Commodity Market Report
Global graphite short-term outlook April 2023
Report summary
EV sales continued to recover in March, with plug-in EV sales surpassing one million units for the first time this year. Despite this, negativity is rife in the battery raw materials supply chain as a price war continues to rage. Combined with significant stock in the system, the trend for the graphite market in recent months has been downwards. Both natural and synthetic graphite producers are now considering their next move: whether to stick with planned production schedules or to attempt to support the market by cutting output.
Table of contents
- Mined natural graphite
- Natural graphite
- Natural graphite
- Skaland operations halted by national strike
- NextSource takes another step towards production as Molo commissioning begins
- Robust results for Lac Knife graphite project with feasibility study update
- Talga lands environmental permit for Swedish natural graphite mine
- Tanzanian government agrees ownerships structure with graphite project developers
- Tanzanian projects update feasibility studies
- Volt secures offtake deals for Bunyu project
- Tirupati successfully acquires Suni Resources
- Walkabout secures funds to complete Lindi Jumbo project
- GrafTech lowers European electrode output, despite plant closure
- Mill Rock Capital acquires Asbury Carbon
- Syrah publishes DFS for Vidalia phase 2 expansion
- Construction begins at major anode projects in Shanxi and Xinjiang
- Major anode producers boost 2022 output, maintain expansion plans
- Lanzhou Graphene launches first phase of SiC anode plant
Tables and charts
This report includes 11 images and tables including:
- Natural graphite prices
- Spherical graphite prices
- Natural graphite demand by application
- Synthetic graphite demand by application
- Natural graphite supply by region
- Synthetic graphite supply by region
- China and ROW exports of natural graphite
- China imports of natural graphite
- China exports of spherical graphite
- Global natural graphite market balance
- Global battery-grade natural flake market balance
What's included
This report contains:
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