Panel | Trade, Tariffs and Transformation: How Policy is Rewriting the Graphite and Anode Market

How US anti-dumping measures on Chinese graphite and Europe's Carbon Border Adjustment Mechanism (CBAM) could result in driving regional price premiums and reshaping sourcing strategies Is establishing an ex-China anode market viable? Why today's low graphite prices mask a growing investment gap ' and how tariffs and carbon costs may finally trigger upstream financing What oil & gas entry into synthetic graphite, alongside shared capital with DLE lithium, means for supply security and partnership models Why silicon adoption remains incremental, reinforcing graphite's central role in the anode supply chain despite ongoing innovation

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