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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]
Graphite is an essential part of a lithium-ion battery. There are many challenges that EV battery manufacturers might face in the graphite market as electric vehicle demand continues to rise.
Graphite is often an overlooked essential mineral when people think of EV batteries. However, it is a crucial component in the anodes of lithium-ion batteries used in electric vehicles.
Graphite and Transparency
The chief executive of Syrah Resources, Shaun Verner, shared a bit about graphite pricing and funding for new projects. Syrah Resources is an Australian company that supplies Tesla from its mine in Mozambique, one of the largest graphite producers.
Verner commented that the graphite market lacks transparency when it comes to pricing, leading bankers to hesitate when it comes to funding new graphite-related projects.
Only a handful of countries mine graphite and even fewer refine the mineral enough to be used in batteries and other products. With few producers in the graphite industry, graphite consumers enter into long-term bilateral supply agreements with little transparency on prices. In addition, relatively few analysts follow the graphite industry, making it difficult to get any long-term forecasts on graphite prices.
“The single biggest impediment to new investment is the opaque nature of the market because to get the commercial debt in place is really challenging,” said Verner.
Graphite Supply
Graphite prices have declined in recent months compared to the highs in early 2022. Fastmarkets reported that traditional graphite applications have decreased this year, resulting in “sluggish” conditions in the market. However, graphite demand is expected to rise in the next few years due to growth in the electric vehicle sector.
“Graphite has kind of been the poor cousin of the battery minerals and doesn’t get the attention of the other commodities,” commented Gregory Bowes, executive chairman of the Northern Graphite Corporation. “But we’re getting very close to an inflection point where demand overtakes supply and this is going to be first page news.”
Experts observing the graphite market expect graphite supply to hit a deficit as EV battery makers increase production. Fastmarkets estimates that natural graphite consumption would rise 40% year on year, on par with the EV sector. Benchmark Mineral Intelligence had the same forecast and calculated that graphite supply would hit a deficit of 20,000 tons in 2022.
China’s dominance in the graphite industry factors into the forecasted deficit since it dominates the graphite market. In 2021, China produced 820,000 metric tons (MT) of graphite, a significant increase compared to the previous two years. The US Geological Survey reported that China accounted for 79% of the world’s graphite mining last year. The country’s quick recovery from COVID-19 shutdowns contributed to its dominance in 2021.
“Chinese producers quickly increased production after a few months of closures in 2020. This allowed China to gain a more dominant position in the market for 2021 and slowed down the diversification of the supply chain,” noted the US Geological Survey’s report.
After China, Brazil and Mozambique are the next largest graphite producers. Brazil produced 68,000 MT last year, while Mozambique’s output was 30,000 MT. Russia, Madagascar, Ukraine, Norway, Canada, India, and Sri Lanka make up the remaining Top 10 countries that produce graphite.
Graphite and the Inflation Reduction Act
The graphite industry might be a major challenge for automakers seeking to launch their products in the United States over the next few years. The recently passed Inflation Reduction Act included EV tax credits that could go as high as $7,500 for automakers that adhere to a few specific requirements.
One of the requirements to qualify for the EV tax credit is related to batteries and the minerals used to make them. According to the Inflation Reduction Act, at least 40% of the critical minerals used to make US-made EV batteries must also come from US miners or recycling plants. Automakers can also qualify for the tax credit if the minerals used in their US-made batteries come from countries with free trade deals with the United States.
In 2021, natural graphite was not produced in the United States, but it consumed 45,000 tons of the mineral, estimated to be worth $41 million. The United States imported about 53,000 tons of graphite last year, mainly from China. It also imported graphite from Mexico, Canada, India, and other sources.
US Geological Survey mentioned one US automaker in its report about graphite imports. It did not mention the automaker by name.
“A US automaker continued building a large plant to manufacture lithium-ion electric vehicle batteries. The completed portion of the plant was operational, and it produced battery cells, battery packs, drive units, and energy storage products. At full capacity, the plant was expected to require 35,200 tons per year of spherical graphite for use as anode material for lithium-ion batteries,” stated the report.
Eric Desaulniers, the chief executive of Nouveau Monde Graphite, stated that discussions with cell manufacturers have ramped up after the Inflation Reduction Act was passed. Nouveau Monde is currently developing a graphite mine and battery-grade anode plant in Canada.
Desaulniers noted that challenges are ahead when it comes to securing project financing since “cell makers are cash-constrained.” He also noted that automakers had their hands full from scaling up their respective battery manufacturing facilities.
Tesla, considered the lead electric vehicle manufacturer in the United States, is already producing its 4680 battery cells in California. Rivian, General Motors, and other automakers also plan to develop their own battery cells in their own battery manufacturing plants.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
News
Tesla Model Y reclaims elusive sales title in competitive market
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
The Tesla Model Y reclaimed an elusive sales title in one of the most competitive markets it is in, outpacing key rivals and formidable competitors to regain the crown it once was a shoe-in for.
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
This is especially prudent in Europe and China, where domestic car companies have been offering attractive and cheap EVs as Tesla alternatives.
However, in September, the Model Y was able to battle back and take over the top sales spot for EVs in Europe.
In September, it had 25,938 sales, and although it was an 8.6 percent decrease compared to the same month in 2024, it was enough to be labeled the best-selling car in the European market, Automotive News reported.
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
There are four vehicles that have been atop the European EV sales rankings for any given month this year: the Renault Clio, which has three titles, the Dacia Sandero, which has won four monthly sales titles, and the Volkswagen T-Roc, which was the best-selling car in the market in August.
The Clio captured the number-two spot in September with 20,146 sales.
Despite a strong September showing for the Model Y, which was its first monthly sales crown of the year, the vehicle has not been a top-three EV in Europe this year. That is still led by the Sandero, Clio, and T-Roc.
Despite that, Tesla’s Model Y is still likely to be one of the best-selling vehicles in the world, if not the best, for the year.
In the United States, it has dominated EV sales charts and has been one of the most popular cars in the region. The same goes for China, where the Model Y has more competition than in Europe, but is so attractive because of its premium look and feel, as well as its tech offerings.
The Model Y has been the best-selling car globally for the past two years, outpacing widely popular gas and EV models from around the world.
Tesla also just finished up its best three-month sales period in its history, delivering just shy of half a million vehicles from July to September.
A Tesla captured video of a crashing plane on an Oklahoma highway, as a shocking video shows a small aircraft coming across a local roadway, with various cars ducking to avoid it.
On October 23, an Oklahoma National Guard OA-1K Skyraider II turboprop plane crashed during a training mission after an engine failure. Both crew members escaped unharmed, but they were not the only ones at risk of injury.
A Tesla Dashcam video shared by a friend of the car’s owner shows the vehicle narrowly avoiding an impact with the plane, swerving left, then back onto its side of the road. It appears to be a serious miracle:
WOW! Tesla full self driving dodges a freaking plane falling out of the sky! @Tesla fsd for the win! @elonmusk pic.twitter.com/vTVxuLPsHg
— David Bellow (@davidbellow) October 24, 2025
David Bellow, the person who posted the video of the Tesla avoiding the plane, claims it was Full Self-Driving that performed the maneuver, but it is not confirmed. This is what he said:
This wasn’t me my friend sent me the video from Matthew Topchian it was his Tesla. I’ll see if my friend can reach out and get more details of what fsd version! I personally had a video of my Tesla maneuvering between two bunnies at night on the road so I fully believe this to be…
— David Bellow (@davidbellow) October 25, 2025
There are a few hints that suggest it could be Tesla’s Full Self-Driving suite, but it is important to note that neither the company, the driver, nor the friend has confirmed this.
The first hint is the vehicle’s maneuver and subsequent reaction. The car suddenly swerves to the left, which any human would do, but how the vehicle continues to travel as if nothing had happened seems to solidify the idea that FSD could have been involved in avoiding the plane.
Nevertheless, this does not confirm that FSD was in control.
My Tesla did this on FSD (Supervised) v14.1 and the internet went crazy
Most people would likely have stopped in their tracks after avoiding an aircraft while driving.
However, this is not enough proof to definitively say FSD was responsible for the avoidance.
Additionally, the “Jump to Event” button is activated in the video, suggesting that FSD was in control. The vehicle gives this option when something major has occurred, including human intervention.
Regardless of whether the car was on FSD or was controlled manually, it is pretty crazy to have this piece of dashcam footage.
News
Tesla Full Self-Driving got a minor feature that’s a massive improvement
“Brake Confirm for the Start Self-Driving button is now defaulted off. When disabled, Start Self-Driving will not require you to press and release the brake to confirm engagement.”
Tesla’s Full Self-Driving suite seems to get better with every single release. However, it is also making it more seamless and easier than ever to use for passenger travel, thanks to a recent feature that has flown under the radar.
Tesla started rolling out its v14 iteration of the Full Self-Driving suite a few weeks ago to Early Access Program (EAP) members, and it finally started making its way to the public for the first time earlier this week.
Tesla Full Self-Driving v14.1 first impressions: Robotaxi-like features arrive
The wide rollout of Tesla v14.1.3 was long-awaited, as its capabilities were flexed by the handful of people lucky to have it. However, those sitting with v13.2.9 were still eager to get to their hands on the new FSD version, especially considering it came with a lot of cool upgrades.
One of which is flying under the radar and not getting as much attention as it should. Although it is a minor feature change from v13, Tesla has made FSD more seamless than ever with a simple fix that it started utilizing with v14.
With v14.1.1, Tesla started rolling out the removal of the “Brake Confirm” feature, which required drivers to touch the brake to activate Full Self-Driving. This is now an optional feature, as it now is defaulted to the off position by the car.
The release notes for the feature state:
“Brake Confirm for the Start Self-Driving button is now defaulted off. When disabled, Start Self-Driving will not require you to press and release the brake to confirm engagement.
You can enable Brake Confirm in Autopilot > Brake Confirm.”
https://t.co/Hpz2VP7aLS pic.twitter.com/SBsjGRmsyd
— TESLARATI (@Teslarati) October 24, 2025
Simply put, you no longer need to touch the brake to confirm your intention to use Full Self-Driving, which is a small but very effective fix.
It makes your car much more active in terms of overall activation, and it is definitely a quicker and more streamlined departure from your current location than ever before.
Here’s a good look at how quick it is:
@teslarati With Tesla Full Self-Driving v14, there is no delay when you start FSD. Press “Start Self-Driving” and you’re on your way #fyp #viral #tesla #teslafsd #fsdv14 ♬ original sound – TESLARATI
The feature is small, but it is very noticeable with your first uses of FSD v14. Eventually, it will become even more streamlined as Tesla solves self-driving and autonomy, as it will require zero human intervention to get started, which means the “Start Self-Driving” button will also be removed.
Tesla Model Y reclaims elusive sales title in competitive market
Tesla dashcam video shows crazy plane crash avoidance maneuver
Tesla Full Self-Driving got a minor feature that’s a massive improvement
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