Graphite
MEDIUMZRG risk score
59
Trend: +1.4%
1840 EUR/t · Live price
Monitor volatility

Sourcing Intelligence Terminal
Graphite is the largest mass component in lithium-ion cells — and a geopolitical flashpoint. Shandong and other provinces face tighter export controls; GACC inspections lengthen in tense phases. CRMA treats graphite as strategic; battery OEMs must prove diversification. Export volume drops often flow straight into European anode spot premiums. Teams without leading indicators discover shortages when cell scheduling meets vehicle SOPs.
ZRG risk score
59
Trend: +1.4%
1840 EUR/t · Live price
Monitor volatility
Coverage map
ZRG Mineral tracks 25 known Graphite suppliers worldwide
Action guide · AI search intent
Natural and spherical graphite face GACC inspections — extensions are structural in tense phases.
Step 1
Different bottlenecks and CRMA relevance.
Step 2
70/30 blends reduce licence risk.
Step 3
Export volume drops flow into EU spot premiums.
Step 4
CRMA 25% recycling target by 2030.
Contract tip: Mandatory non-CN blend ramp with documented quality release.
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