[{"data":1,"prerenderedAt":826},["ShallowReactive",2],{"ticker-data":3,"story-article/posco-future-m-s-lges-and-hyundai-deals-reinforce-south-korea-s-ex-china-synthetic-graphite-push":549},[4,52,82,112,148,186,229,259,295,334,376,418,459,489,519],{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":8,"today":9,"last":10,"percentageChange":11,"yearToDate":12,"yearOnYear":13,"oneYearIndexTrend":14,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-28","2wk","Updated every 2 weeks","Lithium",289.74,317.07,-8.62,23.97,72.58,[15,16,18,21,24,27,30,33,36,39,42,45],{"date":5,"value":9},{"date":17,"value":10},"2026-10-14",{"date":19,"value":20},"2026-09-30",322.34,{"date":22,"value":23},"2026-09-16",354.99,{"date":25,"value":26},"2026-09-02",385.07,{"date":28,"value":29},"2026-08-19",372.67,{"date":31,"value":32},"2026-08-05",367.54,{"date":34,"value":35},"2026-07-22",388.26,{"date":37,"value":38},"2026-07-08",399.4,{"date":40,"value":41},"2026-06-24",410.62,{"date":43,"value":44},"2026-06-10",427.77,{"date":46,"value":47},"2026-05-27",449.85,"/lithium/prices",null,false,true,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":53,"today":54,"last":55,"percentageChange":56,"yearToDate":57,"yearOnYear":58,"oneYearIndexTrend":59,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Carbonate",220.75,256.83,-14.05,-13.08,24.75,[60,61,62,64,66,68,70,72,74,76,78,80],{"date":5,"value":54},{"date":17,"value":55},{"date":19,"value":63},278.71,{"date":22,"value":65},300.39,{"date":25,"value":67},306.07,{"date":28,"value":69},297.22,{"date":31,"value":71},296.63,{"date":34,"value":73},309.38,{"date":37,"value":75},317.2,{"date":40,"value":77},330.54,{"date":43,"value":79},346.5,{"date":46,"value":81},358.35,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":83,"today":84,"last":85,"percentageChange":86,"yearToDate":87,"yearOnYear":88,"oneYearIndexTrend":89,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Hydroxide",261.35,292.05,-10.51,28.59,70.99,[90,91,92,94,96,98,100,102,104,106,108,110],{"date":5,"value":84},{"date":17,"value":85},{"date":19,"value":93},311.1,{"date":22,"value":95},339.85,{"date":25,"value":97},352.45,{"date":28,"value":99},341.12,{"date":31,"value":101},337.87,{"date":34,"value":103},354.36,{"date":37,"value":105},364.06,{"date":40,"value":107},376.67,{"date":43,"value":109},393.29,{"date":46,"value":111},411.01,{"publishedDate":5,"updateFrequency":113,"updateFrequencyText":114,"label":115,"today":116,"last":117,"percentageChange":118,"yearToDate":119,"yearOnYear":120,"oneYearIndexTrend":121,"url":147,"subscription":49,"isProtected":50,"hasAccess":51},"1wk","Updated every week","Cobalt",125.92,151.78,-17.03,-46.47,-40.79,[122,123,125,127,130,131,134,136,138,141,143,146],{"date":5,"value":116},{"date":124,"value":117},"2026-10-21",{"date":17,"value":126},171.41,{"date":128,"value":129},"2026-10-07",173.83,{"date":19,"value":129},{"date":132,"value":133},"2026-09-23",175.44,{"date":22,"value":135},178.66,{"date":25,"value":137},189.92,{"date":139,"value":140},"2026-08-26",192.6,{"date":28,"value":142},199.83,{"date":144,"value":145},"2026-08-12",217.25,{"date":31,"value":145},"/cobalt/prices",{"publishedDate":149,"updateFrequency":6,"updateFrequencyText":7,"label":150,"today":151,"last":152,"percentageChange":153,"yearToDate":154,"yearOnYear":155,"oneYearIndexTrend":156,"url":185,"subscription":49,"isProtected":50,"hasAccess":51},"2026-11-04","Nickel",103.41,107.13,-3.48,-14.35,-4.03,[157,158,159,161,163,166,168,170,173,176,179,182],{"date":149,"value":151},{"date":124,"value":152},{"date":128,"value":160},114.04,{"date":132,"value":162},116.1,{"date":164,"value":165},"2026-09-09",119.13,{"date":139,"value":167},119.61,{"date":144,"value":169},121.04,{"date":171,"value":172},"2026-07-29",121.19,{"date":174,"value":175},"2026-07-15",122.66,{"date":177,"value":178},"2026-07-01",125.61,{"date":180,"value":181},"2026-06-17",131.5,{"date":183,"value":184},"2026-06-03",134.65,"/nickel/prices",{"publishedDate":187,"updateFrequency":188,"updateFrequencyText":189,"label":190,"today":191,"last":191,"percentageChange":192,"yearToDate":193,"yearOnYear":194,"oneYearIndexTrend":195,"url":228,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-30","1mo","Updated every month","Natural Graphite",78.45,0,-3.84,-3.57,[196,197,198,201,204,207,210,213,216,219,222,225],{"date":187,"value":191},{"date":19,"value":191},{"date":199,"value":200},"2026-08-28",80.18,{"date":202,"value":203},"2026-07-31",80.66,{"date":205,"value":206},"2026-06-30",82.87,{"date":208,"value":209},"2026-05-29",82.99,{"date":211,"value":212},"2026-04-30",82.93,{"date":214,"value":215},"2026-03-31",82.39,{"date":217,"value":218},"2026-02-27",81.92,{"date":220,"value":221},"2026-01-30",81.69,{"date":223,"value":224},"2025-12-31",81.58,{"date":226,"value":227},"2025-11-28",81.35,"/natural-graphite/prices",{"publishedDate":187,"updateFrequency":188,"updateFrequencyText":189,"label":230,"today":231,"last":231,"percentageChange":192,"yearToDate":232,"yearOnYear":233,"oneYearIndexTrend":234,"url":258,"subscription":49,"isProtected":50,"hasAccess":51},"Anode Coke",86.15,15.73,18.42,[235,236,237,239,241,242,244,246,248,250,252,255],{"date":187,"value":231},{"date":19,"value":231},{"date":202,"value":238},81.86,{"date":205,"value":240},80.54,{"date":208,"value":240},{"date":211,"value":243},84.01,{"date":214,"value":245},79.79,{"date":217,"value":247},75.72,{"date":220,"value":249},74.61,{"date":223,"value":251},74.44,{"date":253,"value":254},"2025-10-31",72.75,{"date":256,"value":257},"2025-09-30",71.92,"/synthetic-graphite/prices",{"publishedDate":260,"updateFrequency":188,"updateFrequencyText":189,"label":261,"today":262,"last":263,"percentageChange":264,"yearToDate":265,"yearOnYear":266,"oneYearIndexTrend":267,"url":294,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-15","Anode",80.45,80.24,0.27,1.81,3.2,[268,269,271,273,274,276,279,282,285,287,289,291],{"date":260,"value":262},{"date":270,"value":263},"2026-09-15",{"date":272,"value":263},"2026-08-17",{"date":174,"value":263},{"date":275,"value":263},"2026-06-15",{"date":277,"value":278},"2026-05-15",79.16,{"date":280,"value":281},"2026-04-15",81.98,{"date":283,"value":284},"2026-03-16",79.03,{"date":286,"value":284},"2026-02-16",{"date":288,"value":284},"2026-01-15",{"date":290,"value":284},"2025-12-15",{"date":292,"value":293},"2025-11-17",77.79,"/anode/prices",{"publishedDate":296,"updateFrequency":188,"updateFrequencyText":189,"label":297,"today":298,"last":299,"percentageChange":300,"yearToDate":301,"yearOnYear":302,"oneYearIndexTrend":303,"url":333,"subscription":49,"isProtected":50,"hasAccess":51},"2026-08-01","Cathode",73.32,77.21,-5.04,14.41,55.07,[304,305,306,309,312,315,318,321,323,325,327,330],{"date":296,"value":298},{"date":177,"value":299},{"date":307,"value":308},"2026-06-01",80.32,{"date":310,"value":311},"2026-05-01",81.71,{"date":313,"value":314},"2026-04-01",77.27,{"date":316,"value":317},"2026-03-01",81.99,{"date":319,"value":320},"2026-02-01",80.5,{"date":288,"value":322},72.79,{"date":290,"value":324},64.08,{"date":292,"value":326},62.01,{"date":328,"value":329},"2025-10-15",53.51,{"date":331,"value":332},"2025-09-15",49.5,"/cathode/prices",{"publishedDate":335,"updateFrequency":188,"updateFrequencyText":189,"label":336,"today":337,"last":338,"percentageChange":339,"yearToDate":340,"yearOnYear":341,"oneYearIndexTrend":342,"url":375,"subscription":49,"isProtected":50,"hasAccess":51},"2025-03-31","Lithium ion Batteries",74.53,71.3,4.53,-1.6,-20.88,[343,344,346,349,352,355,358,361,364,366,369,372],{"date":335,"value":337},{"date":345,"value":338},"2025-02-28",{"date":347,"value":348},"2025-01-31",71.45,{"date":350,"value":351},"2024-12-31",75.74,{"date":353,"value":354},"2024-11-29",76.98,{"date":356,"value":357},"2024-10-31",77.34,{"date":359,"value":360},"2024-09-30",77.43,{"date":362,"value":363},"2024-08-30",80.56,{"date":365,"value":209},"2024-07-31",{"date":367,"value":368},"2024-06-28",87.2,{"date":370,"value":371},"2024-05-31",90.7,{"date":373,"value":374},"2024-04-30",93.2,"/battery-gigafactory/prices",{"publishedDate":377,"updateFrequency":6,"updateFrequencyText":7,"label":378,"today":379,"last":380,"percentageChange":381,"yearToDate":382,"yearOnYear":383,"oneYearIndexTrend":384,"url":417,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-22","Black Mass",31.1,37.11,-16.21,-27.94,-11.79,[385,386,388,391,394,397,400,403,406,409,412,415],{"date":377,"value":379},{"date":387,"value":380},"2026-10-08",{"date":389,"value":390},"2026-09-24",38.95,{"date":392,"value":393},"2026-09-10",42.03,{"date":395,"value":396},"2026-08-27",43.88,{"date":398,"value":399},"2026-08-13",42.33,{"date":401,"value":402},"2026-07-30",43.42,{"date":404,"value":405},"2026-07-16",46.74,{"date":407,"value":408},"2026-07-02",46.01,{"date":410,"value":411},"2026-06-18",49.57,{"date":413,"value":414},"2026-02-12",47.34,{"date":416,"value":411},"2026-01-29","/recycling/black-mass-prices",{"publishedDate":260,"updateFrequency":188,"updateFrequencyText":189,"label":419,"today":420,"last":421,"percentageChange":422,"yearToDate":423,"yearOnYear":424,"oneYearIndexTrend":425,"url":458,"subscription":49,"isProtected":50,"hasAccess":51},"Rare Earths",172.08,171.72,0.21,20.59,30.21,[426,427,429,432,435,438,441,444,447,450,453,456],{"date":260,"value":420},{"date":428,"value":421},"2026-10-01",{"date":430,"value":431},"2026-09-03",170.83,{"date":433,"value":434},"2026-08-20",169.63,{"date":436,"value":437},"2026-08-06",172.28,{"date":439,"value":440},"2026-07-23",173.94,{"date":442,"value":443},"2026-07-09",171.69,{"date":445,"value":446},"2026-06-25",168.55,{"date":448,"value":449},"2026-06-11",165,{"date":451,"value":452},"2026-05-28",163.89,{"date":454,"value":455},"2026-05-14",172.63,{"date":211,"value":457},175.6,"/rare-earths/prices",{"publishedDate":199,"updateFrequency":188,"updateFrequencyText":189,"label":460,"today":461,"last":462,"percentageChange":463,"yearToDate":464,"yearOnYear":465,"oneYearIndexTrend":466,"url":375,"subscription":49,"isProtected":50,"hasAccess":51},"NCM Mid-Nickel",152.7,162.48,-6.02,17.38,53.11,[467,468,469,471,473,475,477,479,481,483,485,487],{"date":199,"value":461},{"date":202,"value":462},{"date":205,"value":470},171.08,{"date":208,"value":472},173.65,{"date":211,"value":474},164.53,{"date":214,"value":476},157.28,{"date":217,"value":478},151.44,{"date":220,"value":480},144.5,{"date":223,"value":482},130.09,{"date":226,"value":484},124.6,{"date":253,"value":486},122.35,{"date":256,"value":488},103.5,{"publishedDate":199,"updateFrequency":188,"updateFrequencyText":189,"label":490,"today":491,"last":492,"percentageChange":493,"yearToDate":494,"yearOnYear":495,"oneYearIndexTrend":496,"url":375,"subscription":49,"isProtected":50,"hasAccess":51},"NCM High-Nickel",144.45,149.67,-3.49,26.69,49.06,[497,498,499,501,503,505,507,509,511,513,515,517],{"date":199,"value":491},{"date":202,"value":492},{"date":205,"value":500},157.37,{"date":208,"value":502},160,{"date":211,"value":504},149.53,{"date":214,"value":506},141.97,{"date":217,"value":508},136.99,{"date":220,"value":510},129.81,{"date":223,"value":512},114.02,{"date":226,"value":514},109.17,{"date":253,"value":516},109.02,{"date":256,"value":518},99.44,{"publishedDate":199,"updateFrequency":188,"updateFrequencyText":189,"label":520,"today":521,"last":522,"percentageChange":523,"yearToDate":524,"yearOnYear":525,"oneYearIndexTrend":526,"url":375,"subscription":49,"isProtected":50,"hasAccess":51},"LFP",229.17,218.34,4.96,49.35,83.44,[527,528,529,531,533,535,537,539,541,543,545,547],{"date":199,"value":521},{"date":202,"value":522},{"date":205,"value":530},239.1,{"date":208,"value":532},258.32,{"date":211,"value":534},239.37,{"date":214,"value":536},213.01,{"date":217,"value":538},204.49,{"date":220,"value":540},218.06,{"date":223,"value":542},153.45,{"date":226,"value":544},134.02,{"date":253,"value":546},118.22,{"date":256,"value":548},111.93,{"id":550,"uuid":551,"name":552,"slug":553,"full_slug":554,"content":555,"relatedArticles":824,"relatedVideos":825},238697817164264,"a874f442-918c-4da7-b3cf-9afeff8996bf","POSCO Future M’s LGES and Hyundai deals reinforce South Korea’s ex-China synthetic graphite push","posco-future-m-s-lges-and-hyundai-deals-reinforce-south-korea-s-ex-china-synthetic-graphite-push","article/posco-future-m-s-lges-and-hyundai-deals-reinforce-south-korea-s-ex-china-synthetic-graphite-push",{"_uid":556,"date":557,"tags":558,"editor":577,"content":587,"excerpt":791,"featured":51,"reporter":792,"component":802,"seo_title":803,"categories":804,"visibility":813,"data_vis_image":814,"featured_image":817,"seo_description":821,"side_panel_banner":602,"formattedDate":822,"formattedArticleDate":823},"563ca9f2-04f2-4c10-bb6f-4ec49964898f","2026-11-06 00:00",[559,562,565,568,571,574],{"slug":560,"name":561},"posco","Posco",{"slug":563,"name":564},"south-korea","South Korea",{"slug":566,"name":567},"asia","Asia",{"slug":569,"name":570},"lges","LGES",{"slug":572,"name":573},"hyundai","Hyundai",{"slug":575,"name":576},"southeast-asia","Southeast Asia",[578],{"slug":579,"name":580,"content":581},"matthew-bird","Matthew Bird",{"job_title":582,"image":583,"bio":585,"linkedin":586},"Senior Editor - Supply Chains & Data Visualisation",{"filename":584},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":588,"attrs":589,"content":590},"doc",{"backgroundColor":49},[591,662,699,707,715,725,733,741,749,757,765,773,781],{"type":592,"attrs":593,"content":594},"paragraph",{"textAlign":49},[595,603,615,620,629,634,643,648,657],{"text":596,"type":597,"marks":598},"Two agreements announced within a week strengthen the position of South Korea’s POSCO Future M (POSCO) – the largest non-Chinese-owned anode producer – as a supplier of ","text",[599],{"type":600,"attrs":601},"textStyle",{"color":602},"",{"text":604,"type":597,"marks":605},"synthetic graphite",[606,613],{"type":607,"attrs":608},"link",{"href":609,"uuid":610,"anchor":49,"target":611,"linktype":612},"/article/natural-graphite-remains-important-in-the-west-but-synthetic-still-holds-greater-share","0adf7ab8-1ab8-465c-a946-2ce5f4c24f3f","_self","story",{"type":600,"attrs":614},{"color":602},{"text":616,"type":597,"marks":617}," anode active material (AAM), as ",[618],{"type":600,"attrs":619},{"color":602},{"text":621,"type":597,"marks":622},"US",[623,627],{"type":607,"attrs":624},{"href":625,"uuid":626,"anchor":49,"target":611,"linktype":612},"/article/regional-spotlight-united-states","7a2ab405-0e9f-4cae-9566-0cda20e22de2",{"type":600,"attrs":628},{"color":602},{"text":630,"type":597,"marks":631}," and ",[632],{"type":600,"attrs":633},{"color":602},{"text":635,"type":597,"marks":636},"European",[637,641],{"type":607,"attrs":638},{"href":639,"uuid":640,"anchor":49,"target":611,"linktype":612},"/article/upstream-and-downstream-policy-push-europe-regional-spotlight","4ab2b302-3480-429b-a26f-74299f0c55e6",{"type":600,"attrs":642},{"color":602},{"text":644,"type":597,"marks":645}," rules ",[646],{"type":600,"attrs":647},{"color":602},{"text":649,"type":597,"marks":650},"push buyers away from China",[651,655],{"type":607,"attrs":652},{"href":653,"uuid":654,"anchor":49,"target":611,"linktype":612},"/article/regional-spotlight-china","746036af-b9fc-4d0d-b721-56d0d1094635",{"type":600,"attrs":656},{"color":602},{"text":658,"type":597,"marks":659},". ",[660],{"type":600,"attrs":661},{"color":602},{"type":592,"attrs":663,"content":665},{"textAlign":664},"left",[666,671,680,685,694],{"text":667,"type":597,"marks":668},"On 30 October, POSCO announced a non-binding memorandum of understanding (MoU) with ",[669],{"type":600,"attrs":670},{"color":602},{"text":672,"type":597,"marks":673},"LG Energy Solution",[674,678],{"type":607,"attrs":675},{"href":676,"uuid":677,"anchor":49,"target":611,"linktype":612},"/article/lges-signs-4-3-billion-bess-cell-supply-deal-with-tesla","c9e36cab-5f2c-4a05-9341-1aad24c0277d",{"type":600,"attrs":679},{"color":602},{"text":681,"type":597,"marks":682}," (LGES) to supply 720kt of cathode and anode material over 2027–2033. Days later, the company signed a letter of intent (LOI) with ",[683],{"type":600,"attrs":684},{"color":602},{"text":686,"type":597,"marks":687},"Hyundai Motor Group",[688,692],{"type":607,"attrs":689},{"href":690,"uuid":691,"anchor":49,"target":611,"linktype":612},"/article/hyundai-lges-georgia-plant-manages-regulatory-costs-ahead-of-delayed-opening","f9334156-063f-4bb3-92fe-ca8439f38a5c",{"type":600,"attrs":693},{"color":602},{"text":695,"type":597,"marks":696}," on investment in its planned synthetic graphite AAM plant in Thai Nguyen, Vietnam. Both build on a KRW1 trillion-plus (USD739 million) synthetic graphite AAM order from a global automaker in March, POSCO’s largest to date. ",[697],{"type":600,"attrs":698},{"color":602},{"type":592,"attrs":700,"content":701},{"textAlign":664},[702],{"text":703,"type":597,"marks":704},"US prohibited foreign entity (PFE) rules and Europe’s proposed Industrial Accelerator Act are assumed to be key drivers behind both deals. Under the US One Big Beautiful Bill Act, manufacturers claiming the 45X credit must source a rising share of battery component costs, including anode material, from outside Chinese-linked PFEs, reaching 85% from 2030. ",[705],{"type":600,"attrs":706},{"color":602},{"type":592,"attrs":708,"content":709},{"textAlign":664},[710],{"text":711,"type":597,"marks":712},"\"These agreements showcase Korean cell makers and OEMs securing synthetic graphite outside China ahead of tightening PFE rules,\" said Tony Alderson, a Research Manager at Benchmark. \"Southeast Asia, namely Vietnam here, is becoming a key low-cost processing hub for that strategy.\"  ",[713],{"type":600,"attrs":714},{"color":602},{"type":716,"attrs":717,"content":719},"heading",{"level":718,"textAlign":664},2,[720],{"text":721,"type":597,"marks":722},"What has POSCO agreed with LGES? ",[723],{"type":600,"attrs":724},{"color":602},{"type":592,"attrs":726,"content":727},{"textAlign":664},[728],{"text":729,"type":597,"marks":730},"The MoU covers LFP and ternary cathode materials and synthetic graphite AAM from Korea and Vietnam, with a definitive contract targeted by year-end. The split of volumes and value between anode and cathode were undisclosed. Cooperation on next-generation materials including silicon anodes was also agreed. ",[731],{"type":600,"attrs":732},{"color":602},{"type":716,"attrs":734,"content":735},{"level":718,"textAlign":664},[736],{"text":737,"type":597,"marks":738},"What does the Hyundai deal involve? ",[739],{"type":600,"attrs":740},{"color":602},{"type":592,"attrs":742,"content":743},{"textAlign":664},[744],{"text":745,"type":597,"marks":746},"Hyundai will consider a KRW100 billion ($72.7 million) equity investment in the Thai Nguyen plant in return for preferential purchasing rights. Construction began in 2026; the company targets mass production in 2028 and says first-phase output is already contracted. ",[747],{"type":600,"attrs":748},{"color":602},{"type":592,"attrs":750,"content":751},{"textAlign":664},[752],{"text":753,"type":597,"marks":754},"Taking equity shows that automakers are moving further upstream to secure supply. Even Chinese producers are relocating to stay close to Western customers: Ford agreed a $120 million prepayment in 2024 towards BTR’s planned AAM plant in Morocco. ",[755],{"type":600,"attrs":756},{"color":602},{"type":716,"attrs":758,"content":759},{"level":718,"textAlign":664},[760],{"text":761,"type":597,"marks":762},"What does this mean for the anode market? ",[763],{"type":600,"attrs":764},{"color":602},{"type":592,"attrs":766,"content":767},{"textAlign":664},[768],{"text":769,"type":597,"marks":770},"POSCO currently operates around 82ktpa of graphite AAM capacity in Korea, but only 8ktpa is synthetic. Benchmark data shows its synthetic capacity rising to 93ktpa by 2033 as Thai Nguyen (55ktpa) and Pohang expansions (30ktpa) come online, with a further 115ktpa planned for the mid-2030s. ",[771],{"type":600,"attrs":772},{"color":602},{"type":592,"attrs":774,"content":775},{"textAlign":664},[776],{"text":777,"type":597,"marks":778},"Even so, that would cover just over 10% of Benchmark’s forecast ~815kt of ex-China synthetic graphite demand in 2033. Closing the gap will require far more non-Chinese capacity and binding contracts. ",[779],{"type":600,"attrs":780},{"color":602},{"type":782,"attrs":783},"blok",{"id":784,"body":785},"23657e6e-fbc6-44d6-b510-1e03a19d54ac",[786],{"id":787,"_uid":788,"type":789,"component":790,"fixed_height":602,"use_fixed_height":50,"fixed_height_mobile":602,"fixed_height_tablet":602},"30825396","i-08728e50-ee57-4410-b889-c23b64ee7717","visualisation","ContentFlourish","Two agreements announced within a week strengthen the position of South Korea’s POSCO Future M (POSCO) – the largest non-Chinese-owned anode producer – as a supplier of synthetic graphite anode active material (AAM), as US and European rules push buyers away from China. ",[793],{"slug":794,"name":795,"content":796},"tony-alderson","Tony Alderson",{"job_title":797,"image":798,"bio":800,"linkedin":801,"markets_covered":261},"Research Manager - Anode",{"filename":799},"https://a.storyblok.com/f/287943243085208/800x800/f521ccb976/tony-alderson.jpeg","Tony is a Research Manager at Benchmark Mineral Intelligence, specialising in forward-looking models that encompass supply, demand, and pricing dynamics for anode materials. He has over 3 years experience in the battery supply chain, previously working as a Price & Data Analyst, for LiB raw materials. His background is in renewable and sustainable energy technologies, having completed an MSc at Northumbria University, Newcastle.","https://www.linkedin.com/in/tony-alderson-b370b7170/","article","POSCO's deals reinforce Korea’s ex-China synthetic graphite push ",[805,807,810],{"slug":806,"name":261},"anode",{"slug":808,"name":809},"graphite","Graphite",{"slug":811,"name":812},"synthetic-graphite","Synthetic Graphite","private",{"id":49,"alt":49,"name":602,"focus":49,"title":49,"source":49,"filename":602,"copyright":49,"fieldtype":815,"meta_data":816},"asset",{},{"id":818,"alt":602,"name":602,"focus":602,"title":602,"source":602,"filename":819,"copyright":602,"fieldtype":815,"meta_data":820,"is_external_url":50},238703843896717,"https://a.storyblok.com/f/287943243085208/1500x1000/3783b18457/posco-synthetic-graphite-anode-1.png",{},"Two agreements announced within a week strengthen the position of South Korea’s POSCO Future M (POSCO) – the largest non-Chinese-owned anode producer – as a supplier of synthetic graphite anode active material (AAM).","Nov 06, 2026","6th November 2026",[],[],1793979369453]