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Chinese Exports of Battery Material Graphite Plunge on Controls​

  • Natural graphite shipments slump 91% in December from November
  • Curbs viewed as Beijing’s response to Western trade barriers

http://bloom.bg/dg-ws-core-bcom-m1
By Bloomberg News
January 22, 2024 at 1:31 PM GMT+11

China’s exports of natural graphite, a material used in electric vehicle batteries, plummeted in December after Beijing imposed controls at the start of the month, tightening its grip on the supply of minerals vital to advanced manufacturing.

Overseas sales plunged 91% month-on-month to 3,973 tons, according to Chinese customs data, after a rush to buy ahead of the deadline saw them surge to more than 45,000 tons in November. Exports had averaged about 17,000 tons a month in the year through October.

The export restrictions are generally viewed as Beijing’s response to trade barriers raised on Chinese products by Western nations. They apply to materials deemed highly sensitive as so-called dual-use items, a reference to military applications. The curbs were announced just days after the US stepped up efforts to keep advanced semiconductor chips out of China.

Exports of synthetic graphite, which aren’t subject to the curbs, fell 28% to 39,763 tons last month.

The commerce ministry flagged in the middle of December that some graphite export applications had been approved.

Sales should slow notably from December to the Lunar New Year holidays, which fall in mid-February this year, as government approvals take quite a long time, Shanghai Metals Market said last week, citing its survey of domestic producers. Overseas demand also usually weakens toward the end of the year, and that was particularly the case after purchases ramped up in November, it said.

Chinese shipments of two other critical minerals — germanium and gallium — also continue to be affected by separate controls imposed earlier in the year on national security grounds. Germanium exports jumped more than four times to 3.36 tons in December from the month before, while overseas sales of gallium surged to 7.03 tons from 1.53 tons.

The minerals are used to make parts for chips, telecommunications equipment and electric vehicles. Some 94 tons of gallium and 44 tons of germanium were exported by China in 2022.

Apart from the fact that they got the synthetic stuff wrong .. are the Chinese out to save us? Lol that would be hilarious! 😂
 
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Apart from the fact that they got the synthetic stuff wrong .. are the Chinese out to save us? Lol that would be hilarious! 😂
It certainly sounds like it which makes the graphite stocks (SYR,TLG etc) sell down a bit confusing
 
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Semmel

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The more I think about it, the more the market correlation makes sense with this report. I really hope it's the turn around signal. Not only for talga, but also for many Graphite and anode producers. It's hard to imagine talga to fly on Makro tailwinds without NVX and SYR going as well. A positive court decision would then make Talga go on top higher. But as I understand the market by now, its unrealistic to expect a company to flow against the wider stream.
 
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Token35

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Screenshot_20240126_102205_Chrome.jpg
 
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Diogenese

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Talnode-Si gives a 40% increase in battery capacity with 9% Si. That is a tremendous advantage.

Talnode-Si is more expensive to manufacture than Talnode graphite, so we can expect to see it in the top-of-the-range models.

The EQXX used a battery with silicon carbide anodes* from Onsemi. I don't know the cost/performance comparison.

* https://en.wikipedia.org/wiki/Mercedes-Benz_Vision_EQXX

The EQXX's lithium-ion battery pack and drivetrain were largely developed in partnership with Mercedes AMG High Performance Powertrains. Several changes were made to optimise the efficiency of the powertrain, starting off with redesigning the inverter, now incorporating Onsemi's silicon carbide anodes,[20]



onsemi Silicon Carbide Technology Enables All-Electric VISION EQXX to Go Further on a Single Charge

As part of a strategic collaboration with Mercedes-Benz, onsemi provides the carmaker with high-efficiency silicon carbide (SiC) power modules that increase the range of its VISION EQXX
 
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Token35

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Is he implying a big spike in the SP Is coming?
I'd like to think so, but as others have said across various threads/forums, they need to very careful with disclosure.
Hopefully it's giant loaf of a breadcrumb and come Monday there will be a healthy announcement.
But who knows....
 
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I'd like to think so, but as others have said across various threads/forums, they need to very careful with disclosure.
Hopefully it's giant loaf of a breadcrumb and come Monday there will be a healthy announcement.
But who knows....
I don’t think there will be an announcement on Monday, we might see some pain on SP to come

Mark is incredibly intelligent.

He chooses his words very carefully with every tweet

He is implying that he’ll will break loose once he can finally announce deals

Mmmmm ……..why are we looking at a wheel with the branding pixelated away ?

Why is Model X pixelated out ?

Who is in the front seat ?

Why is Mark so happy but we are not ? 😀😂

That tweet has been thought about and it’s not outside ASX boundaries

That tweet has a bit of cheekyness about it

Maybe wishful thinking but it’s …. I don’t know

Anyway it’s a positive even if I’m an idiot for thinking this way 😂😅
 
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Semmel

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I don’t think there will be an announcement on Monday, we might see some pain on SP to come

He is implying that he’ll will break loose once he can finally announce deals

Mmmmm ……..why are we looking at a wheel with the branding pixelated away ?

Why is Model X pixelated out ?

Who is in the front seat ?

Why is Mark so happy but we are not ? 😀😂

That tweet has been thought about and it’s not outside ASX boundaries

That tweet has a bit of cheekyness about it

Maybe wishful thinking but it’s …. I don’t know

Anyway it’s a positive even if I’m an idiot for thinking this way 😂😅

I understand you, but if this doesn't lead to an ann next week (not necessarily Monday) the breadcrumbs of the future will be ignored. As you say, this is carefully crafted / chosen. I expect some follow-up.
 
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I understand you, but if this doesn't lead to an ann next week (not necessarily Monday) the breadcrumbs of the future will be ignored. As you say, this is carefully crafted / chosen. I expect some follow-up.
I just edited my post, we are both thinking the same mate 😀😀
 
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I understand you, but if this doesn't lead to an ann next week (not necessarily Monday) the breadcrumbs of the future will be ignored. As you say, this is carefully crafted / chosen. I expect some follow-up.
What’s the story with the wheel and who is the other guy ?
 
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brewm0re

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What’s the story with the wheel and who is the other guy ?
Hi WTM, I've glanced over at the nuthouse forum. Gvan, a great contributor, stated (in reference to the other guy):

Just to add to the excitement, that is newly appointed Per-Inge Kruse in the car with the Talga logo on the collar.

"Talga also welcomes Per-Inge Kruse into the new role of Group Director of Business Development & Strategic Alliances. Mr Kruse has over 20 years’ experience in sales, business development and strategic alliances across automotive industries. Previously, Mr Kruse was the Executive Director –Sweden at international automotive design and development group FEV. Prior to that he led the creation and implementation of long term market strategies as Head of BD - Scandinavia at environmental and engineering consultancy Ricardo. Mr Kruse is based out of Stockholm, Sweden."
 
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Hi WTM, I've glanced over at the nuthouse forum. Gvan, a great contributor, stated (in reference to the other guy):

Just to add to the excitement, that is newly appointed Per-Inge Kruse in the car with the Talga logo on the collar.

"Talga also welcomes Per-Inge Kruse into the new role of Group Director of Business Development & Strategic Alliances. Mr Kruse has over 20 years’ experience in sales, business development and strategic alliances across automotive industries. Previously, Mr Kruse was the Executive Director –Sweden at international automotive design and development group FEV. Prior to that he led the creation and implementation of long term market strategies as Head of BD - Scandinavia at environmental and engineering consultancy Ricardo. Mr Kruse is based out of Stockholm, Sweden."
Great mate,

This is getting interesting
 
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brewm0re

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Semmel

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The deal with the tire.. I don't know. I am very sure it's not a Tesla wheel. It does look like an Audi R8 one though. But not 100% sure. Might be that the Tesla reference is a coincidence but who knows?
 
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Token35

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Who knows.... we've been seeing the "graphite tesla" popping up for a couple of years with all these theories around it and nothing has come out of that on-going carefully placed crumb...
Anyhoooo, hoping for the best!
 
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Who knows.... we've been seeing the "graphite tesla" popping up for a couple of years with all these theories around it and nothing has come out of that on-going carefully placed crumb...
Anyhoooo, hoping for the best!
Look at the jar on the extreme right and zoom in

It’s not the same

Secret weapon ?????

#clutchingatanything

LOL
 
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Semmel

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Look at the jar on the extreme right and zoom in

It’s not the same

Secret weapon ?????

#clutchingatanything

LOL

I would think the three jars are

Talnode-Si
Talnode-C
Talphene
 
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Token35

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I would think the three jars are

Talnode-Si
Talnode-C
Talphene
Yep !

I have to admit too many Shiraz at the moment but the tweet is obviously to get attention

Goodnight
 
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