Graphite Is Not a Commodity: Inside the Real Constraints of the Anode Supply Chain скачать в хорошем качестве

Graphite Is Not a Commodity: Inside the Real Constraints of the Anode Supply Chain

In our latest episode, I spoke with Matthew Howard, Co-founder of Yura AB and former Senior Category Manager for Active Anode Materials at Northvolt. Matthew brings a vast experience in batteries, from his PhD in solid state electrolytes through to leading commercial strategy for graphite at Northvolt. He now runs his own consultancy supporting companies across anode materials, battery technology, and commercial strategy. We cover: • Why graphite is a "design particle" and the dangers of over-commoditisation • How the disconnect between political ambitions and commercial reality is holding back Western anode production • The capital and mindset challenges facing graphite investment in Europe versus North America • Why Western cell makers and OEMs are treating graphite as a line item cost rather than a strategic material • How tariffs and subsidies in the US are enabling anode companies to thrive while Europe struggles • The real synthetic vs natural graphite debate - and why it comes down to price delta • Matthew's take on recycled graphite, biographite, and emerging processing technologies • What ExxonMobil's acquisition of Superior Graphite signals for the market • The uncomfortable truth: nothing has fundamentally changed in the graphite market since 2020 • Why Matthew is more optimistic about Europe's EV transition than North America's Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These videos are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some videos on this channel may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This video does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These videos represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this video.