GLOBAL GRAPHITE SNAPSHOT: Fine flake prices fall while market for larger sizes tightens

By Jon Stibbs, Sybil Pan
Published: Thursday, 14 May 2020

Key data from the graphite pricing sessions in Asia and Europe for the week ended Thursday May 14.


Assessment 
(in $ per tonne)
This week's price

Previous week's price Weekly % change

Graphite flake, 94% C, +100 mesh, cif Europe

700

685

+2.2

Graphite flake, 94% C, -100 mesh, cif Europe

465

475

-2.1

Graphite flake, 94% C, +80 mesh, cif Europe

850

850

0

Graphite Flake, 94% C, +100 mesh, fob China 

755

745

+1.3

Graphite Flake, 94% C, -100 mesh, fob China

500

510

-2.0

Graphite Flake, 94% C, +80% mesh, fob China

855

855

0

Graphite Spherical, 99.95% C, 15 microns

2,300-2,400

2,350-2,500

-3.1

Graphite Amorphous, 80% C, -200 mesh

290-310

290-310

0

Graphite Amorphous, 80-85% C, -200 mesh, FCL

300-395

300-395

0


China

  • Prices for small flake graphite flake, 94% C, -100 mesh (-194) dropped for a fourth consecutive week amid weakening demand from the refractory sector all over the world.
  • Graphite flake 94% C, +100 mesh (+194) ticked up on supply scarcity. Despite shortages in sections of the market, some producers were reported to have suspended operations after their post-winter restart, citing soft market conditions.
  • Prices for graphite flake 94% C, +80 mesh (+894) remained flat, but sentiment among sellers remained strong amid supply tightness and increasing demand from the expandable sector, with new production lines in Jixi starting operation.
  • The amorphous market was stable, with demand from Japan and South Korea holding up, while shipment to Europe have been very low, on weak demand from overseas and expanded operations in China.

Europe

  • Limited imports of +894 and +194 material from China and Africa into Europe have tightened available supply to consumers, despite demand having softened amid the Covid-19 pandemic.
  • Prices in the +194 market and parts of the +894 market have risen, with consumers that need to secure material being prepared to accept higher offers.
  • In contrast, increased availability of -194 material from China has weighed on the cif market even although production from Syrah Resources in Mozambique has halted.

Graphite flake premium calculator

The VIU was updated on April 2 for the second quarter 2020 to 4.7% from 5.9% in the first quarter 2020.

Adjustment  This quarter's VIU Previous quarter's VIU Quarterly change

Carbon VIU in %

4.7 5.9 -0.8

 VIU q1 2020

The Carbon-VIU measures, in percentage terms, the price value of one extra % of carbon content as seen in the market.

The VIU is calculated using statistical methods and the large amount of prices and data collected by Fastmarkets. The VIU shown is the value implied by the market and not an in-house assessment.

An example of what the Carbon-VIU means practically: A published Carbon-VIU of 7% means that material with 95% carbon content is priced by the market, on average, 7% more expensive than 94% carbon content material, assuming other factors are equal.

Likewise, it means that 96% carbon content material would be 7% more expensive than 95% material and that 97% carbon content material would be 7% more expensive than 96%, or 21% more expensive than 94% carbon.

For more information or to provide feedback on this graphite snapshot or if you would like to contribute to the price discovery process, please contact Jon Stibbs or Sybil Pan by email at:  pricing@indmin.com. Please add the subject heading "FAO: Jon Stibbs/Sybil Pan – graphite."



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