supplies Manufacturer Light Mozambique 98

Charged EVs

FEBRUARY 7, 2023

The Inflation Reduction Act requires, to receive the incentives, restrictions on where the critical minerals come from, where they’re processed, etc, so we’re looking at Canada, Brazil, Australia, we’re looking at Southern Africa, Mozambique, Madagascar, Tanzania, for alternate sources of the raw material.

Future 112

Future Batteries Battery Li-ion 112