Graphite
Projects
Major Graphite Projects Worldwide
The development pipeline for Graphite projects spans exploration through production across multiple jurisdictions. We track 5 key projects that will shape the future supply landscape for this battery metal.
Current Production
1.6 million
tonnes
Top Producer
China
77% share
Projects Tracked
5
Reserves
800 million tonnes
Graphite Project Pipeline
The following projects represent the most significant Graphite operations and development-stage assets worldwide:
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
Mahenge Project
Black Rock Mining
Large-scale flake graphite project in eastern Africa
Energizer Battery Minerals
Energizer Resources
Large flake graphite deposit in southern Madagascar
Government Support and Strategic Initiatives
Recognizing the strategic importance of Graphite, governments in major consuming nations have launched programs to support project development. These include direct financing, loan guarantees, streamlined permitting, and bilateral resource partnerships. As a USGS-listed critical mineral, Graphite projects are eligible for various U.S. government support mechanisms including the Defense Production Act Title III program. EU Critical Raw Materials Act provisions enable fast-track permitting and financing support for Graphite projects within the EU and partner nations.
Key Industry Developments
Recent developments affecting the Graphite project landscape:
Chinas environmental crackdowns on graphite mines and processors in Shandong and Heilongjiang provinces disrupted global supply and raised prices
US Inflation Reduction Act battery component sourcing requirements created urgency for non-Chinese graphite supply chains
China imposed export controls on certain graphite products (spherical graphite, high-purity flake) effective December 2023, targeting battery anode material
US DOE provided $200M+ loan to Syrah Resources Vidalia facility; multiple Western graphite projects received government financing support
EU designated graphite as a strategic raw material under the Critical Raw Materials Act; EU battery regulation mandated recycled content targets
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.
Return to the Graphite hub page or browse the full Mineral Library.