The world is rapidly embracing clean technologies like electric vehicles (EVs), battery energy storage systems, hydrogen fuel cells, wind power systems, and solar power systems. Core to the manufacturing and performance of these technologies are 10 key disruptive minerals and materials, listed in the table below. In our view, increasing demand for these disruptive materials coupled with often limited supply creates compelling opportunities for companies and investors to play key roles in the shift to cleaner energy. In this piece, we provide answers to questions concerning their current supply and demand dynamics as the world pushes towards a greener economy.
Graphite: Is the supply-demand imbalance that increased graphite prices in 2022 expected to continue?
We believe the favorable pricing environment for graphite miners is likely to remain through at least the medium term. In 2022, demand for anodes grew by more than 45%, while supply growth for natural flake graphite was only 14%.22
Tirupati Graphite PLC (LON:TGR) is a fully integrated specialist graphite and graphene producer, with operations in Madagascar and India. The Company is delivering on this strategy by being fully integrated from mine to graphene. Its global multi-location operations include primary mining and processing in Madagascar, hi-tech graphite processing in India to produce specialty graphite, and a state-of-art graphene and technology R&D center to be established in India.
