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Commodity Market Report 31 March 2023

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Report summary

Q1 has been a slow start to the year for the graphite market. Strong macroeconomic headwinds worldwide, combined with the removal of China’s national subsidies, have hurt demand for electric vehicles. This in turn, has seen demand for anode material fall and pressure raw materials prices - including natural graphite. Our long term view to 2050 offers a focus on the market balance of battery-grade flake which highlights a tighter market scenario than the total graphite market balance, particularly for medium size fractions. Graphite continues to be a vital material for the lithium-ion battery story and we have added deeper coverage of anode market developments and analysis of competition from alternative materials and technologies such as silicon and solid-state batteries. We have also provided a wider coverage of raw material flake and anode pricing.

Flake graphite
Amorphous graphite
Base case price forecast
- 2021-2023
- Short-term prices (2024-2027)
- Medium-term prices (2027-2033)
- Long-term prices (2033-2050)
- Refined products
Key risks to the base case
- Short term – upside
- Short term – downside
- Long term – upside
- Long term – downside
Demand in batteries
- Li-ion batteries in automotive
- Graphite-based anode materials
- Other Africa
- Brazil
- Europe
- Other
Refined supply of natural graphite