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deal","tesla-secures-us-graphite-supplies-with-syrah-deal","article/tesla-secures-us-graphite-supplies-with-syrah-deal",{"_uid":547,"date":548,"tags":549,"editor":553,"content":563,"excerpt":658,"featured":50,"reporter":659,"_editable":663,"component":664,"seo_title":543,"categories":665,"visibility":672,"author_company":49,"featured_image":673,"seo_description":658,"author_full_name":49,"author_job_title":49,"formattedDate":678,"formattedArticleDate":679},"2a0a53d4-97f4-4802-ba33-79366e211baa","2021-12-23 00:00",[550],{"slug":551,"name":552},"usa","USA",[554],{"slug":555,"name":556,"content":557},"matthew-bird","Matthew Bird",{"job_title":558,"image":559,"bio":561,"linkedin":562},"Senior Editor - Supply Chains & Data Visualisation",{"filename":560},"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":564,"content":565},"doc",[566,573,578,583,588,593,608,615,620,633,638,643,648,653],{"type":567,"attrs":568,"content":569},"paragraph",{"textAlign":49},[570],{"text":571,"type":572},"Tesla has agreed to buy natural graphite from Syrah Resources’ plant in the US, in a deal that will reduce its reliance on Chinese supply of the battery anode material.","text",{"type":567,"attrs":574,"content":575},{"textAlign":49},[576],{"text":577,"type":572},"The electric vehicle maker will buy 8,000 tonnes of graphite anode material from the company’s Vidalia processing facility in Louisiana for four years at a fixed price once it starts commercial production, Syrah Resources said.",{"type":567,"attrs":579,"content":580},{"textAlign":49},[581],{"text":582,"type":572},"The deal is the first public graphite supply deal between an automaker and graphite producer. It comes as Tesla scales up production of its own battery cells, which are set to be used in its electric vehicles next year.",{"type":567,"attrs":584,"content":585},{"textAlign":49},[586],{"text":587,"type":572},"The deal “changes the narrative” for graphite, according to Simon Moores, CEO of Benchmark, since it highlights that automakers are now concentrating on the raw material and not just lithium, nickel and cobalt.",{"type":567,"attrs":589,"content":590},{"textAlign":49},[591],{"text":592,"type":572},"Automakers are becoming increasingly aware of their complete reliance on China for supplies of graphite, which is needed for the anode in lithium ion batteries.",{"type":567,"attrs":594,"content":595},{"textAlign":49},[596,598,606],{"text":597,"type":572},"China mines 69% of the world’s natural flake graphite and dominates the next step in the value chain where it produces 100% of global spherical graphite production, according to",{"text":599,"type":572,"marks":600}," Benchmark’s Natural Flake Graphite Forecast",[601],{"type":602,"attrs":603},"link",{"href":604,"uuid":49,"anchor":49,"target":49,"linktype":605},"https://www.benchmarkminerals.com/forecasts/#graphite","url",{"text":607,"type":572},". The bulk of synthetic anode production is also located in China, where synthetic graphite is made using large amounts of coal-fired electricity.",{"type":609,"attrs":610,"content":612},"heading",{"level":611,"textAlign":49},4,[613],{"text":614,"type":572},"Tesla told US it was not possible to secure graphite outside China",{"type":567,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":572},"The current trend in the electric vehicle (EV) lithium ion market is a shift towards a blend of synthetic and natural graphite anodes to take advantage of their different properties.",{"type":567,"attrs":621,"content":622},{"textAlign":49},[623,625,631],{"text":624,"type":572},"Tesla and Korean battery producer SK Innovation ",{"text":626,"type":572,"marks":627},"told the US government recently that it was not possible to source both synthetic and natural graphite for batteries outside of China",[628],{"type":602,"attrs":629},{"href":630,"uuid":49,"anchor":49,"target":49,"linktype":605},"https://source.benchmarkminerals.com/article/western-ev-makers-face-up-to-chinas-grip-on-graphite-market",{"text":632,"type":572},". The comments were made to the US Trade Representative, in support of contined tariff waviers on imports of graphite from China.",{"type":567,"attrs":634,"content":635},{"textAlign":49},[636],{"text":637,"type":572},"Syrah mines natural graphite at its Balama mine in Mozambique, and is looking to build a 10,000 tonne a year anode processing facility in Louisiana, which will produce battery anode. The company would be the only integrated anode producer outside of China if successful.",{"type":567,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":572},"Tesla will buy “the majority” of the proposed initial production at Vidalia, Syrah said, subject to final qualification. Tesla also has the option to buy more graphite if Vidalia’s production exceeds 10,000 tonnes a year, it said.",{"type":567,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":572},"“The agreement provides a compelling foundation to proceed with the initial expansion of Vidalia’s production capacity and Syrah plans to make a final investment decision for construction of this expanded facility in January 2022, subject to financing commitments,” it said.",{"type":567,"attrs":649,"content":650},{"textAlign":49},[651],{"text":652,"type":572},"Syrah said it was also engaging with other target customers to secure additional supply agreements for its Vidalia plant.",{"type":567,"attrs":654,"content":655},{"textAlign":49},[656],{"text":657,"type":572},"Shares of Syrah Resources were halted on the Australian Stock Exchange on Thursday.","Tesla has agreed to buy natural graphite from Syrah Resources’ plant in the US, in a deal that will reduce its reliance on Chinese supply of the battery anode material. The electric vehicle maker will buy 8,000 tonnes of graphite anode material from the company’s Vidalia processing facility in Louisiana for four years at a […]",[660],{"slug":555,"name":556,"content":661},{"job_title":558,"image":662,"bio":561,"linkedin":562},{"filename":560},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"2a0a53d4-97f4-4802-ba33-79366e211baa\", \"id\": \"\"}-->","article",[666,669],{"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/287943243085208/44dab72c61/bm-dsc-02621.jpg","asset",{"alt":674,"title":674,"source":674,"copyright":674},"Dec 23, 2021","23rd December 2021",[],[],1784633826866]