EV-108 · v1 · Graphite America
Non-domestic spheronization allocations were reported as broadly stable through Q2 2026…
Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting.
Verified
Superseded by EV-109
Original Observation
No upstream observation on record — this evidence predates the Observation Bus, or was entered directly by an analyst.
Extracted Claim
Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting.
Supporting Sources
Industry reporting
marketprocessing
Confidence
MediumReviewed by Research Analyst · Accepted 2026-05-15
Linked Entities
Linked Risks
No probabilistic risks linked.
Linked Constraints
No structural constraints linked.
Affected Scenarios
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Affected Decisions
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Related 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-099 | 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). | Low |
| 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 |
Timeline
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Replay References
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