NextSource Materials to collaborate on battery anode plant in Madagascar with Japanese and Chinese partners

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executed a Letter of Intent (LOI) with its Japanese offtake partner and a leading Chinese processor of graphite anode material to collaborate on the construction of a value-add, battery anode plant in a jurisdiction that is proximal to the Company’s Molo graphite project in Madagascar. Its EV and HEV automotive anode customers are global and currently supply graphite anode material to the majority of Japanese automotive OEMs. Canada-based NextSource Materials Inc.

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

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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. At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019.

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Roskill: Cobalt demand to grow steadily over the next decade

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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. High metal prices and hydroxide payables in turn led to an enormous supply response from producers in the DRC, including artisanal producers. New supply from sizable producers like Katanga Mining, coupled with swing artisanal production, put the market into oversupply.

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

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The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. The growing demand for spherical graphite has injected life into natural graphite supply chain development in the rest-of-world (ROW). Developers can supply their larger flake sizes to refractories, which remain the largest market for flake graphite by tonnage, but one which is growing slowly thanks to China’s weak crude steel growth rate.

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