Anode finishing
Coating and blending finish spherical and synthetic graphite into anode active material — coated spherical purified graphite, synthetic anode powder, and graphite-dominant natural/synthetic blends — the chain's end products, sold to battery cell plants. This is the stage Commerce's active anode material trade cases target and the most concentrated stage of the battery supply chain.
Stage diagram
China held an estimated 96% of global anode active material production capacity in 2024 (BloombergNEF-tracked fully commissioned facilities, per DOE) — the single most concentrated link in the battery supply chain — and Commerce's February 2026 final countervailing duty determination found estimated net countervailable subsidy rates of 66.86% on Chinese active anode material.
Materials at this stage: Coated spherical purified graphite (CSPG), Synthetic anode material, Blended anode material
Facility-line flow trace
| Facility / line | Location | Stage and derived state | Input → output |
|---|---|---|---|
| Anovion Bainbridge Synthetic Graphite Plant | Bainbridge, Georgia | Graphitization Announced | Graphitizable carbon precursor → Synthetic anode material |
| Anovion Sanborn Synthetic Graphite Plant | Sanborn, New York | Graphitization | Graphitizable carbon precursor → Synthetic anode material |
| Birla Carbon Orangeburg Synthetic Graphite Plant | Orangeburg, South Carolina | Graphitization Financed | Graphitizable carbon precursor → Synthetic anode material |
| Kilbourne Graphite Purification Plant, Anniston Army Depot | Anniston, Alabama | Anode finishing Announced | Purified flake graphite → Coated spherical purified graphite (CSPG) |
| Kilbourne Graphite Purification Plant, Pine Bluff Arsenal | Pine Bluff, Arkansas | Anode finishing Announced | Purified flake graphite → Coated spherical purified graphite (CSPG) |
| NOVONIX Enterprise South Synthetic Graphite Plant | Chattanooga, Tennessee | Graphitization Announced | Graphitizable carbon precursor → Synthetic anode material |
| NOVONIX Riverside Synthetic Graphite Facility | Chattanooga, Tennessee | Graphitization Commissioned | Graphitizable carbon precursor → Synthetic anode material |
| NOVONIX Riverside Synthetic Graphite Facility | Chattanooga, Tennessee | Anode finishing Announced | Synthetic anode material → Synthetic anode material |
| Syrah Vidalia Active Anode Material Facility | Vidalia, Louisiana | Anode finishing | Uncoated spherical graphite → Coated spherical purified graphite (CSPG) |
| Urbix Muscle Shoals CSPG Facility | Muscle Shoals, Alabama | Anode finishing Announced | Natural graphite concentrate → Coated spherical purified graphite (CSPG) |
| Westwater Kellyton Graphite Plant | Kellyton, Alabama | Anode finishing Under construction | Natural graphite concentrate → Coated spherical purified graphite (CSPG) |
| Westwater Kellyton Graphite Plant | Kellyton, Alabama | Anode finishing | Natural graphite concentrate → Coated spherical purified graphite (CSPG) |
| Graphinex Townsville Graphite-to-Anode Demonstration Facility | Townsville, Queensland | Anode finishing | Purified flake graphite → Coated spherical purified graphite (CSPG) |
| NMG Bécancour Battery Material Plant | Bécancour, Québec | Anode finishing Announced | Uncoated spherical graphite → Coated spherical purified graphite (CSPG) |
| Vianode Via TWO Synthetic Graphite Plant, St. Thomas | St. Thomas, Ontario | Graphitization Announced | Graphitizable carbon precursor → Synthetic anode material |
| UP Catalyst CO2Graphite Plant | Maardu, Harju County | Graphitization Financed | Graphitizable carbon precursor → Synthetic anode material |
| Fortum Battery Recycling Harjavalta Hydrometallurgical Plant | Harjavalta, Satakunta | Recycling | Blended anode material, Lithium-Ion Battery Black Mass → Natural graphite concentrate, Recycled Lithium-Bearing Process Solution |
| Hycamite Kokkola Methane-Pyrolysis Graphite Plant | Kokkola, Central Ostrobothnia | Graphitization Announced | Graphitizable carbon precursor → Synthetic anode material |
| NGC Battery Materials BAM Plant (France, site not stated in source) | — | Anode finishing Announced | Uncoated spherical graphite → Coated spherical purified graphite (CSPG) |
| Orano Battery Recycling Pilots (Bessines-sur-Gartempe) | Bessines-sur-Gartempe, Nouvelle-Aquitaine | Recycling Commissioned | Blended anode material, Lithium-Ion Battery Black Mass → Natural graphite concentrate, Recycled Lithium-Bearing Process Solution |
| Tokai COBEX Savoie BAM4EVER Battery Anode Material Plant (Vénissieux) | Vénissieux (30 rue Louis Jouvet, 69200), Département du Rhône, Auvergne-Rhône-Alpes | Particle processing | Natural graphite concentrate → Synthetic anode material |
| Mitsubishi Chemical Kagawa Plant Natural-Graphite Anode Line | Sakaide, Kagawa Prefecture | Anode finishing Announced | Uncoated spherical graphite → Coated spherical purified graphite (CSPG) |
| NorGraph Active Anode Materials Plant (Eyde Material Park, Arendal) | Longum Nord, Eyde Material Park, Arendal, Agder | Anode finishing Announced | Natural graphite concentrate → Coated spherical purified graphite (CSPG) |
| Vianode Via ONE Synthetic Anode Graphite Plant (Herøya) | Porsgrunn (Herøya Industrial Park), Telemark | Graphitization | Graphitizable carbon precursor → Synthetic anode material |
| POSCO Future M Pohang Artificial Graphite Anode Plant | Pohang, Gyeongsangbuk-do | Graphitization | Graphitizable carbon precursor, Graphitizable carbon precursor → Synthetic anode material |
| Talga Luleå Anode Refinery and EVA Qualification Plant | Luleå, Norrbotten | Anode finishing | Natural graphite concentrate → Coated spherical purified graphite (CSPG) |
| Talga Luleå Anode Refinery and EVA Qualification Plant | Luleå, Norrbotten | Anode finishing Announced | Uncoated spherical graphite → Coated spherical purified graphite (CSPG) |
| Altilium ACT3 Black-Mass Refinery (Plymouth) | Plymouth, Devon | Recycling Financed | Blended anode material → Natural graphite concentrate |
Sources
- U.S. Department of Energy · published Dec 1, 2024 · retrieved Aug 12, 2026 · archive unavailable: Wayback verification blocked by archive.org outage on 2026-08-12; recheck on a weekly pass
- Office of the Federal Register, National Archives · published Feb 17, 2026 · retrieved Aug 12, 2026 · archive unavailable: Wayback verification blocked by archive.org outage on 2026-08-12; recheck on a weekly pass