Spherical Graphite (battery anode)

C · category: battery · USD / tonne

All materials
Critical supply riskCN 91%

Spherical Graphite (battery anode)

China's export license regime (Dec-2023) forces qualification of African and North American flake graphite.

5,650
USD / tonne
4.1% · 30d

Profile

Category
battery
Primary uses
EV anodes, Refractories, Lubricants
Top producers
China, Mozambique, Madagascar, Canada
China dependency
91%
Supply risk
Critical

Compliance signals

  • IRA §30D · qualified suppliers identified
  • EU CRMA strategic project · 3 active
  • MOFCOM export license required

Qualified suppliers

2 in atlas
  • MZ · Integrated
    Syrah Resources — Balama / Vidalia
    350k t/y · ESG 72 · Operating
    IRMAISO-14001
  • CA · Integrated
    Nouveau Monde Graphite — Matawinie
    103k t/y · ESG 88 · Ramping
    IRMAISO-14001

Recent intelligence

2 items
  • 2026-05-26USTR 89 FR 41208
    USTR finalizes Section 301 graphite anode tariff at 25% from 2027-01-01

    Office of the United States Trade Representative published final rule. Affects Chinese-origin spherical natural and synthetic anode-grade graphite. IRA FEOC rules apply concurrently — qualified non-Chinese material command premium.

  • 2026-05-23NMG ASX/NYSE filing
    Nouveau Monde Graphite achieves first commercial CSPG production

    Bécancour, Québec — first coated spherical purified graphite shipment to Panasonic Energy. Annual run-rate 18,000t; full ramp to 42,000t by Q3-2026. Material qualifies as Foreign Entity of Concern compliant under IRA §30D.