Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets

Chinese exports of flake and spherical graphite plummeted in December, after China’s introduction of export controls on certain graphite related products

China has approved the export of graphite anode raw materials to South Korean battery material makers after it started regulations on the exports of certain graphite products on December 1, but concerns over exports remain

Fastmarkets presents the key discussion topics across the battery raw materials sector ahead of Fastmarkets’ China Battery Raw Materials conference taking place in Shanghai on December 6-7

Graphite companies in China are integrating their supply chains at home and abroad in response to the evolving market dynamics in the graphite industry, Fastmarkets has learned

European producers of synthetic graphite have welcomed the addition of the material into the European Commission’s Critical Raw Materials Act (CRMA) but they stress more needs to be done for the sector to compete with Chinese imports and meet the act’s goals

China’s decision to impose export controls on synthetic and natural graphite has heightened the need for a European strategic partnership across the supply chain to develop security for these critical materials, according to the European Carbon and Graphite Association (ECGA)

The latest graphite market analysis from our research team

China’s Ministry of Commerce and General Administration of Customs is to implement temporary export controls on graphite-related items from December 1, aiming to safeguard national security and interest, it announced on Friday, October 20

China is once again flexing its proverbial muscles, imposing export controls on graphite and giving the Western world a reminder that it remains years ahead for certain aspects of the energy transition