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☆ Global EV battery supply chain puzzles over China graphite curbs
▼ + stars: | 2023-10-27 | by ( ) www.reuters.com time to read: +6 min

Graphite powder, used for battery paste, is pictured in a Volkswagen pilot line for battery cell production in Salzgitter, Germany, May 18, 2022. China dominates the global EV battery supply chain including production of graphite - the single largest component. Graphite companies in the country process both the natural material mined domestically and overseas, as well as synthetic forms. Under the new rules, China will require export permits starting Dec. 1 for high-end synthetic graphite, as well as key forms of natural graphite. NATURAL GRAPHITE HITGlobal companies using natural graphite include Hitachi Chemical, part of Japan's Resonac Holdings Corp (4004.T), South Korea's POSCO Future M (003670.KS) and Japan's Mitsubishi Chemical, which produces natural graphite at two plants in China, according to research firm CRU Group.

Persons: Fabian Bimmer, Sunit Kapur, Zhang Yan, Siyi Liu, Brenda Goh, Satoshi Sugiyama, Heekyong Yang, Seoul ， Paul Lienert, Jing Xu, Dominique Patton, Tony Munroe, David Evans Organizations: Volkswagen, REUTERS, Rights, EV, Qingdao, Reuters, China's Ministry of Commerce, Gotion High Tech, BTR, Material Technology, Hitachi Chemical, Japan's Resonac Holdings Corp, Mitsubishi Chemical, CRU Group, Mitsubishi, Resources, Materials, Thomson Locations: Salzgitter, Germany, Beijing, China, Japan, South Korea, United States, U.S, Shanghai, Ningbo Shanshan, Indonesia, Finland, Japan's, Australia, Mozambique, U.S ., Louisiana, North Carolina, Toyko, Seoul ，, Detroit

China's decision may escalate trade disputes globally and spur other countries to prioritize research into alternative sources and materials, industry executives said. "We see China's move as a potential catalyst to highlight the urgency of improving (U.S.) graphite supply," said John DeMaio, president of Graphex Group's (6128.HK) graphene division. It has graphite supply deals with Syrah Resources (SYR.AX) and is looking for other sources, DeMaio said. Synthetic graphite could account for nearly two-thirds of the EV battery anode market by 2025, Benchmark Mineral Intelligence estimates. Chief Operating Officer Hans Erik Vatne told Reuters recently that developing synthetic graphite production is costly, but that is the price to pay to reduce reliance on China.

Persons: Fabian Bimmer, John DeMaio, Graphex Group's, DeMaio, Tesla, Hans Erik Vatne, Rob Anstey, Alvin Liu, Akash Sriram, Ernest SCheyder, Nick Carey, Christina Amann, Marie Mannes, Gilles Guillaume, Ilona Wissenbach, Ben Klayman, Josie Kao Organizations: Volkswagen, REUTERS, Syrah Resources, Magnis Energy Technologies, Mineral Intelligence, Reuters, EVs, BMO Capital Markets, BMW, Volvo, Renault, General Motors, Ford, Thomson Locations: Salzgitter, Germany, China, Warren , Michigan, West, U.S, Europe, Oslo, Norway, Bengaluru, Houston, London, Berlin, Stockholm, Paris, Frankfurt

☆ Factbox: Few suppliers of synthetic graphite for EV batteries
▼ + stars: | 2023-09-12 | by ( ) www.reuters.com time to read: +1 min

A sign directing towards electric vehicle charging points is seen in a car park in Manchester, Britain, September 8, 2023. REUTERS/Phil Noble/File Photo Acquire Licensing RightsSept 12 (Reuters) - Although synthetic graphite has been around for more than 100 years, few companies are supplying the material to makers of electric vehicle batteries and battery electrodes. Here’s a short list of public and private companies engaged in the development and production of synthetic graphite, regarded as higher purity and offering better performance, for EV batteries:Anovion (USA)Founded: 2022Partners: Forge Nano, American Battery FactoryOperations: USABTR New Energy Materials (China)(835185.BJE)Founded: 2000Investor: Syrah Resources (SYR.AX)Partner: CNGR (300919.SZ)Operations: China, IndonesiaKuntian New Energy Technology (China)Founded: 2018Investors: Sinopec (600028.SS) , SK China, A123 Systems, Eve Energy (300014.SZ) , BTR New Energy Materials (835185.BJE) , SvoltOperations: ChinaNovonix Group (Australia)(NVX.AX)Founded: 2012Investor: Phillips 66 (PSX.N)Partners: LG Energy Solution (373220.KS) , Kore PowerOperations: Australia, Canada, USAResonac Holdings (Japan)(4004.T)formerly Showa DenkoFounded: 1939Operations: JapanShanshan Technology (China)(SSHOLG.UL)Vianode (Norway)Founded: 2020Investors: Elkem (ELK.OL) , Norsk Hydro (NHY.OL)Operations: NorwaySources: Felixwire, PitchBookReporting by Paul Lienert in Detroit; Editing by Timothy GardnerOur Standards: The Thomson Reuters Trust Principles.

Persons: Phil Noble, Paul Lienert, Timothy Gardner Organizations: REUTERS, EV, American Battery Factory, BTR, Energy Materials, Syrah, Indonesia Kuntian, Energy Technology, SK China, Systems, Eve Energy, BTR New Energy Materials, Svolt, China Novonix Group, LG Energy, Power, USA Resonac Holdings, Japan Shanshan Technology, Norsk Hydro, Thomson Locations: Manchester, Britain, China, BJE, Indonesia, Australia, Canada, Japan, Vianode, Norway, Detroit

The focus is shifting to a new front: Synthetic graphite, an element developed in the late 19th century, but only redirected toward EVs in the past decade. Synthetic graphite could account for nearly two-thirds of the EV battery anode market by 2025, estimates Benchmark Mineral Intelligence. "It’s easier to set up a synthetic graphite production facility than it is to commission new mining sites for natural graphite” because producers can take advantage of incentives in last year's U.S. Inflation Reduction Act to build synthetic graphite capacity in the U.S. or Free Trade Agreement partners, she said. Other experts note synthetic graphite is generally higher purity and offers better and more predictable performance than natural graphite. Still, the construction of new production facilities for synthetic graphite, even with federal incentives, requires a staggering investment, said Novonix's Burns.

Persons: Simon Dawson, ”, Victoria Hugill, It's, Chris Burns, Norway's, Vianode, Hans Erik Vatne, Vatne, Bob Galyen, China’s CATL, Novonix's Burns, “, Fastmarkets, Burns, Paul Lienert, Nick Carey, Timothy Gardner Organizations: REUTERS, Mineral Intelligence, EV, U.S, Trade, Infrastructure Investment, Jobs Act, Norsk Hydro, Hydro, Galyen Energy, Thomson Locations: London, Britain, United States, Europe, China, U.S, Bainbridge , Georgia, Chattanooga , Tennessee, North America, Detroit

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