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GRAPHITE, Natural & synthetic graphite - pring/supply/demand
blacksheep
post Posted: Aug 10 2019, 11:55 AM
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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
 
blacksheep
post Posted: Aug 3 2019, 12:32 PM
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Nova Scotian firm builds pilot plant to process Tanzanian graphite

QUOTE
Elcora Advanced Materials (TSXV: ERA) announced that it is building a pilot plant to process the mineralized material from the South Nachu graphite project in Tanzania.

The plant is being built at Elcora’s facility in Bedford, Nova Scotia.

In a press release, the Canadian company said it is currently awaiting the delivery of five tonnes of mineralized material from the African mine. Once received, the pilot plant will be used to process the ore and to extract graphite.

The extracted graphite will then be purified to various grades with the idea of targeting the expandable graphite market.

Spec sheets detailing particle size distribution, purity and expansion percentage will be produced and once those are completed, Elcora says it will build a pilot plant on the Tanzanian site.

In early July, the Nova Scotian firm entered into a 10-year joint venture profit-sharing agreement with Eminent Minerals’ interest in South Nachu, which is located in the Ruangwa district of the southeastern Lindi region.

The project is nearby two large, high-grade graphite properties, namely Syrah Resources’ Balama project and Magnis Energy Technologies’ Nachu project.


On their purification process - https://www.elcoracorp.com/processing-raged...ssing-facility/ - no acids

QUOTE
Elcora is a processing company that focuses on methods of producing graphite products in environmentally sound ways. Our processes require no acids or alkaline systems and result in no environmentally damaging productions, by products or waste. This makes Elcora one of the most environmentally friendly graphite producers.

Besides the low environmental impact, not using acids or alkaline systems could also yield better quality graphite. Acid treatment changes the graphite property resulting in a thermally unstable product. Depending on the treatments, acid exposed graphite can exfoliate, or “pop” at temperatures as low as 200°C resulting in catastrophic form of battery failure. Elcora graphite is stable in oxygen environments to approximately 800°C and in inert environments to almost 3000°C.

The refining process can be customized to meet client specifications and the process is not specifically tied to an individual graphite deposit. The company has developed techniques to separate graphite from most known host rocks to grades in excess of 99% while maintaining the crystal integrity. We have also developed novel technology to reduce the size of the graphite crystal in ways that preserve the flat crystal shape to specific sizes that can be as small as five micrometers. Alternatively, the graphite can be processed into size specific balls, especially for use in the battery industry.

The Company’s first graphite processing plant is located near the Ragedara mine in Sri Lanka. This facility performs 4 refining activities: grinding, flotation, dewatering, and product load-out. The fully refined graphite has a purity of over 99% and size range between 5 microns to 1 millimeter.




--------------------
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 3 2019, 11:37 AM
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Threat of fresh US tariffs imperils commodity markets
By WILLIAM CLARKE
Published: Friday, 02 August 2019
QUOTE
extract
It is unclear what goods will be included on the tariff list - in particular, whether the 10% tariff will apply to minerals that were initially included, then removed, from the 25% tariff list that was announced in September 2018 and put into effect in May 2019.

Goods that were excluded from this list include a number of critical minerals that are produced predominantly in China. Those minerals are antimony, indium, barite, rare earths and refractory materials.

A tariff on any of these would be significant, since there are few alternative sources for these goods.

"This time indium will get hit by this new 10% tariff, and this will put even more pressure on Chinese producers, which will need to sell at a significant discount to maintain US share," an indium trader in the US said.


Other indium producers in the US view the new duties as a positive, since they will be able to increase their prices.

The tariffs also raise the possibility of retaliation from China, including a ban on exports of rare earths.

"If the US includes rare earths, they will be shooting themselves in the foot," a rare earths trader said, dismissing the notion of these materials being subjected to any kind of duty. "If there is any restriction, China will counteract."

read more - https://www.indmin.com/Article/3887354/Thre...ty-markets.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: Aug 3 2019, 11:31 AM
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In Reply To: blacksheep's post @ Jul 30 2019, 11:14 AM

GLOBAL GRAPHITE SNAPSHOT: Graphite flake, amorphous and spherical prices hold up despite falling liquidity
By JON STIBBS, HUAQING FU
Published: Thursday, 01 August 2019
extract
QUOTE
China

The assessment of the 94% C, -100 mesh fob China (-194) flake graphite market was unchanged for the third consecutive week, holding steady amid limited spot activity.

Market participants noted minimal new inquiries, with subdued buying interest, in the other Chinese flake, spherical and amorphous markets.

Europe

The flake and amorphous markets were stable this week with activity in Europe slowing down for the summer break. This has induced some producers to export to markets outside of Asia, but it is in Asia where activity can still be found.
There were reports of a widening disparity in flake bid prices available to producers in different markets in Europe.
Prices in Europe could rebound when liquidity increases after the summer break, according to some market participants.

Graphite flake production premium calculator

The VIU was updated on July 4 for the third quarter of 2019, to 4.9% from 8.2% in the second quarter.


read more - https://www.indmin.com/Article/3886949/Grap...te-falling.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: Jul 30 2019, 12:08 PM
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Posts: 6,076
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Agenda for Graphite 2019 to be held in Germany 10 - 11 September 2019
https://www.indmin.com/events/graphite-conf...nce/agenda.html

and

Battery Materials Europe 2019 Netherlands 26 - 27 September 2019
https://www.indmin.com/events/battery-mater...ope/agenda.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

Said 'Thanks' for this post: gumboots  
 
blacksheep
post Posted: Jul 30 2019, 11:14 AM
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Flake graphite prices in China set to fall again on weak demand, strong imports
By JON STIBBS, HUAQING FU
Published: Friday, 26 July 2019

QUOTE
The market for 100-mesh flake graphite in China is unlikely to recover from the influence of high export volumes by Syrah Resources and low demand from the refractories sector, until demand from the battery sector ramps up.

The combined effects of new supplies of flake graphite from producer Syrah Resources and persistent weak demand were likely to continue to weigh on the price of the product in China, market participants told Fastmarkets on Thursday July 25.


https://www.indmin.com/Article/3886185/Grap...ng-imports.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: Jul 18 2019, 02:52 PM
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Much smaller operation, but maybe they can help SYR ?
A graphite beneficiation benchmark in the making
Jul 16, 2019
QUOTE
Simple yet unique processing

Tirupati Graphite has planned for a 5.5% GC head grade (2% cut-off grade) for its processing facilities as its deposits grade is between 3% GC and 14% GC.

The plants are designed to produce graphite purities of up to 96% (except for the first module at Sahamamy) using a process similar to that of conventional graphite processing.

What makes Tirupati Graphite’s processing unique is that it has developed a unique precursor to the conventional processing method.

“What the precursor does is segregate the ore into three parts, namely flake graphite with some impurities, sand as a possibly commercial by-product and clay as tailings with water. This helps us upgrade the ore without much input costs.

“After this precursor stage, because much of the impurities have already been removed from the graphite, we use fairly mild milling to disassociate the strongly bonded impurities from the the material followed by floatation to separate the remaining impurities from the graphite,” says Poddar.

He adds that because of the company’s unique yet simple processing method, it is able to retain a larger flake size distribution in its product than was initially envisaged because its processing method has helped maintain the coarse size flake unlike conventional processing which requires more aggressive milling.

The recovery process at Sahamamy has established a product basket of 50% in the jumbo flake size, 30% large flake and about 13% in the small flake size category. Important to note is that there is also the occurrence of super jumbo flakes, which comprise up to 7% of the resource, says Poddar.

“A recovery of over 85% graphite from the input raw material at Sahamamy has been achieved to date – one of the highest in the industry, he notes.

Poddar says that with the 3 000 tpa module at Sahamamy and the 6 000 tpa plant to soon come online at Vatomina, the company aims to produce a rate of at least 9 000 tpa of ROM graphite by the second half of the year.

read more - https://www.miningreview.com/energy/tirupat...-beneficiation/



--------------------
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: Jul 18 2019, 02:31 PM
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Graphite: Eagle Graphite to receive grant for production of Si-graphite battery anode material
QUOTE
The Canadian natural graphite producer Eagle Graphite has been chosen to receive a C$0.29M (US$0.22M) grant from British Columbia’s Advanced Research and Commercialization programme for Clean Energy Vehicles. Eagle Graphite plans a two-year scheme to develop and commercialise silicon-modified graphite material for use in the anodes of lithium-ion batteries. The company operates the Black Crystal mine and 20ktpy processing plant in Passmore, British Columbia, from which it intends to source graphite for use in its anode material. Eagle graphite began mining of flake graphite in 2008 and has since been ramping up production with initial projections of 7.5t of graphite concentrate output for 2019.


QUOTE
Silicon is taking an increasing market share from graphite as a battery anode material, but its penetration has been limited by the tendency of silicon to expand during battery use, which has a negative effect on battery performance and lifespan. Small amounts of silicon are currently used within a graphite matrix, where the graphite surrounds the silicon to moderate the level of swelling

read more - https://roskill.com/news/graphite-eagle-gra...anode-material/



--------------------
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: Jul 18 2019, 02:07 PM
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Graphite Market Update: H1 2019 in Review
Priscila Barrera - July 16th, 2019
extract
QUOTE
Graphite market update: What’s ahead
As the second half of the year begins, there are several factors that could impact the space.

For Miller, the main factor to watch out for in the medium term will be the speed of the introduction of new high-quality processing capacity to serve the battery market.

“This will be the big growth driver of the market over the coming decade,” he said. “The ability to ramp up new, high-quality and consistent supply will have a major bearing on the future direction of the anode market and the price of feedstock graphite material.”

Benchmark Mineral Intelligence expects the market to be in oversupply for the rest of 2019 and into 2020.

From 2020 onwards, you will see much larger volume commitments from anode consumers and this will help balance the market. However, these sectors can’t be looked at as one market. There are going to be differing balances for different grades as we enter this period of rapid growth,” he said.

The main challenge for the sector is investments in new, high-quality capacity, said Miller. That’s due to a lack of understanding of the complexities of the graphite sector and the current oversupply in the market.

“In addition, creating capacity at a raw material and advanced material level outside of China is going to become increasingly important as we see battery expansions emerge elsewhere in the world,” he added.

According to analysts at Roskill, market watchers should keep an eye on further closures in countries outside of China, like India — a major manufacturer of graphite electrodes.

In February, pollution concerns led a court to rule the closure of Graphite India’s graphite electrode plant in Bangalore, India.

Roskill analysts also said environmental protection in China is expected to be strengthened.

“(Our) research in China suggests that the government believes environmental protection not to be at odds with economic development. In fact, a large number of Chinese producers are now reporting higher profits, especially the loss-making state owned enterprises,” they added.

Investors who are focused on prices should pay attention to production developments around the world.

“With ongoing constraints to supply and rapidly rising demand, price development in the graphite industry will depend on the ability of new supply, increasingly that from outside of China, to meet the market’s needs,” Roskill analysts said.

Miller said investors should also keep an eye on the competitiveness of new flake supply out of Africa and how this will impact existing Chinese supply.

“It’s also important to keep track of the downstream developments both in anode and battery technology — these will dictate where new capacity is required and what type of graphite materials are targeted,” he added.

https://investingnews.com/daily/resource-in...-market-update/
read more -



--------------------
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: Jul 16 2019, 12:11 PM
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extract from...
BATTERY & SUPPLY CHAIN CONF: Six things we learned in Qiandaohu
QUOTE
Fastmarkets reporters present six main takeaways from the Lithium-ion Battery & Material Supply Chain conference hosted by Shanghai Xinluo Network Technology in Qiandaohu, China, on July 11-12.
Spherical graphite price underpinned by steady demand
It is difficult to completely substitute spherical graphite due to its relative better lithium-storage capacity as a lithium-ion battery anode material, a China-based anode producer told Fastmarkets on the sidelines of the conference. This means graphite demand from the downstream battery sector and spot prices are like to remain stable.

Fastmarkets assessed the graphite spherical 99.95% C, 15 microns, fob China, price at $2,800-2,900 per tonne on Thursday, unchanged since May 24, 2018.

Spherical graphite is traditionally used to produce graphite anode material, made from flake graphite and used in lithium-ion batteries, due to its excellent theoretical lithium-storage capacity and electrical conductivity and better crystallinity, according to market sources. Spherical graphite is mostly used in carbon anodes despite the emergence of silicon-based anodes as a potential substitute.

On the supply side, the overhanging threat of restricted production due to environmental concerns will support prices in the near term, Fastmarkets learned. China is a major spherical graphite supplier. Environmental inspections in production hubs, such as Shandong and Heilongjiang province, remain the key supply driver underpinning spherical graphite prices in the second quarter of this year, according to conference delegates.

But flake graphite prices are under pressure
The flake graphite price has been under pressure on weak demand in the downstream refractory industry despite healthy demand from the emerging battery anode sector.

Demand for flake graphite from the anode sector has been supported by rising anode production capacity in China. Shanshan Technology, one large anode materials producer in China, is building the first phase of a lithium-ion anode line in Inner Mongolia with capacity to produce 40,000 tonnes per year of anode. The line will start operations in the third quarter of this year, Xie Qiusheng, senior engineer from the Shanghai Shanshan told delegates.

Yet demand from the traditional downstream consumer - aluminum-magnesium-carbon (al-mg-c) brick used as a refractory material - is falling due to reduced output of al-mg-c brick in China following environmental scrutiny. This drop in demand has put flake graphite prices under downward pressure.

According to data from China’s Association of Refractories, China produced around 260,600 tonnes of magnesium-brick in the first five months of 2019, down by 27.56% from the corresponding period of 2018.

Fastmarkets’ graphite flake 94% C, -100 mesh, fob China price averaged $623 per tonne so far this year, down by 5% from $655 per tonne in the corresponding period of last year.


read more - https://www.metalbulletin.com/Article/38838...-Qiandaohu.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
 
 


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