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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.

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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.

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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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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

There are many challenges that EV battery manufacturers might face in the graphite market as electric vehicle demand continues to rise. The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Graphite is an essential part of a lithium-ion battery. Graphite Supply.

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

Charged EVs

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. That’s not currently what the market really wants. So the mix of graphite varies by manufacturer, by car model, etc.

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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.

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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 But the country could limit exports, potentially driving up prices in the process over time.& & Prices have come down in terms of the smaller flake graphite since 2011.

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