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

Описание: 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

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