The first chart can be mis-leading. Currently 100% of processed graphite comes from China. A lot of the graphite for the 2023 US and Europe battery demand will slowly be replaced by western sources. Especially the US and the EU has a 40% target. So in effect as far as SYR is concerned, the global market share % in EV battery demand in 2023 is closer to zero.
Also in North America, 22% of 50m EV's globally is a lot more than 15% of 14m in 2023
Demand growth from ex-China for graphite is coming from everywhere
General Discussion, page-783
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31.0¢ |
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