commodity

Graphite

The anode material in lithium-ion batteries, also used in refractories and lubricants. Natural flake graphite is mined and purified mostly in China.

Figures checked Next check Feb 2027, after USGS Mineral Commodity Summaries 2027

Key figures

Each figure shows where it comes from and which year it describes.

~1.8 Mt

of natural graphite was mined in 2025.

USGS Mineral Commodity Summaries 2026 · 2025 estimate

82%

of mined natural graphite came from China.

USGS Mineral Commodity Summaries 2026 · 2025 estimate

~12%

came from Madagascar, Tanzania and Mozambique combined.

USGS Mineral Commodity Summaries 2026, our calculation · 2025 estimate

93.5%

preliminary US anti-dumping duty on anode material from China.

USGS Mineral Commodity Summaries 2026 · 2025

Supply chain explainer

Interactive · 6 stages

Mined at 10%. Purified to 99.95%. Built in at 3%.

Six stages from flake graphite ore to battery anodes and electric cars, with graphite content and the record that moves at each handover.

  1. Mine3–20%
  2. Concentrator90–97%
  3. Shaping and purifying≥99.95%
  4. Anode plant≥99.9%
  5. Cell maker≈15–25%
  6. End customers≈2.5–5%

Update log

What changed on this page, and when.

  1. Scheduled

    Check production figures against USGS Mineral Commodity Summaries 2027.

  2. Published

    Page published with the supply chain explainer and key figures from USGS Mineral Commodity Summaries 2026.

Related

  • Guide · PDF by emailPilot to scale-up

    Why traceability rollouts stall after the pilot, the data blueprint, the first 90 days and a go-live checklist.

  • One-pager · ImageTraceability rollout in one page

    Sixteen steps from naming the scale-up budget holder to showing momentum in the first 90 days, on a single page.

Sources

  1. USGS Mineral Commodity Summaries 2026: Graphite (natural)
  2. EU Battery Regulation (EU) 2023/1542

Planning a traceability rollout, or one that has stalled after the pilot? Book a 30-minute call.