Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Filter by Categories
Asset Allocation
Data update
Development News
Equity markets
Exploration News
News & Views
The Drill Bit
The Future
Trade & Demand


Graphite shortage grows in China

Posted on - 12 Jan 2022

Category - News & Views

The closure of synthetic graphite capacity because of power shortages and enhanced environmental regulation is starting to have an impact on the graphite supply/demand balance. In widely reported comments early in December, CATL (SHE:300750) reportedly said that it is “desperate” to secure a supply of graphite as 2021’s graphite supply surplus looks very ready to change into a deficit in 2022. BMR’s graphite model suggests that flake demand will grow 20% in 2022 with anode demand set to rise 35%. While concentrate supply has growth potential there is very little possibility that supply will keep up anywhere close to that...

Login to read full article


Anode China Graphite