GLOBAL GRAPHITE SNAPSHOT: High freight costs continue to feed into cif Europe prices

By Jon Stibbs
Published: Thursday, 11 February 2021

Key data from the graphite pricing sessions in Asia and Europe for the week ended Thursday February 11.

Assessment (in $ per tonne) This week's price Previous week's price Weekly % change
Graphite flake, 94% C, +100 mesh, cif Europe 925 925 0
Graphite flake, 94% C, -100 mesh, cif Europe 600 590 +1.7
Graphite flake, 94% C, +80 mesh, cif Europe 1,020 1,020 0
Graphite flake, 94% C, +100 mesh, fob China 890 890 0
Graphite flake, 94% C, -100 mesh, fob China 560 560 0
Graphite flake, 94% C, +80% mesh, fob China 1,100 1,100 0
Graphite spherical, 99.95% C, 15 microns, fob China 2,500-2,750          2,500-2,750
0
Graphite amorphous, 80% C, -200 mesh, fob China 315-360 315-36-
0
Graphite amorphous, 80-85% C, -200 mesh, cif Europe          405-515
405-515
0

Europe

  • High transportation costs from China continued to feed into the cif Europe market, with deals for 94% C, -100 mesh material at higher prices.
  • Sharp price rises for amorphous and flake graphite seen before the Lunar New Year holiday, February 11-17, will start to slow once the Chinese market returns and production resumes, according to one consumer.
  • Demand in Europe has been increasing with both the electric vehicle and steel sectors increasingly active, according to another source.

China

  • Prices were rolled over due to the Lunar New Year holiday, in accordance with our methodology.


Graphite flake premium calculator

The Value in Use (VIU) was updated to 5% on January 1 for the first quarter of 2021 from 4.8% in the fourth quarter of 2020.

Adjustment This quarter's VIU Previous quarter's VIU Quarterly change
Carbon VIU in % 5 4.8 0.2


Graphite VIU

The Carbon-VIU measures, in percentage terms, the price value of one extra % of carbon content as reported 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 a 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% material or 21% more expensive than 94% carbon.

For more information, 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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