The Graphite Divide: How US-China Tariffs are Reshaping the
As tariffs on Chinese graphite escalate, the ripple effects are reshaping the electric vehicle (EV) battery industry and unlocking new investment opportunities in energy storage.
Western Battery Graphite Markets: is there hope ahead?
In 2024, global graphite demand reached around 3.7-3.8 million metric tonnes, with most of the demand split across two major industries—graphite for high-purity electrodes used in steel production, and
STEER Graphite Paper (09/12/2025)
Here, we use industry-vetted data on key input parameters, including cost of raw materials, energy, labor, equipment, and construction to develop detailed process-based cost models for natural and
Confronting China''s grip on graphite for batteries | ENERGY
A growing vulnerability is occurring in one of America''s most pressing critical minerals: graphite, the unsung workhorse of rechargeable batteries for electric vehicles, consumer electronics,
US graphite sourcing for electric vehicle battery applications
As the world shifts toward more sustainable transportation and renewable energy technologies, the demand for graphite, a key component in lithium-ion battery (LIB) anodes for EVs
More Challenges Ahead for Battery Energy Storage Systems:
preliminary anti-dumping (AD) tarifs of 93.5% on imports of active anode-grade graphite from China. This material is foundational to lithium-ion batter.
China dominates global trade of battery minerals
In this article, we consider trade of three key minerals needed for batteries—graphite, lithium, and cobalt—among China and key global regions.
Does the US have enough graphite to meet growing energy demand?
New research from the University of Michigan and Ford Motor Co. shows that the United States could mine enough graphite to build batteries for electric vehicles and other applications, but
Graphite (Natural) – The Essential Element Behind the Battery
Imagine a world without lithium-ion batteries—no smartphones, no electric vehicles, and no grid-scale energy storage. While lithium gets most of the attention, natural graphite is the unsung
US–China Trade Tensions Heat Up Over Graphite and EV Battery
In a major move, the U.S. Commerce Department announces preliminary anti-dumping duties of 93.5% on imports of Chinese graphite—a key input for electric vehicles (EV)