The musk whinge has really put the spotlight on graphite, more than I originally thought. About time.
The chemical makeup of the cathode has a large bearing on the ratio of synthetic to natural in the anode. Looks like LFP's like more synthetic but I wonder where CATL is going to get more natural from to make up for the synthetic shortfall.
Anode-grade graphite flake prices on the Chinese domestic market are up almost 40% year-to-date at 4,500 yuan ($707) per tonne, testing the record highs seen in 2018, according to BMI.
There is so much ambiguity about what the price is. The price chart says it is $740 but the source is different. Fastmarkets will have their weekly update out tomorrow morning
I read this yesterday. They have a whinge about Musk's whinge and keep raving on about Graphite One which they own shares in.
https://aheadoftheherd.com/dear-tesla-please-stop-complaining-about-china-being-the-only-source-of-graphite/
Graphite Price, page-575
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