Inside the Graphite Industry: Insights from Tom Burkett

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GraphiteHub

Harry

31 episodes

6 days ago

GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.

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Inside the Graphite Industry: Insights from Tom Burkett

GraphiteHub

35 minutes 59 seconds

2 months ago

Inside the Graphite Industry: Insights from Tom Burkett

In this episode, we speak with Tom Burkett, founder of Global Graphite Advisory and a respected expert in the carbon and graphite space. For over 40 years, Tom has helped businesses grow across the global carbon and graphite markets - from Asia to Europe to North America, and across sectors ranging from graphite electrodes and steel to natural and synthetic graphite for batteries, electronics, solar, and automotive applications.

In this episode, Tom shares insights from his career spanning Union Carbide, GrafTech, SGL Carbon, Ontario Graphite, and SANGRAF, offering a global perspective shaped by decades in leadership roles. He explores the evolving dynamic between synthetic and natural graphite, and why the market continues to favour synthetic. Tom highlights the regions emerging as new hubs for downstream processing beyond China and outlines what investors should prioritise when evaluating graphite opportunities. He also reflects on lessons from past price shocks and shares the key indicators he’s watching that could signal a turnaround in this prolonged slump.

Published 2 May 2025

Disclaimer

I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.