Raw Materials
Pages 164–181 (18 pages)
Text on page 181
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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