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Graphite price today: live

Snapshot · Coming soon

Graphite is the dominant anode material in lithium-ion batteries. No public exchange-traded futures. Prices referenced from Fastmarkets, Benchmark Mineral Intelligence, and Asian Metal. China produces ~65% of natural flake graphite mined globally and dominates spherical anode processing (~90%). US Section 301 tariffs on Chinese anodes and China export licensing (Dec 2023) are the key policy drivers.

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Chart proxy: No public graphite futures. REMX ETF includes graphite/anode producer exposure.

Price history

Graphite price chart

VanEck Rare Earth/Strategic Metals ETF (REMX)USD
Full chart on TradingView →
Note: No public graphite futures. REMX ETF includes graphite/anode producer exposure.
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Graphite mining stocks

Major producers

Source: Yahoo Finance + SEC EDGARFull screener →
#CompanyCommodity revenuePrice24h %YTD1YGeography
01
SYAAF
Syrah Resources (SYAAF)
Balama (Mozambique) natural flake graphite mine. Vidalia (Louisiana) active anode material (AAM) plant ramping with DOE backing. Affected by local unrest 2024-2025.
~95%
————Mozambique · USA (Louisiana)
02
NMG
Nouveau Monde Graphite
Matawinie mine + Becancour anode plant (Quebec). Mine-to-anode integrated. Caterpillar offtake. Backed by GM and others. Most advanced Canadian project.
~0%
————Canada (Quebec, pre-revenue)
03
NMG
Northern Graphite (NGPHF)
Lac des Iles (Quebec), Bissett Creek (Ontario), Saudi JV. Operating concentrate producer; building toward anode processing.
~75%
————Canada
04
CMCLF
POSCO Holdings
POSCO Future M produces synthetic + natural graphite anode at scale in Korea and globally. Part of POSCO battery materials integrated supply chain.
~3%
————Korea · Global
05
SYAAF
Talga Group (TLG.AX)
Vittangi (Sweden) integrated mine + anode plant. High-purity, low carbon footprint. European-focused supply chain.
~0%
————Sweden (pre-revenue)
06
WWR
Westwater Resources (WWR)
Coosa graphite (Alabama) + Kellyton battery-grade graphite facility. US-focused; DOD and IRA funding targeted.
~0%
————USA (Alabama, pre-revenue)
Reddit sentiment

Producer stock buzz

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BatteryCurated top 5

Graphite producer stocks

All commodity stocks
#CompanyTickerPrice24h %ExchangeNote
01
Nouveau Monde Graphite
NYSE: NMG / TSX: NOU
NMG----NYSEQuebec battery anode — US listed
02
Syrah Resources
OTC: SYAAF / ASX: SYR
SYAAF----OTCBalama Mozambique — OTC
03
Westwater Resources
NYSE: WWR
WWR----NYSEAlabama graphite + battery materials
04
NextSource Materials
OTC: NSRCF / TSX: NEXT
NSRCF----OTCMolo Madagascar producer — OTC
05
Lithium Americas Corp
NYSE: LAC / TSX: LAC
LAC----NYSEThacker Pass Nevada

Ranked by commodity exposure (30%+ rule). Source: CommoditiesTracker hub database, June 2026.

Graphite ETFs

Top funds by AUM

Source: Yahoo Finance + ETF issuer pagesAll graphite ETFs →
TickerFundStructureExpense ratioAUMYTD1Y
LIT
Global X Lithium & Battery Tech ETF
Global X
Miners0.75%———
BATT
Amplify Lithium & Battery Tech ETF
Amplify
Miners0.59%———
REMX
VanEck Rare Earth/Strategic Metals
VanEck
Miners0.53%———

How graphite prices move

What’s moving this market

Structural fundamentals · Reviewed annually
Supply

China mines 65% and processes 90% of battery-grade graphite

China dominates both natural flake graphite mining (~65% of global output) and the downstream processing of spheronized, purified anode material (~85-90%). China imposed export licensing requirements on graphite in December 2023. Mozambique (Syrah Balama), Madagascar, Brazil, and Tanzania are the largest non-China mining sources. Western anode processing is essentially a greenfield industry.

USGS · Benchmark Mineral Intelligence
Demand

EV batteries drive 80%+ of graphite demand

Battery anodes account for roughly 80%+ of graphite demand and this share is growing rapidly. A typical EV battery contains 50-100 kg of graphite, roughly twice the cathode mineral mass. The processing requirement (spheronization, purification, coating) adds significant value. Traditional markets (steelmaking, refractories, lubricants) are approximately 20% of demand.

Benchmark Mineral Intelligence · Fastmarkets
Policy and macro

US tariffs and IRA FEOC rules are reshoring the anode supply chain

US Section 301 tariffs of 25%+ on Chinese graphite and anode materials, combined with IRA rules excluding FEOC (Foreign Entity of Concern) materials from EV tax credits, are creating a structural premium for Western-sourced anode material. The result: a wave of investment in North American and European anode processing facilities backed by DOE, DOD, and IRA funding.

USTR · DOE IRA guidance

Key market data

Graphite fundamentals

Battery Demand Share
~80%

Battery anode demand accounts for roughly 80%+ of total graphite consumption and is growing rapidly with EV adoption. The balance is refractory, steelmaking, lubricants, and industrial uses.

Benchmark Mineral Intelligence · Fastmarkets
China Processing Share
~90%

China processes roughly 85-90% of natural graphite into battery-grade spherical anode material. Even graphite mined in Mozambique or Madagascar typically ships to China for processing. This processing bottleneck is the strategic vulnerability Western battery makers are trying to address.

Benchmark Mineral Intelligence
Critical Mineral Status
US + EU Listed

Graphite is on both the US USGS Critical Minerals List and the EU Critical Raw Materials list, reflecting its strategic importance for the energy transition. The FEOC rules under the US IRA directly target Chinese graphite supply chains.

USGS · EU CRMA
Western Anode Capacity
Building

Western anode production capacity is essentially zero today but growing rapidly: Nouveau Monde (Quebec), Syrah Vidalia (Louisiana), Westwater Resources (Alabama), Talga (Sweden) all have active projects backed by government funding.

Benchmark Mineral Intelligence anode capacity tracker
Global Flake Production
~1.1M t/yr

Annual natural flake graphite production is approximately 1.1 million tonnes. China ~65%, Mozambique ~10%, Madagascar ~8%, Brazil ~5%, Tanzania ~3%, other ~9%. Synthetic graphite adds another 400-500kt from petroleum coke and coal-tar pitch.

USGS Mineral Commodity Summaries
US Tariff Status
25%+

Section 301 tariffs on Chinese-origin graphite and battery anodes. Combined with IRA FEOC rules, these create strong incentives for domestic or allied-nation anode supply chains. Implementation details and product-level tariff rates vary.

USTR Section 301 actions
2026 price forecasts

Graphite price targets from 20 analysts

Aggregated 2026 price forecasts from major banks, research houses, and industry bodies. Range, median, and revision history — every forecast linked to its source.

Consensus range
View forecasts
See all forecasts

How to invest in graphite

Ways to gain graphite exposure

Full investing guide
ETFs

Graphite ETFs

The most accessible vehicle for retail investors. Trade like stocks, low expense ratios.

Equities

Graphite stocks

Mining and producer stocks offer 1.5-3x leverage to the underlying commodity but carry operational risk.

Futures

Graphite futures

COMEX / LME / NYMEX futures provide direct price exposure with leverage. Requires a futures-enabled brokerage account.

Frequently asked questions

Common questions, answered

The current graphite price is shown at the top of this page. Graphite has multiple price benchmarks: natural flake graphite (varying by purity and flake size), spheronized graphite (battery-anode-grade, commands premium), and synthetic graphite (premium battery anodes). Fastmarkets and Asian Metal publish widely-referenced regional prices.