GLOBAL GRAPHITE SNAPSHOT: Soft demand, improved supply weigh on -194 fob China market

摘要

The price of graphite flake, 94% C, -100 mesh, fob China, fell, breaking a stable streak that has lasted since August 22, 2019. The Covid-19 virus has dampened domestic and export demand. The return of production in Heilongjiang has offset the fall in exports from Syrah Resources at a time of weak demand. Prices of larger graphite flake - 94% C, +100 mesh (+194) and 94% C, +80% mesh (+894) - rose following scarce supply and the gradually recovering expandable graphite operations. Larger flake graphite producers, especially of +194 material, have retained material for domestic consumption rather than export. There was little activity in the spherical and amorphous markets.