Commodity Market Report
Global graphite market strategic planning outlook - Q1 2023
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Q1 has been a slow start to the year for the graphite market. Strong macroeconomic headwinds worldwide, combined with the removal of China’s national subsidies, have hurt demand for electric vehicles. This in turn, has seen demand for anode material fall and pressure raw materials prices - including natural graphite. 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
- Flake graphite
- Amorphous graphite
-
Base case price forecast
- 2021-2023
- Short-term prices (2024-2027)
- Medium-term prices (2027-2033)
- Long-term prices (2033-2050)
- Refined products
-
Key risks to the base case
- Short term – upside
- Short term – downside
- Long term – upside
- Long term – downside
-
Demand in batteries
- Li-ion batteries in automotive
- Graphite-based anode materials
- Other Africa
- Brazil
- Europe
- Other
- Refined supply of natural graphite
Tables and charts
This report includes the following images and tables:
- Battery market growth and associated graphite demand
- Role of the automotive sector in forecast lithium-ion battery growth
- Ex-China downstream processing projects
- Synthetic graphite supply by region
- Major Chinese synthetic graphite manufacturers
- Japanese synthetic graphite producers
- Leading European synthetic graphite companies
- Natural graphite price forecast
- Battery-grade natural graphite price forecast, 99.95% C, China FOB
- Key demand forecast data
- Graphite demand by application
- Plug-in EV sales by region
- 24 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Insight
Global oil cost curves and pre-FID breakevens H1 2025
Deepwater developments are becoming more competitive, driven by new production in Latin America
$6,000
Insight
Will Russian gas and LNG come back?
Three possible peace agreement between Russia and Ukraine and the implications on global gas and LNG markets and prices.
$950
Insight
Webinar: Global Olefins Strategic Planning Outlook
Watch our webinar replay to review our 2024 strategic planning outlook
$900
