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EV & Grid Battery Materials·Critical Chokepoint

Natural graphite - Production, Reserves & Supply Concentration

A crystalline form of carbon used in batteries, refractories and industrial applications.The tables cover natural graphite mine production and reserves. Synthetic graphite is produced industrially from carbon feedstocks.

2025 World Output1,800,000metric tons
5Y Output Growth+86.3%2020 to 2025e
#1 Producing NationChina77.8% world share
Top-3 Share / HHI86.4%HHI: 6,114
World Reserves310,000,000R/P Life: 172.2 yrs
U.S. Import Reliance100%2025 USGS Salient
2025 Global Supply Concentration Breakdown (Mine production) Top 3 Producers = 86.4% of World Output
#1China:77.8% (1,400,000metric tons) #2Madagascar:4.4% (80,000metric tons) #3Tanzania:4.2% (75,000metric tons) Rest of World: 13.6%
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FIG. 97 · Battery Materials

Natural graphite Global Production & Country Share

Measure: Mine production (metric tons)

1,400,000 77.8%
80,000 4.4%
#3 Tanzania
75,000 4.2%
65,000 3.6%
60,000 3.3%
25,000 1.4%
17,000 0.9%
8,000 0.4%
#9 North Korea
8,000 0.4%
6,600 0.4%
Source: USGS Mineral Commodity Summaries (2022-2026) · Unit: metric tons #1 Producer: China (77.8% of world output)
TABLE 1 · MULTI-YEAR EXTRACTION / REFINING LEDGER

Natural graphite Production by Country (2020-2025)

Mine production · Unit: metric tons

RankCountry202020212022202320242025eShare5Y Chg
#1China762,000820,0001,210,0001,230,0001,270,0001,400,00077.8%+83.7%
#2Madagascar20,90070,000130,000100,00085,00080,0004.4%+282.8%
#3Tanzania006,1206,00027,00075,0004.2%-
#4Brazil63,60082,00072,00073,00058,00065,0003.6%+2.2%
#5Mozambique28,00072,000166,00096,00039,00060,0003.3%+114.3%
#6Russia25,00015,00016,00016,00020,00025,0001.4%0.0%
#7India6,0007,00011,00011,50017,60017,0000.9%+183.3%
#8Canada8,00012,00013,0003,50011,7008,0000.4%0.0%
#8North Korea8,1008,1008,1008,1008,1008,0000.4%-1.2%
#10Norway12,0006,29010,3807,2005,3406,6000.4%-45.0%
#11Sri Lanka4,0003,0002,6002,2003,0003,2000.2%-20.0%
#12Türkiye2,5002,7002,8002,0002,6002,2000.1%-12.0%
#13Ukraine16,00010,0001,0002,0009008000.0%-95.0%
#14Mexico3,3002,1002,0002,0007067400.0%-77.6%
#15South Korea-10,50023,80027,0001,0005000.0%-
#15Vietnam5,0005,0005005005005000.0%-90.0%
#17Austria5005005005001002000.0%-60.0%
#18Germany3002501701501401400.0%-53.3%
-World Total966,0001,130,0001,680,0001,600,0001,550,0001,800,000100.0%+86.3%
TABLE 2 · ECONOMICALLY RECOVERABLE RESERVES

Natural graphite Proven Reserves by Country (2025)

Basis: Reserves · Unit: metric tons · Global Implied Reserve Life: 172.2 years

RankCountryReserves (metric tons)World ShareUSGS Notes
#1China100,000,00032.3%See Appendix C for resource and reserve definitions and information concerning data sources.
#2Brazil74,000,00023.9%See Appendix C for resource and reserve definitions and information concerning data sources.
#3Madagascar27,000,0008.7%See Appendix C for resource and reserve definitions and information concerning data sources.
#4Mozambique25,000,0008.1%See Appendix C for resource and reserve definitions and information concerning data sources.
#5Tanzania18,000,0005.8%See Appendix C for resource and reserve definitions and information concerning data sources.
#6Russia14,000,0004.5%See Appendix C for resource and reserve definitions and information concerning data sources.
#7Vietnam9,700,0003.1%See Appendix C for resource and reserve definitions and information concerning data sources.
#8India8,600,0002.8%See Appendix C for resource and reserve definitions and information concerning data sources.
#9Türkiye6,900,0002.2%See Appendix C for resource and reserve definitions and information concerning data sources.
#10Canada5,900,0001.9%See Appendix C for resource and reserve definitions and information concerning data sources.
#11Mexico3,100,0001.0%See Appendix C for resource and reserve definitions and information concerning data sources.
#12North Korea2,000,0000.6%See Appendix C for resource and reserve definitions and information concerning data sources.
#13South Korea1,800,0000.6%See Appendix C for resource and reserve definitions and information concerning data sources.
#14Sri Lanka1,500,0000.5%See Appendix C for resource and reserve definitions and information concerning data sources.
#15Norway600,0000.2%See Appendix C for resource and reserve definitions and information concerning data sources.
-World Total Reserves310,000,000100.0%See Appendix C for resource and reserve definitions and information concerning data sources.
TABLE 3 · UNITED STATES SALIENT STATISTICS

U.S. Supply, Consumption & Net Import Reliance (2021-2025)

Salient MeasureUnit20212022202320242025e
Graphite (Natural): Production, minemetric tons00000
Graphite (Natural): Imports for consumptionmetric tons53,00089,20073,50073,90079,000
Graphite (Natural): Exportsmetric tons8,6609,5007,7808,7408,400
Graphite (Natural): Consumption, apparentmetric tons44,30079,70065,70065,20071,000
Graphite (Natural): U.S. Net Import Reliance % of consumption100%100%100%100%100%
REFERENCE Q&A

Frequently Asked Questions - Natural graphite

Which country leads graphite (natural) production (mine production)?

China leads the 2025 USGS country table for mine production, with 1,400,000 metric tons (estimated) (77.8% of the reported world total). World output was 1,800,000 metric tons in 2025.

Which country holds the largest reported natural graphite reserves?

China ranks first in the USGS reserve table, with 100,000,000 metric tons (Reserves) (32.3% of the reported world total) against a reported world total of 310,000,000 metric tons.

What is US net import reliance and import sourcing for natural graphite?

In 2025, US net import reliance was reported at 100% (Net import reliance as a percentage of apparent consumption). Across 2021-24, leading US import sources (All) were China (46%), Canada (13%), Mozambique (13%).

How is natural graphite classified on the US Critical Minerals List and what are its primary uses?

Status: Listed on 2025 US List (2022 & 2025 lists). Primary applications cited in USGS summaries include: Lithium-ion battery anodes, steelmaking refractories, crucibles, foundry facings, and industrial lubricants. Natural graphite is mined in flake, amorphous, and lump forms. Battery-anode supply chains rely on both spheroidized natural flake graphite and synthetic graphite produced from petroleum needle coke.