05/06/2026
Drawing on industry examples and sources including the International Energy Agency (IEA) and European Commission, PROOF.'s recent deep dive into graphite processing highlights several themes that underpin International Graphite's focus on downstream graphite processing.
Three observations stood out:
✓ Processing, not resources, is the bottleneck. PROOF argues that while graphite resources are widely available, "the constraint sits elsewhere. In processing."
✓ Processing capacity remains highly concentrated. The article notes that China controls more than 90% of spherical graphite production and a similar share of purification capacity.
✓ Scaling processing capability is challenging. As PROOF observes, "the issue is whether processing works reliably, continuously, and at scale."
As global demand for graphite products grows, developing downstream processing capability will play an increasingly important role in building diversified graphite supply chains.
From Australia to Europe, IG6's strategy is centred on developing the processing capability needed to transform graphite resources into high-value products and more resilient supply chains.
Read the article: https://tinyurl.com/3s4r2xvz
Find out more: https://www.internationalgraphite.com.au/about-us/vision/
International Graphite was launched in 2018 by our Chairman, leading Western Australian metallurgist Phil Hearse, who foresaw the growing demand for downstream graphite products and the emerging global market for battery anode material.