Covid-19 lockdowns in China together with the geopolitical impact of the Ukraine-Russia war continue to dampen demand for EVs battery raw materials such as graphite; logistical issues and high container costs are also creating supply-side concerns
Surging prices for battery raw materials including lithium, cobalt, nickel and graphite, and the supply/demand imbalance from the lack of investment extraction and production were key topics from our recent risk outlook webinar
The prices for electrodes made from synthetic graphite have been rising strongly as a result of feedstock cost rises, increased competition and tightened product availability
The natural flake graphite market continued to face availability issues because of uncertainties created by factors such as China’s anti-pollution efforts, Covid-19 outbreaks and global logistics disruptions
Russia’s belligerence against Ukraine has highlighted again the theme of national security and energy independence for the EU and the United States, in light of the steps that both are taking toward a future-proof energy transition
News, price and analysis of the innovative world of synthetic and natural graphite
China’s graphite electrode prices ticked up in the fortnight to Wednesday February 16 on needle coke prices that have risen continuously over the past couple of months, as well as high graphitization costs due to restrained capacity with competition from the anode sector, market sources have said
Definitive anti-dumping duties imposed by the European Commission (EC) on China-origin graphite electrodes could lead to a shift in patterns of demand. But the outlook will probably remain uncertain until the final duties are decided in April this year, sources said
The supply-demand balance has been updated based on our expectations for growth from the EV battery sector
The European Automobile Manufacturer’s Association (ACEA) has called for ‘binding’ targets set at a European level to enable the energy transition of Europe’s transport sector
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