Graphite is entering a decisive phase as demand from electric vehicles and grid-scale batteries surges, turning what was once a niche industrial material into a central focus of global energy supply chains. Lithium-ion batteries rely on graphite for their anodes, and as production of these batteries rises sharply, so too does the need for reliable, high-purity graphite, particularly outside of China.
This demand spike is prompting a wave of capacity expansion across multiple regions. Producers of both natural and synthetic graphite are building new facilities or scaling existing ones. There is a strategic shift underway, driven by the urgent need to diversify away from Chinese supply dominance.
Outside the battery sector, graphite is also attracting attention for its role in advanced manufacturing. In particular, 3D printing is opening new doors, with graphite powders and filaments being tested for use in high-strength, lightweight components. While this segment is still emerging, it adds a layer of long-term potential beyond energy storage alone.
Tirupati Graphite PLC (LON:TGR) is a fully integrated specialist graphite and graphene producer, with operations in Madagascar and Mozambique. The Company is delivering on this strategy by being fully integrated from mine to graphene. Its global multi-location operations include primary mining and processing in Madagascar, hi-tech graphite processing in India to produce specialty graphite, and a state-of-art graphene and technology R&D center to be established in India.
