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

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Natural graphite often provides a low-cost option, despite the extensive processing needed to transform mined product into the high carbon, low impurity, technical grades required for lithium-ion batteries. Just 6% of China’s steel is currently produced in EAF, far below the global average of 25%.

Price 207
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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

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The Democratic Republic of the Congo (DRC) can leverage its abundant cobalt resources and hydroelectric power to become a low-cost and low-emissions producer of lithium-ion battery cathode precursor materials, according to a new study on a unified African supply chain by BloombergNEF (BNEF).

Africa 221