Robust demand likely to support natural graphite anode supply chain: 2022 preview

By Jon Stibbs, Sybil Pan
Published: Wednesday, 05 January 2022

Growing new energy vehicle (NEV) take-up is set to boost demand for anode material, which along with China’s decarbonization efforts, a seasonal halt and global logistics interruptions, will support the natural flake graphite market at the start of 2022, sources said.

China’s NEV production and sales maintained upward momentum in 2021.

From January-November, the country’s NEV output increased by 167.40% to 3.02 million units and sales increased by 166.80% to 2.99 million units compared with the first 11 months of 2020, according to the China Association of Automobile Manufacturers (CAAM)....

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