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Roskill: graphite prices still rising on high Chinese electricity costs

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Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Meanwhile, prices for 94% C medium flake remained flat until July but have since risen by 15%.

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Syrah Resources signs binding offtake agreement with Tesla for natural graphite active anode material

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Australia-based Syrah Resources Limited signed a binding offtake agreement with Tesla to supply natural graphite Active Anode Material (AAM) from its vertically integrated AAM production facility in Vidalia, Louisiana. Balama mine operation in Mozambique.

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

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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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Syrah Resources completes BFS for expansion of US anode material production

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The BFS confirms strong positive economics for commercial scale natural graphite AAM production at Vidalia, with robust operating margins implied compared to current observed spot natural graphite AAM prices, which are arguably at the low point of the cycle. Location of Vidalia and planned/existing battery production capacity in the US.

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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. Syrah Resources is an Australian company that supplies Tesla from its mine in Mozambique, one of the largest graphite producers. . Graphite Supply.

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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. Charged : As you know, supply chains are a hot topic in the industry these days. So there’s plenty of absorption there.

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

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

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