Graphite Synthetic vs Natural Public and Private Companies

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Benchmark Mineral Intelligence
18,233 followers
1d •
Synthetic #graphite prices have fallen by 20% this year, as producers in China increasingly manage to lower costs by using cheaper feedstock.

Sluggish downstream demand from the #electricvehicle market is also pushing down on #syntheticgraphite prices as #anode producers opt to use their inventories.

Synthetic graphite dominant anodes generally have a higher cycle life and consistency than #naturalgraphite and are considered safer. However, the cost of synthetic graphite anode material is typically higher.

But with the price of synthetic anode material falling, concerns over price may be fading.
https://source.benchmarkminerals.com/article/synthetic-graphite-anode-prices-fall-20-this-year-putting-pressure-on-natural-graphite