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MANIFOLD
Will Natural graphite share of EV lithium-ion battery anode material by mass exceed 55 percent on June 30, 2026?
7
Ṁ100Ṁ100
resolved Jul 2
Resolved
NO

This market resolves YES if Natural graphite share of EV lithium-ion battery anode material by mass exceeds 55 percent on June 30, 2026.

YES if:

Natural graphite anode share >= 55 percent on June 30, 2026

Confirmed by at least one priority source

NO if:

Natural graphite anode share is below 55 percent on June 30, 2026

Data unavailable within 60 days of June 30, 2026

Resolution sources (priority order):

Benchmark Mineral Intelligence graphite supply database

Roskill / Wood Mackenzie graphite market report

Panasonic, CATL, LG Energy Solution investor disclosures

USGS Mineral Commodity Summary (graphite)

Market context
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Resolved NO

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Proposed resolution: NO Actual value: 43.00 percent

Rationale: The best available industry reports (Mordor Intelligence, IndustryResearch.biz, Business Research Insights) consistently place natural graphite's share of EV lithium-ion battery anode material by mass at 42-43% in 2025-2026, with synthetic graphite remaining dominant. No source projects natural graphite exceeding the 55% threshold by June 30, 2026. While the data is 'inferred' rather than directly measured for the exact date and EV-only segment, the convergence of multiple authoritative sources

Sources read: