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

Green Car Congress

The focus for new natural graphite development remains in Africa, where almost 1 Mtpy of additional concentrate capacity has the potential to come online by 2027 with projects in Madagascar, Malawi, Mozambique, Namibia, and Tanzania. Other projects are also planned in Austria, Canada, India, Russia and the US.

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. The company manufactures 10,000 metric tonnes per year of purified spherical graphite for EV battery anodes.

Future 112
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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

Roskill has so far recorded the closure of 21 operations as a result of the outbreak, including: Vale’s Voisey’s Bay and Glencore’s Sudbury in Canada; Ambatovy in Madagascar; Coral Bay and Taganito in the Philippines; CTT in Morocco.

Supplies 307
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Could The Transition To Electric Mobility On The African Continent Support Development Of Local Battery Manufacturing?

CleanTechnica EVs

The transition to electric mobility presents a major opportunity for the African continent to leapfrog into the age of electric mobility, allowing most of the continent’s population to bypass the ICE age. Africa’s low motorization rates compared to other parts of the world makes this highly probable.

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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