Syrah: EV boom will spur China's shift to become net graphite importer

摘要

New market entrant Syrah Resources has forecast a macro change in global graphite supply in the coming years, with battery and electric vehicle (EV) end-markets leading China to become a net importer of the mineral. The graphite market will undergo a shift in structure and pricing that could see China becoming a net importer of natural graphite to meet forecast local demand for EV batteries, according to Luke McFadyen of Syrah Resources.