Why Invest?
Investment Rationale
Exploding demand for graphite: EVs, batteries, fuel cells, renewables.
EU dependency on graphite imports (~90% from China).
CRM RESOURCES taps into secure, local supply with high-grade potential.
Strong policy tailwinds (Critical Raw Materials Act, FP10).
Graphite demand to increase 500% by 2050 (World Bank).
EVs require 10–70kg graphite per car.
Graphite is 10–15x more abundant than lithium in batteries.
300+ new graphite mines needed globally by 2035.
Market Trends
Investor Confidence
EBRD’s €150M JUMP program for junior miners.
Benchmark Minerals forecasts graphite shortages as early as 2025.
Market Demand & Growth
Global & European graphite insights.
Graphite grabbed recent news headlines when China announced it will require export permits for some graphite products. China is the world’s top graphite producer and exporter, and it refines more than 90% of the world’s graphite into the material that is used in virtually all EV battery anodes. The graphite curbs are intensifying efforts among miners outside China to bring graphite projects to fruition.
The West’s dependency on Chinese supply has seen graphite recently added to the US Department of Energy’s list of critical raw materials. According to a Benchmark Mineral Intelligence analysis, this year lithium-ion batteries will overtake the steel industry as the number one source of demand for graphite.
In a snapshot of the world’s future supply, Mining Intelligence data provides a ranking of the largest projects, based on contained graphite resource in the Measured+Indicated categories.