China’s slowdown leaves graphite industry with unshakable hangover
Published: Monday, 30 November 2015
Falling consumption of graphite in China as a result of weaker demand for steel, cement and glass refractories – which continue to represent the largest end markets for the mineral – looks set to ensure the sector remains on a downward trend until growth from batteries can take up the slack, IM Analyst, Shruti Salwan, discovers.
Those who had hoped for a recovery in the natural graphite
market in 2015 have been disappointed. The year turned out to
be one of the worst performing in the sector’s
industrial history, with demand and prices eroding to levels
not seen since before 2011, a year when selling values...