Graphite: Technologies and Global Markets

Graphite: Technologies and Global Markets

  • BCC Research
  • August 2017
  • Materials
  • 278 pages

Report Description

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Report Highlights
The global market for graphite reached $12.5 billion in 2016 and should reach $18.2 billion in 2021, growing at a compound annual growth rate (CAGR) of 7.7% from 2016 through 2021.

Report Includes:
In depth review of the global graphite market.
Analyses of global market trends, with data from 2015 and 2016, and projections of compound annual growth rates (CAGRs) through 2021.
Complete coverage of the exploding battery market and its impact on the graphite mining industry and the graphite markets.
Details and discussion of the graphite mines under development with data on all ongoing projects.
Discussion of the major challenges and opportunities faced by the market.
Regional analysis of the market with respect to production, prices and export and import data.
Review of the graphite-related patents by chronology and by market players.
Detailed profiles of major companies in the industry with complete financial details.
The most comprehensive graphite market analysis available today.
Report Scope
The report covers the global graphite markets, providing the market information for 2015 and 2016 and forecasts for 2021.

The scope of the report is coverage of the four graphite market segments - refractory and metallurgy, electrical, technical, and the rest - analyzed by application and geography. Estimated values used are based on manufacturers' total revenues.

Refractory and metallurgy markets cover those applications that make use of the high temperature stability of graphite. Electrical applications are those that tap into the high electrical conductivity of purer grades of graphite. Technical markets make use of the strength properties, lubrication and radiation absorption. For these segments, we report the status and changes happening in the markets.

The graphite market can also be segmented into natural and synthetic graphite markets. One of the focus areas is the development of natural graphite mining and application, driven largely by the lithium-ion battery markets that are fundamentally changing the structure of the graphite industry.

For the synthetic graphite market, BCC Research covers the nature of individual application markets, focusing on graphite electrodes. Another application covered in detail is cathodes for aluminum smelting.

In terms of geographic segmentation of the market, the report provides detailed statistics of mining data as well as trade data. Trade statistics for graphite exports and imports for various countries are analyzed in detail, and the past growth rates are provided. Geographical segmentation for numerous application markets is provided.

The large change in natural graphite mining is going to shift the balances of trade for a large number of countries and these changes are also discussed in this report. China has been the market leader in the segment. Australian and Canadian companies will make strong inroads into the market in the coming years, and could command a quarter of the market in 2021.

One specific chapter covers the graphite material industry characteristics. In this chapter, the material properties of graphite that make it unique are detailed, and the market structure is discussed. Both natural and synthetic graphite markets are detailed.

A chapter specific to U.S. and European markets is provided. This should be of interest to companies active in these markets and also for graphite companies wanting to sell into these regions.

A later chapter reviews the details of the applications for graphite including well established markets such as electrodes, cathodes, carbon brushes, alkaline batteries, pencils, and friction; as well as the upcoming and faster growing applications such as lithium-ion batteries and nuclear. Each application segment is reviewed in detail to show the market statistics, expected growth rates, technological changes, mergers, acquisitions and sales of companies if any, as well as any unique characteristic of each industry.

Patents and intellectual property aspects of the graphite market are detailed in a separate chapter. Here, a review of the number of patents granted by the U.S. Patent Office is analyzed chronologically. In another section of this chapter, all individual players actively developing technologies are discussed. The companies that are in the forefront of such technology and application development, such as Tesla are specifically analyzed in detail.

The last chapter of the report covers individual companies that are active in the graphite market. This chapter covers not only the nature and size of each of the operating companies, but also provides the financial data for each company wherever available, and the economic analysis for the graphite mines that are newly being developed. Address and contact details for the market participants are provided.

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Table of Contents
Chapter 1: Introduction - 1
Study Goals and Objectives - 1
Reasons for Doing This Study - 2
Intended Audience - 3
Scope of Report - 4
Information Sources - 5
Methodology - 6
Geographic Breakdown - 6
Analyst's Credentials - 10
Related BCC Research Reports - 10
Chapter 2: Summary and Highlights - 12
Chapter 3: Graphite Markets - 15
Graphite: Introduction - 15
Structure and Properties - 15
Applications - 16
Natural Graphite - 19
Natural Amorphous Graphite - 19
Natural Flake Graphite - 20
Natural Crystalline / Vein Graphite - 21
Synthetic Graphite - 21
An Ever-Profitable Business - 23
Isotropic Graphite - 28
Graphite Markets - 29
Natural Graphite Market- 30
China What Is Really Going On? - 33
Natural Graphite Mining - 35
Costs for Mining Graphite - 37
Vein Graphite - 40
Flake Graphite Mining is Hot - 41
Synthetic Graphite Market - 49
Graphene - 52
Graphite Market Structure - 54
Graphite Market Trends and Forecasts - 58
Impact on the Natural Graphite Markets - 58
Impact on the Synthetic Graphite Markets - 59
Vertical Integration in Natural Graphite Markets - 61
Chapter 4: United States and European Graphite Markets - 64
United States Graphite Market - 64
Natural Graphite - 64
Synthetic Graphite -66
European Graphite Markets - 66
Natural Graphite Imports - 66
Natural Graphite Exports - 68
Synthetic Graphite Imports - 71
Synthetic Graphite Exports - 74
Chapter 5: Graphite Applications Market - 78
Graphite Electrodes for Steel Making - 79
Cathode Bricks - 87
Graphite Crucibles - 93
Refractory Applications - 93
Graphite for Lithium Ion Batteries - 94
Global Battery Markets - 94
Global Lithium Ion Batteries Market - 97
Application Markets for Lithium Ion Batteries - 103
Status of Gigafactories - 111
Graphite Consumption in Batteries - 113
Processing Natural Graphite for Lithium Ion Batteries - 121
New Graphite Mines Supporting LiB Market - 125
Market Forecast -131
Alkaline Battery - 135
Carbon Brush Market - 136
Fuel Cell Applications - 137
Friction Brake Pads, Linings and Clutch Facings - 140
Carbon Fibers / Graphite Fibers - 143
Expandable Graphite - 143
Graphene Applications - 148
Nuclear Applications - 153
Recarburizer Market for Steels - 156
Pencils Market - 157
Other Graphite Markets and Applications - 158
Global Graphite Market Projections - 160
Chapter 6: Graphite Technologies and Patents -163
Graphite Applications in Batteries - 164
Patent Analysis by Year - 165
Core Patents in Battery Applications of Graphite - 165
Graphite Patents in Battery Applications: by Company - 169
Chapter 7: Company Profiles - 173
About BCC Research - 301
About BCC Research - 302
BCC Membership - 302
BCC Custom Research - 302

List of Tables
Summary Table: Global Graphite Markets, by Segment, Through 2021 ($ Millions) - 13
Table 1 Overview of Graphite Applications by Property - 17
Table 2 Flake Graphite Grades: Particle Sizes, Market Terminology and Prices - 20
Table 3 Synthetic Graphite: Material and Energy Inputs Needed - 23
Table 4 List of Graphite Applications, by Type of Graphite Used - 25
Table 5 Applications by Purity and Particle Size of Graphite Used - 26
Table 6 Global Isostatic Graphite Manufacturers and Capacities (MT) - 29
Table 7 Global Export Data of Natural Graphite, Through 2015 ($ Thousands) - 30
Table 8 Global Import Data of Natural Graphite, Through 2015 ($ Thousands) - 31
Table 9 Global Natural Graphite Resources and Production, Through 2015 (Thousands per MT - 35
Table 10 Production, Capex and Revenue Estimates of 45 New Graphite Mines Under Development - 42
Table 11 Global Export Data of Synthetic Graphite, 20112015 ($ Thousands) - 50
Table 12 Global Import Data of Synthetic Graphite, by Country, through 2015 ($ Thousands) - 51
Table 13 Estimates for Revenues from Graphite Companies, by Country, 2021 ($ Millions) -57
Table 14 Graphite Grades Used in Various Applications and Markets That Will be Disrupted - 60
Table 15 Natural Graphite Data for United States, 2011-2015 (MT) - 64
Table 16 Natural Graphite Consumption in the United States, 2013 (MT) - 65
Table 17 Natural Graphite Import Data for E.U. Countries,2011-2016 (MT) - 66
Table 18 Natural Graphite Import Data for E.U. Countries, 2011-2016 (Million Euros) - 67
Table 19 Average Natural Graphite Import Price, by Country, 2016 ( per MT) - 68
Table 20 Natural Graphite Export Data for E.U. Countries, 2011-2016 (MT) - 69
Table 21 Natural Graphite Export Data for E.U. Countries, 2011-2016 (Million Euros) - 70
Table 22 Average Natural Graphite Export Price, by Country, 2016 ( per MT) - 71
Table 23 Synthetic Graphite Import Data for E.U. Countries, 2011-2016 (MT) - 72
Table 24 Synthetic Graphite Import Data for E.U. Countries, 2011-2016 (Million Euros) - 72
Table 25 Average Synthetic Graphite Import Price, by Country, 2016 ( per MT) - 73
Table 26 Synthetic Graphite Export Data for E.U. Countries, 2011-2016 (MT) - 74
Table 27 Synthetic Graphite Export Data for E.U. Countries, 2011-2016 (Million Euros) - 75
Table 28 Average Synthetic Graphite Export Price, by Country, 2016 ( per MT) - 76
Table 29 Typical Electrode Composition - 79
Table 30 Partial List of Customers for Graphite Electrodes in the Steel Industry (EAF) - 86
Table 31 Global Market for Graphite Electrodes, by Region, Through 2021 ($ Millions) - 87
Table 32 Global Graphite Demand for Cathodes, Through 2021 (MT) - 92
Table 33 Global Market for Graphite Cathodes, by Region, Through 2021 ($ Millions) - 92
Table 34 Global Market for Graphite Crucibles, by Region, through 2021 ($ Millions) - 93
Table 35 Global Market for Graphite Refractories, by Region, through 2021 ($ Millions) - 93
Table 36 Lithium Ion Battery Exports by Country, 20122016 ($ Millions) - 98
Table 37 Lithium Ion Battery Imports, by Country, 20122016 ($ Millions) - 99
Table 38 List of Companies in the Lithium Battery Industry, by Country - 100
Table 39 Top Ten Electric Vehicles in the European Market, 2016 (%)- 105
Table 40 Electric Vehicles and Launch Years - 105
Table 41 Companies Investing in Battery Technology for Electric Vehicles - 107
Table 42 Projected Graphite Demand from Gigafactories - 114
Table 43 Application Markets for Lithium Ion Batteries and Growth Rates, 2014 and 2024 - 114
Table 44 Estimates for Graphite Usage in Vehicle Batteries (Kg) - 120
Table 45 Estimates for Graphite Usage in Automotive Batteries, By Market Penetration of Hybrid and Electric Vehicles - 120
Table 46 Comparison of Natural and Synthetic Graphite for Use in Lithium Ion Batteries - 123
Table 47 Cost and Property Comparison of LiB Anode Materials - 126
Table 48 Canadian Graphite Mining Companies - 127
Table 49 Australian Graphite Mining Companies - 127
Table 50 Graphite Size Distribution of Advanced Mining Projects (%) - 131
Table 51 Graphite Demand for Batteries, by Application, through 2021 (MT) - 132
Table 52 Global Market for Graphite in Lithium Ion Battery Industry, by Region, Through 2021 ($ Millions) - 134
Table 53 Global Market for Graphite in Alkaline Batteries, by Region, Through 2021 ($ Millions)- 136
Table 54 Global Market for Graphite in Carbon Brush Industry, by Region, through 2021 ($ Millions) . 136
Table 55 Global PEMFC Market, by Region, Through 2017 ($ Millions) - 138
Table 56 Global Market for Graphite in Fuel Cells Market, through 2021 ($ Millions) - 140
Table 57 Brake Pad Technologies and Graphite Usage in Each - 141
Table 58. Global Graphite Demand for Friction Industry, Through 2021 (MT) - 142
Table 59 Global Market for Graphite in Friction Industry, by Region, Through 2021 ($ Millions) - 142
Table 60 Companies Active on Expandable Graphite Business- 145
Table 61 Global Market for Carbon Fibers and Expandable Graphites, by Region, Through 2021 ($ Millions) - 148
Table 62 Unique Properties of Graphene - 150
Table 63 Comparison of Graphene Types and Graphite Markets - 152
Table 64 Graphite Properties in Nuclear Applications - 155
Table 65 Graphite Grades Compared per Nuclear Market Targets - 156
Table 66 Global Market for Graphites in Recarburizers, Through 2021 ($ Millions) - 157
Table 67 Global Market for Graphite in Pencils, by Region, Through 2021 ($ Millions) - 158
Table 68 High Purity Graphite Market Demand and Price, by Segment, 2017 - 159
Table 69 Global Market for Graphite in All Other Applications Combined, Through 2021 ($ Millions) - 160
Table 70 Global Graphite Markets, by Application, Through 2021 ($ Millions) - 161
Table 71 U.S. Patents Specific to Battery Applications of Graphite, 19762016 - 166
Table 72 Number of U.S. Graphite Patents on Battery Applications by Company Name - 170
Table 73 U.S. Patents Granted to Tesla on Graphite Usage - 171
Table 74 Financials at AMGGK, 2015 and 2016 - 174
Table 75 Financials at Alabama Graphite, 2014-2016 (Canadian Dollars) - 175
Table 76 Financial Estimates for Coosa Project, Alabama Graphite - 176
Table 77 Financials at American Graphite Technologies, 2011-2015 (U.S. Dollars) - 177
Table 78 Resource Estimates of the Eyre Peninsula Graphite Projects, Archer Exploration Ltd - 178
Table 79 Feasibility Study Estimates of the Eyre Peninsula Graphite Project, Archer Exploration Ltd - 178
Table 80 Consolidated Findings of the Montepuez DFS and PSG PFS, Battery Minerals Ltd - 182
Table 81 Financials at Battery Minerals Ltd., 2012-2016 (Canadian Dollars) - 182
Table 82 Scoping Study Estimates of the Mahenge Graphite Project, Black Rock Mining Ltd. - 185
Table 83 Financials at Black Rock Mining Ltd., 2012-2016 (U.S. Dollars) - 185
Table 84 Financials at Bora Bora Resources,2012 2016 (Australian Dollars) -186
Table 85 Project Feasibility Estimates of the Matale Project, Bora Bora Resources - 187
Table 86 Financials at Canada Carbon, 2015 and 2016 (Canadian Dollars) - 189
Table 87 Financials at Capricorn Metals Limited, 2012-2016 (Australian Dollars) - 190
Table 88 Financials at China Carbon Graphite Group, 2011-2013 ($ Thousands) - 192
Table 89 Financials at China Carbon Graphite Group, 2014-2016 ($) - 192
Table 90 Estimates of the Aukam Graphite Deposit, CKR Carbon - 194
Table 91 Financials at CKR Carbon Corporation, 2012-2016 (Canadian Dollars) -194
Table 92 Graphite Products and Properties, Cocan Graphite - 196
Table 93 Financials at Discovery Africa Limited, 2012-2016 (Australian Dollars) - 199
Table 94. Financials at DNI Metals Inc., 2014-2016 (Canadian Dollars) - 200
Table 95 Financials at Eagle Graphite, 2015 and 2016 (Canadian Dollars) - 202
Table 96 Production Plans at Eagle Graphite, 2015-2019 - 202
Table 97 Financials at Elcora, 2015 and 2016 - 204
Table 98 Financials at Fangda Carbon,2011-2015 ( Millions) - 206
Table 99 Financial Estimates for First Graphite, 2017-2020 - 207
Table 100 Financials at Focus Graphite, 2014-2016 (Canadian Dollars) - 209
Table 101 Financial Estimates for Focus Graphite - 209
Table 102 Graftech Company Financials, 2015 and 2016 ($ Millions) - 213
Table 103 Financials at Graniz Mondal Inc., 2012-2016 (Canadian Dollars) - 214
Table 104 Financials at Graphene 3D Labs, 2014-2016 ($) - 215
Table 105 Estimates from Financial Feasibility Analysis of Chilalo Project, Graphex Mining - 216
Table 106 Financials at Graphite India, 2015 and 2016 ($ Millions) - 219
Table 107 Financials at Graphite One, 2014-2016 (Canadian Dollars) - 220
Table 108 Estimates from Preliminary Economical Analysis of Graphite Creek Project, Graphite One - 220
Table 109 Financials at Great Lakes Graphite, 2015 and 2016 (Canadian Dollars) - 221
Table 110 Financials at Haydale, by Region, 2013-2016 (GBP) - 224
Table 111 Estimates from Financial Feasibility Analysis of McIntosh Project, Hexagon Resources - 226
Table 112 Hitachi Chemicals Anode Materials Revenue, 2013-2016 ($ Millions) - 227
Table 113 Imerys Graphite and Carbons Segment Revenue, 2014-2016 ($ Millions) - 230
Table 114 Financials for Electronic Division at Kaneka Corporation, 2012-2016 ( Millions) - 234
Table 115 Graphite Properties, Karabacak Mining Industry - 235
Table 116 Estimates from Financial Feasibility Analysis of Epanko Project, Kibaran Resources - 236
Table 117 Estimates from Financial Feasibility Analysis of Battery Grade Graphite Processing Project, Kibaran Resources - 237
Table 118 Financials at Kibaran Resources, 2013-2016 ($) - 237
Table 119 Financials at Lanka Graphite Limited, 2012-2016 (Australian Dollars) - 238
Table 120 Financials at Leading Edge Materials, 2015 and 2016 (Canadian Dollars) - 240
Table 121 Resource Estimates of Kookaburra Gully Project, Lincoln Resources - 241
Table 122 Financials at Lincoln Resources Limited,2013-2016 (Australian Dollars) - 242
Table 123 Financials at Lomiko Metals Inc., 2012-2016 (Canadian Dollars) - 243
Table 124 Estimates from Feasibility Analysis of the Nachu Project, Magnis Resources - 245
Table 125 Financials at Magnis Resources, 2014-2016 (Australian Dollars) - 245
Table 126 Estimates from Feasibility Analysis of the Lac Gueret Project, Mason Graphite (Canadian Dollars - 246
Table 127 Financials at Mason Graphite, 2015 and 2016 (Canadian Dollars) - 247
Table 128 Products Offered by Nacional De Grafite - 249
Table 129 Graphite Production Plants of Nacional De Grafite - 250
Table 130 Financials at Next Graphite Inc., 2013-2016 (Canadian Dollars) - 253
Table 131 Financials at NextSource Materials, 2015 and 2016 - 254
Table 132 Financial Estimates for NextSource Materials Under Full Production at Molo - 254
Table 133 Estimates of the Bisset Creek Project, Northern Graphite (U.S. Dollars) - 258
Table 134 Financials at Northern Graphite, 2014-2016 (Canadian Dollars) - 258
Table 135 Estimates of the Matawinie Project, Nouveau Monde Graphite ($) - 259
Table 136 Financials at Nouveau Monde Graphite, 2014-2016 (Canadian Dollars) - 260
Table 137 Graphite Properties, Oysu Graphite Mining - 261
Table 138 Financials at Saint Jean Carbon, 2015 and 2016 (Canadian Dollars) - 266
Table 139 Financials at SEC Carbon, by Product Line, 2013-2016 ($ Millions) - 268
Table 140 Financials at SGL Carbon for Graphitic Products, 2015 and 2016 ( Millions) - 270
Table 141 Financials at Showa Denko for Segments Related to Graphite Markets, 2015 ($ Millions) - 271
Table 142 Financials at Sinosteel Jilin Carbon, 2011-2015 (Million Chinese Yuan) - 273
Table 143 Financials at Sovereign Metals Limited, 2012-2016 (Australian Dollars) - 276
Table 144 Financials at Stratmin, 2014-2016 (Thousands GBP) - 277
Table 145 Estimates of the Balama Project, Syrah Resources (U.S. Dollars) - 280
Table 146 Financials at Syrah Resources, 2015 and 2016 ($ Thousands) - 280
Table 147 Resource Estimates of the Swedish Graphite Projects, Talga Resources - 282
Table 148 Project Feasibility Estimates of the Swedish Graphite Projects, Talga Resources - 282
Table 149 Financials at Talga Resources, 2013-2016 (Australian Dollars) - 283
Table 150 Financials at Tokai Carbon for Graphite Related Segments, 2011-2016 ( Millions) - 286
Table 151 Financials at Tokai Carbon for Selected Segments, 2015-2016 ( Millions) - 286
Table 152 Financials at Toyo Tanso for Graphite Related Segments, 2015-2016 ( Millions) - 287
Table 153 Project Feasibility Estimates of the Nicanda Hill Balama Graphite Project, Triton Minerals, 2014 Data - 289
Table 154 Feasibility Study Estimates of the Uley Phase Ii Graphite Project, Valence Industries - 290
Table 155 Resource Estimates of the Uley Graphite Projects, Valence Industries - 290
Table 156 Financials at Valence Industries Limited, 2012-2016 (Australian Dollars) - 291
Table 157 PreFeasibility Study Estimates of the Namangale Graphite Project, Volt Resources Ltd. - 292
Table 158 Financials at Volt Resources Limited, 2012-2016 (Australian Dollars) - 293
Table 159 Feasibility Study Estimates of the Lindi Jumbo Graphite Project, Walkabout Resources Ltd. 293
Table 160 Project Feasibility Estimates of the Albany Graphite Project, Zenyatta Ventures - 297
Table 161 Financials at Zenyatta, 2014-2016 (Canadian Dollars) - 298

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