Proposal to launch price assessment for US graphite flake

Fastmarkets’ proposal follows initial feedback from market participants who are interested in seeing a price reference for the natural graphite flake that is used in the anode supply chain for electric vehicle (EV) batteries for the US region.

The US Trade Representative recently delayed its final determination on Section 301 tariffs against Chinese imports, including graphite, after some major US automakers called for a reduction in the tariffs or at least a delay until domestic supply chains are more established.

This new US graphite flake price will complement an existing suite of natural and synthetic graphite price assessments available in Europe and Asia.

The proposed specifications are as follows:

Graphite flake 94% C, -100 mesh, cif US ports, $/tonne
Quality: Flake 94% C, -100 Mesh
Quantity: Min 20 tonnes
Location: CIF US ports, excluding Pacific states (Washington, Oregon, California, Alaska and Hawaii) as defined by the US Census Bureau. FCL.
Unit: US$ per tonne
Publication: Monthly, first Thursday of the month, 10-11am US East Coast time.
The consultation period for this proposed launch starts from Thursday August 22 and will end on Thursday September 19. The launch will take place, subject to market feedback, on Thursday October 3, 2024.

To provide feedback on this price, or if you would like to provide price information by becoming a data submitter to this price, please contact Grace Asenov by email at: pricing@fastmarkets.com. Please add the subject heading: “FAO: Grace Asenov re: US graphite.”

Please indicate if comments are confidential. Fastmarkets will consider all comments received and will make comments not marked as confidential available upon request.

To see all Fastmarkets’ pricing methodology and specification documents, go to https://www.fastmarkets.com/about-us/methodology.