Graphite Miners News For The Month Of November 2022

Summary

  • Flake and spherical graphite prices were up only very slightly over the past month.
  • Graphite market news - BMI flake graphite forecast is for a balanced market from 2023-2027, then growing deficits from 2027-2035.
  • Graphite company news - Talga Group - Automotive Cells Company signs non-binding offtake for 60,000-tonne anode. Nouveau Monde Graphite signs MoU with Panasonic Energy for NMG’s active anode material.
  • BlackEarth Minerals Maniry DFS confirms the Project will generate compelling financial returns and be technically robust.
  • I do much more than just articles at Trend Investing: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

QCharge station for electric cars. Electric cars at charging station. 3d rendering

Дмитрий Ларичев/iStock via Getty Images

Welcome to the November edition of the graphite miners news.

November saw not a lot of specific graphite market news and good progress from the graphite juniors.

Graphite price news

During the past 30 days

Fastmarkets graphite prices the week ending June 16, 2022

Fastmarkets

UBS's EV metals demand forecast

UBS

2021 IEA forecast for clean energy metals

IEA

BMI forecasts graphite deficits to begin from 2022 as demand for graphite grows strongly

BMI

We need 330+ new EV metal mines from 2022 to 2035 to meet surging demand - 97 new 56,000tpa natural flake graphite mines

BMI

Democrats supercharged EV investment. Battery manufacturing being the main winner so far

Bloomberg

graphite-market-balance benchmarkweek-2022

Mining.com courtesy of BMI

DFS highlights for the Maniry Project

BlackEarth Minerals

Trend Investing

Trend Investing subscribers benefit from early access to articles and exclusive articles on investing ideas and the latest trends (especially in the EV and EV metals sector). Plus CEO interviews, chat room access with other professional investors. Read "The Trend Investing Difference", or sign up here.

Trend Investing articles:

This article was written by

Trend Investing profile picture
25.83K Followers
Author of Trend Investing
Trend Investing looks at investment trends for professional investors.

The Trend Investing group includes qualified financial personnel with a Graduate Diploma in Applied Finance and Investment (similar to CFA) and well over 20 years of professional experience in financial markets. Trend Investing searches the globe for great investments with a focus on "trend investing" themes. Some focus trends include electric vehicles and the lithium/cobalt/graphite/nickel/copper/vanadium miners, battery and plastics recycling, the online data boom, 5G, IoTs, AI, cloud computing, renewable energy, energy storage etc. Trend Investing was recently selected as the leading expert consultancy for a U.S government project on the EV supply chain. Trend Investing hosts a Marketplace Service called Trend Investing for professional and sophisticated investors. The service is information only and does not offer advise or recommendations. See Seeking Alpha's Terms of use. https://seekingalpha.com/page/terms-of-use

Disclosure: I/we have a beneficial long position in the shares of SYRAH RESOURCES [ASX:SYR], AMG ADVANCED METALLURGICAL GROUP NV [AMS:AMG], MAGNIS ENERGY TECHNOLOGIES [ASX:MNS], ZENTEK LTD [TSXV:ZEN], LEADING EDGE MATERIALS [TSXV:LEM], TRITON MINERALS [ASX:TON], METALS AUSTRALIA [ASX:MLS] either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article is for ‘information purposes only’ and should not be considered as any type of advice or recommendation. Readers should "Do Your Own Research" ("DYOR") and all decisions are your own. See also Seeking Alpha Terms of Use of which all site users have agreed to follow. https://about.seekingalpha.com/terms

Recommended For You

Comments (11)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.