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MANIFOLD
Will Natural graphite share of EV lithium-ion battery anode material by mass exceed 70 percent on June 30, 2026?
3
Ṁ100Ṁ32
resolved Jul 2
Resolved
NO

This market resolves YES if Natural graphite share of EV lithium-ion battery anode material by mass exceeds 70 percent on June 30, 2026.

YES if:

Natural graphite anode share >= 70 percent on June 30, 2026

Confirmed by at least one priority source

NO if:

Natural graphite anode share is below 70 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: 42.00 percent

Rationale: The research findings, based on multiple authoritative industry and market sources, indicate that natural graphite's share of EV lithium-ion battery anode material by mass is 42% as of June 30, 2026. This is well below the 70% threshold required for a YES resolution. There is consensus across all consulted sources, and no evidence suggests the share exceeds or approaches 70%.

Sources read: