Graphite long-term forecast

Understand where and when graphite supply will come online with a 10-year outlook on the graphite market

Our graphite long-term forecasts are part of a set of products including long-term forecasts for lithium, cobalt, nickel, copper, manganese sulfate and recycled materials

Both natural and synthetic graphite play a key role in the electric vehicle (EV) and energy storage system (ESS) markets.

The next 10 years matter as different cathode chemistries will pull on graphite supplies – placing a premium on understanding where and when graphite supply will come online. Add to this the need to understand if changes to the production process to ease ESG concerns, particularly the synthetic graphite production process, will have a material impact on price.

The Fastmarkets graphite long-term forecast leverages our expertise in the graphite market and the associated price data and market intelligence. These graphite pricing insights are paired with expert economic modeling and data to provide market participants and investors with unmatched clarity on how the graphite market will evolve in the next 10 years.

The 10-year graphite long-term forecast includes:

  • Price forecasts for graphite spherical and graphite flake for Europe and China 
  • Demand forecasts from the EV and ESS markets and from different car types and battery chemistries 
  • Supply forecasts including an in-depth review of future supply from existing and new producers and projects 
  • Supply/demand balances 
  • An in-depth analysis of precursor/active material capacity in China 
  • Access to our expert analysts 

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Read some of the latest market coverage coming from our team of price reporters, researchers and editorial team from across the globe

The EU’s Critical Raw Materials Act (CRMA) and supply chain localization were hot topics of discussion for presenters at the Alkeemia Battery Forum, which runs April 10-12 in Venice, Italy

Oversupply and increased competition from lower-priced synthetic graphite are likely to continue to put downward pressure on natural flake graphite prices over the next few years, sources in Shanghai told Fastmarkets.

China’s graphite exports continued to fall in the first two months of 2024 after the implementation of the export controls on certain graphite-related products on December 1, 2023

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