Ex-China needle coke shortage could hold back anode buildout 

China is set to grow its global dominance in needle coke whilst investment into Western capacity stalls, threatening to leave automakers short of Inflation Reduction Act-compliant synthetic anode material. In 2024, China is forecast to produce 52% of the world’s supply in needle coke, a synthetic graphite anode material feedstock. This will grow to 68% […]