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Fastmarkets Focus | Graphite Market Outlook

17 Sept 2026
The Innovation Zone
Graphite
' Is China's dominance across natural and synthetic graphite still unchallenged, or are ex-China supply chains becoming viable? ' How are export controls and processing restrictions from China impacting availability, pricing and cost structures? ' Natural vs synthetic: how are shifting battery chemistries and costs influencing demand? ' What progress is being made on ex-China capacity, and which projects are actually moving towards production? ' How realistic is Europe's ambition to build domestic graphite supply, and where are the gaps? ' Can new producers compete on cost while meeting tighter ESG and processing requirements?

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