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grade graphite set for record year","battery-grade-graphite-set-for-record-year","article/battery-grade-graphite-set-for-record-year",{"_uid":557,"date":558,"tags":559,"editor":560,"content":570,"excerpt":578,"featured":50,"reporter":656,"_editable":660,"component":661,"seo_title":553,"categories":662,"visibility":672,"author_company":49,"featured_image":673,"seo_description":578,"author_full_name":49,"author_job_title":49,"formattedDate":678,"formattedArticleDate":679},"7b05033f-bc18-4fbd-961e-87b71fae0551","2016-07-20 00:00",[],[561],{"slug":562,"name":563,"content":564},"didi-bostock","Didi Bostock",{"job_title":565,"image":566,"bio":568,"linkedin":569},"Editor - Energy Transition & Economics",{"filename":567},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":571,"content":572},"doc",[573,580,585,590,595,600,605,610,615,620,623,628,633,638,643,646,651],{"type":574,"attrs":575,"content":576},"paragraph",{"textAlign":49},[577],{"text":578,"type":579},"China’s output of spherical graphite continues to surge with 2015 on course to be largest year for production on record","text",{"type":574,"attrs":581,"content":582},{"textAlign":49},[583],{"text":584,"type":579},"China’s output of spherical graphite has continued to go from strength to strength in Q2 2015 on the back of strong lithium ion battery demand from Asia.",{"type":574,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":579},"The country, which produces 95% of the world’s uncoated spherical graphite – the semi processed material that makes a battery’s anode – has continued to see output surge since 2013.",{"type":574,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":579},"Data from Benchmark Mineral Intelligence shows that the first five months of 2015 are tracking ahead of the same period last year. If demand holds for the remainder of the year, exports of spherical graphite from China will comfortably exceed 30,000 tpa.",{"type":574,"attrs":596,"content":597},{"textAlign":49},[598],{"text":599,"type":579},"If China’s domestic consumption of battery grade graphite is taken into account, the industry could be heading towards a production level of 40,000 tpa which translates to 90-100,000 tpa of medium flake graphite concentrate (-100 mesh, 94-95% C).",{"type":574,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":579},"The accompanying chart depicts the strong rise of flake graphite’s use in the battery market, from obscurity in the mid-2000s to the second largest market in 2014.",{"type":574,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":579},"China – a strong barometer for the fortunes of the industry – began significantly exporting spherical graphite in 2009 with a total 7,000 tonnes for material destined for Japan and South Korea. Each year since, exports have surged with a 27% CAGR from 2009 to 2014 – only declining once, by 9% in 2012.",{"type":574,"attrs":611,"content":612},{"textAlign":49},[613],{"text":614,"type":579},"While many graphite producers have been operating in either falling or stable markets, batteries have bucked the trend.",{"type":574,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":579},"A lack of industrial demand from steel has softened the flake graphite price in recent years and resulted in increased stocks, especially for medium flake graphite in China.",{"type":574,"attrs":621,"content":622},{"textAlign":49},[],{"type":574,"attrs":624,"content":625},{"textAlign":49},[626],{"text":627,"type":579},"This decline in the feedstock market has seen uncoated spherical graphite prices fall by 15% since mid-2013, despite strengthening demand.",{"type":574,"attrs":629,"content":630},{"textAlign":49},[631],{"text":632,"type":579},"Coated spherical graphite, a bottleneck in the industry controlled by Japanese and South Korean trading houses, was still selling for the equivalent of $7,000-$10,000/ tonne in the same time period.",{"type":574,"attrs":634,"content":635},{"textAlign":49},[636],{"text":637,"type":579},"Capacity of uncoated spherical graphite elsewhere in the world has been limited with many western graphite processers finding it difficult to compete with China’s low production cost in a market that is still maturing. However, companies like Grafit Kropfmuhl (AMG Mining AG) based in Germany are increasing activity in this space.",{"type":574,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":579},"Coated spherical graphite capacity outside of the control of Japan, South Korea and China is, however, nonexistent in today’s market.",{"type":574,"attrs":644,"content":645},{"textAlign":49},[],{"type":574,"attrs":647,"content":648},{"textAlign":49},[649],{"text":650,"type":579},"Therefore the plan announced by Australia’s Syrah Resources Ltd to build the world’s largest coated spherical graphite facility in the US holds the potential to reshape this landscape. The company aims to be producing 25,000 tpa of coated spherical graphite in North America within two years in what will be the first facility of its kind in the west.",{"type":574,"attrs":652,"content":653},{"textAlign":49},[654],{"text":655,"type":579},"The internal economic assessment by Syrah outlines an $80m construction cost and $3,200/tonne production costs for the coated product. The company also aims to improve on the Chinese production methods by using less medium flake graphite raw material to produce its spherical graphite at a ratio of 2:1.",[657],{"slug":562,"name":563,"content":658},{"job_title":565,"image":659,"bio":568,"linkedin":569},{"filename":567},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"7b05033f-bc18-4fbd-961e-87b71fae0551\", \"id\": \"\"}-->","article",[663,666,669],{"slug":664,"name":665},"batteries","Batteries",{"slug":667,"name":668},"critical-minerals","Critical Minerals",{"slug":670,"name":671},"graphite","Graphite","private",{"id":49,"alt":674,"name":674,"focus":674,"title":674,"source":674,"filename":675,"copyright":674,"fieldtype":676,"meta_data":677,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/b3c64d2d7b/bm-saupload-saupload-micro-spherical-graphite-668.jpg","asset",{"alt":674,"title":674,"source":674,"copyright":674},"Jul 20, 2016","20th July 2016",[],[],1789982605086]