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Silicon-enhanced anode materials using silane gas could hold the key to price competitiveness for non-Chinese electric vehicles (EVs), according to the chief executive officer of a US-based silicon-boosted anode developer
Graphite companies Nouveau Monde Graphite, Novonix and Westwater have all announced offtake agreements in a developing US anode supply chain to comply with that country’s generous subsidy scheme under the Inflation Reduction Act and to ease the current dependence on China for material, Fastmarkets heard on Thursday February 15
Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets
Petroleum needle coke 0.5% S, ex-works China, yuan/tonne
Green petroleum coke 0.5% S, ex-works China, yuan/tonne
Graphite electrodes, high power, fob China, $ per tonne
Graphite electrodes, ultra high power, fob China, $ per tonne
Graphite flake 94% C, +100 mesh, cif Europe, $/tonne
Graphite flake 94% C, +80 mesh, cif Europe, $/tonne
Graphite flake 94% C, -100 mesh, cif Europe, $/tonne
Graphite flake 94% C, +100 mesh, fob China, $/tonne
Graphite flake 94% C, +80 mesh, fob China, $/tonne
Graphite flake 94% C, -100 mesh, fob China, $/tonne