Supply-chain input · Material
Graphite anode material
Spherical natural or synthetic graphite processed into battery-grade anode active material.
Constraint
Why supply is constrained
China produced over 90% of anode material in 2024. Its October 2025 controls on synthetic graphite anode materials and equipment (MOFCOM/GAC No. 58) were suspended until November 2026 before taking effect.
Dependencies
Upstream · needs · 1
This input
Graphite anode material
Downstream · needed by · 1
Upstream: what this input is made from or processed with. Downstream: what is made from it.
Trade controls1
News1
Sources3
Profile1
- 1
International Energy Agency · May 21, 2025 · Supports Input
“over 90% of anode material and 80% of global battery cells.”
Trade controls2
- 2Government record商务部、海关总署公告2025年第70号
Ministry of Commerce of the People's Republic of China · Nov 7, 2025 · Supports Trade control
“经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。”
- 3Government record商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定
Ministry of Commerce of the People's Republic of China · Oct 9, 2025 · Supports Trade control
“本公告自2025年11月8日起正式实施。”
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