Mining
Graphite anode
Spherical graphite, synthetic vs natural routes, and China processing dominance.
Curated sector reports
Graphite anode
Mining·⚠ Spherical graphite processing in China
Key chokepoints (3)
Natural flake mining
⚠ active chokepoint
African logistics and export bans move flake premiums.
Spherical graphite processing
⚠ active chokepoint
China hosts most spheronization; export controls are a tail risk.
HF acid purification
⚠ active chokepoint
Environmental permits limit Western capacity.