Future of Graphite Market cap increases for other graphite mines is good for Gratomic, to get to a fair market cap for GRAT will mean more upward pressure on GRAT's share price. When the upcoming GRAT catalysts start dropping we will see large upward adjustments. Buy and hold - WB. As most of us already know the demand for graphite is going to be explosive - here is a good article for new investors in the graphite sector:
https://investingnews.com/daily/resource-investing/battery-metals-investing/graphite-investing/graphite-outlook/
Looking at demand, Benchmark Mineral Intelligence still expects to see double-digit growth in demand from 2022 onwards for the battery segment.
Alongside demand from energy storage applications, the battery industry is due to become the largest sector of demand for the graphite supply chain — the sector is seen aggressively increasing to around 15 times today’s demand by 2030.
“Demand from the lithium-ion market alone is expected to rise from nearly 200,000 tonnes per year in a 700,000 to 800,000 tonne market at current to nearly 3 million tonnes a year in a 4 million tonne market by 2030,” George Miller of Benchmark Mineral Intelligence said at a webinar back in December.
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Benchmark Mineral Intelligence expects natural graphite anode chemistries to increase their share of the anode market alongside silicon and LTO technologies. The firm also expects silicon to continue to expand its presence as an additive in the midterm.
“Silicon anode technology still requires considerable development before it becomes a primary element of commercial EV anodes,” he said. “This leaves natural and synthetic graphite as central inputs in the anode market for the foreseeable future, with producers increasingly blending the two the best-performing anode chemistries.”
Roskill also sees the graphite industry becoming increasingly focussed on the battery market, with growth opportunity for both synthetic and natural.
“Battery demand for (raw material) graphite could grow by around 19 percent per year using Roskill’s base case for lithium-ion battery growth,” Shaw said.
Electrodes will remain by far the largest application for synthetic graphite, she added, but demand for natural graphite in batteries could exceed that from refractories by almost three times by 2030.
Roskill is expecting total graphite demand to grow around 5 to 6 percent per year over the next 10 years.
Commenting on factors to watch, Roskill is expecting environmental costs to continue to play an important role in future supply chain trends and price developments, including inspections/closures in China, a call for sustainable battery products and the effects of changing marine fuels on raw material availability for synthetic graphite.