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Chemical targets Europe and America in graphite push","mitsubishi-chemical-targets-europe-and-america-in-graphite-push","article/mitsubishi-chemical-targets-europe-and-america-in-graphite-push",{"_uid":557,"date":558,"tags":559,"editor":560,"content":570,"excerpt":680,"featured":51,"reporter":681,"_editable":685,"component":686,"seo_title":553,"categories":687,"visibility":694,"author_company":49,"featured_image":695,"seo_description":680,"author_full_name":49,"author_job_title":49,"formattedDate":700,"formattedArticleDate":701},"0ee72abb-f7df-495c-96ed-c335ea1a7536","2022-06-01 00:00",[],[561],{"slug":562,"name":563,"content":564},"matthew-bird","Matthew Bird",{"job_title":565,"image":566,"bio":568,"linkedin":569},"Senior Editor - Supply Chains & Data Visualisation",{"filename":567},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":571,"content":572},"doc",[573,580,585,590,595,600,605,608,615,620,625,630,635,640,645,650,655,660,665,670,675],{"type":574,"attrs":575,"content":576},"paragraph",{"textAlign":49},[577],{"text":578,"type":579},"Mitsubishi Chemical Holdings said it is considering a move into Europe and North America as it looks to tap into rising demand for graphite anode materials from regional battery producers. ","text",{"type":574,"attrs":581,"content":582},{"textAlign":49},[583],{"text":584,"type":579},"The company said it had begun to consider the production and sale of anode materials in European countries and the United States.",{"type":574,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":579},"“Demand for lithium-ion batteries for automobile applications, mainly for electric vehicles (EVs), is surging due to the global increase in environmental consciousness,” the company said on Monday. “Along with this trend, demand is increasing for high-quality and eco-friendly anode materials, a key component of the batteries, available for automotive applications.”",{"type":574,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":579},"The vast majority of anode material is produced in China. In 2022, Benchmark expects 78% of all natural graphite anode materials to be produced in the country. Europe and North America combined represent just 0.2% of the market.",{"type":574,"attrs":596,"content":597},{"textAlign":49},[598],{"text":599,"type":579},"In early May, Mitsubishi signed agreements with Syrah Resources and Mineral Commodities, two graphite companies headquartered in Australia but with planned facilities in the regions Mitsubishi is looking to move into.",{"type":574,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":579},"“Mitsubishi are following in the footsteps of cathode and battery producers looking to capitalise on the underdevelopment of the North American and European markets,” George Miller, a senior analyst at Benchmark, said. “It represents quite an early strategic move from Mitsubishi to be getting into the North American and European anode markets.”",{"type":574,"attrs":606,"content":607},{"textAlign":49},[],{"type":609,"attrs":610,"content":612},"heading",{"level":611,"textAlign":49},4,[613],{"text":614,"type":579},"Moving out of China",{"type":574,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":579},"China mines over 63% of flake graphite followed by Mozambique with 11%. This is expected to change, however, by 2030, when China is expected to represent just over a quarter of the mined graphite market as other countries build out their production capacity.",{"type":574,"attrs":621,"content":622},{"textAlign":49},[623],{"text":624,"type":579},"Europe is forecast to remain under 5%, however, though North America will increase its market share to almost 10%, mostly concentrated in Canada, according to Benchmark’s Anode Market Assessment.",{"type":574,"attrs":626,"content":627},{"textAlign":49},[628],{"text":629,"type":579},"“This is a hugely untapped market,” according to Miller.",{"type":574,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":579},"Syrah Resources operates a graphite mine in Mozambique and is currently planning an anode material production facility in Louisiana. Mineral Commodities operates a graphite mine in Norway and is planning an Australian mine which Benchmark forecasts will be operational in 2024.",{"type":574,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":579},"As such, Syrah and Mineral Commodities both have experience in North American and European markets.",{"type":574,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":579},"“Mitsubishi might need local partners for where it is trying to expand,” Miller said. “There are frequently a lot of obstacles facing foreign companies entering a new market, so it could be beneficial for them to collaborate with local integrated anode aspirants.”",{"type":574,"attrs":646,"content":647},{"textAlign":49},[648],{"text":649,"type":579},"With Mineral Commodities (via its Norwegian subsidiary Ascent Graphite), Mitsubishi plans to construct an anode plant. If trials are successful, and Mineral Commodities graphite materials are compatible with Mitsubishi’s technology, then the collaboration will explore developing a supply chain in Europe.",{"type":574,"attrs":651,"content":652},{"textAlign":49},[653],{"text":654,"type":579},"This week Mitsubishi said it also plans to also assess Syrah’s graphite materials for optimisation with its anode material production technology. ",{"type":574,"attrs":656,"content":657},{"textAlign":49},[658],{"text":659,"type":579},"“The announcement indicates a wider sphere of collaboration between the three beyond flake graphite production,” Benchmark’s Miller said. ",{"type":609,"attrs":661,"content":662},{"level":611,"textAlign":49},[663],{"text":664,"type":579},"Chinese expansion",{"type":574,"attrs":666,"content":667},{"textAlign":49},[668],{"text":669,"type":579},"Mitsubishi, a tier 1 anode materials producer, operates a Chinese natural graphite anode material production facility through the 100%-owned subsidiary Qingdao Anode Kasei Co. and the affiliated 49%-owned Qingdao Lingda Kasei Co..",{"type":574,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":579},"The facility produces anode material from natural graphite which it says has a higher performance than synthetic graphite-based anode materials. The key features of the material are that it swells less than traditional anode materials and that fewer greenhouse gases are emitted during the production process.",{"type":574,"attrs":676,"content":677},{"textAlign":49},[678],{"text":679,"type":579},"The production capacity of this facility will be increased six-fold to over 10,000 tonnes of anode material a year, Mitsubishi also said on Monday. Mitsubishi expects the expansion will be operational early 2023.","Mitsubishi Chemical Holdings said it is considering a move into Europe and North America as it looks to tap into rising demand for graphite anode materials from regional battery producers. The company said it had begun to consider the production and sale of anode materials in European countries and the United States. “Demand for lithium-ion […]",[682],{"slug":562,"name":563,"content":683},{"job_title":565,"image":684,"bio":568,"linkedin":569},{"filename":567},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"0ee72abb-f7df-495c-96ed-c335ea1a7536\", \"id\": \"\"}-->","article",[688,691],{"slug":689,"name":690},"critical-minerals","Critical Minerals",{"slug":692,"name":693},"graphite","Graphite","private",{"id":49,"alt":696,"name":696,"focus":696,"title":696,"source":696,"filename":697,"copyright":696,"fieldtype":698,"meta_data":699,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/dd4ad3adf4/bm-1654761242378-1.jpg","asset",{"alt":696,"title":696,"source":696,"copyright":696},"Jun 01, 2022","1st June 2022",[],[],1792773926958]