VFBATTERY REPORT
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Raw Materials

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Battery Report 2023, page 181: Raw Materials

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Raw Materials

Graphite | Developing | Graphite | Developing Ex-China Graphite Projects Ex-China Graphite Projects

Chinese dominance is fueling search for alternative sources Graphite anode active material facility plans (non-exhaustive) Manufacturer

Anode type

Country

Capacity plan

Integrated mine

Syrah Resources

Natural

USA

45 kt/y

Mozambique

Mitsubishi Chemical

BOTH

USA

10 kt/y

No

Westwater

Natural

USA

40 kt/y

USA

Nouveau Monde Graphite

Natural

Canada

43 kt/y

Canada

Resonac (Hitachi C.)

BOTH

Japan

20 kt/y

No

Talga

Natural

Sweden

20 kt/y

Sweden

Vianode

Synthetic

Norway

1.5 kt/y

SGL Carbon

Synthetic

Poland

Unknown

Anovion

Synthetic

USA

35 kt/y

NOVONIX

Synthetic

USA

50 kt/y

POSCO

Both

South Korea

90 kt/y

No

Epsilon Materials

Both

USA

50 kt/y

No

Superior Graphite

Both

USA

24 kt/y

No

Source: company announcements

In December 2023, China imposed further controls on graphite exports, prompting renewed interest in ex-China sources (More details in Policy section). Financing and permitting is a major challenge for ex-China producers. Combined plans amount to only ~6% of global capacity.

Extracted from the PDF; charts and images may read imperfectly.

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