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GRAPHITE, Natural & synthetic graphite - pring/supply/demand
blacksheep
post Posted: Yesterday, 08:21 PM
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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



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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
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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/



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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
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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/



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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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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
 
 


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