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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.

Argentina 243
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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

The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Verner commented that the graphite market lacks transparency when it comes to pricing, leading bankers to hesitate when it comes to funding new graphite-related projects. Graphite Supply.

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

Charged EVs

That spherical graphite is a less expensive product than its cousin, where we take the spherical graphite and put it through a secondary process called coating—applying that microscopic layer of asphalt to it. It’s a petroleum product. Will there be that much production online in Canada? Will it match demand? Probably not.

Future 113
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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Starting this month, the Chinese government requires permits for certain graphite products being exported. It’s an essential component and China is responsible for about 66 percent of the world’s graphite production. & In terms of graphite production, no other nation comes close. Mozambique and Madagascar produce 13 and 8.5

Chinese 115
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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. —Gulley et al.

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