Commodity Market Report
Global graphite short-term outlook August 2022
Report summary
In August, the graphite industry continued to move towards stability following the relenting of supply chain disruption. Chinese production increased this month, ramping up to meet backlogged orders and growing domestic battery-grade demand. China’s imports from Africa were much reduced in August, while its own flake exports continued to climb. Graphite prices began to fall in July and this decline picked up pace in August. The downwards price trajectory is expected to continue through Q3 and early Q4 before rising again in line with expected seasonal closures in China. Prices will, however, be bolstered by a tight market balance, with growing demand from EV battery growth and limited supply-side development. Monthly EV output continues to see strong growth with global plug-in EV sales for July rising 73% year-on-year.
Table of contents
- Mined natural graphite
- Natural graphite
- Zavalievsky flake mine in Ukraine restarts production
- Syrah secures US$102 million binding loan from US Department of Energy
- Northern Graphite to acquire Mousseau West graphite project
- Nouveau Monde completes feasibility study for integrated Matawinie mine and Bécancour anode material project
- South Star applies for full mining license, doubling production plans at its Santa Cruz graphite project
- Increase in mineral resources at Renascor’s Siviour deposit
- Increase in mineral resources at Black Earth Minerals’ Razafy Northwest deposit
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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