Graphite is a naturally occurring form of crystalline carbon, known for its exceptional conductivity, lubricating properties, and thermal resistance. It exists in two main forms: natural graphite, mined from deposits, and synthetic graphite, produced from petroleum coke.
In industry, graphite is indispensable. It’s used in:
- Lithium-ion batteries, where it serves as the primary anode material
- Refractories and foundries, due to its high melting point and stability
- Lubricants and coatings, thanks to its layered structure
- Nuclear reactors, as a neutron moderator
- Electronics and metallurgy, for its conductivity and heat resistance
As demand for electric vehicles and energy storage grows, graphite has emerged as a critical mineral, with supply chains under increasing scrutiny.
To learn more, these are valuable sources, some specific to graphite and others covering battery minerals more broadly:
| Source | Website |
|---|---|
| American Chemical Society | www.acs.org |
| Battery Commodity (GoldInvest.de) | www.goldinvest.de |
| Battery-News.de | www.battery-news.de |
| BatteryJuniors.com | www.batteryjuniors.com |
| Benchmark Mineral Intelligence | www.benchmarkminerals.com |
| ECGA – European Carbon and Graphite Association | www.ecga.net |
| Fastmarkets Metals & Mining | www.fastmarkets.com |
| Future Battery Industries CRC | www.fbicrc.com.au |
| Ilimarkets | www.ilimarkets.com |
| Institute of Rare Earths and Strategic Metals | www.institut-seltene-erden.de |
| International Energy Agency | www.iea.org |
| International Lithium Association | www.lithium.org |
| Project Blue | www.projectblue.com |
| Rare Earth Industry Association | www.global-reia.org |
| Recharge by Battery Materials Review | Podcast |
| Rho Motion | www.rhomotion.com |
| Shanghai Metals Market | www.metal.com |
| Simon Moores | x.com/sdmoores |
| The Oregon Group | www.theoregongroup.com |
| Thematica Funds | www.thematicafunds.com |
For more on graphite, check this post:
Please note these answers provide guidance, are educational in nature, and are not a recommendation to buy any specific securities. See the disclaimer below for more important information.
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