May 2014 Analysis

Industry Trend Analysis - Rising Auto Industry Demand To Shake Up Graphite Market - MAY 2014

Firstly, Tesla's upcoming gigafactory in 2017, as well as the bigger push by EV manufacturers to increase sales, will increase demand for graphite (an essential mineral for batteries) over the coming years. Secondly, with China clamping down on graphite mining operations within the country, we see greater opportunities for producers to open mines elsewhere in the world. Lastly, we see natural...