Battery-Grade Graphite Anode
$0.60 bnAnnual import
8%Indian capability
6,450Supplier concentration (HHI)
₹3,500 crTo localise
Why India imports it. China controls 80%+ of synthetic graphite anode; India has pilots at Epsilon and Triton.
Why it matters. Anode is 15-20% of cell cost.
Can India localise it? Yes - 3-5 years; natural graphite sourcing is harder.
Where it comes from. China (80%), Japan (15%), South Korea (5%).
Scorecard
The ten indices
CMDI 78Dependency
LPI 51.25Localisation potential
IAI 65Investment attractiveness
SRI 72.75Supply risk
SCI 57.75Supply-chain complexity
TRI 42.5Technology readiness
IMI 77Industrial multiplier
NSRI 51.25National-security relevance
EPI 65.25Export potential
ICGI 66.75Capability gap
Who makes it
Manufacturers
In India
Epsilon CarbonTriton Ev
Global leaders
Btr New EnergyShanshanPosco Chemical
On the ground
Localisation projects
- Epsilon Carbon CAM Plant
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Battery Materials Processing — Lithium, Cobalt, Nickel and the Cell-Ecosystem Opportunity
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).