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?

