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Opinion

Graphite: 5 things to look for in 2024

Predictions for the year ahead

1 minute read

James Willoughby

Senior Analyst, Graphite

James covers the entire breadth of the graphite market – both natural and synthetic – from production to consumption.

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What's in this year's report?

China’s influence on graphite supply chains will remain at the core of industry trends in 2024. China will remain the largest producer at most stages of the supply chain. However, as geopolitics plays an ever-increasing role across all the battery raw materials, we could, at last, start to see more rest-of-world development downstream of mining – if market pricing allows.

We explore this – and more key themes to watch for in the graphite market in 2024 – in this report from our Graphite Research Suite.

Read it for our view on: 

  • Impact from China’s export controls?
  • Chinese consolidation in synthetic graphite anode material
  • Low spherical graphite prices to delay projects?
  • And more. 

Fill in the form at the top of the page for your complimentary copy of the full report.