GRAPHITE MARKET
China share~78% of world natural graphite · 2024
Refining>90% processed in China
AnodeGraphite >95% of EV anode material
North America<1% of mine supply
China share~78% of world natural graphite · 2024
Refining>90% processed in China
AnodeGraphite >95% of EV anode material
North America<1% of mine supply
What we do

Three ways we
move the market.

A boutique focused entirely on the graphite and critical-minerals supply gap. Narrow by design, so the coverage is credible and the work is informed.

I
Investor relations & coverage
We tell a project's story to capital and the financial press, anchored to sourced, verifiable data. Every claim traces to a public filing, a lab result, or a named source — because credibility is the whole point.
II
Market intelligence
We publish ongoing coverage of the graphite and critical-minerals landscape: supply concentration, policy, and where Western production and capital are meeting. The coverage is editorially independent and sourced to public reporting.
How we work

Sourced. Aligned.
Built to last.

01
Data before narrative
We don't publish what we can't source. Every figure is tied to a specific filing, lab report, or public dataset — the story is told by the evidence, not around it.
02
Aligned with the outcome
We work with projects whose value case stands on its own. Engagements are scoped around defined deliverables: coverage produced, materials that stand up to scrutiny, a story properly told. Fees are for the work itself. They are not tied to any financing, transaction, or market outcome.
03
A durable network, not a one-off
The coverage compounds. Every article and every relationship builds a lasting, informed position in the critical-minerals space.
Our focus
Graphite &
critical minerals
Western supply · battery economy
Graphite is the largest single component of every lithium-ion battery, with no commercial substitute — and it is the most concentrated critical-mineral supply chain in the world. That gap is where capital, policy, and Western projects are converging. It is the only thing we cover.
Work with us

Investor, partner,
or project?

Whether you follow critical minerals, are a project seeking coverage, or are a member of the press, start a conversation.