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Graphite: Five things to look for in 2025
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Report summary
Despite a challenging 2024, the outlook for both natural and synthetic graphite remains positive. Key trends to watch include: growing geopolitical tensions, diversification in Chinese natural graphite producers, increasing interest in fast-charging batteries and anode materials, rising demand from ESS to meet renewable energy production and AI energy demand, and consolidation in the graphite electrode market.
Table of contents
- 1. Increasing geopolitical tensions create more bifurcation
- 2. Chinese natural graphite producers will need to diversify
- 3. Fast charging in focus as anode producers look to differentiate
- 4. From grid to graphite
- 5. Consolidation pressures increase for graphite electrodes
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