Material Insights · Understanding the Material World

Graphite and Next-generation lithium batteries

Their prices have moved together.

Graphite (commodity) and Next-generation lithium batteries (energy): 1 relationship.

How they are linked

1. Price link: displaced material

Cost and price · Weak · Both ways

Silicon and lithium metal anodes would reduce graphite use per cell. The graphite proxy shows no link to the battery proxy, with monthly moves at 0.03, as it covers mostly electrodes for steel furnaces rather than battery anodes.

  • 0.03 monthly change correlation
  • 0.19 12-month change correlation
  • 0.72 fitted elasticity

Built from the site data on production routes, energy flows, industry value chains, input-output tables and prices.