Investor Presentaiton
Supply of Spherical Graphite Dominated by China
China currently supply 100% of the natural flake
graphite used in lithium ion battery anodes
Non-Chinese battery suppliers are dependent on
Chinese mines + Chinese spherical production for
critical raw material
Chinese supply under stress as stricter domestic
environmental regulations impacting Chinese
purification practices
Chinese downstream demand for spherical
graphite is increasing with growth of Chinese
lithium ion battery sector
Spherical Graphite* Supply in 2018
China (100%)
_____BENCHMA
BENCHMARK
INTELLIGENCE
Renascor Resources Ltd | ASX: RNU
Source: Benchmark Mineral Intelligence
*Uncoated Spherical Graphite, the predominant anode material for lithium ion batteries
renascor.com.au
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