Supply Security — 2025

Graphite Without
China Risk

China controls over 65% of global natural graphite production and introduced export licensing requirements in October 2023. Sri Lankan vein graphite — mined at the Ragedara mine for over 300 years — is entirely outside this framework. A fully traceable, EU-compliant, high-purity alternative.

65%
China's share of global natural graphite
2023
China export licence requirement introduced
300+
Years of Ragedara mine heritage
0%
Chinese supply chain exposure

China's graphite export
licensing regime

In October 2023, China's Ministry of Commerce introduced mandatory export licensing requirements for natural graphite — including high-purity flake graphite and spherical graphite used in battery anodes. This followed earlier restrictions on graphite-related processing technologies and represented a significant escalation in China's use of critical mineral supply as a geopolitical lever.

The impact for European manufacturers has been immediate and ongoing:

  • Unpredictable lead times and licence approval delays for Chinese-origin graphite
  • Price volatility linked to quota availability rather than underlying supply and demand
  • Supply concentration risk: a single regulatory decision can cut off entire product categories
  • Growing compliance complexity for CSDDD and supply chain due diligence requirements
  • EU battery regulation traceability requirements that are difficult to meet with opaque Chinese supply chains

The European Commission has classified graphite as a Critical Raw Material under the EU Critical Raw Materials Act — acknowledging that Europe's 100% import dependency on natural graphite, combined with China's dominant market position, represents a strategic vulnerability.

EU Critical Raw Materials Act

Graphite is explicitly listed as a critical raw material under the EU CRM Act, which targets no more than 65% of any critical material from a single third country. Currently, European natural graphite sourcing is approximately 85–90% dependent on China.

The solution: Ceylon vein graphite

Sri Lanka is the world's only commercial producer of vein graphite — a geologically distinct material formed from hydrothermal carbon precipitation rather than metamorphic processes. Known historically as Ceylon graphite, it has been exported continuously since the 18th century, making it one of the most traceable mineral supplies in the world.

Ceylon graphite from the Ragedara mine is:

  • Entirely independent of China's supply chain — no Chinese processing, no Chinese export licensing exposure
  • Higher natural purity than Chinese flake — achieves 90–99.5% Cg without the acid purification required for comparable Chinese grades
  • Fully traceable to a single mine — the Ragedara mine, with documented supply history stretching back to the colonial era
  • REACH compliant — CAS 7782-42-5, full documentation provided with every shipment
  • ESG-friendly sourcing — small-scale underground mining, no open-pit operations, no chemical flotation tailings
  • Independent of EU export dependency targets — Sri Lanka is not subject to the EU CRM Act's concentration thresholds

Graphite types compared

Property Ceylon Vein (Sri Lanka) Flake (China / Africa) Synthetic
Natural purity 90–99.5% Cg 80–98% Cg (pre-treatment) >99% (after processing)
Purification required No Yes — acid treatment Intensive processing
China supply exposure None High (65–90% Chinese origin) High (dominant Chinese production)
Source traceability Single mine, full CoA Multiple mines, variable Petroleum coke origin
Crystallinity Very high High (grade dependent) Controlled
Carbon footprint Low (underground, no chemicals) Medium (flotation, chemicals) High (energy intensive)
EU CRM Act compliance Fully diversified source Concentrated risk Concentrated risk

Documentation for European
procurement requirements

For procurement managers operating under EU supply chain due diligence requirements, ESG reporting mandates, or internal supplier qualification processes, we provide a comprehensive documentation package with every shipment:

  • Certificate of Analysis (CoA) — independent third-party laboratory, per batch
  • Bill of Lading — FOB Colombo Port, Sri Lanka
  • Material Safety Data Sheet (MSDS)
  • REACH compliance declaration (CAS 7782-42-5)
  • Mine-level sourcing declaration — Ragedara mine, Sri Lanka
  • Country of origin certificate
  • Carbon footprint data — available on request
  • Conflict mineral declaration — available on request
Key facts
Origin
Ragedara Mine, Sri Lanka
Type
Natural vein (Ceylon) graphite
Purity range
80–99.5% Cg
China exposure
Zero
REACH
Compliant
MOQ
20 metric tonnes
Port
Colombo, Sri Lanka (FOB)
Battery manufacturers

EV & energy storage

Our G-98, G-99, and G-99.5 grades are suitable for battery anode precursor applications. High crystallinity, low metallic impurities, and full traceability documentation supporting EU battery regulation requirements.

Battery Grade Details →
Industrial manufacturers

Refractories & lubricants

G-80 through G-96 grades for refractory, lubricant, conductive coating, and friction applications. Direct replacement for Chinese flake graphite in equivalent purity grades.

View All Grades →
Discuss Your Sourcing Requirements