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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. 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.

Price 207
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Tirupati Graphite to acquire strategic Mozambique graphite projects from Battery Minerals

Green Car Congress

Suni Resources holds the Mozambique portfolio of graphite assets of Battery Minerals Limited, which includes the construction-initiated Montepuez Graphite Project and the advanced feasibility study stage Balama Central Graphite Project. The new acquisition will complement Tirupati’s two primary graphite projects in Madagascar.

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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. So there’s plenty of absorption there.

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. At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019. —Gulley et al.

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

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
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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 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. While Canada and Russia are responsible for about 1 percent a piece, every other nation on the planet represents less than a single percent of the world’s total supply.

Chinese 105