The Asia Miner

JUL-SEP 2019

The ASIA Miner - Reporting Important Issues to Mining Companies in the Asia Pacific Region

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the asia miner • volume 16 • issue 3 38 AROUND THE REGION According to UK energy research and consultancy firm Wood Mackenzie, natural graphite concentrate supply is moving west away from China towards East Africa. Wood Mackenzie predict that demand from baery makers will force the supply chain west as China's natural graphite concentrate supply chain falls from 68 per cent of the market share in 2017 to 31 per cent of the market in 2040. Recent tariff changes have already begun to show in China's import staঞsঞcs. In 2018, as a result of growing African graphite supply, China became a major flake graphite importer for the first ঞme in a generaঞon, with flake volumes over 60,000 tonnes for the year over a period which also saw a 12 pe cent decline in Chinese exports. This trend has conঞnued into 2019, with import data showing that in February 2019, China imported approximately 13,500 tonnes of flake graphite. The Chinese Government is encouraging trade with Africa by means of zero tariffs on imported goods and Chinese suppliers have already begun to acknowledge that new graphite supply from Mozambique and Madagascar are beginning to compete within the Chinese market, by providing low cost feedstock, which is o[en of a higher quality. In 2018, Madagascar was the second largest offshore supplier of natural graphite to China a[er Mozambique. The rising Chinese supply constraints coupled with the rising interest in the graphite market more broadly, and for use in the baery sector specifically, have resulted in China now being open to global graphite. According to Energy Storage Journal, "producঞon costs have been rising and supply falling in China since 2016 amid plant closures, mainly in the Shandong and Heilongjiang provinces, the centres for the country's flake graphite and spherical graphite processing industry and mine". As this story conঞnues to unfold over the course of the year, it is expected that number of smaller Chinese operaঞons will be displaced by African suppliers and China will become a net importer of flake graphite for the first ঞme. Australian based BlackEarth Minerals NL is fast becoming perfectly the leading supplier of high-grade large flake graphite to the Chinese market. On 1 May 2019, the Company appointed Australia Minerals & Resources (AustMin) as strategic o\ake advisors for the Chinese market. Founder and Chairman of AustMin, Eileen Hao, is a graphite specialist with significant experience working in industrial minerals, metals and applicaঞons, specialising on lithium-ion baery materials and graphite applicaঞons both in China and globally. BlackEarth conঞnues to advance its porolio of Madagascan graphite projects concurrently with discussions in China surrounding o\ake agreements and independent product tesঞng of its high-quality graphite concentrate. China eyes off global graphite China zeros in on global graphite 中国不再关注全球石墨 麦肯齐)的数据,天然石墨精矿供应正从中国往外向 西转移至东非。 Wood Mackenzie预计,电池制造商的需求会慢慢被迫 向西延伸跟随着中国天然石墨浓缩液供应链的市场份 额从2017年的68%下降至2040年的31%。 化。2018年,由于非洲石墨供应量的不断增加,中国 在几十年来首次成为鳞片石墨的主要进口国,今年的 鳞片石墨的产量已经超过了6万吨,然而同期的中国出 口也下降了12%。这种趋势会一直持续到2019年,进 口数据也显示了在2019年的2月份,中国大约进口了 13500吨片状石墨。 中国政府正加大鼓励与非洲的零关税的进口商品,中 国供应商已经开始承认来自莫桑比克和马达加斯加的 新的石墨供应已经逐渐进入中国的市场竞争,通过提 年,马达加斯加将成为中国的第二大天然石墨离岸供 应国,仅次于莫桑比克。 由于中国供应限制的加剧加上对石墨市场兴趣的上 升,尤其在电池行业,导致了中国对全球石墨的开 放。 自2016年以来,随着工厂关闭,中国的生产成本一直 在上升但是供应量却在下降。这主要对在山东和黑龙 江两省造成了很大的影响,因为这两省是中国片状石 墨和球形石墨加工业及采矿业的中心。" 模工厂将会被的非洲供应商取代,中国也将首次成为 片状石墨的净进口国。 澳大利亚的BlackEarth Minerals NL正迅速成为中国 市场的优质大片状石墨的领先供应商。 2019年5月1日,公司任命澳大利亚矿业公司(Austra- lia Minerals &)作为中国市场的战略顾问。 奥斯丁公司(AUSTMin)的创始人兼董事长郝爱玲 (Eileen Hao)是一位石墨专家,在工业矿物、金属 和应用领域有着丰富的经验,她于中国和全球锂离子 电池材料和石墨应用领域有卓越的贡献。 BlackEarth继续推进与马达加斯加石墨项目的投资, 与此同时,该公司在中国就其高质量石墨精矿的采出 协议和独立产品测试进行了讨论。

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