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September 23, 2025Journal of Industrial EcologyOpen Access

US graphite sourcing for electric vehicle battery applications

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Authors

SGSarah GormanCHChristian HittSKStephen E. Kesler

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Overview

Exploring potential domestic graphite sourcing to meet electric vehicle battery demand while reducing geopolitical risks.

Key Points

  • US graphite resources can potentially meet electric vehicle battery demand from 2025 to 2040, contributing 7.3 Mt of battery-grade graphite.
  • China currently dominates graphite production, creating geopolitical supply-chain risks for electric vehicle manufacturers.
  • Assessment of current graphite deposits indicates lower average content in the US, impacting profitability and development timelines.
  • Sourcing US natural graphite could lower greenhouse gas emissions compared to Chinese production, despite some technical challenges.

Cite This Study

Gorman et al. (2025) studied this question.

synapsesocial.com/papers/68d4757f31b076d99fa6cef0https://doi.org/10.1111/jiec.70104
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