Commodity Market Report
Global graphite short-term outlook July 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
July saw the first real downturn in graphite prices since H1 2021 as several months of increasing relief from supply chain disruption finally brought stability to the market enough to impact price. Supply has ramped up in China through Q2 following the re-opening of closed natural producers in Heilongjiang, while shipments to and from Chinese ports have been re-established following the rollback of Covid-19 restrictions. EV output continues to beat all previous records while the use of graphite in steel remains flat but of significant tonnage. A slight downwards readjustment in our global natural graphite supply forecast has resulted in a tighter market balance and slightly higher price forecasts to 2026.
Table of contents
- Mined natural graphite
- Syrah enters MoU with Ford for future US EV supply chain
- Walkabout begins initial mining operations at Lindi Jumbo
- BlackEarth concludes feasibility study for expandable graphite plant and acquires site in India
- Talga receives financial support from Swedish ECA
- Nouveau Monde completes feasibility study for integrated Matawinie mine and Bécancour anode material project
Tables and charts
This report includes the following images and tables:
- 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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