The next commodity supercycle could start and end with Chinese graphite, the single most important battery material right now in terms of supply and demand.
Battery and EV makers are now fretting about graphite, the battery material that makes up 30% of every battery and serves as the negative end, or the “anode”.
Without it, there may be no lithium-ion battery, and while battery and EV makers have been busy trying to secure offtake agreements for lithium, graphite is now anticipating a major supply squeeze.
Tirupati Graphite PLC (LON:TGR) is a fully integrated specialist graphite and graphene producer, with operations in Madagascar and India, with a vision of developing a world-leading benchmark flake graphite company.
