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Listen "Graphite Update with Amy Bennett (Fastmarkets)"
Episode Synopsis
In this episode, we speak with Amy Bennett, Principal Consultant at Fastmarkets, to unpack the current state of the graphite market.Amy outlines why the market remains challenged, especially in China, where graphite production is highly concentrated and many synthetic producers are operating at a loss. Despite some supply-side cuts, inventories remain high and demand from key sectors like EVs hasn't picked up enough to rebalance the market.Amy also discusses:Why April marked a new low for graphite prices - and whether a floor is formingThe masking effect synthetic graphite is having on natural’s recoveryEarly signs of divergence between Chinese and ex-China pricing, though China still dominatesThe current 85/15 synthetic-to-natural split, and how that may shift toward 50/50 by 2035 as ESG and localisation trends gain momentumWhy a sustained price premium is essential to bring Europe and the U.S. into the gameWhat to expect at the upcoming Fastmarkets Las Vegas Conference, where policy and ex-China supply chains will take centre stagePublished 22 May 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
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