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

Green Car Congress

Synthetic graphite electrode prices rose nine-fold through the first three quarters of 2017, increasing from US$1,748/t in January 2017 to a high of US$16,309/t in September, according to Roskill Information Services. Despite some fallback during the winter months, prices remained above US$15,600/t through February and March 2018.

Price 207
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A closer look at graphite—its forms, functions and future in EV batteries

Charged EVs

However, the use of silicon is limited by its tendency to expand significantly during charge and discharge, so graphite is expected to remain the main anode material for the foreseeable future. So all the workable batteries that are out there now use graphite on the anode side, and they will for—as we see it—the foreseeable future.

Future 113
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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 It could even be argued that it further advantages Chinese industries while exacerbating environmental concerns by forcing companies to move countless tons of graphite halfway around the world on container ships. & Prices have come down in terms of the smaller flake graphite since 2011.

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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

Roskill has so far recorded the closure of 21 operations as a result of the outbreak, including: Vale’s Voisey’s Bay and Glencore’s Sudbury in Canada; Ambatovy in Madagascar; Coral Bay and Taganito in the Philippines; CTT in Morocco.

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