The graphite long-term outlook remains strong

Natural graphite flake prices are forecast to rise significantly over the coming decade, propelled higher by exponential growth in the EV battery sector and underlying changes to global graphite supply. This is centered on the industry’s desire to diversify supply away from China, while also localizing supply in areas such as Europe and North America.

As the industry targets local, diversified supply, the industry will also face a push for more environmentally friendly production and processing and utilization of green power sources. We expect to see this combination of factors increase the underlying natural graphite cost base, contributing to higher prices.

Future growth in natural graphite demand will be driven by ex-China consumers

We maintain the view that natural graphite prices will be rising sharply in the coming years reflecting surging demand from the xEV sector, as well as rising power costs and increasingly stringent ESG regulations.

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. 

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