Commodity Market Report

Global graphite market strategic planning outlook - Q1 2022

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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.

Table of contents

Tables and charts

This report includes 33 images and tables including:

  • 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
  • Refractory production and graphite demand split
  • Key mine supply forecast data
  • Natural graphite supply by region
  • Ex-China downstream processing projects
  • Synthetic graphite supply by region
  • Natural flake graphite price forecast, 90% C, CIF Europe
  • Natural flake graphite price forecast, 94% C, CIF Europe
  • Natural flake graphite price forecast, 97%, CIF China
  • Natural flake graphite price forecast, 94% C, FOB China
  • Natural amorphous graphite price forecast, 80-85% C, CIF Europe
  • Battery-grade natural graphite price forecast, 99.95% C, China FOB
  • Key demand forecast data
  • Graphite demand by application
  • Role of the automotive sector in forecast lithium-ion battery growth
  • Plug-in EV sales by region
  • Automotive sales outlook by powertrain type
  • Lithium-ion battery automotive capacity by region
  • Africa: natural flake graphite production by country
  • Brazil: production of natural flake graphite vs domestic crude steel

What's included

This report contains:

  • Document

    Global graphite market strategic planning outlook - Q1 2022

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