The market for silicon anodes is likely to develop rapidly, independently of growth in the ex-China graphite supply chain, according to the chief executive officer of a leading silicon anode producer.

Fastmarkets invited feedback from the industry on the pricing methodology for its International Organization of Securities Commissions (IOSCO)-audited non-ferrous metals, via an open consultation process between October 8 and November 7, 2024. This consultation was done as part of our published annual methodology review process.

Read Fastmarkets' monthly battery raw materials market update for November 2024, focusing on raw materials including lithium, cobalt, nickel, graphite and more

Non-Chinese graphite producers were measured in their reaction to Donald Trump’s re-election on Wednesday November 6, predicting an unclear net impact of his potential policies on the build-out of supply chains for the battery raw material outside of China.

Sluggish demand for China’s graphite flake fines in both the batteries’ anode and refractories sectors has led to ongoing output cuts among flake miners and processors, which has further tightened the supply of large flake graphite in China, sources told Fastmarkets.

Northern Graphite and Rain Carbon have partnered to produce natural graphite-based battery anode material (BAM) for lithium-ion batteries for electric vehicles (EVs), with commercial availability expected by 2027, Northern Graphite CEO Hugues Jacquemin told Fastmarkets.

Read Fastmarkets' monthly battery raw materials market update for October 2024, focusing on raw materials including lithium, cobalt, nickel, graphite and more

From the Lithium Valley Initiative to corporate investments, Brazil is investing in its critical minerals sector in response to shifting global market dynamics triggered by China's export controls.

Fastmarkets is inviting feedback from the industry on the methodology for its audited non-ferrous price assessments and indices, as part of its announced annual methodology review process.

Read how Fastmarkets is introducing a regional graphite price benchmark for the US