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 | Market note |
|---|---|---|
🇨🇳 FOB China (-100 mesh) China · ~65% of supply | FOBBenchmark | The flake-graphite reference |
🇨🇳 Coated spherical (anode) China · downstream | Battery anode | Coated spherical graphite — the battery-anode product premium |
🇲🇿 Balama (FOB) Mozambique · large-flake | FOB | Syrah large-flake; ex-China supply-security bid |
🇹🇿 Tanzania (FOB) Tanzania · emerging | FOB | New flake projects |
🇲🇬 Madagascar (FOB) Madagascar · flake | FOB | Established flake exporter |
Origin notes are qualitative context. Dollar differentials are not shown, because no public differential series is attached.
Track physical flows on the live vessel map →Converted from 1,000.00 USD/t · indicative FX
Graphite (Flake) is traded in the battery metals segment. The series on this page is the named public source, not a live feed. 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.