Will graphite be in short supply by 2025?
Category:
Company News
Industry News
Author:
Network
Source:
Network
Release time:
2025/11/17
Visits:
Information Summary:
According to a report by MiningNews.net, UBS, after conducting an in-depth study of graphite, believes that graphite prices are expected to rise due to increasing demand from the electric vehicle sector.
According to a report by MiningNews.net, UBS, after conducting an in-depth study of graphite, believes that graphite prices are expected to rise due to increasing demand from the electric vehicle sector.
Currently, the price of graphite is approximately US$570 per ton. UBS forecasts that the long-term price of graphite will reach US$850 per ton, representing a 50% increase from current levels.
The prediction is based on:
First, by 2030, global annual sales of electric vehicles will exceed 51 million units, representing a fivefold increase.
Second, by 2030, the capacity of power batteries will increase by 30% (to approximately 80 kWh).
In addition to battery disassembly, UBS Research believes that anode density will increase, with the proportion of natural graphite anode materials rising. Based on this, it infers that demand for graphite will also rise.
UBS estimates that demand for natural graphite will reach 6.3 million tons by 2030, representing a sixfold increase, and a supply gap is expected to emerge starting in 2025.
[Disclaimer]: The price information provided in this article is sourced from various online platforms, including the internet and WeChat public accounts, and the copyright of such information belongs to its original sources. This information is intended solely for customers’ reference in making decisions and does not constitute direct advice for their decision-making. Customers should not rely on this information to replace their own independent judgment. Any decisions made by customers are entirely their own responsibility and are unrelated to China Carbon Net. The purpose of publishing this article is to disseminate more industry information for reference only; it does not imply endorsement of the views expressed herein or verification of the accuracy of its content (including but not limited to text, images, data, and charts). China Carbon Net assumes no liability whatsoever for this article or for any consequences arising from its use. If you find any infringement, please contact us promptly for removal. Thank you.
Keywords:
Jiasheng
Carbon
Create wealth, benefit society.
Shanxi Jiasheng Carbon Technology Co., Ltd.
Company address:
Room 1009, Building A, Hong’an Shiji Building, Jinyang Street, Xiaodian District, Taiyuan City, Shanxi Province