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Graphite: Five things to look for in 2026
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This year's outlook on key trends includes: the growth of BESS as a driver for anode and graphite markets, ex-China supply chain diversification struggles, Si/C capacity and production ramp-up, challenges in the EU graphite electrode market, and growing interest in graphite for military applications.
Table of contents
- Energy storage vs EVs: competing drivers for demand growth
- Ex-China supply chain diversification continues to struggle
- Silicon-carbon composite production ramps in China
- Continued pressure on the EU electrode market
- Defence applications present new opportunities for producers
Tables and charts
This report includes the following images and tables:
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ESS battery demand (cell production) continues to outpace installationsSi/C capacity continues to riseGlobal military spending hit a new record in 2024
What's included
This report contains:
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