Graphite mine in Baia de Fier will be reopened; ministers announce when first extraction will begin
The reopening of a graphite mine signals new domestic supply of graphite feedstock for industrial and battery-related uses.
Source →The trace
How it reaches your house.
Starting from Imerys S.A., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Syrah Resources Limited →supply upConductive Graphite / Carbon Black
A reopened graphite mine should modestly increase availability of Syrah’s graphite-related conductive input, easing procurement pressure, though the dependency is only 8% and partly substitutable.
69% confidenceImerys Graphite & Carbon →supply upConductive Graphite / Carbon Black
A reopened graphite mine should modestly ease feedstock availability for Imerys's graphite/carbon-black line, but the transmission is indirect and the supplied edge only indicates a 15% market-share relation.
43% confidenceHop 2
Conductive Graphite / Carbon Black →Stands to benefitA reopened graphite mine increases availability of conductive graphite/carbon black, and BTR's low substitutability (0.3) plus 24-month replacement lead time make it a meaningful beneficiary.
74% confidenceConductive Graphite / Carbon Black →Stands to benefitImerys has the largest stated share here (15%), so more conductive graphite/carbon black supply should improve its input availability and lower pressure on costs.
70% confidenceConductive Graphite / Carbon Black →Stands to benefitHop 3
Cabot Corporation →supply upConductive Graphite / Carbon Black
A reopened graphite mine should improve availability of Cabot's conductive graphite/carbon black input, with moderate transmission because the input is not sole-sourced and substitutability is only middling.
66% confidenceSGL Carbon SE →supply upConductive Graphite / Carbon Black
Reopening the graphite mine increases graphite feedstock availability, which should ease supply for SGL Carbon SE's conductive graphite/carbon black input, though the effect is moderate because the dependency is only 8% and somewhat substitutable.
57% confidenceHousehold batteries →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Household batteries
Companies you may own
BTR New Material GroupImerys Graphite & CarbonSGL Carbon SECBT
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