Graphite demand in 2025?As 2024 draws to a close, the graphite industry has certainly experienced its share of hurdles, marked by an oversupply from China, falling prices, underinvestment in non-China supply chains, and sluggish demand for electric vehicles. However, it’s important to take a step back and look at the bigger picture. Ex-China supply for both synthetic and natural graphite remain crucial to the energy transition. Although investors may find it difficult to see the light at the end of the tunnel, history suggests that the market will rebound. More importantly, emerging geopolitical factors, EV demand and strategic trade actions are reshaping the industry’s future, albeit at a slow pace.
https://graphitehub.com/graphite-a-year-in-review-and-whats-next-for-2025/
So glad we’ve targeted UK!
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