Aus SpodCon export prices dropping
The realised export prices for Australian SpodCon shipments continued to fall in January, rapidly catching up with the Chinese spot price. Realised prices were only …
The realised export prices for Australian SpodCon shipments continued to fall in January, rapidly catching up with the Chinese spot price. Realised prices were only …
Global EV sales growth fell to a 35% y/y growth rate vs the 56% rate seen in 2023, but a lot of that was due …
Despite reassurances to the contrary, China’s exports of both flake graphite and spherical graphite collapsed in December after the imposition of Chinese export controls. While …
Continue reading “Chinese graphite exports crater in December”
While we are not as concerned as we have been about EV inventories, we are a little concerned about cell inventories, which have started to …