As one of the materials of pencils, ink is not unfamiliar to people. However, in the next decade, the demand for graphite will be as high as several million tons per year. Graphite is the core material of lithium-ion batteries for electric vehicles. The amount of graphite in the anode of the vehicle battery seems to be negligible.

However, as American automakers promote electric vehicles, they rely more on the stable supply of graphite, while the Trump administration has imposed 10 on all graphite products imported from China in a new round of Sino-US trade tariffs. % tariff.

To this end, China has begun to shut down several important graphite mines, which is not unrelated to the pollution of the industry, unsafe operations, and easy collapse of pits. In fact, with the closure of the mine and regulatory restrictions, China will become the net importer of graphite for the first time.

To this end, in the first half of 2018, the price of flake graphite continued to rise.

It is worth noting that due to the slight decline in demand for electric vehicle batteries, this is mainly due to the high price of lithium and cobalt, which are the core raw materials for electric vehicle battery.

According to a report by Benchmark Minerals Intelligence (BMI), demand for batteries and graphite is expected to increase further in the second half of this year.

In addition, BMI expects that by 2028, with the development of the new battery super factory, the capacity increase will reach 860 GWh, which means that during this period, the increase of high-quality flake graphite products will reach 950,000 tons.

At present, the annual output of natural graphite is about 1.2 million tons, of which 15-20% of graphite will be used to make electric vehicle batteries.

In order to meet the demand for battery anode graphite, an additional 2.5-300 million tons of graphite is required each year.

Although the path of growth in demand for electric vehicles seems reasonable, it is currently unable to obtain the required graphite output to drive demand for electric vehicles.

So the question is, what happens when the demand for graphite greatly exceeds the current supply? It is now beginning to feel the beginning of the material, and the answer seems clear.

SAT nano Technology Material Co., Ltd. supply series of graphite powder with different particle.