Graphite is on the cusp of exponential growth powered by strong demand from traditional industrial markets and the revolutionary shift to battery technologies in power, transport and electronics.
Graphite is used in the manufacture of thousands of products and emerging trends are adding to industrial demand, like graphite’s essential role in conductive and thermal management components for electronics, needed to support supercomputing and AI, in fire resistant building materials, and in electrodes to power green steel furnaces. As the world strives to reduce emissions and increase energy efficiency, electric vehicles and renewable energy storage are also driving the need for lithium-ion batteries and the critical commodities, like graphite, that are used to make them.
Graphite is more vulnerable to supply disruption than any other commodity*. Global production is heavily dominated by China and current geo-political tensions means western producers are searching to secure, alternative sources. Civil unrest in graphite producing nations of Africa has added to supply chain risks.
International Graphite is fast becoming an important new supplier of midstream graphite products, from micronised and expandable materials for industrial use, to advanced battery anode materials expected in the future. We offer global manufacturers access to high quality downstream graphite products from secure and reliable Tier One jurisdictions they know and trust.
Source: International Energy Association Global Commodities Outlook 2024