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

Green Car Congress

Scrap steel was banned from sale to such furnaces in early 2017, becoming available for use in EAFs. 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. Batteries underpin growth in natural graphite.

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Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

The battery industry has been less affected, owing to rising EV sales in Europe in H1 and expected recovery in 3C and EV sales in China in H2. The solid growth in cobalt market was, however, disrupted by the COVID-19 pandemic which has impacted the global economy and other commodity markets in an unprecedented way.

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

Charged EVs

The Inflation Reduction Act requires, to receive the incentives, restrictions on where the critical minerals come from, where they’re processed, etc, so we’re looking at Canada, Brazil, Australia, we’re looking at Southern Africa, Mozambique, Madagascar, Tanzania, for alternate sources of the raw material. John DeMaio: Except for China.

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