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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":672,"relatedVideos":673},112472264805454,"081224fb-6eb3-4f82-a36b-aff2dbfa6dc0","Graphite industry sounds alarm over lack of supply outside China for batteries","graphite-industry-sounds-alarm-over-lack-of-supply-outside-china-for-batteries","article/graphite-industry-sounds-alarm-over-lack-of-supply-outside-china-for-batteries",{"_uid":547,"date":548,"tags":549,"editor":553,"content":563,"excerpt":650,"featured":51,"reporter":651,"_editable":655,"component":656,"seo_title":543,"categories":657,"visibility":664,"author_company":49,"featured_image":665,"seo_description":650,"author_full_name":49,"author_job_title":49,"formattedDate":670,"formattedArticleDate":671},"cc325544-e9ed-481f-b866-1ef7c9559f93","2022-11-15 00:00",[550],{"slug":551,"name":552},"benchmark-week-2022","Benchmark Week 2022",[554],{"slug":555,"name":556,"content":557},"didi-bostock","Didi Bostock",{"job_title":558,"image":559,"bio":561,"linkedin":562},"Editor - Energy Transition & Economics",{"filename":560},"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":564,"content":565},"doc",[566,573,578,583,588,593,598,605,610,615,620,625,630,635,640,645],{"type":567,"attrs":568,"content":569},"paragraph",{"textAlign":49},[570],{"text":571,"type":572},"The auto industry faces a critical shortage of graphite production outside of China over the next few years, executives warned at the Benchmark Week conference in Los Angeles. ","text",{"type":567,"attrs":574,"content":575},{"textAlign":49},[576],{"text":577,"type":572},"Mines and integrated anode projects need to accelerate financing to enter production to meet the rising demand for graphite in electric vehicle batteries, they said. ",{"type":567,"attrs":579,"content":580},{"textAlign":49},[581],{"text":582,"type":572},"“The industry needs more volume and high quality projects with a strong ESG focus but it is hard work and it takes time,” Stephen Wells, chief financial officer of Syrah Resources, said. “The idea there is a whole lot of easy projects in simple jurisdictions that can be brought in in a couple of years is a fallacy.”",{"type":567,"attrs":584,"content":585},{"textAlign":49},[586],{"text":587,"type":572},"The graphite market faces a looming shortage by the end of this decade as electric vehicle sales expand globally. China mines almost two-thirds of the world’s natural graphite yet production in the country is stagnating, Wells said. ",{"type":567,"attrs":589,"content":590},{"textAlign":49},[591],{"text":592,"type":572},"Yet projects outside of China will take years to develop and bring into production – and even longer to build integrated anode facilities, he said. ",{"type":567,"attrs":594,"content":595},{"textAlign":49},[596],{"text":597,"type":572},"“The issue is the timeframe to bring that new material to market.. . money needs to go in urgently now to meet the future issues the industry is facing,” Andrew Miller, chief operating officer of Benchmark, said. ",{"type":599,"attrs":600,"content":602},"heading",{"level":601,"textAlign":49},4,[603],{"text":604,"type":572},"Where will the product come from?",{"type":567,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":572},"Benchmark forecasts that by 2030, North America will produce only 10% of the world’s natural flake graphite. ",{"type":567,"attrs":611,"content":612},{"textAlign":49},[613],{"text":614,"type":572},"Brent Nykoliation, executive vice president at NextSource Materials, said 30 of the world’s 45 graphite mines are in China.",{"type":567,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":572},"“The [graphite] industry has a big problem – all the car companies are saying ‘where will the product come from?’ … The market is not ready,” he said.",{"type":599,"attrs":621,"content":622},{"level":601,"textAlign":49},[623],{"text":624,"type":572},"Higher prices",{"type":567,"attrs":626,"content":627},{"textAlign":49},[628],{"text":629,"type":572},"Higher incentive prices for graphite will be needed to ensure a diversified and sustainable graphite supply chain is built out for the coming demand, Miller said. ",{"type":567,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":572},"Graphite demand is forecast to grow by 10.5% a year out to 2032, while graphite supply is only expected to grow by 5.7% a year over the same period.",{"type":567,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":572},"Adding to the strain China – by far the largest graphite producer and processor globally – is increasingly keeping more graphite within its borders for its domestic anode and battery markets. ",{"type":567,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":572},"China’s anode production has doubled over the past year, according to Albert Li, an analyst at Benchmark. ",{"type":567,"attrs":646,"content":647},{"textAlign":49},[648],{"text":649,"type":572},"“We’re now moving into phase two in the evolution of the graphite industry in the battery sector,” stated Miller. “We’re seeing an increasingly finely balanced graphite market with not so much flexibility as in the past. We’re expecting some serious structural issues in natural graphite supply in the coming decade.”","The auto industry faces a critical shortage of graphite production outside of China over the next few years, executives warned at the Benchmark Week conference in Los Angeles. Mines and integrated anode projects need to accelerate financing to enter production to meet the rising demand for graphite in electric vehicle batteries, they said. “The industry […]",[652],{"slug":555,"name":556,"content":653},{"job_title":558,"image":654,"bio":561,"linkedin":562},{"filename":560},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"cc325544-e9ed-481f-b866-1ef7c9559f93\", \"id\": \"\"}-->","article",[658,661],{"slug":659,"name":660},"critical-minerals","Critical Minerals",{"slug":662,"name":663},"graphite","Graphite","private",{"id":49,"alt":666,"name":666,"focus":666,"title":666,"source":666,"filename":667,"copyright":666,"fieldtype":668,"meta_data":669,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/6013415d94/bm-graphite-picture.jpg","asset",{"alt":666,"title":666,"source":666,"copyright":666},"Nov 15, 2022","15th November 2022",[],[],1781280284549]