Noobtraders - or "rolleg´s edge" (Seite 308)

[rolleg]

Antwort auf Beitrag Nr.: 72.246.474 von rolleg am 22.08.22 15:48:46

High Grade Gold Intercepts Continue for Nova at RPM
https://wcsecure.weblink.com.au/pdf/NVA/02577427.pdf
https://novaminerals.com.au/

[rolleg]

Mapped: The 3 Billion People Who Can’t Afford a Healthy Diet
https://elements.visualcapitalist.com/3-billion-people-canno…

[rolleg]

Antwort auf Beitrag Nr.: 72.498.141 von rolleg am 29.09.22 22:57:51

Trillion Energy (CSE:TCF) fully funded to increase natural gas production in Europe
https://themarketherald.ca/trillion-energy-fully-funded-to-i…

[rolleg]

Antwort auf Beitrag Nr.: 72.441.762 von rolleg am 21.09.22 19:15:18

Lion One Drills Exceptional High-Grade Intersections as Part of Metallurgical Drill Program
https://liononemetals.com/2022/10/lion-one-drills-exceptiona…

[rolleg]

Antwort auf Beitrag Nr.: 72.511.456 von rolleg am 02.10.22 21:59:03

Caught short? Miners say graphite is poised to be lithium 2.0
https://stockhead.com.au/resources/caught-short-miners-say-g…

[rolleg]

Antwort auf Beitrag Nr.: 72.422.520 von rolleg am 19.09.22 13:13:12

Cypress Development Achieved An Important Milestone And Looks Undervalued
https://seekingalpha.com/article/4544278-cypress-development…

[rolleg]

Antwort auf Beitrag Nr.: 72.508.869 von muenchenguru am 02.10.22 00:52:31

We need 10 new REE mines by 2030 to meet magnet rare earths demand
https://stockhead.com.au/resources/we-need-10-new-ree-mines-…

[muenchenguru]

Methodology Contact us Login



Menu

Show Search

Commoditization is key to the development of graphite industry: Battery Raw Materials Conference 2022

The graphite industry needs increased standardization along the chain toward active anode materials in order to attract investment, according to participants on a panel at Fastmarkets’ Battery Raw Materials conference in Barcelona, Spain

September 28, 2022

By Jon Stibbs

Battery materialsGraphite

Greater commoditization of the graphite market was required in Europe in order to attract investment that would allow the market to develop and overcome supply deficits, according to speakers on the “Graphite: Are we heading from oversupply to undersupply?” panel on Tuesday September 20.

“Commoditization is absolutely essential for this industry. If it does not happen, we will continue to be a niche participant, and we will remain unable to raise the capital we need to build these mines,” Hugues Jacquemin, chief executive officer of graphite producer Northern Graphite, said.

Production of graphite flake and downstream derivatives must ramp-up in order to meet the expected demand from the gigafactories that will emerge across Europe and elsewhere, they said.

“Sometimes [what is needed is] $1 billion to build a mine and an anode manufacturing facility that would allow you to produce 40,000 tonnes of anode material, which will be just sufficient to supply one gigafactory,” Jacquemin said, “and there’s 21 of them coming.”

The alternative to a widely accepted standardized approach to new upstream projects would be individual initiatives that had to market themselves on their own terms.

But such a case-by-case approach would be a disincentive to investors, according to Kevin Smith, managing director of trading and marketing company Traxys.

“Getting investors to invest in discrete independent projects is a harder sell,” he said. “If you say there is some standardization, then it is an easier sell because you can justify it with supply and demand imbalances across a broader market.”

This process of commoditization has already begun upstream but must continue for more processed material too, according to Smith.

“I think commoditization has arrived at the flake level,” he said. “I think you could argue that it has arrived at the SPG [spherical] level, and is maybe heading toward it at the CSPG [coated spherical] level. It may be not quite there yet, but you can see the trend happening in the standardization there.”

Ultimately, the sector should be working toward developing an index that would be widely accepted, according to Smith.

“We are getting the ingredients you need to allow an index price to exist, to be representative of the commoditized, standardized product that a lot of the market is using,” he said.

But further clarity and standardization were required to encourage investment, and for the market to develop, Jacquemin said.

“It has got to start at the raw material,” he said.

“What is the flake size? That’s the basis - and then you can move down the supply chain and say what is the yield that we can expect from the flakes when we make the anode material. What kind of purity should we be expecting? What kind of coating should we be expecting? And what is the cost of that?” he said.

“We need to be more transparent across the chain so that investors [and] stakeholders can have a level of comfort about what it is that we are going after,” he added.

In addition to standardization, Jacquemin called for increased transparency in pricing.

And price transparency has already increased downstream with new active anode material beginning to be made outside China, according to David Christensen, managing director of graphite producer Renascor.

Fastmarkets has price assessments for the flake feedstock to make anode material to the specification of graphite flake 94% C, -100 mesh.

The most recent price assessments for graphite flake, 94% C, -100 mesh, cif Europe, and graphite flake, 94% C, -100 mesh, fob China, were $800 and $810 per tonne respectively on September 22.

This flake material is processed to produce uncoated spherical graphite.

Fastmarkets currently only assesses this market on an fob China basis because the market is still developing in other parts of the world.

Its price assessment for graphite, spherical, 99.95% C, 15 microns, fob China, was $3,100-3,300 per tonne on September 22.

But the market has not yet consolidated around a long-term agreed structure for coated spherical graphite, which is the active anode material used in batteries.

“The anode makers are quite risk-averse,” Renascor’s Christensen said, “and they don’t want to commit to that [in the] long term, so they demand flexibility from producers such as us, so they can change it [in future].”

Facebook

LinkedIn

Twitter

Email

Print



Fastmarkets NewGen

Battery material and biofuel feedstock insights and intelligence to create transparency in a new generation of energy markets

Find out more

What to read next



European Battery Raw Materials Conference 2022 – ten things we learned

Key talking points among delegates at Fastmarkets’ Battery Raw Materials conference in Barcelona, Spain, September 20-21

September 28, 2022

 · 

Dalila Ouerghi



Fastmarkets is the most trusted cross-commodity price reporting agency (PRA) in the agriculture, forest products, metals and mining, and energy markets. We give our customers the insights to trade today and plan for tomorrow.

Quick Links

Markets we serve

Our products

Methodology

Our insights

Events

Fastmarkets platform support

Careers at Fastmarkets

Benchmark Administration
Terms & Conditions | Privacy Policy | Modern Slavery Act

© 2022 Copyright

twitter

facebook

youtube

linkedin

[rolleg]

Gold Digger: Miners go full-turtle as costs hit ‘unprecedented’ high, but Aussie gold producers have a secret weapon
https://stockhead.com.au/resources/gold-digger-miners-go-ful…

[rolleg]

Everyone below: Huge wins in ASX Energy stocks for decades to come, but now’s the time
https://stockhead.com.au/energy/everyone-below-huge-wins-in-…