China controls 98% of active anode material production. That’s graphite - processed into battery-ready form. The dominance is real. The risk is growing. This graphic shows why supply chain diversification must accelerate.

We're excited to introduce 16 new companies now being tracked on GraphiteHub, spanning natural flake, synthetic, recycled graphite, and anode material producers. Here’s a quick overview of each of the 16 companies and their role in the evolving graphite supply chain: Alkeemia

In a recent episode of the Automotive News podcast, Kurt Kelty - Vice President of EV Battery Technology at General Motors outlined GM’s battery strategy built on three key pillars: - Reduce costs - Improve performance (range, charge speed, safety) - Localise the supply chain To support

🔋 Graphite Market Weekly Update: Highlights from July 28 - August 1, 2025 📈 Weekly Summary - In the graphite market this week, Syrah Resources raised approximately A$42 million via placement and institutional entitlement offer, with a retail component expected to bring the

The latest graphite indices from Benchmark Mineral Intelligence show that the Natural Graphite Index decreased slightly by 0.79%, falling to 82.47 in July from 83.13 in June. In contrast, the Synthetic Graphite Index saw a modest increase of 4.46%, rising to 70.35 from 67.35 over the same period.

Perspectives No.11 from NORTHERN GRAPHITE is worth a read. In May, the U.S. DoD issued an RFI for 48,000t of flake graphite by 2032. While battery-grade dominates headlines, industrial graphite is also critical. Northern Graphite is North America’s only producer. northerngraphite.com/perspectives-n…

In a major development for NextSource Materials Inc., the company has signed a binding offtake agreement (~9,000 tpa of AAM) with Mitsubishi Chemical Corporation (Mitsubishi Chemical Group) - Japan’s largest chemical company and a global leader in anode active materials. graphitehub.com/nextsource-sec…

🔋 Graphite Market Weekly Update: Highlights from August 4 - August 8, 2025 📈 Weekly Summary - In the graphite market this week, activity has been relatively quiet. However, NextSource Materials Inc. has executed a binding offtake agreement with Mitsubishi Chemical Corporation to supply

Each Tesla Semi truck, with its 900 kWh battery, requires 1.0-1.1 tonnes of synthetic graphite anode material. Producing that much takes 2.5-3.3 tonnes of needle or petroleum coke. Natural or synthetic - scale it up, and the feedstock requirements are staggering.

Great to chat with Amanda van Dyke, founder of Critical Minerals Hub to explore the key differences between natural and synthetic graphite - from cost, performance, and battery trends to environmental perceptions and future outlook. youtube.com/watch?v=5rq3za…

Great to hear from Mark Thompson (Mark Thompson), Managing Director of Talga Group, providing an update on the company’s Vittangi Anode Project, recent corporate activities, and progress in building a vertically integrated battery anode supply chain in Europe.

🔋 Graphite Market Weekly Update: Highlights from August 11 - August 15, 2025 📈 Weekly Summary - In the graphite market this week, EcoGraf Limited announced its HFfree® purification process delivers operating costs 34% lower than hydrofluoric acid methods, with a pre-tax NPV of

What is Tesla’s strategy when it comes to the anode? At its March 21 all-hands, Elon Musk admitted “Hopefully someone else will do the anode. We might have to do the anode. I hope someone else does it.” However more recently Piper Sandler analyst Alexander Potter argues Tesla

All our interviews are now live on Spotify and Apple Podcasts! Over the past year, we’ve featured a wide range of guests - and we’ve got plenty more lined up. Stay tuned. 🎧 Listen here: Apple: podcasts.apple.com/us/podcast/gra… Spotify: open.spotify.com/show/5f932CWPu… Interviews to date

The Trump administration is weighing a plan to reallocate $2 billion from the CHIPS Act into U.S. critical minerals projects. The move clearly signals Washington’s push to reduce reliance on China. reuters.com/world/us/trump…

Graphite prices show mixed movement this month. Most flake grades held steady, with only modest upward movement: - Flake 94% C, +100 mesh FOB China rose 1.85% to $825/t - Spherical graphite (99.95%, FOB China) saw the sharpest rise, up 6.63% to $1,850/t - Other flake grades,

🔋 Graphite Market Weekly Update: Highlights from August 18 - August 22, 2025 📈 Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market. Read Here: mailchi.mp/4bba9a0e8ed7/g…

What more do we need to see before graphite gets the attention it deserves, whether natural or synthetic? Despite warning signs, policy shifts, and mounting evidence of supply risk, interest in graphite still lags. The longer this continues, the more vulnerable Western supply