Natural Flake Graphite (Battery Grade)
$0.25 bnAnnual import
10%Indian capability
4,725Supplier concentration (HHI)
₹2,000 crTo localise
Why India imports it. China controls 65% of natural graphite; India has small reserves in Arunachal/Jharkhand.
Why it matters. Anode active material and EV battery.
Can India localise it? Partial - 4-6 years for spherical graphite.
Where it comes from. China (65%), Mozambique (20%), Madagascar (10%).
Scorecard
The ten indices
CMDI 73Dependency
LPI 38Localisation potential
IAI 58.75Investment attractiveness
SRI 71.25Supply risk
SCI 53Supply-chain complexity
TRI 42Technology readiness
IMI 70.5Industrial multiplier
NSRI 63.25National-security relevance
EPI 62.75Export potential
ICGI 70Capability gap
Who makes it
Manufacturers
In India
TGR GraphiteStar Strand
Global leaders
Syrah ResourcesMason GraphiteNorthern Graphite
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
- From Mineral Security to Mineral Processing — Why the Midstream Layer Decides Competitiveness
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).