Graphite is a perfect anode and has dominated the market since the birth of lithium-ion batteries.
There is currently no significant production of lithium-ion battery anode material in North America.
Most graphite sold in North America today is sourced from Chinese producers.
The North American market has traditionally been dominated by private, family-owned businesses who have been slow to respond to the rapidly changing landscape.
Ruby Graphite is the only source of high-purity flake & vein graphite in the U.S.
Supplier | Micro Crystalline | Flake | Vein | Secondary Synthetic | Primary Synthetic |
|---|---|---|---|---|---|
Asbury Carbons: US/Mexico | X | X | X | X | X |
*GrafTech International: US/Mexico | X | ||||
*SGL Carbon Group: US | X | X | |||
*Showa Denko Carbon. Inc.: US | X | ||||
Superior Graphite: US | X | X | X | X | X |
IMERYA Graphite (Terrebonne): Canada | X | ||||
Reflex Advanced Materials: (Ruby Project) USA | X | X |
* Secondary business, primary focus business is sales of graphite electrodes for Steel Arc furnace applications. Source: Asbury Carbons presentation at Graphite Supply Chain 2019
GROWTH
Projected Graphite Demand by 2050
–World Bank Group, 2020
HIGHER Supply Target
by 2040 (Paris Accord)
–IEA Report, 2020
Current US Graphite Industry
–US Geological Survey, 2021
Natural Graphite Demand
THE MATERIAL FOR A GREENER ECONOMY
Natural Graphite Production
Source: Benchmark Mineral Intelligence
Chinese Flake vs Spherical Production Estimates
Currently zero natural graphite production in the United States
MADE IN AMERICA
Regardless of natural/synthetic split, the anode market is entering a period of unprecedented demand growth
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