Policy watch: new export-licensing rules add friction to critical-mineral flows
Proposed licensing measures in a key producing region could lengthen lead times for several battery and rare-earth inputs, traders warn.
Benchmark: Flake graphite -100 mesh 94-95%, FOB China. The same tonne prices differently by origin — freight, quality, sanctions and policy set the differential. Deep dive →
| Origin | Basis | Price | vs benchmark | Market note |
|---|---|---|---|---|
🇨🇳 FOB China (-100 mesh) China · ~65% of supply | FOB | 745.00 | Benchmark | The flake-graphite reference |
🇨🇳 Coated spherical (anode) China · downstream | Battery anode | 3,145.00 | +2,400.00 (+322.1%)widening | Coated spherical graphite — the battery-anode product premium |
🇲🇿 Balama (FOB) Mozambique · large-flake | FOB | 770.00 | +25.00 (+3.4%)widening | Syrah large-flake; ex-China supply-security bid |
🇹🇿 Tanzania (FOB) Tanzania · emerging | FOB | 765.00 | +20.00 (+2.7%)widening | New flake projects |
🇲🇬 Madagascar (FOB) Madagascar · flake | FOB | 760.00 | +15.00 (+2%)narrowing | Established flake exporter |
Differentials are indicative desk assessments over the live benchmark — 90-day spread trend shown per origin.
Track physical flows on the live vessel map →Indicative term structure · Contango
Converted from 745.00 USD/t · indicative FX
Graphite (Flake) is traded in the battery metals segment, with price discovery referenced against OTC. The chart above shows the trailing indicative price path. Physical parcels of Graphite (Flake) can be sourced or placed through the Off Market desk, listed openly on the Marketplace, or intermediated by a specialist broker.
Proposed licensing measures in a key producing region could lengthen lead times for several battery and rare-earth inputs, traders warn.