From EVs to geopolitics: Why graphite mining is back in focus in the US. How Indians can invest?

📊Executive Summary
The article discusses the renewed focus on graphite mining in the US, driven by the growing demand for electric vehicle (EV) batteries and the need to reduce dependence on imports, particularly from China. In 2023, India exported approximately $24.3 million worth of artificial graphite, with the US being a significant market. The US government has classified graphite as a critical mineral, which is expected to unlock support for domestic mining projects. Companies like Titan Mining are planning to restart graphite mining projects, with production expected by the late 2020s. This shift is crucial for procurement teams in the EV and electronics sectors as it indicates a potential supply chain realignment and opportunities for sourcing graphite domestically....
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