Graphite: Supply chain challenges & recommendations for a critical mineral

Опубликовано: 16 Июль 2026
на канале: HCSS | The Hague Centre for Strategic Studies
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Graphite is a critical mineral that is often overlooked by geopolitical analysts. However, it is an essential ingredient in the energy transition and key industrial sectors like steel production.

The processing of natural graphite is becoming increasingly popular due to new and sustainable production processes and the potential to scale up in regions outside of China, which currently dominates the production and supply of processed graphite.

Natural flake graphite mines exist in African countries like Mozambique and European countries like Ukraine and Norway. Companies in the EU and the US have developed cleaner methods to process natural flake graphite in an environmentally responsible and economically efficient manner.

Producing countries in Africa, the EU and the US are in a unique position to bring together their capital, knowledge and raw materials and set up a solid supply chain that meets environmental and social standards, and that secures the graphite supplies required for the energy transition.

Find out more about the geopolitical importance of graphite processing in HCSS' latest report: https://hcss.nl/report/graphite-suppl...

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