The missing link in China’s graphite empire

Benchmark explores how investments in China’s graphite supply chain have cemented the country’s role as an anode supplier, but asks whether structural issues will open the door for potential newcomers

Five years of falling demand, industrial upheaval, environmental restrictions and dwindling prices have done little to suppress the appetite for graphite production among Chinese miners; although the focus of the industry has now undoubtedly changed.

With Chinese industrial production succumbing to the wider global economic downturn in recent years, so too did the country’s refractory, foundry and lubricant industries, forcing the least efficient and highest . . .

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