What’s in this year’s report?
Divergence is the key theme of the graphite market in 2023. The spherical graphite (SPG) supply chain will move towards diversification as new SPG producers develop closer to commercial-scale production, prompted by geopolitical legislation in both North America and Europe. Industrial-grade flake prices will decline as demand struggles. But could battery-grade flake sizes will move into a deficit?
In this report, we draw on insight from the Graphite Research Suite to share predictions for the key themes to watch in the year ahead.
- China to accelerate domestic development and maintain pole position?
- Geopolitical changes will begin to shape graphite supply chains
- And more