Viability of Developing Non-China Anode Ecosystem
26 Jun 2025
How Sustainable are Anode Supply Chains Amid Depressed Prices & Overcapacity? A deep dive into the current challenges of anode supply chains, assessing China's overcapacity and its impact on global anode supply and pricing, the potential for internationalizing anode production, and the strategic approaches that could reshape the global supply ecosystem.' How to balance China's graphite dominance and US, EU regulations, IRA, FEOC, tariffs, China export control policies?' Exploring initiatives to build an anode ecosystem outside China; Synthetic or natural graphite anodes for ex-China markets with Chinese producers' expansion and low-price for natural flake graphite' Strategic Collaboration vs. Protectionism: Debating joint ventures with Chinese suppliers vs. protectionist approaches like US tariffs and IRA exclusions.' Latest innovations in anode technology; how will they reshape market dynamics and open new growth avenues?