Commodity Market Report

Global graphite market strategic planning outlook - Q1 2023

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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
    • 2021-2023
    • Short-term prices (2024-2027)
    • Medium-term prices (2027-2033)
    • Long-term prices (2033-2050)
    • Refined products
    • Short term – upside
    • Short term – downside
    • Long term – upside
    • Long term – downside
    • 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 36 images and tables including:

  • 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
  • Automotive sales outlook by powertrain type
  • Lithium-ion battery automotive capacity by region
  • Top anode manufacturers’ capacity (end 2022)
  • Graphite's role as an active Li-ion anode material
  • Existing silicon-based capacity controlled by major graphite anode material producers
  • 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
  • Major Chinese graphite mining operations
  • Known Chinese graphite mine development projects
  • Africa: natural flake graphite production by country
  • Mozambican graphite projects in development
  • Current graphite operations in Madagascar
  • Development heating up in Tanzania
  • Brazil: production of natural flake graphite vs domestic crude steel
  • Canada planning major graphite projects
  • US graphite development projects
  • Australian projects well-advanced but are yet to begin production

What's included

This report contains:

  • Document

    Global graphite market strategic planning outlook - Q1 2023

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