Battery-grade spherical graphite FOB China pricing rose a cumulative 4.2% over three co…
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.
Weekly graphite pricing bulletin reports battery-grade spherical graphite FOB China pricing up 4.2% cumulative over the past three weeks, the longest sustained increase since early 2025.
Detected by Graphite Market Agent on 2026-07-07
Battery-grade spherical graphite pricing has risen for three consecutive weeks, consistent with tightening non-domestic spheronization capacity.
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-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-108 | Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting. | Medium |
Evidence Accepted: Spheronization Allocation Tightening
Candidate evidence from the Graphite Market Agent accepted and filed as EV-109, superseding EV-108.
by Research Analyst
This evidence is not cited in any decision replay yet.