Supply Chain & Raw Materials
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Synthetic Graphite Costs Have Fallen Significantly PRODUCTION AND PROCUREMENT COSTS FOR SYNTHETIC GRAPHITE ANODE MATERIAL HAVE FALLEN SIGNIFICANTLY IN RECENT TIMES
Source: Content & analysis provided courtesy of CRU Group (Distinguished Partner). AAM = Anode Active Material. Price margin not shown.
Underlying costs are driven by electricity and needle coke prices, as SG production is an energy- and oil-intensive process.
There has long-been a massive abundance of capacity for petroleum coke and graphite anode in China.
Similar to the CAM market, AAM in China is in a state of overcapacity and intense price competition, while producers are currently commanding higher prices outside China.
The main upside risk to ex.China prices is if China bans exports outright or if punitive tariffs are applied elsewhere.
ex.China production is converging on Indonesia, Morocco, and limited parts of the US and Europe, for which underlying costs can reach similar levels to that of China.
Extracted from the PDF; charts and images may read imperfectly.
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