The supply and geopolitical risks for lithium-ion battery-grade graphite are even higher due to China's near complete monopoly over the mining and refining of this single largest lithium-ion battery ingredient.
China demonstrated its willingness to leverage that control with the implementation of state-controlled restrictions on exports of graphite late last year.
In addition to potential threats of throttling the availability of graphite outside of China, the nation can use its monopoly to flood the markets and drive down prices. This tactic, which China has previously used to maintain control of rare earth markets, would impact the economics of graphite projects outside of China.
84% of the world's refined cobalt is produced in China (74%), Finland (6%), and Japan (4%).
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