| Mobile Web

Search results for natural graphite

Industry

China cost and yield race in synthetic graphite draws battery anode material supply away from South Korea

Demand for electric-vehicle battery anode materials outside China is rising, but supply remains concentrated among Chinese companies, the article said. Chinese firms with graphite processing capacity are competing on costs and yields for synthetic graphite and expanding volumes and customers beyond China. South Korean suppliers have not increased their share even in growing non-China markets. The article said cost and yield are likely to become key competitive benchmarks in Europe as EU rules develop, while recognition of Korea-made materials under FTA provisions remains uncertain.

Industry

Global regulation outpaces plant buildout, speeding up Korean anode materials shift

Korean anode materials makers are accelerating plans to localise synthetic graphite as a U.S. route for Chinese graphite shifts from high tariffs to tax credit eligibility requirements. With capacity expansions and long-term supply contracts largely concentrated in 2027, domestic cell makers have limited options to replace Chinese materials before then. Import prices have fallen, but U.S. 45X rules on prohibited foreign entities tighten from 2026.

Finance

Look for winners from National Growth Fund as AI, bio and secondary batteries draw interest

South Korea’s National Growth Fund is stepping up support for sovereign AI, bio and secondary battery sectors, prompting investors to search for beneficiaries. The fund has approved 11 projects through April, with cumulative approvals of about 8.4 trillion won. Beneficiary candidates cited include POSCO Future M, Dong-A Socio Holdings, Foosung, Naver and Samsung SDS. Analysts said investors should check ownership ties, business links and actual inflows of funds.