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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

Green Car Congress

At the same time, consumption of graphite electrodes in electric arc furnaces (EAFs) began to rise as the Chinese government took steps to halt production of poor quality induction furnace steel. Chinese exports of scrap steel increased from around 1,000 t in 2016 to 2.2 Mt in 2017.

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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

Chinese producers quickly increased production after a few months of closures in 2020. Russia, Madagascar, Ukraine, Norway, Canada, India, and Sri Lanka make up the remaining Top 10 countries that produce graphite. The US Geological Survey reported that China accounted for 79% of the world’s graphite mining last year.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Starting this month, the Chinese government requires permits for certain graphite products being exported. Mozambique and Madagascar produce 13 and 8.5 China has reportedly decided to place restrictions on exports of graphite, which could spell trouble for American EV manufacturers.

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