Graphite Mining Stocks Are Flying Amid China Tensions, Battery Boom
By Alex Kimani – Dec 31, 2025, 5:00 PM CST The graphene hype has faded while graphite demand is surging. U.S.–China tensions are reshaping graphite markets, with punitive U.S. tariffs on Chinese anode-grade graphite boosting investor interest in non-Chinese suppliers. Domestic supply remains a bottleneck, leaving U.S. battery makers exposed to higher costs and supply risks. Following the Nobel Prize for graphene’s discovery in 2010, the gee-whiz nanomaterial has been lauded as a ...







