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

Green Car Congress

Roskill forecasts that global sales of EVs and hybrid vehicles will increase rapidly in the coming years and could account for 69% of all motor vehicle sales by 2027. Almost all stages of the lithium-ion battery manufacturing chain are focussed on China and China is by far the largest and most rapidly growing market for lithium-ion batteries.

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

Charged EVs

The company Graphex occupies a middle position in the supply chain—it buys raw graphite from mining companies, puts it through several purification and processing steps, then sells it to battery manufacturers. Graphex is a major global producer and distributor of graphite in its various forms. John DeMaio: The latter.

Future 111
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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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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

Green Car Congress

European cell manufacturers currently rely heavily on China for battery precursors. While there are notable leading electric-vehicle and cell manufacturers today, the sheer scale of growth expected in the coming decades means that there is inherent uncertainty over which companies and countries may come to dominate this new value chain.

Africa 221