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Welcome to the November edition of the graphite miners news.
November saw not a lot of specific graphite market news and good progress from the graphite juniors.
Graphite price news
During the past 30 days the China graphite flake-194 EXW spot price was up 0.22%. The China graphite flake-199 EXW spot price was up by 0.16%. Note that 94-97% is considered best suited for use in batteries; it is then upgraded to 99.9% purity to make “spherical” graphite used in Li-ion batteries. The spherical graphite 99.95% min EXW China price was up 0.28% the past 30 days.
Fastmarkets (see below, not updated) shows China graphite flake 94% C (-100 mesh) prices at US$830/t and Europe graphite flake 94% C (-100 mesh) prices at US$920/t. Note: Fastmarkets stated recently: “The most recent price assessments for graphite flake, 94% C, -100 mesh, cif Europe, and graphite flake, 94% C, -100 mesh, fob China, were $800 and $810 per tonne respectively on September 22.”
Fastmarkets graphite prices the week ending June 16, 2022 (not updated)
Fastmarkets
Note: You can read about the different types of graphite and their uses here.
Graphite demand and supply forecast charts
UBS’s EV metals demand forecast (from Nov. 2020)
UBS
2021 IEA forecast growth in demand for selected minerals from clean energy technologies by scenario, 2040 relative to 2020 – Increases Of Lithium 13x to 42x, Graphite 8x to 25x, Cobalt 6x to 21x, Nickel 7x to 19x, Manganese 3x…
