Automakers get a reprieve on graphite in the Inflation Reduction Act
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- The impossible task of ally-shoring natural graphite supply
-
Limiting factors for compliance and impact to near-term US EV sales
- 2025
- 2026
- Impact on graphite suppliers
- Could synthetic graphite benefit from these developments?
- Timeline of Inflation Reduction Act rules
Tables and charts
This report includes the following images and tables:
- China dominates spherical graphite processing capacity, with a share of over 99% in 2024
- Critical mineral value content for a nickel-rich cell
- Despite the reprieve, only a limited number of projects could feasibly begin production by 2027
- 2025 - compliant supply vs demand
- 2026 - compliant supply vs demand - pathway 1
- 2026 - compliant supply vs demand - pathway 2
What's included
This report contains:
Other reports you may be interested in
A second Trump administration Part 2: A deep dive into energy and commodities
A deep dive into energy and commodities
$3,000Charging the bottom line - the impact of the AMPC on battery raw materials
The US' Advanced Manufacturing Production Credit aims to boost battery raw material production, but fails to shift the needle for most.
$1,050Global cellmaker profiles
Cell producers have the ability to shape battery demand and battery raw material markets.
$1,050