Tesla-Syrah graphite deal signals OEMs taking notice of anode supply bottlenecks

By Davide Ghilotti
Published: Monday, 27 December 2021

Last week’s supply agreement between Tesla and graphite producer Syrah Resources for graphite anode material signals that original equipment manufacturers (OEMs) are starting to notice the need to secure the supply of materials beyond battery cathode components.

Under the agreement, Australia’s Syrah Resources will supply United States electric vehicles (EVs) manufacturer Tesla with natural graphite active anode material from its Vidalia production facility in the US at a fixed price for four years, starting with the first commercial production at the site.

Syrah’s share price surged 32%...

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