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Analysis: China's graphite curbs will accelerate plans around alternatives
https://www.reuters.com/business/autos-transportation/chinas…
China, world's top graphite producer, tightens exports of key battery material
..."IMPACT UNCLEAR
Analysts said it was not clear how much impact the new measures on graphite will have in the short term.
"This control is not a complete ban, and there has been no significant impact on any industry during the previous temporary control," said Ivan Lam, a senior analyst at Counterpoint Research.
Prices for natural flake graphite were 3,950 yuan ($539.62) a metric ton this week, down 25.5% from the beginning of this year because of declining demand from the EV sector, according to consultancy Mysteel.
"This action could set them on an upward trajectory internationally, while keeping domestic prices low for Chinese battery producers," said Tom Kavanagh, head of battery metals at commodity and energy pricing agency Argus.
Still, exports are likely to rise ahead of Dec. 1, said Echo Ma, an analyst at Rystad Energy, especially to countries with established battery industries like Japan, South Korea and the United States.
China has reduced natural graphite mining in recent years to protect the environment, instead ramping up synthetic graphite output since 2021. The synthetic form - which is produced using a byproduct of the oil refining process - now accounts for 70% of China's output, according to Mysteel.
U.S. miners said China's move underscores the need for Washington to ease its own permit review process. Nearly one-third of the graphite consumed in the United States comes from China, according to the Alliance for Automotive Innovation, which represents auto supply chain companies.
"It's well past time for the U.S. to lean into our vast mineral resources and build the secure, responsible mineral supply chains we so urgently need," said Rich Nolan, head of the National Mining Association trade group."...
https://www.reuters.com/world/china/china-require-export-per…
https://www.reuters.com/business/autos-transportation/chinas…
China, world's top graphite producer, tightens exports of key battery material
..."IMPACT UNCLEAR
Analysts said it was not clear how much impact the new measures on graphite will have in the short term.
"This control is not a complete ban, and there has been no significant impact on any industry during the previous temporary control," said Ivan Lam, a senior analyst at Counterpoint Research.
Prices for natural flake graphite were 3,950 yuan ($539.62) a metric ton this week, down 25.5% from the beginning of this year because of declining demand from the EV sector, according to consultancy Mysteel.
"This action could set them on an upward trajectory internationally, while keeping domestic prices low for Chinese battery producers," said Tom Kavanagh, head of battery metals at commodity and energy pricing agency Argus.
Still, exports are likely to rise ahead of Dec. 1, said Echo Ma, an analyst at Rystad Energy, especially to countries with established battery industries like Japan, South Korea and the United States.
China has reduced natural graphite mining in recent years to protect the environment, instead ramping up synthetic graphite output since 2021. The synthetic form - which is produced using a byproduct of the oil refining process - now accounts for 70% of China's output, according to Mysteel.
U.S. miners said China's move underscores the need for Washington to ease its own permit review process. Nearly one-third of the graphite consumed in the United States comes from China, according to the Alliance for Automotive Innovation, which represents auto supply chain companies.
"It's well past time for the U.S. to lean into our vast mineral resources and build the secure, responsible mineral supply chains we so urgently need," said Rich Nolan, head of the National Mining Association trade group."...
https://www.reuters.com/world/china/china-require-export-per…
Titan Mining Announces Significant Graphite Discovery at Empire State Mines in Upstate New York, USA
https://titanminingcorp.com/news/2023/titan-mining-announces…
https://titanminingcorp.com/news/2023/titan-mining-announces…
Antwort auf Beitrag Nr.: 74.177.645 von rolleg am 19.07.23 13:55:32Graphite One Completes Extensive 2023
https://www.graphiteoneinc.com/graphite-one-completes-extens…
https://www.graphiteoneinc.com/graphite-one-completes-extens…
Graphite believers pile into Syrah
https://stockhead.com.au/resources/monsters-of-rock-azure-li…
https://stockhead.com.au/resources/monsters-of-rock-azure-li…
China introduces graphite export permits to secure national security and global dominance
https://smallcaps.com.au/china-graphite-export-permits-secur…
China’s graphite export regulation shift puts anode in the spotlight
https://source.benchmarkminerals.com/article/china-graphite-…
https://smallcaps.com.au/china-graphite-export-permits-secur…
China’s graphite export regulation shift puts anode in the spotlight
https://source.benchmarkminerals.com/article/china-graphite-…
Graphite One Awarded $37.5 Million Department of Defense Grant Under the Defense Production Act
https://www.graphiteoneinc.com/graphite-one-awarded-37-5-mil…
https://www.graphiteoneinc.com/graphite-one-awarded-37-5-mil…
Northern Graphite Enters Agreement to Select a Site for Construction of North America’s Largest Battery Anode Material Plant
https://www.northerngraphite.com/media/news-releases/display…
https://www.northerngraphite.com/media/news-releases/display…
Antwort auf Beitrag Nr.: 72.610.229 von rolleg am 20.10.22 14:04:41NMG Issues Positive Results of its Preliminary Economic Assessment for the Uatnan Mining Project – One of the World’s Largest Graphite Projects in Development with Indicative NPV in Excess of C$2 Billion
https://nmg.com/pea-uatnan/
https://nmg.com/pea-uatnan/
Antwort auf Beitrag Nr.: 68.716.214 von rolleg am 07.07.21 21:43:54Nouveau Monde Graphite, Panasonic Energy and Mitsui Announce Offtake and Strategic Partnership Supporting the Supply of Active Anode Material plus US$50 Million Private Placement by Mitsui, Pallinghurst and Investissement Québec
https://nmg.com/panasonic-offtake/
https://nmg.com/panasonic-offtake/
Antwort auf Beitrag Nr.: 62.718.805 von rolleg am 18.02.20 23:07:55Evolution Energy Minerals (ASX: EV1, FSE: P77)
Binding term sheet for coarse flake downstream JV
HIGHLIGHTS
- Evolution has executed a binding term sheet for a joint venture with Yichang Xincheng Graphite Co Ltd (“YXGC”) for the downstream processing of coarse flake concentrate into value added graphite products (“Term Sheet”).
- The Term Sheet provides for the completion of a Market Study, Scoping Study and Definitive Feasibility Study to assess the development of a downstream processing plant.
- Upon completion of the Scoping Phase, the parties shall proceed to form an incorporated joint venture (JV). The parties’ interests in the JV will be Evolution 60% and YXGC 40%.
- The downstream JV is in addition to the binding offtake agreement with YXGC executed in May 2022 for the purchase of 30,000tpa of coarse flake oncentrate from the Company’s Chilalo Graphite Project in Tanzania for an initial period of three years.
Phil Hoskins, Evolution’s Managing Director, commented: “Evolution’s strategy is grounded in sustainably producing graphite products for the modern economy. YXGC is a global leader in the processing of coarse flake graphite to manufacture high-value products such as graphite foils. Combining Chilalo’s high-quality coarse flake graphite with YXGC’s experience, technology and know-how will enable Evolution to capture additional margins and maximise the value of Chilalo. We look forward to this initiative being the next step change beyond our immediate focus of financing the Chilalo mine development.”
https://www.investi.com.au/api/announcements/ev1/be198c5f-46…
https://evolutionenergyminerals.com.au/
Binding term sheet for coarse flake downstream JV
HIGHLIGHTS
- Evolution has executed a binding term sheet for a joint venture with Yichang Xincheng Graphite Co Ltd (“YXGC”) for the downstream processing of coarse flake concentrate into value added graphite products (“Term Sheet”).
- The Term Sheet provides for the completion of a Market Study, Scoping Study and Definitive Feasibility Study to assess the development of a downstream processing plant.
- Upon completion of the Scoping Phase, the parties shall proceed to form an incorporated joint venture (JV). The parties’ interests in the JV will be Evolution 60% and YXGC 40%.
- The downstream JV is in addition to the binding offtake agreement with YXGC executed in May 2022 for the purchase of 30,000tpa of coarse flake oncentrate from the Company’s Chilalo Graphite Project in Tanzania for an initial period of three years.
Phil Hoskins, Evolution’s Managing Director, commented: “Evolution’s strategy is grounded in sustainably producing graphite products for the modern economy. YXGC is a global leader in the processing of coarse flake graphite to manufacture high-value products such as graphite foils. Combining Chilalo’s high-quality coarse flake graphite with YXGC’s experience, technology and know-how will enable Evolution to capture additional margins and maximise the value of Chilalo. We look forward to this initiative being the next step change beyond our immediate focus of financing the Chilalo mine development.”
https://www.investi.com.au/api/announcements/ev1/be198c5f-46…
https://evolutionenergyminerals.com.au/