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Commodity Market Report 31 March 2022

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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

Report summary

Q1 for graphite has seen the continuation of a tight market as the environmental shutdowns seen in Luobei, China in late 2021 were carried through the whole of the first quarter. This coincided with rapid rates of electric vehicle (EV) uptake and battery demand, leading to average flake graphite price rises of 6% in March. Our long term view to 2050 offers a focus on the market balance of battery-grade flake which highlights a tighter market scenario than the total graphite market balance, particularly for medium size fractions. Graphite continues to be a vital material for the lithium-ion battery story and we have added deeper coverage of anode market developments and analysis of competition from alternative materials and technologies such as silicon and solid-state batteries. We have also provided a wider coverage of raw material flake and anode pricing.

Prices
Demand
Supply
Market balance
- Amorphous graphite
Base case price forecast
- 2021-2022
- Short-term prices (2023-2025)
- Medium-term prices (2025-2030)
- Long-term prices (2030-2050)
- Refined products
Key risks to the base case
- Short term – upside
- Short term – downside
- Long term – upside
- Long term – downside
Demand in batteries
Graphite anode material manufacturers
Silicon anode material manufacturers
- Li-ion batteries in automotive
- Recent trends in automotive and EVs
- Forecast for EVs
Demand in steel-based and other applications
Mine supply of natural graphite
- China
- Madagascar
- Tanzania
- Other Africa
- Brazil
- North America
- India
- Australia
- 2 more item(s)...
Refined supply of natural graphite
1 more item(s)...

Tables and charts

This report includes the following images and tables:

Nominal prices flake vs spherical
Real price flake vs spherical
Graphite demand and the changing end-use landscape

Synthetic graphite supply with % China
Natural graphite supply with % China and Africa
Natural graphite market balance (flake and amorphous)
Natural flake graphite market balance (battery-grade and other)
Battery market growth and associated graphite demand
Top Li-ion anode manufacturers, 2022
Graphite’s role as an active Li-ion anode material
Steel market trends and non-battery graphite growth
Electric arc furnace vs basic oxygen furnace steel production with growth led by China
21 more item(s)...