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

26 Dec 2025, 15:00 IST26 Dec 2025, 15:00 ISTRelevance: 85%
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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Classification

Industries

Automotive
Power & Energy

Components

Batteries & Power
Semiconductors & ICs

Regions

United States
India

Topics

Geopolitical Risk Electronics
Demand Shift
Pricing Trends