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Tirupati Graphite opens second mine in Madagascar at Vatomina Project

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Tirupati Graphite plc, a fully integrated specialist graphite producer and graphene developer with operations in Madagascar and India, has opened its second mine in Madagascar at the Vatomina Project, where it remains on track to start commissioning the first 9,000 tpa processing plant in Q2 2021.

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NextSource Materials to collaborate on battery anode plant in Madagascar with Japanese and Chinese partners

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executed a Letter of Intent (LOI) with its Japanese offtake partner and a leading Chinese processor of graphite anode material to collaborate on the construction of a value-add, battery anode plant in a jurisdiction that is proximal to the Company’s Molo graphite project in Madagascar. Canada-based NextSource Materials Inc. Mt at 7.02%C.

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

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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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Benchmark: flake graphite production in Africa set to overtake China this decade

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Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. Graphite mine in Madagascar. of the world’s lithium-ion battery capacity.

Africa 259
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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
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Bass Metals to acquire San Jorge lithium brine project in Argentina

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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. —Rick Anthon, Chairman Bass Metals.

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

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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.