SFA (Oxford) views graphite as the dominant anode material over the next two decades despite the promise of the many alternatives that are in development. However, while there have been many improvements to graphite anodes over the past few years, the development of upstream and midstream production outside of China has stagnated. As graphite production continues to be dominated by China and prices dampened for some time, it has not been easy to attract the necessary investment to build domestic supply. Now, graphite has become the focus of trade tensions between the US and China, and we believe that this could finally drive the much-needed industry development in North America and Europe and curb some of the geopolitical risks associated with the energy transition.
https://www.sfa-oxford.com/market-news-and-insights/sfa-graphite-export-restrictions-could-finally-be-the-push-needed-to-develop-domestic-resources/
SFA (Oxford) views graphite as the dominant anode material over...
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