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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. Just 6% of China’s steel is currently produced in EAF, far below the global average of 25%. Rising flake graphite prices spur new development outside of China.

Price 207
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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. This crystalline carbon allotrope is good for more than just pencils—it’s found in every EV battery anode, and producing graphite in the forms needed to build high-performance battery cells is a complex and exacting process.

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

Green Car Congress

If approached correctly, African countries can capitalize on their abundant natural resources, growing demand for vehicles and rapid urbanization to build a global hub to produce electric vehicles. We are only at the beginning of the path to achieving net-zero emissions globally.

Africa 221