Ga98%China · top shareNb93%Brazil · top shareRu93%South Africa · top shareIr89%South Africa · top shareRh86%South Africa · top shareW81%China · top share80%China · top shareTe76%China · top shareCo75%Democratic Republic of the Congo · top shareIn74%China · top shareV72%China · top sharePt73%South Africa · top shareSi73%China · top shareNi70%Indonesia · top share69%China · top shareMg62%China · top shareAs50%Peru · top share60%China · top shareBe53%United States · top shareBi54%China · top sharePd44%Russia · top shareTa52%Democratic Republic of the Congo · top sharePb48%China · top shareB44%Turkey · top shareSb36%China · top shareMn40%South Africa · top shareCr44%South Africa · top share45%China · top shareRe37%Chile · top shareU42%Kazakhstan · top share36%India · top share35%Guinea · top shareMo37%China · top share36%Australia · top shareLi32%Australia · top shareZn39%China · top shareZr33%Australia · top share35%China · top share31%Canada · top share30%United States · top shareSn25%China · top shareCu26%Chile · top shareAg26%Mexico · top shareAu17%China · top share🇨🇱 CLCutax2024🇨🇩 CDCusurtax2022🇨🇱 CLListrategic resource2023🇨🇳 CNLiexport license2025🇿🇼 ZWLiraw ore ban2022🇦🇷 ARLiexport tax2021🇮🇩 IDNiraw ore ban2020🇵🇭 PHNiroyalty2024🇷🇺 RUNiimport ban2024🇨🇳 CN→🇻🇳 VNREE+4700%re export surge🇮🇩 IDNi-97%export ban effectLi+38%concentration shift🇨🇳 CNREE-25%concentration shift
graphite
Critical · 3 lists

Graphite

industrial_mineral · primary

DOE_2023
USGS_2022
USGS_2025

Graphite sits on 3 federal critical-minerals lists; mine supply is highly concentrated (HHI 0.64, 2025), led by 🇨🇳 China at 80% of output. The US is 100% net import-reliant (2025). Prices fell 5% over the past year (-7%/yr over 4y).

Headline indicators

1,000dollars per metric ton

USGS MCS (Average unit value of imports) · source marks this value estimated

-5% 1Y

-7%/yr · 4Y CAGR

100%

0.64

Highly concentrated · 2025

lifecycle flow

  1. 01Reserves

    310.0Mt

    China leads · 32% share

  2. 02Production

    1.8Mt

    China top · 2025

  3. 03Trade

    70.6Kt

    net importer · 2025

  4. 04Stocks

    -

  5. 05Consumption

    71.0Kt

    Consumption, apparent · 2025

Export for GCAM

This commodity's rows from strata's GCAM-CMM input bundle - graded supply curves (USGS reserves × benchmark cost model, 1975 USD/kg per GCAM convention), demand intensities, and the basis lineage that says exactly what each figure counts. These are inputs toGCAM: strata is the data; the model and its runs are PNNL's. Every file keeps its provenance header.

Whole tables: A11 · A10 info · A32 · bundle manifest · intensity API (JSON)

Data coverage notes

  • no dataNo commodity-decomposed scrap or end-of-life flows - No USGS MCS Fig13 scrap rows. EU WEEE / battery EOL flows (Phase 6.1.1) are country-keyed only - see country profiles.
  • datedExport-restriction inventory ends 2020 - The OECD industrial-raw-materials inventory (vendored snapshot) reports HS-line measures only through 2020; restrictions enacted since are not reflected in the measure table.
  • narrowConsumption geography is single-economy (United States) - Reported consumption covers one economy only - the world usage split must be read from trade flows, not from a consumption table.

How strata reads a commodity

The eight-stage lens, the observed-vs-estimated membrane, stage-honest supply, per-stage concentration, ownership resolution and the demand lens - the full method is illustrated live on copper, nickel and lithium.

Read the methodology, illustrated live →

Where this data comes from

23 sources · titles open the source card · url opens the publisher