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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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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. —Rick Anthon, Chairman Bass Metals.

Argentina 243
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Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

Underpinned by the huge demand for cobalt feedstocks from the battery sector versus relatively tight supply, the cobalt metal price climbed from below US$15/lb in 2016 to a ten-year high of US$43/lb in Q2 2018. New supply from sizable producers like Katanga Mining, coupled with swing artisanal production, put the market into oversupply.

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

Charged EVs

Graphex is a major global producer and distributor of graphite in its various forms. Because most of the vehicle cost is in the battery, as we all know, so it depends if it’s a high-end vehicle versus a more moderately priced vehicle—that will affect battery chemistry and other components as well.

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 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. But the country could limit exports, potentially driving up prices in the process over time.&

Chinese 109