Natural vs Synthetic: Trade, Permitting & The West’s Catch Up

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GraphiteHub

Harry

31 episodes

1 day 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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Natural vs Synthetic: Trade, Permitting & The West’s Catch Up - Part 2

GraphiteHub

13 minutes 36 seconds

2 months ago

Natural vs Synthetic: Trade, Permitting & The West’s Catch Up - Part 2

In our latest episode, we sat down with Amanda van Dyke, Founder of Critical Minerals Hub Plc, for Part Two of our deep dive into natural vs synthetic graphite.

In this episode, we discussed:

• US tariffs on China: US anode suppliers proved China was unfairly dumping and subsidising, leading to new tariffs aimed at levelling the playing field.

• Cost manipulation: Five years ago, synthetic CSPG cost over $20,000/t to produce versus ~$11,000/t from natural. China suddenly claimed to halve synthetic costs without evidence - what Amanda called “fudging the numbers.”

• Catching up is possible: Anode production “is not nuclear fission” - the West can absolutely catch up if it invests in technology and supply chains.

• Permitting challenges: Mining timelines have stretched from ~5 years to 16 - 18 years, with red tape the main obstacle. Without faster permitting, investment and policy support won’t translate into new mines.

• Policies with no teeth: EU and US critical mineral policies remain broad statements without enforcement.

• Responsible mining: Opposition should not be based on ideology alone; if a mine can be built responsibly, it should be permitted without endless delays.

The overall theme is that unless governments cut red tape and enforce faster permitting, the West will struggle to build competitive supply chains outside China.

Published 20 August 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.