Registered Members Login:
   
Forgotten Your Details? Click Here To Recover +
Welcome To The ShareCafe Community - Talk Shares And Take Stock With Smart Investors - New Here? Click To Register >

15 Pages (Click to Jump) V   1 2 3 4 > »    
 
  
Reply to this topic

GRAPHITE, Natural & synthetic graphite - pring/supply/demand
blacksheep
post Posted: Oct 12 2019, 06:36 PM
  Quote Post


Posts: 6,401
Thanks: 2229


GLOBAL GRAPHITE SNAPSHOT: Ample supply weighs on Chinese amorphous fob price
QUOTE
Key data from the graphite pricing sessions in Asia and Europe for the week ending on Thursday October 10.

China

Prices fell at the top end of the range for graphite amorphous, 80% C, -200 mesh, fob China. Soft demand from Chinese steel mills resulted in increased volumes of material for the export market, which weighed on the top end of the market.
The flake graphite market was stable. Suppliers have attempted to increase their offer prices in response to tightening supply because mining in northern China is scaled down for winter and production from Syrah Resource has been cut.
Bu customers have delayed restocking after the Chinese National Day holiday in response to low demand from the refractory sector and access to cheaper material from the international market.

Europe

Flake and amorphous prices remained stable, but while demand was weak overall there were regional variations in sentiment.
Graphite flake consumption from the refractories sector has been damped by steel production cutbacks, such as by ArcelorMittal in Spain. Demand is expected to fall over the fourth quarter of the year in countries affected by the output reductions. The market in Poland was also reported to be soft.
There were, however, reports of higher prices and stronger demand for medium and large flake from the refractories sector in northern Europe.


See link for graphs/prices - https://www.indmin.com/Article/3898231/GLOB...-fob-price.html




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 28 2019, 02:27 PM
  Quote Post


Posts: 6,401
Thanks: 2229


BATTERY MATERIALS EUROPE: Anode grade graphite poses ‘reputational risk’ to buyers, RHO Motion says
QUOTE
The acquisition of processed graphite represents a potential reputational risk for participants in the battery sector, according to Adam Panayi, managing director of battery analyst RHO Motion.

“There are reputational issues surrounding graphite processing, as well as cobalt,” Panayi said at Fastmarkets’ Battery Materials Europe 2019 conference in Amsterdam, September 26-27. “The leaching process of natural flake graphite can pose problems if it is not managed properly.”

The processing of raw graphite flake requires chemical leaching to produce battery anode grade graphite. The chemicals used in this purification process carry the risk of environmental damage if their disposal is not handled appropriately.

“Given that the most significant proportion of supply comes from relatively small [market participants] in China, [where controls can be lax,] there can also be issues around safety conditions,” Panayi said on the sidelines of the Amsterdam event.

There have been environmental inspections in China in recent years which have resulted in a tightening of production processes. This has increased costs for the expandable graphite market, which was expected to grow by 5% per year for the next 10 years.

Most of the processing takes place in China and there remained little production elsewhere. But some companies, such as Tirupati Graphite, were ramping up their production of expandable graphite in response to the growing demand.

Companies that manufacture car parts, known collectively as original equipment manufacturers (OEMs), must be able to demonstrate that they source their materials responsibly. This was particularly the case for end-products that were marketed as sustainable, such as electric vehicles.

“OEMs will attempt to source from the most reputable companies there are,” Panayi said. “This may limit supply choices over time, which may affect prices.”

The battery sector uses both synthetic and natural graphite flake in a ratio of about 60:40. Producers of both sources of material will continue to vie for liquidity while the market develops.

While the reputational risks were currently higher for processed natural graphite, there were also issues concerning synthetic material.

“The production of synthetic graphite is energy-intensive so it has a large carbon footprint,” Panayi said.

Concern about reputational risks in the battery sector has most closely been associated with artisanal mining for cobalt in the Democratic Republic of Congo.


https://www.metalbulletin.com/Article/38962...-graphite-poses



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 28 2019, 01:50 PM
  Quote Post


Posts: 6,401
Thanks: 2229


TSX listed Next Source Materials releases their new - phased buildout - feasibility study for their 100%-owned Molo Graphite Project in southern Madagascar. Let's see if firstly they can raise the funds then how accurate their assumptions turn out to be.

QUOTE
September 27, 2019 10:00 ET | Source: NextSource Materials Inc
HIGHLIGHTS:

The 2019 Feasibility Study (“FS”) outlines a phased development approach with Phase 1 producing 17,000 tonnes per annum (“tpa”) over the first two years of production and Phase 2 producing a total of 45,000 tpa by year 3.

Over the modelled life of mine (30 years), the production plants will have a pre-tax internal rate of return (“IRR”) of 43.1%, and a post-tax IRR of 36.2%. The pre-tax Net Present Value (“NPV”) at 8% discount rate will be US$237.1M, and the post-tax NPV will be US$184.3M.

The capital mine cost (“CAPEX”) for Phase 1 will be US$21.0M with Phase 2 CAPEX being an additional US$39.1M, for a total project cost of US$60.1M.

Both phases will utilize the Company’s unique, fully modular build approach, which greatly reduces build time and associated costs in relation to conventional mine construction.


read more - https://www.globenewswire.com/news-release/...-Financing.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
denpal
post Posted: Sep 10 2019, 11:18 AM
  Quote Post


Posts: 1,166
Thanks: 133


SYR came out with an ann. today on the market price for graphite, reduced from $US477 to 400 tonne and has impacted them causing them to reduce production and look for strategies to keep going. Their sp down 32%. They say they are a big supplier to the Chinese market.

I don't hold these, just saw them in the biggest loser chart on my platform!

 
blacksheep
post Posted: Sep 4 2019, 12:15 PM
  Quote Post


Posts: 6,401
Thanks: 2229


Making graphite in a renewable way
3rd September 2019
extract
Bio-based carbon materials
QUOTE
Graphite is one example of a critical material with high commercial or strategic importance. It can be found in its natural state or it can be produced artificially. Both, however, involve the use of fossil-sources either as feedstock, to power the mining extraction process, or because naturally occurring graphite is itself a fossil resource.

Graphite plays a major role in energy applications such as batteries, supercapacitors, fuel cells or as an anode in metallurgical applications. Additionally, it is used as a lubricant and in seals for high-temperature applications. The graphite demand is expected to increase in the following years due to the production increase of lithium-ion batteries and other energy storage systems involved in the electrification process.

Companies like Syrah Resources expect an increase of 400 metric tonnes in the graphite demand by 2021 driven solely by the battery sector. Luckily, bio-based carbon materials could replace graphite in most applications.

https://www.engineerlive.com/content/making...e-renewable-way



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 1 2019, 05:25 PM
  Quote Post


Posts: 6,401
Thanks: 2229


Luobei set to resume graphite flake production amid well-supplied Chinese market
By HUAQING FU
Published: Friday, 30 August 2019

QUOTE
An expected restart of graphite flake production in Luobei county, in China’s northeastern province of Heilongjiang, at the start of September could weigh on prices, according to industry sources.

https://www.indmin.com/Article/3891514/Grap...ese-market.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Sep 1 2019, 05:24 PM
  Quote Post


Posts: 6,401
Thanks: 2229


Graphite: Tanzanian projects edge closer to production
Roskill View
QUOTE
Although initial progress of Tanzanian projects was promising, many stalled through 2017 and 2018 following a series of measures by the country’s government aimed at tightening control over its mining industry. In July 2017, the country suspended the issuance of all new mining licences pending a major overhaul of the fiscal and regulatory regime of its mining sector. Licences for foreign graphite developers only began to be reissued from September 2018.

Large amounts of natural flake graphite production have come on-line in recent years in Mozambique and, to a lesser extent, Madagascar and have begun to feed new and rapidly increasing demand from China. Roskill believes there is room for other new sources of graphite supply to meet increasing global demand over the next decade.

The burgeoning Chinese lithium-ion battery sector is looking increasing to foreign sources of small and medium size flake graphite to complement its already large domestic supply—a market which has so far been supplied with material from Syrah Resources’ Balama project in Mozambique. China is thought to have limited resources of larger size flake required in the smaller but high growth market of expandable/expanded graphite. Madagascar is known for the large size of its flake graphite and is supplying China and other global markets

https://roskill.com/news/graphite-tanzanian...-to-production/




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 22 2019, 08:21 PM
  Quote Post


Posts: 6,401
Thanks: 2229


In Reply To: blacksheep's post @ Aug 21 2019, 11:05 PM

Tirupati to expand Madagascan production on rising demand from India
QUOTE
Roskill View
The high cost and environmental restrictions associated with the production of expandable/expanded graphite means these products are almost all processed in China. Chinese resources of larger size flake graphite, however, are known to be limited and interest in Madagascar is increasing as this market develops. Madagascan exports of flake graphite to China increased by more than 12% per month (pm) between January 2017 and June 2019 and are still rising.

A number of Indian companies, however, are thought to be keen to invest in the emerging expandable/expanded industry, producing products both for an increasing domestic market and for export. Exports of Madagascan flake graphite to India have grown at 4%pm between January 2017 and June 2019, averaging 520tpm though the first half of 2019 compared to 417tpm through 2018 and just 90tpm through 2017.

Madagascan graphite is known historically for its very large flake size and relatively high natural carbon grade. Although lithium-ion batteries typically require lower value flakes in the medium and small size range, expandable/expanded graphite requires large flake sizes and extra-large flake sizes often referred to as jumbo and super-jumbo flake. Expandable graphite (produced through the chemical treatment of graphite flake) finds use in fire retardant materials, expanding on contact with high temperatures to block air spaces and reduce the fire’s spread. If expanded under the correct conditions, the resulting expanded graphite can be rolled flat and shaped into flexible graphite—materials used as thin gaskets, foils and even heat management products for electronic devices such as laptops. Although expandable/expanded applications currently account for just 50-60Mt of graphite demand in 2019 (7% of the natural flake graphite market and 2% of the total natural and synthetic graphite market), the sector is growing strongly.

https://roskill.com/news/graphite-tirupati-...and-from-india/

Tirupati Graphite recent operational update - https://twitter.com/Tirupatiuk/status/1161954638519840768 - note basket price being achieved



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 21 2019, 11:05 PM
  Quote Post


Posts: 6,401
Thanks: 2229


Graphite: SGL Carbon profit warning and CEO resignation
QUOTE
SGL Carbon of Germany has warned this year’s profits could fall short of expectations as the company withdrew its three-year forecasts and its CEO Jürgen Köhler stepped down amid claims of ‘flawed business planning’. It now expects operating profits to be €10M (US$11M) below those of last year’s €65M (US$72M), instead of previous guidance of flat growth. Share prices for the German carbon and graphite producer fell by 32% to a 17-year low last week following the announcements. German carmakers BMW and Volkswagen have small stakes in SGL Carbon, which is 28% owned by German billionaire Susanne Klatten.

Roskill View
Several problems have led to the current market position. SGL Carbon sold its synthetic graphite electrodes business to Showa Denko of Japan in October 2017 as electrode prices reached their all-time high—a result of closures though the Chinese synthetic graphite supply chain and sudden increased demand from Chinese electric arc furnace (EAF) steelmaking; however, prices have failed to return to their previous lows and SGL exited this market before a period of some of the highest profits ever seen in the sector.

Following the sale of its synthetic graphite electrode business, as well as operations involved with cathodes, furnace linings and carbon electrodes (which together formed the company’s previous Performance Products group), SGL Carbon has shifted its focus towards the carbon fibre and composite materials business.

It had anticipated carbon fibre-reinforced parts to grow rapidly with widespread use in electric vehicles as a weight-saving material. Such high levels of growth in this sector have yet to be realised, however, and the company has now withdrawn its forecasts for the 2020-2022 period. SGL Carbon produces carbon fibre for use in automotive parts and wind turbines. On 14th August, the company reported EBIT for its Composites—Fibers & Materials (CFM) business unit of a ‘mid-single digit million € amount’ compared to previous guidance of approximately €21M (US$23M), close to the level of the previous year.

SGL Carbon reported an overall 6% increase in sales for the first half of 2019 to €562M (US$624M). The company is a major international producer of synthetic graphite products and also supplies some products based on natural graphite. The company’s graphite and carbon products are supplied for use in semiconductors, lithium-ion battery anode material and lightweight parts for BMW electric vehicles.

https://roskill.com/news/graphite-sgl-carbo...eo-resignation/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 10 2019, 11:55 AM
  Quote Post


Posts: 6,401
Thanks: 2229


Graphite: Flake prices falter as African exports meet new demand — for now
QUOTE
Prices for natural flake graphite have fallen through H1 2019 following a period of relative stability in Q4 2018. Prices declined by relatively minor amounts through the first quarter of this year but began to fall more steadily through the second quarter. FastMarkets reported prices for 94% C grade flake, FOB China, to have declined by 6%, 3% and 4% for fine (-100 mesh), medium (+100 mesh) and large (+80 mesh) size flake respectively in Q2 2019 compared with those in Q1. Prices continued to fall further in July.

Roskill View

Flake graphite prices have been suppressed as an increasing amount of supply enters the market from the ramp-up of African producers. Mainly in Mozambique and Madagascar, this extra production is being exported, mostly to China. Chinese imports from Mozambique and Madagascar have increased almost every month since early 2018. Imports of natural graphite from Mozambique were virtually zero in Q4 2017 but had increased to 14.1kt by Q2 2019, while imports from Madagascar increased from 0.6kt to 4.6kt over the same period. Material from Mozambique is mainly small and medium size flake for use in the lithium-ion battery industry, while imports from Madagascar are mainly larger size flake for use in the emerging market of expandable/expanded graphite. It should be noted that China’s Mozambican imports did decline slightly in June 2019, however, the first downward movement in six months.

Syrah Resources is responsible for almost all production in Mozambique and aims to continue its ramp up of production though H2 2019, with aims to double 2019 production from the 104kt output in 2018. The producer has already reported 48kt of flake concentrate shipments in Q1 2019 and 53kt in Q2 from its Balama operation. With demand currently growing more slowly than anticipated, this extra supply is expected to push prices even lower through the remainder of 2019 and 2020. Lower demand is a result of revisions to Chinese electric vehicle incentives since the start of the year, which have begun to negatively impact demand for lithium-ion batteries and their raw materials.

Roskill’s longer term price forecasts out to 2029 are more positive, however, as significant growth in demand for flake graphite from batteries outpaces supply from the ramp-up of current producers. Price recovery will depend on the ability for new producers to open new supply in a timely fashion and on other factors, not least, the potential for further environmental closures in China.

https://roskill.com/news/graphite-flake-pri...2%80%8afor-now/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


15 Pages (Click to Jump) V   1 2 3 4 > » 

Back To Top Of Page
Reply to this topic


You agree through the use of ShareCafe, that you understand and accept the TERMS OF USE.


TERMS OF USE  -  CONTACT ADMIN  -  ADVERTISING