Graphite is at the core of the energy transition—from EV batteries to nuclear reactors, and yet most investors barely understand its true market dynamics. In this FocusIR Roundtable, you’ll hear from leading graphite executives and analysts as they unpack how graphite markets work, why geopolitical risk is reshaping supply chains, and where investment opportunities lie today.
🎯 Why watch?
Understand the critical role graphite plays in EVs, batteries, defence, and steel.
Get exclusive insights from project CEOs on supply chain challenges, offtake agreements, and geopolitical tailwinds.
Learn how investors can evaluate graphite projects based on cost, purity, scale, and ESG.
Discover why Western markets are hungry for non-Chinese supply—and what that means for upcoming producers.
⏱️ Chapters
00:00 Introduction
00:44 What is graphite? (Flake vs synthetic, purity & applications)
03:32 Traditional vs emerging markets (refractories, EVs, defence)
07:01 Demand drivers and evolving supply needs
10:16 The complexity of selling graphite: flake size, qualification, offtake
12:10 Growth, stability, and innovation in graphite markets
17:10 Geopolitics and tariffs: China vs the West
21:49 Can synthetic graphite compete? ESG and cost factors
26:03 ESG & funding: a make-or-break factor for new producers
28:51 Audience Q&A: Barriers to mining and what’s next
36:58 Investing in graphite: what to look for
42:05 Final thoughts and thank you
📈 Whether you're a retail investor, fund manager, or just graphite-curious—this is the roundtable you need to watch. Subscribe for more deep-dives into critical minerals and transition-era investment trends.
