Analysts at JPMorgan recommended selling or "underweight" emerging market local currency sovereign debt because of the global impact of the Ukraine-Russia crisis.
JPMorgan estimated that fixed-income assets in emerging markets have lost 6-9 percent of their value since Russia invaded Ukraine a month ago, with nervousness about the war and its impact on global energy and food prices adding to existing pressures.
Some leading emerging market central banks are signaling that interest rates now need to rise faster than previously expected, which fuels fears of "stagflation". Stagflation means when high inflation and higher interest rates undermine economic growth.
With both the U.S. Federal Reserve and emerging market central banks raising interest rates, JPMorgan also said it made sense to "underweight" emerging market assets by taking advantage of the recent pullback in local currency bond yields relative to TREASURIES.
JPMorgan said major metals exporters such as South Africa, Chile, and Peru could still do well, but warned that emerging market fixed income assets now faced a more "stagflationary" trajectory.
The markets and prices of many commodities, metals, chemicals like the natural flake graphite still face uncertainty.
Natural flake graphite are widely used in advanced refractories and coatings in the metallurgical industry. Such as magnesia carbon bricks, crucibles, etc. Pyrotechnic material stabilizer in military industry, desulfurization accelerator in smelting industry, pencil lead in light industry, carbon brush in electrical industry, electrode in battery industry, catalyst in fertilizer industry, etc. After in-depth processing of flake graphite, graphite milk can be produced, which is used in lubricants, mold release agents, wire drawing agents, conductive coatings, etc. It can also produce expanded graphite, which is used as raw material for flexible graphite products, such as flexible graphite seals and flexible graphite composite products.
As a functional filler of coatings, flake graphite is mainly used in anti-corrosion coatings, fire-retardant coatings and conductive coatings.
As an anti-corrosion material, it is an anti-rust primer made of carbon black, talc and oil, which has good chemical and solvent corrosion resistance; if chemical pigments such as zinc yellow are added to the formula, the anti-rust effect is better.
Expandable graphite is used as a fireproof filler, which is a graphite interlayer compound obtained by chemical or electrochemical treatment with natural graphite flakes as raw materials. Under the condition of heat, the volume of expandable graphite expands rapidly (up to 300 times), which suffocates the flame, and at the same time generates expandable materials, which can isolate the flame, delay or interrupt the spread of the flame, and is non-flammable, with good flexibility and high surface energy. , the carbonized layer has good strength. However, the volume and amount of the expansion body should be selected appropriately. The test shows that 150um particles, 30% expansion ratio, and 5% dosage are the most suitable.
Graphite flakes can be directly used as carbon-based conductive fillers or made into composite conductive fillers for conductive coatings. However, due to the large amount of graphite flakes added, the performance of the coating will become brittle and its application will be limited. Therefore, measures should be taken to further improve the conductivity of graphite and effectively reduce the amount of graphite flakes added. The domestic Tianhua Chemical Machinery Research Institute has developed a high-temperature corrosion-resistant resin as the base material and large flake solid graphite flakes with strong electrostatic conductivity as the main aggregate, which has high body strength and good wear resistance.
The chopped fiber material with good resistance to deformation and cracking is a solvent-free thick-film conductive coating with functional fillers. The coating has the characteristics of anti-corrosion medium penetration, low curing residual stress, good resistance to matrix deformation and cracking, stable construction performance, and long-term static electricity conduction. It can be used for electrostatic conductive coating on the inner wall of crude oil storage tanks. According to data reports, electroless plating technology is used to coat graphite powder with metals, such as copper, nickel, silver, etc. to prepare composite conductive fillers, which are used in conductive coatings in an amount of 30%, which not only has good electrical conductivity, but also has further corrosion resistance. improve.
High-quality natural flake graphite manufacturer
Luoyang Moon & Star New Energy Technology Co., LTD, founded on October 17, 2008, is a high-tech enterprise committed to developing, producing, processing, selling, and technical services of lithium-ion battery anode materials. After more than ten years of development, the company has gradually developed into a diversified product structure with natural graphite, artificial graphite, composite graphite, intermediate phase and other harmful materials (silicon-carbon materials, etc.). The products are widely used in high-end lithium-ion digital power and energy storage batteries.
If you are looking for graphite or lithium battery anode material, click on the needed products and send us an inquiry：firstname.lastname@example.org.
As the duration of the conflict between Russia and Ukraine grows, its impact on commodities is widening amid the tug-of-war. Recently, European and American sanctions against Russia have been issued one after another. In response, Russia has taken advantage of its role as an important supplier of many energy and commodities, requiring exports of commodities, including energy, grain, metal, and wood, to "unfriendly" countries to be settled in robles. Therefore, it is expected that the price of the natural flake graphite will continue to increase.
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