Spheronization Facility (non-domestic)
Representative of limited non-domestic capacity.
| ID | Date | Category | Source | Confidence | Status | Notes |
|---|---|---|---|---|---|---|
| EV-001 | 2026-02-11 | Market | Industry reporting | High | Verified | Battery-grade anode graphite processing capacity is geographically concentrated outside North America. |
| EV-005 | 2026-01-22 | Technical | Technical literature | High | Verified | Synthetic graphite production is energy-intensive relative to natural flake processing. |
| EV-099 | 2026-06-25 | Logistics | Port and rail authority data | Low | Verified | Non-domestic spheronization throughput has been benchmarked at approximately 45,000 tonnes annually against the three alternative facilities evaluated in this program (Qingdao, Ningbo, Heilongjiang). |
| EV-108 | 2026-05-15 | Market | Industry reporting | Medium | Verified | Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting. |
| EV-109 | 2026-07-08 | Market | Global Graphite Price Bulletin | High | Verified | Battery-grade spherical graphite FOB China pricing rose a cumulative 4.2% over three consecutive weeks ending 2026-07-06, the longest sustained increase since early 2025 — superseding the prior stable-allocation assessment with direct evidence of tightening non-domestic spheronization capacity. |
| From | Relation | To |
|---|---|---|
| Spheronization Facility (non-domestic) | Alternative supplier to | Cell Maker A |
| Imperial Valley Purification Line | Feeds | Spheronization Facility (non-domestic) |
| Spheronization Facility (non-domestic) | Alternative to | Ningbo Spheronization Facility |
| Spheronization Facility (non-domestic) | Alternative to | Heilongjiang Spheronization Facility |
| Qingdao Purification Facility | Alternative supplier to | Spheronization Facility (non-domestic) |
| Spheronization Facility (non-domestic) | Sends to | Coating & Finishing Supplier |
| Petroleum Coke Supplier | Alternative feedstock to | Spheronization Facility (non-domestic) |
Limited non-domestic facilities convert flake to battery-grade spherical graphite; delays here block the entire pathway.
Purification capacity remains concentrated in a small number of non-domestic facilities, mirroring the spheronization bottleneck.
Import partially processed (spheronized) material and complete only final purification and coating domestically.
No open decisions reference this entity.
Evidence Accepted: Spheronization Allocation Tightening
Candidate evidence from the Graphite Market Agent accepted and filed as EV-109, superseding EV-108.
by Research Analyst
Evidence Imported
Follow-up review: Spheronization Facility (non-domestic) logistics throughput has been benchmarked against com
by Research Analyst
Risk Opened: Spheronization Capacity Bottleneck
Limited non-domestic spheronization capacity flagged as a high-severity risk.
by Risk Analyst
Evidence Imported
Industry reporting on concentrated non-domestic processing capacity imported.
by Research Analyst
Evidence Imported
Technical literature on synthetic graphite energy intensity imported.
by Research Analyst