EV-036 · v1 · Graphite America
Ningbo facility capacity is estimated at 35,000 tonnes annually based on 2025 industry …
Ningbo facility capacity is estimated at 35,000 tonnes annually based on 2025 industry association disclosures, roughly 15% smaller than the primary Qingdao alternative.
Verified
Original Observation
No upstream observation on record — this evidence predates the Observation Bus, or was entered directly by an analyst.
Extracted Claim
Ningbo facility capacity is estimated at 35,000 tonnes annually based on 2025 industry association disclosures, roughly 15% smaller than the primary Qingdao alternative.
Supporting Sources
Technical literature
technicalprocessing
Confidence
HighReviewed by Research Analyst · Accepted 2026-03-30
Linked Entities
Linked Risks
Grid interconnection timeline riskMedium
Linked Constraints
No structural constraints linked.
Affected Scenarios
No scenarios reference this evidence.
Affected Decisions
Related Evidence
| ID | Notes | Confidence |
|---|---|---|
| EV-037 | Ningbo facility has an existing commercial relationship with at least one other North American graphite program, per public offtake announcements, indicating available near-term capacity may be limited. | High |
Timeline
2026-03-30Evidence Added
Evidence Imported
Ningbo Spheronization Facility process specifications meet the minimum threshold required for battery-grade ou
by Research Analyst
Replay References