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Bass Metals to acquire San Jorge lithium brine project in Argentina

Green Car Congress

Along with Bass’ graphite assets in Madagascar, Bass considers the San Jorge project as a logical addition to its asset base and to its strategy to be an integrated supplier of both anode and cathode materials. Bass has exposure to both.

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

Green Car Congress

The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. Meanwhile, needle coke is being increasingly diverted into the battery market. Price rises are the result of a perfect storm of conditions in China, Roskill said.

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

Green Car Congress

As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale. Gulley, Erin A.

Supplies 307
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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

But the region doesn’t just have the market cornered on completed batteries. Mozambique and Madagascar produce 13 and 8.5 But this still leaves China as an essential battery supplier for the foreseeable future and it’s getting extra choosy about which countries are given access.& Walking back U.S.

Chinese 99