
A recent initiative by the Stanford Doerr School of Sustainability's STEER program highlights the growing vulnerability of the U.S. graphite supply chain, which is critical for rechargeable batteries used in EVs and other applications. With China controlling over 95% of battery-grade graphite globally, U.S. manufacturers face challenges, including high production costs and stringent purity requirements, prompting experts to discuss strategies for enhancing competitiveness and reducing reliance on imports.