And in China?
"Graphite is often a very underrepresented critical mineral in the lithium-ion battery," Miller said. "Especially, not enough attention is paid to the potential for supply deficit and to the potential for the graphite market itself to become structurally affected by demand from electric vehicles."
Graphite flake prices in China stood at $760 per ton in early February, up by 11.8% from January and up by 38.2% from a year ago, according to Rystad Energy's monthly price index.
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Syrah's Vidalia plant, which would process graphite mined in Mozambique, would be the first US-based facility producing natural graphite anodes.
Canadian developer Nouveau Monde Graphite is also planning to set up a battery anode facility near Montreal in Canada.
https://www.dw.com/en/chinese-graphite-dominance-threatens-electric-car-ambitions/a-60888876
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