Global Graphite Mining Market Analysis by Reserves, Production, Assets, Demand Drivers and Forecast to 2035

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GlobalData’s “Global Graphite Mining to 2035” provides a comprehensive coverage on the global graphite industry. It provides historical and forecast data on graphite production by country, production by company, reserves by country and world graphite prices. The report also includes a demand drivers section providing information on factors that are affecting the global graphite industry. It further profiles major graphite producers, information on the major active, planned and exploration projects by region.

In 2026, global natural graphite production is expected to increase further by 25.1% to 2,122.9kt, supported by continued expansion in Mozambique, China, and Madagascar. Mozambique is expected to remain the largest driver of incremental growth, with output rising to 401.4kt on the back of the continued ramp-up of the Balama and Nipepe projects. China’s production, after remaining largely flat in 2025, is projected to recover in 2026 and reach 1,357.4kt, supported by the scheduled commissioning of China Minmetals’ Yunshan mine and stable output from existing mines.

Scope

The report contains an overview of the global graphite mining industry including key demand driving factors affecting the global graphite mining industry. It provides detailed information on reserves, reserves by country, production, production by country, production by company, major operating mines, competitive landscape, major exploration and development projects.

Reasons to Buy

To gain an understanding of the global graphite mining industry, relevant driving factors

To understand historical and forecast trend on global graphite production

To identify key players in the global graphite mining industry

To identify major active, exploration and development projects by region

Syrah Resources Ltd
Jixi aoyu Graphite Co Ltd
Nacional de Grafite Ltda
Tirupati Graphite Plc

Table of Contents

Overview

Reserves

Classification of graphite

Natural graphite production

Natural graphite prices

Major active mines

Major development projects

Major exploration projects

Competitive landscape

Demand and trade

Appendix

Table

Table 1: Natural graphite reserves by country (million tonnes), January 2023

Table 2: Types of natural graphite, 2023

Table 3: Historical and forecast natural graphite production (thousand tonnes), 2006–26

Table 4: Historical and forecast bauxite production by country (thousand tonnes), 2006–26

Table 5: Historical and forecast natural graphite production in China (thousand tonnes), 2006–26

Table 6: Historical and forecast natural graphite production in Mozambique (thousand tonnes), 2017–26

Table 7: Key active mines, 2023

Table 8: Key development projects, 2023

Table 9: Key exploration projects, 2023

Table 10: Top exporters of natural graphite (thousand tonnes), 2022

Table 11: Graphite Forms and Applications, 2023

Table 12: Major companies and their competitive position within the batteries scheme

Table 13: Syrah Resources Ltd., major projects, 2023

Table 14: T.P. Minerals Pvt Ltd., major projects, 2023

Table 15: Nacional de Grafite Ltda., major projects, 2023

Figures

Figure 1: Natural graphite reserves by country (million tonnes), 2019–23

Figure 2: Natural graphite reserves by country (million tonnes), January 2023

Figure 3: Classification of graphite, 2023

Figure 4: Historic and forecast natural graphite production (thousand tonnes), 2006–26

Figure 5: Natural graphite production by country (thousand tonnes), 2006–26

Figure 6: Historic and forecast natural graphite production in China (thousand tonnes), 2006–26

Figure 7: Historic and forecast natural graphite production in Mozambique (thousand tonnes), 2017–26

Figure 8: Top exporters and importers of natural graphite (%), 2022

Figure 9: Natural graphite demand for batteries 2022-30

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