Commodity Market Report
Global graphite market strategic planning outlook - Q2 2023
Report summary
A challenging first half of 2023 for the graphite market now appears to be easing, with demand from electric vehicles returning and stockpiles of material in China reducing. Looking over the medium to long-term, the outlook remains positive, with graphite remaining a crucial part of the lithium-ion battery story. 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.
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