Component
Natural graphite
Mined crystalline carbon. USGS MCS 2026: no US mine production since the 1980s; apparent consumption is imported. Synthetic carbon from petroleum coke is a substitute at the anode.
Criticality
Critical
Unit cost
$1.2K
Quality
55 / 100
US saturation
0.0
Made in US
0 tonnes
Current demand
71,000 tonnes
US exports
8,400 tonnes
Opportunity score
55.0
US deposits
8,000,000 tonnes
US stockpile
0 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.