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GRAPHITE, Natural & synthetic graphite - pring/supply/demand
blacksheep
post Posted: Nov 16 2019, 07:59 PM
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New Graphite Processing Facility Opens In Mesa, Arizona USA
QUOTE
Once the facility has been completed, Urbix Resources will be one of the largest graphite purifiers in North America. The company takes an eco-friendly approach, avoiding the harsh chemicals and other non-environmentally friendly techniques used in the traditional methods to purify graphite. Urbix is the only company in the world that uses this greentech graphite purification method for lithium batteries used to store energy for electric cars and other uses.

"This is a fantastic moment in our young history. To see how this relatively small facility of just 31,000 square feet will have such positive impact in the U.S.'s Energy Storage Critical Mineral Strategy, and also in the world, is super motivating and exciting," Urbix Resources Chairman and Co-Founder Nico Cuevas said. "This is a huge milestone for us and we have plenty more work to do. We have an incredible team at Urbix and amazing support from the City of Mesa, the region and the state of Arizona."

In support of its eco-friendly approach, Urbix Resources was named Cleantech Open's Best Business Model in 2017. Cleantech runs the world's largest clean technology accelerator program, with the mission to find, fund, and foster entrepreneurs with ideas to solve our greatest environmental and energy challenges.

For more information about Urbix, visit www.urbixresources.com.

Urbix has agreements with a couple of ASX listed graphite companies - BSM and BAT

QUOTE
Bass Metals eyes downstream graphite joint venture
Published date: 30 September 2019

Australia-based Bass Metals has entered into an initial agreement with US-based Urbix Resources to develop downstream graphite products.

The agreement will see the two companies work over the next six months to set up a joint venture for the processing of high-grade graphite from Bass' Graphmada mine in Madagascar into value-added downstream graphite products, including expandable graphite.

The proposed joint venture will combine Bass' high-grade large flake resources with Urbix's environmentally-friendly purification methodology that is not reliant on hydrofluoric acid treatments.

Urbix is building one of North America's largest natural graphite purification facilities at Mesa in Arizona. It is also working with Hanoi-based Vietnam Graphite to build a purification plant in Vietnam.

The Graphmada mine produced 745t of natural graphite in July and August and is expected to produce over 1,000t in the July-September quarter. Graphmada has a mineral resource of 3.5mn t grading 4.2pc total graphitic carbon estimated to contain 146,000t of graphite within the Loharano and Mahefedak deposits.

Bass Metals has announced an exploration target of 86mn-146mn t of additional mineral resources likely to contain 4.1mn-8.4mn t of contained graphite. This comprises a target of 13mn-23mn t of soft easy to mine saprolitic graphite resources contained 600,000-1.3mn t of graphite and a 73mn-123mn t mineral resource of primary graphite material potentially containing 3.5mn-7.1mn t of graphite.

https://www.argusmedia.com/en/news/1986127-...kToResults=true


QUOTE
Australia-based Battery Minerals has signed an agreement with Urbix for graphite processing joint venture in Mozambique.

The Memorandum of Understanding (MOU) signed by the two companies lays the foundation for establishing the development of a graphite purification facility in Mozambique.

Under the terms of the agreement, both the companies will complete all necessary feasibility study work for the proposed JV purification facility.

It is expected that the facility would source graphite concentrate from Battery Minerals’ advanced Montepuez project in the Cabo Delgado province of northern Mozambique, and potentially toll-treat graphite from other mines in the region using Urbix’s proprietary purification method.

The American graphite processing specialist has been a long-time technology partner of Battery Minerals and specialises in the refinement and purification of natural graphite and advanced graphite derivatives.

Battery Minerals managing director Jeremy Sinclair said: “There is overwhelming evidence that the demand for graphite is going to soar as the take-up of lithium batteries gains speed.

“The proposed processing JV with Urbix is aimed at ensuring we are well-positioned to capitalise on the demand for not only graphite concentrate but also the higher-margin processed product which is essential to the battery manufacturers.”

Since December 2017, both companies have been working on a strategy to combine Urbix technologies with Battery Minerals’ graphite concentrates to generate graphite products for the refractory, composites, lithium-ion and nuclear markets.

Battery Minerals owns two graphite deposits in Mozambique

Battery Minerals has two graphite deposits in Mozambique, that include Montepuez and Balama Central.

Subject to securing project financing, the company intends to begin graphite flake concentrate production from its Montepuez graphite project at a rate of 50,000tpa at an average flake concentrate grade of 96% TGC.

In December 2017 and January 2018, four binding offtake agreements were signed by the company for up to 41,000tpa of graphite concentrate, representing more than 80% of the estimated annual production of Montepuez

https://www.argusmedia.com/en/news/1986127-...kToResults=true



--------------------
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: Oct 29 2019, 02:35 PM
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QUOTE
Graphite: CIMM Group of China plans European synthetic graphite electrode plant


QUOTE
Chinese manufacturers have rushed to install capacity for synthetic graphite electrodes since the country began to commit heavily to higher rates of steel production via electric arc furnace in 2017. Several hundred thousand tonnes of new capacity has already come on-line and further capacity expansions of 0.5-0.6Mtpy are planned to come on-line by the early 2020s.

The proportion of steel produced in electric arc furnace (and, thereby, requiring synthetic graphite electrodes) in China could double from 10% in 2018 to around 20% by 2028. However, even with such robust growth in demand, China is thought to have gone too far too soon and new installations are expected to lead to significant overcapacity.

read moores - https://roskill.com/news/graphite-cimm-grou...lectrode-plant/



--------------------
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: Oct 29 2019, 02:32 PM
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Batteries, graphite: Stage one of POSCO’s new anode material plant to come on-line next month
QUOTE
The South Korean manufacturer of graphite-based anode materials for lithium-ion batteries, POSCO Chemicals, has announced a capacity increase of 20ktpy when the first stage of its new manufacturing plant comes on-line in November 2019. The opening will follow a year of construction at the site in the city of Sejong. The plant will be the company’s second, with first stage capacity at the new plant bringing POSCO’s total up to 44ktpy. Capacity at the second plant could be increased to 50ktpy by 2022, bringing total capacity up to 74ktpy.

Roskill View
All major anode manufacturers are expanding capacity aggressively in a race to increase their control of the market and prices. After a surge in capacity expansions, anode materials are facing higher production levels but prices are expected to be kept low by weakened demand—a reaction to declining government subsidies. Meanwhile, the anode sector undergoes continued consolidation with increasing competition between the major players.

POSCO accounted for around 5% of global lithium-ion battery anode material production in 2018 and is looking to increase its market share in a sector dominated by producers in China and Japan. For many years, Japan was the centre of global anode material production led by Hitachi but, in recent years, China’s low labour costs, high raw material availability and the location of a large and growing battery market has shifted the focus to Chinese players. China now accounts for more than three quarters of anode material production with four of the five largest producers located in China, including market leaders BTR New Energy Materials and Shanshan Technology.

POSCO’s anode materials based on graphite are an adjunct to a larger graphite business, largely concerning graphite-containing products such as refractories for supply to its major steel business. POSCO is keen to be a full-range supplier to the automotive industry, a key market for steel. The company has developed natural graphite-based anode materials for use in the high-capacity batteries for EVs.

https://roskill.com/news/batteries-graphite...ine-next-month/



--------------------
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: Oct 23 2019, 03:19 PM
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Chinese company with a project in Tanzania - google translated

QUOTE
Su Di company's Tanzania graphite mine prospects have been fruitful, and the results report has been evaluated excellent
Date: 2019-10-14Number of views: 18
2019 Nian 9 Yue 26 days, Jiangsu Provincial Department of Natural Resources has organized experts to Jiangsu Province Geological Engineering Ltd. submitted "Tanzania Lindi Region Naqin Guayaquil graphite ore pre-check Report" was reviewed. The expert group believes that the project has completed the pre-inspection work well, and the prospecting results are remarkable. It is unanimously agreed that the results report has passed the review and the evaluation level is excellent.

The Naqingui A Graphite Mine Pre-inspection Project in Lindi, Tanzania is a special fund project for provincial geological exploration in Jiangsu Province in 2018. It is undertaken and implemented by Jiangsu Geological Engineering Co., Ltd. In the pre- check work, a total of 5 anomalies and 8 crystalline graphite ore bodies were delineated, and 2 sites for census target were delineated . The estimated amount of crystalline graphite minerals was more than 1 million tons, and the predicted amount of crystalline graphite minerals exceeded 5 million tons. average grade 5 .39 % , +100 mesh flake graphite accounts for about 9 5 % , +50 mesh flake graphite accounts for about 70 % .

Graphite has become a strategic resource that has received much attention and is indispensable . The consumption application in strategic emerging industries is rapidly increasing. The large scale graphite is more demanding, more valuable, and more demanding, and the market is in short supply. The ore body discovered in the pre-examination area has reached the scale of large-scale crystalline graphite deposits, and the resource potential is expected to reach above the scale of large-scale deposits, and the graphite grade is high, which has good prospects for exploration and utilization.

The results of the pre-inspection of the graphite mine in Nachinui, Tanzania are the outstanding prospecting achievements obtained since the implementation of the “going out” strategy of the geochemical system in Jiangsu Province . The provincial department leaders encouraged the project team to summarize and improve the results and carry out economic feasibility evaluation. , to lay a solid foundation for the subsequent exploration. (Du Jumin)

http://en.sugec.com.cn/




--------------------
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: Oct 12 2019, 06:36 PM
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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
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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
 

sentifi.com

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blacksheep
post Posted: Sep 28 2019, 01:50 PM
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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
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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
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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
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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
 
 


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