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The Future of MUS, page-44

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Safety1st

2,420 Posts.

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21/10/17

05:35

Post #: 28081377
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Originally posted by wllm ↑

Whilst Ruby mining is our Flagship enterprise no doubt CJ has his finger on the pulse and is fully aware of our other possible company making asset.

This era heralds exciting times for graphite juniors with the correct assets, this article is huge news for natural flake spherical graphite supply along with the huge swing to electric vehicles and other material uses.

http://benchmarkminerals.com/china-...afactories-for-the-lithium-ion-battery-surge/

CHINA IS CONSTRUCTING GRAPHITE ANODE MEGA-FACTORIES FOR THE LITHIUM ION BATTERY SURGE
19th October 2017 Uncategorised Benchmark Mineral Intelligence

Three lithium ion battery graphite anode mega-factories are being constructed in China and one in Japan as Asia prepares for a new wave of demand from electric vehicles.
Benchmark Mineral Intelligence can reveal that three graphite anode plants with an annual capacity of 100,000 tpa are being built by Lui Mao Graphite in conjunction with BAIC Automotive Group Co., Ltd, Shan Shan Technology and BTR New Energy Materials, with Hitachi Chem building a new facility in Japan.
This will bring the total new capacity from the four anode mega-factories to 360,000 tpa by 2020 – a tripling of capacity on today’s levels and enough to produce 300GWh of lithium ion cells or 6m pure EVs the size of Tesla’s Model 3.
It is a step change for the anode industry which averages spherical graphite plants in the region of 5,000-15,000 tpa in size.
On the balance of today’s raw material ratios being used by manufacturers, Benchmark anticipates this capacity will translate to an annual demand of 486,000 tonnes of flake graphite – nearly 80% of the market size in 2016 – and 139,000 tonnes of synthetic graphite.
This is in addition to an existing global natural and synthetic anode capacity of 200,000 tpa.
Lui Mao’s plant with BAIC is seeking to use 100% natural flake graphite as its feedstock to produce 100,000 tpa of natural spherical graphite anode. This alone will require 220,000 tpa of flake graphite feedstock each year at capacity.
Lui Mao will be keynoting Benchmark’s Graphite Supply Chain 2017 on 5-7 November, Newport Beach, USA and discussing this new project.
9-times more graphite than cobalt
Graphite is the largest input raw material into a lithium ion battery. There is nearly four times more graphite feedstock consumed in each lithium ion cell than lithium and 9 times more than cobalt. While graphite anode can be derived from both natural and synthetic sources, China dominates the supply for both.
100% of natural spherical graphite is produced in China while over 80% of synthetic graphite is derived from the world’s most populous country.
Graphite has yet to receive as much attention as lithium and cobalt due to a number of reasons.
The first is that the graphite is a much larger market. In 2016, 650,000 tonnes of flake graphite was consumed compared with 180,000 tonnes of lithium chemicals and 100,000 tonnes of cobalt. This means the demand impact from lithium ion batteries is significantly less.
The second is that, unlike lithium and cobalt, flake graphite’s price is drive by its use in steel refractories rather than lithium ion batteries. This means that the price volatility experienced by its battery raw material counterparts as a result of battery demand is yet to hit the graphite sector in a significant way. However, as the battery market grows it is only a matter of time before the sector starts influencing graphite’s price curves.
The third point is that you can synthetically produce graphite albeit at a much higher cost and a larger CO2 footprint. This has absorbed some of the lithium ion battery demand impact to date.
Flake prices rising; China continues supply cuts Having said that, flake graphite prices are beginning to rise on capacity cut backs in China.
In addition, more flake feedstock is being directed to value added applications, especially lithium ion battery anodes and expandable graphite for flame retardants.
All of these topics will be discussed at Graphite Supply Chain 2017 – the world’s leading forum for the natural graphite industry.
GLAH's The train is about to leave the station. To say I am excited is understating the obvious. I added to my substantial holding yesterday at 15.5c.

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Great post. Have used it elsewhere just as a heads-up.
Thanks.

MUS Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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