Has China reached peak graphite?
New data from Benchmark Mineral Intelligence shows China’s share of global natural graphite output in 2014 falls to mid-1990 levels.
Posts by Simon Moores - Benchmark Mineral Intelligence:
China admits 40% of magnetic rare earths supply is illegal
World's dominant supplier of rare earth elements reveals a huge portion of supply used in magnets is illegally mined; much larger than initially anticipated
Batteries leave lithium hydroxide facing tight supply
2015 could see a battery surge as lithium hydroxide faces a shortage on strong global demand, says Benchmark
Inside Australia’s graphite boom
2014 has seen graphite stocks in Australia take-off with the value of ASX-listed companies topping $1bn
Tesla’s Gigafactory: Needs 6 new graphite mines, but where will cobalt be sourced?
The electric motor company's plans to double the globe's battery output will up graphite demand 152%, but sourcing cobalt outside the Congo could prove difficult.
