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Graphite: 5 things to look for in 2023

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18 January 2023

Graphite: 5 things to look for in 2023

Report summary

Divergence is the key theme of the graphite market in 2023. Spherical graphite (SPG) supply chain will move towards diversification as new SPG producers develop closer to commercial-scale production, prompted by geopolitical legislation in both North America and Europe. Industrial-grade flake prices will decline as demand struggles, although battery-grade flake sizes will move into a deficit and disconnect from the rest of the spectrum.

Table of contents

  • China to accelerate domestic development and maintain pole position
  • Industry consolidation continues in China
  • Geopolitical changes will begin to shape graphite supply chains
  • Ex-China spherical graphite supply chain development to accelerate
  • Industrial- and battery-grade flake prices to diverge

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