Non-domestic spheronization throughput has been benchmarked at approximately 45,000 ton…
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).
No upstream observation on record — this evidence predates the Observation Bus, or was entered directly by an analyst.
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).
No probabilistic risks linked.
No structural constraints linked.
No scenarios reference this evidence.
No decisions cite this evidence.
| ID | Notes | Confidence |
|---|---|---|
| EV-001 | Battery-grade anode graphite processing capacity is geographically concentrated outside North America. | High |
| EV-005 | Synthetic graphite production is energy-intensive relative to natural flake processing. | High |
| EV-108 | Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting. | Medium |
| EV-109 | 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. | High |
Evidence Imported
Follow-up review: Spheronization Facility (non-domestic) logistics throughput has been benchmarked against com
by Research Analyst
This evidence is not cited in any decision replay yet.