Delays in US policy support for its domestic anode supply chain have made investment decisions harder, even as expectations for a medium-term supply shortage persist, Shaun Verner, chief executive officer of Australia-listed Syrah Resources, told Fastmarkets in an interview in August

Alaska-based Graphite One announced on Monday July 29 that it has entered into a non-binding supply agreement with California-headquartered EV maker Lucid Motors to advance its Graphite One Project mission of planning a complete US domestic supply chain for advanced graphite materials

This legislation emphasizes the crucial role of graphite in electrification efforts and highlights the ongoing significance of both natural and synthetic graphite in the EU’s green transition journey

The US Treasury Department will give automakers a two-year extension to 2027 on restrictions to some hard-to-trace minerals from China, such as graphite contained in anodes, it said in an announcement on Friday May 3

The price of graphite flake fines in China continued to edge lower amid slow demand and a depreciation of the local currency in the week ended Thursday May 25. Spherical graphite prices in the country, meanwhile, held at the 11-year low reached in the previous session

The graphite electrodes markets in China remained quiet in the two weeks ended Wednesday May 10 due to slow liquidity resulting from weak steelmaking sectors both at home and abroad

The graphite anode industry is becoming more competitive due to evolving market dynamics and falling costs for synthetic anode, against the backdrop of weaker demand, while there is increasing localization of natural graphite

There is strong political will and demand growth supporting Europe’s natural and synthetic graphite supply chains, but gaining permits for new projects will be the biggest stumbling block

The prices for electrodes made from synthetic graphite have been rising strongly as a result of feedstock cost rises, increased competition and tightened product availability

China’s graphite electrode prices ticked up in the fortnight to Wednesday February 16 on needle coke prices that have risen continuously over the past couple of months, as well as high graphitization costs due to restrained capacity with competition from the anode sector, market sources have said