The energy transition is often framed as a story about lithium, copper, and rare earths. But one of the most important materials in the entire battery supply chain receives far less attention: graphite. Today, nearly every lithium-ion battery anode is made primarily from graphite, making it the single largest component by volume in most electric [...]
. MARKET CONTEXT . . The recent ruling by the International Trade Commission striking down anti-dumping duties on Chinese graphite imports triggered sharp declines across the sector. Several companies experienced dramatic price moves, including a decline of roughly 30% in shares of Syrah Resources. These moves have magnified already depressed valuations across the [...]