The anode pipeline
Graphite is the anode in the battery storage sitting behind a datacenter, and almost all of it is refined in one place.
graphite
What happened
Nothing logged in the last 120 days. Export-control announcements and project decisions arrive from the sweep and the register’s own feeds; silence here means none have landed, not that none happened.
The price
Graphite has no free price series — USGS publishes once a year and everything monthly is paywalled. What can be kept instead is the pipeline: which projects were announced, and which are actually producing.
This week
No week to compare yet — movers need two stored Fridays, and the record does not hold two for these names.
Exposed companies
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| GrafTech International | EAF | critical-materials | — | — |
| Nouveau Monde Graphite | NMG | critical-materials | — | — |
| Novonix | NVX | critical-materials | — | — |
| POSCO Holdings | PKX | critical-materials | — | — |
| Syrah Resources | SYR.AX | critical-materials | — | — |
| Talga Group | TLG.AX | critical-materials | — | — |
| Westwater Resources | WWR | critical-materials | — | — |
7 on the layer · no Friday closes stored yet
A hand list, not a query: a company carries a beat and no material, so which names are actually exposed to graphite is a judgement. Every published miner and refiner is on companies.
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| usgs-mcs | annual supply context on every material page | — | not yet collected |
| imf-portwatch-chokepoints | chokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead times | — | not yet collected |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| mofcom-export-controls | the chokepoint calendar — announcement dates ARE the product | — | not yet collected |
| eu-crma-projects | the anode pipeline — announced vs producing | — | not yet collected |
| asx-announcements | quarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deeper | — | not yet collected |
| blm-nepa-register | mine permitting clock | — | lead |
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-10-26 | GrafTech International EAF | 2026-Q3 | expected |