Strategic Materials
Policy Tracker

Graphite

石墨C

Records coded to Graphite, from Final List of Critical Minerals 2018 (18 May 2018) to the latest event on 9 Oct 2026. Shared stage codes are not findings.

Record as of . Counts are records of one kind at a time and are never added together.

Events
23by event date
Control clauses
7status on 3 Nov 2026
Capital rows
12a count of rows, not of money1 of them is a part of a package
Designations
19standing, not money
Projects
26registry records7 with no designation
Non-binding indications
3listed apart from capital rows
Programmes
3named by these rows
Organizations
36named by these rows
Sources
56cited by these records

Supply chain, stage by stage

Graphite's row of the lattice: what the record places at each stage. Counts are records per stage, never money; a record coded to several stages is counted at each, so the stages have no total. The last column holds records that name Graphite and record no stage, so the lattice cannot place them.

  • Exploration1 commitmentCA
  • Mining2 commitmentsCA1 clauseCN6 designationsEU
  • SeparationNone recorded
  • Processing4 commitmentsAU CA EU4 clausesCN US7 designationsEU
  • Refining1 commitmentAU
  • Component manufacturingNone recorded
  • Recycling1 commitmentCA6 designationsEU
  • Research and development2 commitmentsCA EU
  • Cross-cuttingNone recorded
  • No stage recorded3 clausesCN1 designationEU

Records by stage

Exploration

Capital rows

Control clauses

None

Designationsstanding, not money

None

Mining

Capital rows

Control clauses

  • CNExport licensing, Item 1

    MOFCOM/GACC Announcement No. 39 (2023)

    In force on 3 Nov 2026In force, status date 1 Dec 2023

    Covered items (goods) belong here. That places the items, not a claim that the clause restricts this stage.

Designationsstanding, not money

  • Balakhivka Graphite Deposit

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 4 Jun 2025. Standing, not money.

    Holder: Pobuzhzhya’s Development LLC

    Names: Graphite

    Project registry

    Locations: Ukraine

    Sponsors: Pobuzhzhya’s Development LLC

  • Norgraph a/s and Greenland Graphite a/s

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 4 Jun 2025. Standing, not money.

    Holder: GreenRoc Strategic Materials Plc

    Names: Graphite

    Project registry

    Locations: Norway; Greenland

    Sponsors: GreenRoc Strategic Materials Plc

  • Maniry Graphite Mine Project

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 4 Jun 2025. Standing, not money.

    Holder: EVION GROUP NL

    Names: Graphite

    Project registry

    Locations: Madagascar

    Sponsors: EVION GROUP NL

Show all 6
  • SALROM Baia de Fier

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Societatea Națională a Sării S.A.

    Names: Graphite

    Project registry

    Locations: Romania

    Sponsors: Societatea Națională a Sării S.A.

  • Sarytogan Graphite Project

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 4 Jun 2025. Standing, not money.

    Holder: Sarytogan Graphite Limited

    Names: Graphite

    Project registry

    Locations: Kazakhstan

    Sponsors: Sarytogan Graphite Limited

  • Talga Natural Graphite ONE

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Talga AB

    Names: Graphite

    Project registry

    Locations: Sweden

    Sponsors: Talga AB

Processing

Capital rows

Control clauses

  • CNExport licensing, Item 3

    MOFCOM & GACC Announcement [2025] No. 58

    Suspended on 3 Nov 2026Suspended, status date 7 Nov 2025

    Covered items (goods, equipment, technology) belong here. That places the items, not a claim that the clause restricts this stage.

  • CNExport licensing, Item 1

    MOFCOM/GACC Announcement No. 39 (2023)

    In force on 3 Nov 2026In force, status date 1 Dec 2023

    Covered items (goods) belong here. That places the items, not a claim that the clause restricts this stage.

Show all 4
  • USTrade investigation, Investigation No. 731-TA-1730

    Investigation Nos. 701-TA-752 and 731-TA-1730; FR Docs. 2025-00656, 2025-00657, 2026-06488

    Investigation concluded on 3 Nov 2026Investigation concluded, status date 31 Mar 2026

    Covered items (goods) belong here. That places the items, not a claim that the clause restricts this stage.

  • USTrade investigation, Investigation No. 701-TA-752

    Investigation Nos. 701-TA-752 and 731-TA-1730; FR Docs. 2025-00656, 2025-00657, 2026-06488

    Investigation concluded on 3 Nov 2026Investigation concluded, status date 31 Mar 2026

    Covered items (goods) belong here. That places the items, not a claim that the clause restricts this stage.

Designationsstanding, not money

Show all 7
  • Alkeemia PureGraph

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 9 Oct 2026. Standing, not money.

    Holder: Alkeemia S.p.A.

    Names: Graphite

    Project registry

    Locations: Italy

    Sponsors: Alkeemia S.p.A.

  • BAM4EVER (Phase I&II)

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Tokai COBEX savoie

    Names: Graphite

    Project registry

    Locations: France

    Sponsors: Tokai COBEX savoie

  • CO2Graphite

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: UP Catalyst

    Names: Graphite

    Project registry

    Locations: Estonia

    Sponsors: UP Catalyst

  • GALLICAM

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Sibanye-Stillwater Sandouville Refinery

    Names: Graphite, Cobalt, Nickel

    Also names: lithium (battery grade), manganese (battery grade), copper, not a tracked material

    Project record also names: lithium (battery grade), manganese (battery grade), copper, not a tracked material

    Project registry

    Locations: France

    Sponsors: Sibanye-Stillwater Sandouville Refinery

  • Norgraph a/s and Greenland Graphite a/s

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 4 Jun 2025. Standing, not money.

    Holder: GreenRoc Strategic Materials Plc

    Names: Graphite

    Project registry

    Locations: Norway; Greenland

    Sponsors: GreenRoc Strategic Materials Plc

  • Hycamite TCD Technologies Ltd

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Hycamite TCD Technologies Ltd.

    Names: Graphite

    Project registry

    Locations: Finland

    Sponsors: Hycamite TCD Technologies Ltd.

  • European Initiative for Strategic and Sustainable Graphite Production

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: NGC Battery Materials GmbH

    Names: Graphite

    Project registry

    Locations: France; Namibia; Germany

    Sponsors: NGC Battery Materials GmbH

Refining

Capital rows

Control clauses

None

Designationsstanding, not money

None

Recycling

Capital rows

Control clauses

None

Designationsstanding, not money

  • Enabling CRM production in Europe by recovering CRM from end-of-life batteries: A scalable battery black mass refining process that extracts critical raw materials from all types of Li-ion batteries in an environmental friendly way.

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 9 Oct 2026. Standing, not money.

    Holder: Back to Battery B.V.

    Names: Graphite, Lithium, Cobalt, Nickel

    Also names: manganese (battery grade), not a tracked material

    Project record also names: manganese (battery grade), not a tracked material

    Project registry

    Locations: Netherlands

    Sponsors: Back to Battery B.V.

  • EU BEST STRAT: Battery Economical Sustainable (Recycling-) Technology

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 9 Oct 2026. Standing, not money.

    Holder: cylib Production I GmbH

    Names: Graphite, Lithium, Cobalt, Nickel

    Also names: bauxite/alumina/aluminium, copper, manganese (battery grade), not a tracked material

    Project record also names: bauxite/alumina/aluminium, copper, manganese (battery grade), not a tracked material

    Project registry

    Locations: Germany

    Sponsors: cylib Production I GmbH

  • Project Fortum Hydromet

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Fortum Battery Recycling Oy

    Names: Graphite, Cobalt, Nickel

    Also names: lithium (battery grade), copper, not a tracked material

    Project record also names: lithium (battery grade), copper, not a tracked material

    Project registry

    Locations: Finland

    Sponsors: Fortum Battery Recycling Oy

  • NorthCYCLE

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: Northvolt Revolt AB

    Names: Graphite, Cobalt, Nickel

    Also names: manganese (battery grade), lithium (battery grade), not a tracked material

    Project record also names: manganese (battery grade), lithium (battery grade), not a tracked material

    Project registry

    Locations: Sweden

    Sponsors: Northvolt Revolt AB

  • Hydrometallurgy

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: ORANO Batteries

    Names: Graphite, Cobalt, Nickel

    Also names: lithium (battery grade), manganese (battery grade), not a tracked material

    Project record also names: lithium (battery grade), manganese (battery grade), not a tracked material

    Project registry

    Locations: France

    Sponsors: ORANO Batteries

Show all 6
  • Establishment of electric battery recycling capacity, Racari city, Dambovita county

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 9 Oct 2026. Standing, not money.

    Holder: ECO LIFE STYLE S.R.L.

    Names: Graphite, Lithium, Cobalt, Nickel

    Also names: manganese (battery grade), not a tracked material

    Project record also names: manganese (battery grade), not a tracked material

    Project registry

    Locations: Romania

    Sponsors: ECO LIFE STYLE S.R.L.

Research and development

Capital rows

Control clauses

None

Designationsstanding, not money

None

No stage recorded

These name Graphite but record no stage, so the lattice cannot place them.

Control clauses

  • CNCustoms enforcement, Customs declaration paragraph

    MOFCOM & GACC Announcement [2025] No. 58

    Suspended on 3 Nov 2026Suspended, status date 7 Nov 2025

    By rule: this kind of clause defines no items of its own, so it has no stage.

  • CNDecontrol, Item 2

    MOFCOM/GACC Announcement No. 39 (2023)

    In force on 3 Nov 2026In force, status date 1 Dec 2023

    Records no stage.

  • CNEnd-use restriction, Item 2, second limb

    MOFCOM Announcement No. 46 (2024)

    Suspended on 3 Nov 2026Suspended, status date 9 Nov 2025

    By rule: this kind of clause defines no items of its own, so it has no stage.

Designationsstanding, not money

  • ProHiPerSi

    Strategic Projects under the Critical Raw Materials Act (European Union). Recognized, status date 25 Mar 2025. Standing, not money.

    Holder: PCC Thorion GmbH

    Names: Graphite

    Records no stage.

    Project registry

    Locations: Germany

    Sponsors: PCC Thorion GmbH

None recorded at: Separation, Component manufacturing, Cross-cutting.

A designation is a government's recognition of a project under a named scheme. It records standing, not money, and covers only the stages and materials the designation names. A project is the registry record of the site or venture. Shared stage codes are not a finding.

Registry projects with no designation naming Graphite

Not placed by stage: a project's own stage list is not a designation, and the lattice places only designations.

Capital and controls

Each capital row is shown at its own amount, in its own currency, exactly as the record states it. Nothing here adds up, splits or converts an amount, so a row that names several materials shows its whole amount and a part sits inside its package without being added again.

Capital rows (15 naming Graphite; 14 shown at top level, 1 inside a package)

Public commitments (12)

Committed to a recipient by a government or public enterprise, at the status each row states. A contracted, partially disbursed or disbursed row is binding because an agreement is executed; payment is tracked separately by status. A contracted row need not mean funds are obligated or paid, and a partially disbursed row is not fully paid.

  • European Bank for Reconstruction and Development to Sarytogan Graphite Limited

    Provider: European Bank for Reconstruction and DevelopmentRecipient: Sarytogan Graphite Limited

    AUD 5 million

    As stated: AUD 5 million (€3 million)

    Equity. Disbursed, status date 10 Feb 2025.

    Binding: an agreement is executed; payment is tracked separately.

    Scope: names Graphite only.

  • European Bank for Reconstruction and Development to Sarytogan Graphite Limited

    Provider: European Bank for Reconstruction and DevelopmentRecipient: Sarytogan Graphite Limited

    AUD 1,396,581.12

    As stated: A$1,396,581.12 in cash received from EBRD on 30 April 2026

    Equity. Disbursed, status date 30 Apr 2026.

    Binding: an agreement is executed; payment is tracked separately.

    Scope: names Graphite only.

  • CANatural Resources Canada to Cyclic Materials Incorporated and Green Graphite Technologies Inc.

    Provider: Natural Resources CanadaRecipient: Cyclic Materials Incorporated, Green Graphite Technologies Inc.

    about CAD 8.4 million

    As stated: almost $8.4 million in investments

    Instrument not specified. Announced, status date 4 Sep 2024.

    Not yet binding.

    Scope: names 4 materials; the amount is not divided.

    • Part: Instrument not specified, CAD 3.5 million; not added again

      CANatural Resources Canada to Green Graphite Technologies Inc.

      Provider: Natural Resources CanadaRecipient: Green Graphite Technologies Inc.

      CAD 3.5 million

      As stated: NRCan is providing $3.5 million to GGT for this initiative

      Instrument not specified. Contracted, status date 9 Aug 2024.

      Binding: an agreement is executed; payment is tracked separately.

      Scope: names Graphite only.

  • CANatural Resources Canada to Focus Graphite

    Provider: Natural Resources CanadaRecipient: Focus Graphite

    up to CAD 14.1 million

    As stated: a conditionally approved investment of up to $14.1 million from Natural Resources Canada’s Global Partnerships Initiative

    Instrument not specified. Decided, status date 31 Oct 2025.

    Not yet binding.

    Scope: names Graphite only.

  • CACanada Growth Fund to Nouveau Monde Graphite

    Provider: Canada Growth FundRecipient: Nouveau Monde Graphite

    at least CAD 35 million

    As stated: more than $35 million from the Canada Growth Fund

    Equity. Disbursed, status date 20 Dec 2024.

    Binding: an agreement is executed; payment is tracked separately.

    Scope: names Graphite only.

  • CANational Research Council of Canada to Northern Graphite and Rain Carbon Canada

    Provider: National Research Council of CanadaRecipient: Northern Graphite, Rain Carbon Canada

    CAD 860,000

    As stated: $860,000 in funding through the National Research Council of Canada’s Canada–Germany Collaborative Industrial Research and Development Program

    Instrument not specified. Announced, status date 31 Oct 2025.

    Not yet binding.

    Scope: names Graphite only.

  • CANatural Resources Canada to Green Graphite Technologies Inc.

    Provider: Natural Resources CanadaRecipient: Green Graphite Technologies Inc.

    CAD 4.75 million

    As stated: Funding amount: $4,750,000

    Instrument not specified. Announced, status date 3 Mar 2026.

    Not yet binding.

    Scope: names Graphite only.

  • CANatural Resources Canada to Nova Scotia Department of Natural Resources

    Provider: Natural Resources CanadaRecipient: Nova Scotia Department of Natural Resources

    CAD 97,000

    As stated: Funding amount: $97,000

    Instrument not specified. Announced, status date 3 Mar 2026.

    Not yet binding.

    Scope: names Graphite only.

  • EUEuropean Investment Bank to UP Catalyst

    Provider: European Investment BankRecipient: UP Catalyst

    EUR 18 million

    As stated: €18,000,000 signed 20 December 2024

    Loan. Contracted, status date 20 Dec 2024.

    Binding: an agreement is executed; payment is tracked separately.

    Scope: also covers materials outside the tracked set.

  • AUAustralian Government to Constitutional corporations with registered CMPTI processing activities

    Provider: Australian GovernmentRecipient: Constitutional corporations with registered CMPTI processing activities

    No amount stated

    Tax credit. Authorized, status date 14 Feb 2025.

    Not yet binding. Authority as stated: Future Made in Australia (Production Tax Credits and Other Measures) Act 2025 (Act No. 9 of 2025), Schedule 2, inserting Division 419 into the Income Tax Assessment Act 1997.

    Scope: names 13 materials; the amount is not divided.

  • CAGovernment of Canada to Nouveau Monde Graphite

    Provider: Government of CanadaRecipient: Nouveau Monde Graphite

    No amount stated

    Offtake. Contracted, status date 13 May 2026.

    Binding: an agreement is executed; payment is tracked separately.

    Scope: names Graphite only.

Non-binding indications (3)

Non-binding letters of intent or interest that name an amount: possible support, not a commitment, capital or a backer.

  • CAExport Development Canada to Nouveau Monde Graphite

    Provider: Export Development CanadaRecipient: Nouveau Monde Graphite

    up to USD 430 million

    As stated: a letter of interest for up to US$430 million from Export Development Canada

    Instrument not specified. Announced, date not stated.

    Not yet binding.

    Scope: names Graphite only.

  • CAExport Development Canada to Vianode

    Provider: Export Development CanadaRecipient: Vianode

    up to USD 500 million

    As stated: a letter of interest for up to US$500 million in potential financing from Export Development Canada

    Instrument not specified. Announced, date not stated.

    Not yet binding.

    Scope: names Graphite only.

  • Government of Germany to Vianode

    Provider: Government of GermanyRecipient: Vianode

    up to USD 300 million

    As stated: a letter of interest from the German government for the potential support of the project with an export credit guarantee amount of up to US$300 million

    Loan guarantee. Announced, date not stated.

    Not yet binding.

    Scope: names Graphite only.

Control clauses (7, status on 3 Nov 2026)

Explore capital rows naming Graphite and control clauses naming Graphite: all rows naming Graphite, parts and options listed separately.

Timeline

One dot for each event, placed at its event date as coded. Capital-row and clause status dates are not plotted: a status with no date has no honest position, and an event date is never used in its place.

Event date (as coded)Gold rule: as of 3 Nov 2026

Dates stated after the as-of: 10 Nov 2026 (control clause ctl-cn-58-2025-customs-declaration); 10 Nov 2026 (control clause ctl-cn-58-2025-graphite-anode-licensing); 27 Nov 2026 (control clause ctl-cn-us-2024-graphite-end-use-review).

Newest events

Events (23)

Policy status across actors

Where each actor's coded measures on this material currently stand.

CNChinaActiveSuspended
USUnited StatesIn forceEndedSuperseded
EUEuropean UnionUnclearActiveIn force
AUAustraliaIn force
CACanadaActiveIn force
GBUnited KingdomIn forceSuperseded
EU

Commission Decision recognising 46 critical raw material projects in the EU as Strategic Projects under the Critical Raw Materials Act

Unclear
Supply-chain security measure

Records under this event: 4 designations.

CA

Government of Canada invests to unlock Canada’s critical minerals advantage (PDAC 2026 funding announcement)

Active
Funding or subsidy

Records under this event: 2 capital rows.

EU

RESourceEU Action Plan: Accelerating our critical raw materials strategy to adapt to a new reality

Active
Funding or subsidyStockpilingSupply-chain security measure

Records under this event: 3 capital rows.

GB

Vision 2035: Critical Minerals Strategy

In force
Critical-mineral designationSupply-chain security measureFunding or subsidy
CN

MOFCOM & GACC Announcement No. 70 of 2025: decision suspending Announcements Nos. 55, 56, 57, 58, 61 and 62 of 2025 (to 10 November 2026)

Active
Export controlTrade action
US

Final 2025 List of Critical Minerals

In force
Critical-mineral designation
CA

Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains (G7 Critical Minerals Production Alliance, first round)

Active
Funding or subsidyOfftake agreementSupply-chain security measure

Records under this event: 7 capital rows.

CN

MOFCOM & GACC Announcement No. 58 of 2025: decision to implement export controls on lithium battery and artificial graphite anode material items

Suspended
Export controlDual-use license

Records under this event: 2 control clauses.

EU

Commission Decision recognising 13 critical raw material projects in third countries and overseas countries or territories as Strategic Projects under the Critical Raw Materials Act

In force
Supply-chain security measure

Records under this event: 4 designations.

US

Ensuring National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products

In force
Trade actionSupply-chain security measure
EU

Commission Decision recognising 47 critical raw material projects in the EU as Strategic Projects under the Critical Raw Materials Act

In force
Supply-chain security measure

Records under this event: 11 designations.

US

Immediate Measures To Increase American Mineral Production

In force
Funding or subsidySupply-chain security measure
AU

Future Made in Australia (Production Tax Credits and Other Measures) Act 2025

In force
Funding or subsidy

Records under this event: 1 capital row.

US

Active Anode Material From the People's Republic of China: antidumping and countervailing duty investigations

Ended
Trade action

Records under this event: 2 control clauses.

CN

MOFCOM Announcement No. 46 of 2024 on strengthening export controls of dual-use items to the United States

Active
Export controlCountermeasureTrade action

Records under this event: 1 control clause.

CA

Government of Canada Supporting Critical Minerals Processing in Kingston

Active
Funding or subsidy

Records under this event: 2 capital rows.

EU

Regulation (EU) 2024/1252 establishing a framework for ensuring a secure and sustainable supply of critical raw materials (Critical Raw Materials Act)

In force
Supply-chain security measureCritical-mineral designationFunding or subsidy
CN

MOFCOM/GACC Announcement No. 39 of 2023 on graphite export control measures

Active
Export controlDual-use license

Records under this event: 2 control clauses.

CA

The Canadian Critical Minerals Strategy

In force
Funding or subsidyCritical-mineral designation
GB

Resilience for the Future: The United Kingdom's Critical Minerals Strategy

Superseded
Critical-mineral designationSupply-chain security measure

Superseded by Vision 2035: Critical Minerals Strategy.

US

2022 Final List of Critical Minerals

Superseded
Critical-mineral designation

Superseded by Final 2025 List of Critical Minerals.

US

Addressing the Threat to the Domestic Supply Chain From Reliance on Critical Minerals From Foreign Adversaries and Supporting the Domestic Mining and Processing Industries

In force
Supply-chain security measureCritical-mineral designation
US

Final List of Critical Minerals 2018

Superseded
Critical-mineral designation

Superseded by 2022 Final List of Critical Minerals.

Editorial notes (not coded records)

Written summaries kept from the earlier page, not coded records. A summary appears only if it passed review against the records above; the downstream-use list is exempt from that review and has not been checked against a source.

Typical downstream uses

  • Lithium-ion battery anodes
  • Refractories
  • Steelmaking