SGL Carbon and Toyo Tanso Raise Specialty Graphite Prices 10% to 15%
Customer notices from the two specialty graphite producers cite rising raw material, energy and logistics costs, with new pricing applying from 1 October 2026.
Price-sensitive and market-relevant announcements
For a complete record, refer to each company's official announcements and exchange filings.
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Analysis, deep dives and editorial from across the global graphite and battery anode value chain.
Customer notices from the two specialty graphite producers cite rising raw material, energy and logistics costs, with new pricing applying from 1 October 2026.
Shanshan has announced a ~US$761 million plan to build a 150,000 tpa integrated anode base in Baotou, with 50,000 tonnes of in-house graphitisation. Construction is scheduled for March 2027, subject to shareholder and regulatory approvals.
A Xiamen exporter shipped "graphite crucibles" to Germany without a licence; testing found a controlled 1C108(b) dual-use item.
Zhongke Electric's 200,000 tpa Oman anode base has topped out its first building four months after groundbreaking, with Phase 1 first production reaffirmed for 2027.
Shanshan has confirmed on the SSE e-interaction platform that some anode prices have already been raised, the second top-three Chinese producer to do so after Zhongke Electric.
GrafTech International (NYSE: EAF) has announced the permanent closure of its Monterrey, Mexico graphite electrode facility, with production ending early in Q2 2027. The move cuts annual capacity by 51,000 tonnes to 127,000 tonnes and is expected to deliver US$20 million to US$25 million in annual cash cost savings, with output shifting to Calais and Pamplona.