Graphite
Companies
Key Companies in the Graphite Value Chain
The Graphite industry encompasses at least 6 major companies from junior explorers and mine developers to integrated producers and downstream processors. With annual production of 1.6 million tonnes and prices around 540-860 $/tonne (flake), the Graphite market supports a diverse corporate ecosystem.
Annual Production
1.6 million
tonnes
Market Price
540-860
$/tonne (flake)
Top Producer
China
77% share
Companies Tracked
6
Major Producers and Processors
The following companies are key participants in the Graphite supply chain:
BTR New Material
Worlds largest anode material producer, processing natural and synthetic graphite for EV batteries; supplies CATL, BYD, and other major battery makers
Shanshan Technology
Second-largest global anode producer; major supplier to Chinese EV battery manufacturers
Syrah Resources
Operates the Balama mine in Mozambique, the largest integrated natural flake graphite operation outside China; building the Vidalia active anode material facility in Louisiana
Northern Graphite
Canadian graphite producer operating the Lac des Iles mine in Quebec; one of few active Western graphite mines
Nouveau Monde Graphite
Developing the Matawinie graphite mine and Becancour processing facility in Quebec, targeting vertically integrated battery anode supply
Graftech International
Major producer of graphite electrodes for electric arc furnace steelmaking
Active Operations and Development Projects
These are the key Graphite operations and development-stage projects associated with the companies above:
Balama Mine + Vidalia AAM
Syrah Resources
Worlds largest natural graphite mine outside China paired with a US active anode material processing plant; received DOE loan support
Matawinie + Becancour
Nouveau Monde Graphite
Fully integrated Canadian graphite mine to anode production; one of North Americas most advanced battery graphite projects
Uley 2
Quantum Graphite
South Australian graphite deposit targeting battery and industrial markets
Corporate Strategy Trends
Major consumers of Graphite across the lithium-ion battery anodes and steel and foundry applications sectors are increasingly focused on securing long-term supply agreements, investing in supply chain traceability, and supporting new production sources to reduce exposure to the 77% concentration in China.
More on Graphite
Explore other aspects of the Graphite value chain.
Uses & Applications
Explore uses & applications for Graphite.
Supply Chain
Explore supply chain for Graphite.
Mining & Processing
Explore mining & processing for Graphite.
Refining & Grade Specs
Explore refining & grade specs for Graphite.
Recycling
Explore recycling for Graphite.
Substitutes
Explore substitutes for Graphite.
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