2020 Annual Report on Natural Flake Graphite Industry Research
2020 is a year of ups and downs: Affected by the epidemic, the price of natural graphite is hovering at a low level, and the price of negative-mesh graphite has declined. The price of 80-mesh flake graphite has shown a pattern of falling first and then rising, mainly due to the tight balance between supply and demand in the second half of 2020. Many graphite companies are in a state of meager profit. The environmental protection situation of each graphite production area is still severe, and the approval of new projects is slow.
The traditional downstream demand for graphite continues to weaken, and new growth points have emerged in the lithium battery industry. At the same time, the consumption of graphite in emerging areas is gradually increasing. In the future, the natural graphite market will gradually develop towards scale and quality.
For the natural graphite market, 2020 is a year of ups and downs: Affected by the epidemic, the price of natural graphite is hovering at a low level, and the price of negative-mesh graphite has declined. The price of 80-mesh flake graphite has shown a pattern of first decline and then rise, mainly affected by the second half of 2020. The impact of the tight balance between supply and demand. Many graphite companies are in a state of meager profit. The environmental protection situation of each graphite production area is still severe, and the approval of new projects is slow. The Ministry of Natural Resources issued an announcement stating that since May 1 this year, crystalline graphite ore has become an important strategic mineral, and the transfer, registration and approval of the mining rights of graphite mineral resources belong to the central ministries and commissions.
In 2020, China Minmetals Hegang Graphite Industry Project plans a total investment of 7 billion yuan, and the planned production capacity is 10 million tons of ore, 400,000 tons of fine powder, 100,000 tons of spherical, 100,000 tons of high purity and 50,000 tons of anode materials per year. . The project will be constructed in phases. The construction period of the first phase is 3 years. It will produce 6 million tons of ore, 200,000 tons of fine powder, 50,000 tons of high purity and 30,000 tons of negative electrodes. After the project is put into production, it is estimated that the annual output value will exceed 6 billion yuan, approximately 1,800 new jobs will be created, and the tax revenue will exceed 1 billion yuan.
In 2020, domestic production of natural flake graphite is expected to increase, and imports have dropped significantly year-on-year. At the same time, the distribution pattern of importing countries has changed. The production time of new overseas graphite mines has been delayed due to the impact of the epidemic. In 2020, the global natural graphite supply pattern will usher in a new The change. Affected by the epidemic in Africa in 2020, graphite production has fallen sharply. According to customs statistics, China's total imports of natural flake graphite in December 2020 were 5,900 tons, a year-on-year decrease of 14.52% and a month-on-month increase of 1258.56%. From January to December 2020, China's imports of natural flake graphite totaled 23,200 tons, a year-on-year decrease of 87.97%. In December 2020, China's total export of natural flake graphite was 8,700 tons, a year-on-year decrease of 28.19% and a month-on-month increase of 8.05%. From January to December 2020, China's total export of natural flake graphite was 94,600 tons, a year-on-year decrease of 17.27%. In December 2020, China's main exporters of natural flake graphite are: the United States, South Korea, and Japan.
But looking at the world, China's natural graphite still has advantages. In 2020, China's graphite deep processing technology is also a year of significant progress. High-temperature purified ultra-high purity natural graphite, high-capacity and high-cycle natural graphite anode materials, ultra-thin graphite paper, nuclear graphite, graphite coatings, graphite shielding materials, graphite Deep-processed products such as olefin have quietly walked in the forefront of the world, and even lead the world.
In recent years, with the adjustment of my country's economic structure, natural graphite has gradually turned to new energy and new materials. The application trend is obvious, and its strategic position has become increasingly prominent, including lithium batteries, alkaline batteries, nuclear industry, superhard materials, aerospace and military industry, and fluorinated graphite And so on, the consumption of graphite in new application areas will increase significantly, and it is expected that this proportion will exceed 40% in 2021. Especially with the investment of lithium-ion batteries, it will further stimulate the demand for flake graphite. It is estimated that by 2025, the production and sales volume of new energy vehicles in my country will be at least 3 million, which will lead to a sharp increase in the amount of graphite negative electrodes, which will require approximately 500,000 to 800,000 tons of flake graphite. In addition, with the advent of 5G mobile phone replacement tide, it will also bring about a significant increase in the demand for natural graphite anode materials.
Overview of Natural Flake Graphite
The chemical composition of graphite is carbon (C). Naturally produced graphite is rarely pure and often contains impurities, including and so on. Natural graphite minerals are iron black, steel gray, bright black with streaks; metallic luster, acryptocrystalline aggregates are dim and opaque; hardness is anisotropic, vertical cleavage planes are 3～5, parallel cleavage planes are 1～2 ; Soft, with a density of 2.09～2.23g/, with a slippery feel and easy to contaminate fingers. Mineral flakes are generally opaque under transmitted light, extremely flakes can transmit light, and are light greenish gray, with a refractive index of 1.93 to 2.07, and light brownish gray under reflected light. The reflection pleochroism is obvious. Ro gray is brown with brown and Re is dark blue gray. The reflectivity is Ro23 (red), Re5.5 (red), the reflection color and double reflection are both significant, the heterogeneity is strong, and the polarization color is straw yellow.
Graphite belongs to compound hexagonal bipyramid crystals, which are hexagonal plate-like crystals. Common single shapes include parallel double-sided, hexagonal double cones, and hexagonal columns. However, intact crystals are rare, generally scaly or plate-like, and the aggregates are dense and massive. Earthy or spherical.
Li-ion anode materials Supplier
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