Could the Middle East become an anode supply chain hub?

The Middle East is rapidly establishing itself as a key growth hub for the anode supply chain, underpinned by large-scale investments, strategic geographic positioning, and competitively priced energy. The region’s push into battery materials reflects a broader shift as Gulf economies look to diversify away from hydrocarbons and position themselves within the global energy transition. As of 2026, the region has no active capacity, yet Benchmark data shows that the Middle East will account for 11% of 2030 capacity for traditional anode active material (AAM) in the ex-China market, with this share remaining broadly stable through to 2035.