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Graphite anode gaining ground with supply chain shift amid EV demand boost: 2022 preview
The world is going to need more graphite, both in natural and synthetic forms, to meet the demands from the energy transition
January 19, 2022
·
By Jon Stibbs, Sybil Pan
Insights
Mine purchases set to ‘transform’ Canada-based Northern Graphite
This will take Northern Graphite from being a junior miner to a producer, although they will enter a relatively tight market
January 14, 2022
·
By Jon Stibbs
Insights
Tesla in US nickel supply deal at Tamarack with Talon Metals
Auto manufacturer's first supply deal in the US for this key metal used in the making of batteries for electric vehicles
January 11, 2022
·
By Andrea Hotter
Insights
Industry braces for sustained high UK fuel prices: 2022 preview
Petrol and diesel prices remain high going into 2022, but could show signs of easing after the first quarter of the year
January 11, 2022
·
By Alexandra Chapman
Insights
China rare earth producer merger stresses country’s dominant position of critical material supply
The latest merger of rare earth producers in China shows that balance of power in this critical material sector is nowhere near where western governments would like it to be
January 6, 2022
·
By the Fastmarkets team
Insights
Robust demand likely to support natural graphite anode supply chain: 2022 preview
Growing new energy vehicle (NEV) take-up is set to boost demand for anode material, which along with China’s decarbonization efforts, a seasonal halt and global logistics interruptions, will support the natural flake graphite market at the start of 2022
January 6, 2022
·
By Jon Stibbs, Sybil Pan
Insights
Tesla-Syrah graphite deal signals OEMs taking notice of anode supply bottlenecks
Recent supply agreement between Tesla and graphite producer Syrah Resources for graphite anode material signals that original equipment manufacturers (OEMs) are starting to notice the need to secure the supply of materials beyond battery cathode components
January 5, 2022
·
By the Fastmarkets team
Insights
IMF report suggests possible 85% shortfall in graphite supply by 2050
A research report by the International Monetary Fund (IMF) has found graphite to be the metal with the largest indicated potential shortage in the energy transition sector, followed by cobalt, vanadium and nickel
December 15, 2021
·
By Amy Bennett
Insights
China’s new energy vehicle sales soar to new heights
Total sales for the year will be above three million units, one million units higher than the market originally expected
December 15, 2021
·
By William Adams
Insights
Carmakers focus on securing EV battery cathodes, but graphite anodes also critical
Automotive manufacturers globally have been setting up joint ventures to secure cathode active materials for the batteries they fit into their electric vehicles (EVs), but they have yet to engage with the equally important graphite active anode suppliers
December 8, 2021
·
By Amy Bennett
Insights
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