Graphite Market Forecast: Top Trends for Graphite in 2026

2026-01-19 16:50:00 ET

The graphite market was dominated by oversupply, trade disputes and China’s continued grip in 2025.

Prices hit multi-year lows as a US investigation into Chinese anode imports highlighted the vulnerability of the electric vehicle (EV) supply chain, with tariffs and anti-dumping duties creating uncertainty for North American producers.

Although natural graphite output has risen from 966,000 metric tons in 2020 to 1.6 million metric tons in 2024 , China accounts for nearly all recent supply growth and also dominates refining.

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