Component
Natural graphite
Mined crystalline carbon. Battery-grade flake is mostly imported; synthetic carbon from petroleum coke is a substitute at the anode.
Criticality
Critical
Unit cost
$1.2K
Quality
55 / 100
US completeness
8.0
Made in US
40,000 tonnes
Current demand
500,000 tonnes
US exports
3,200 tonnes
Opportunity score
93.6
US mineable reserves
8,000,000 tonnes
Domestic vs international supply
Planned US investment, next 5 years
$1.8B
Expected extra output: 80,000 tonnes per year
Requires
Raw material or extracted input.