Component
Graphite anode
Coated anode carbon. Swap mined natural graphite for synthetic carbon from petroleum coke.
Criticality
Critical
Unit cost
$8K
Quality
70 / 100
US saturation
3.1
Made in US
5,000 tonnes
Current demand
150,000 tonnes
US exports
400 tonnes
Opportunity score
63.9
Domestic vs international supply
Planned US investment, next 5 years
$2.5B
Expected extra output: 78,000 tonnes per year