As Europe comprehensively promotes the electrification of transportation and the localization of new energy supply chains, the shortage of battery-grade graphite materials has become a key bottleneck restricting the development of local electric vehicles and energy storage industries. For a long time, Europe has relied heavily on imported Chinese synthetic graphite and natural graphite anode materials, with an external dependence rate of more than 85%. In order to get rid of the passive situation of raw material supply being controlled by others, the European Investment Bank has invested special funds to support Resonac Graphite Spain to upgrade its traditional production line, rebuild a closed-loop low-carbon synthetic graphite production system, and build Europe's first large-scale battery-grade high-purity synthetic graphite production base.
The Spanish graphite project officially entered the trial production stage in June 2026 and is scheduled to achieve full commercial mass production by the end of the year. Different from traditional high-energy-consumption graphite production processes, the project adopts a closed-loop high-temperature graphitization technology and methane cracking precursor control system, which realizes the recycling of furnace waste heat and process gas. The carbon emission per ton of synthetic graphite is reduced by 28% compared with the traditional process, fully meeting the EU's strict carbon border adjustment mechanism (CBAM) standards. The products are mainly high-purity low-expansion synthetic graphite, which is specially used for new energy vehicle power batteries and large-scale energy storage battery cells, and can effectively improve the cycle life and safety performance of lithium-ion batteries.
The launch of the Spanish graphite project marks the official formation of Europe's local graphite raw material production capacity, breaking the long-term single supply pattern of Asian graphite raw materials. However, industry insiders pointed out that the European project only solves the raw material self-sufficiency problem, and there is still a serious gap in the supporting capacity of high-precision deep-processed graphite components required for battery production, fuel cell equipment and photovoltaic manufacturing. European local factories lack professional precision graphite machining and customized structural optimization capabilities, and still need to import a large number of finished graphite components from Chinese professional processing enterprises.
In addition to power battery anode materials, European new energy equipment manufacturing industries such as hydrogen fuel cells and photovoltaic power generation also have strong demand for high-end graphite components. Fuel cell graphite bipolar plates, photovoltaic thermal field graphite parts and semiconductor thermal processing graphite components are all dependent on overseas customized processing. The localization of graphite raw materials will further release the downstream equipment manufacturing demand, bringing a new round of market dividends for high-quality graphite deep-processing enterprises with international service capabilities.
Huixian Jincheng Abrasive & Graphite Mold Factory has long paid attention to the European new energy market layout and has accumulated rich export service experience for European customers. Facing the new pattern of European graphite raw material localization in 2026, the company actively adjusts its product strategy, focusing on providing high-precision deep-processing customized solutions for European new energy equipment manufacturers. While European factories realize raw material self-sufficiency, Jincheng Graphite fills the market gap of high-end finished component supporting, forming a benign complementary industrial pattern with European local raw material enterprises.
Aiming at the low-carbon and high-precision product requirements of the European market, Jincheng Graphite comprehensively optimizes the production process, adopts closed dust removal and waste heat recovery systems to realize green and low-carbon processing, and all products meet EU environmental protection and product certification standards. The company can customize fuel cell graphite bipolar plates, photovoltaic large-size graphite thermal field components, semiconductor high-purity graphite fixtures and metallurgical anti-corrosion graphite parts for European customers. Relying on 42 years of processing experience and mature technical system, the factory provides one-stop services including drawing optimization, material matching, precision processing and overseas after-sales guidance, which has been widely recognized by European new energy equipment enterprises.
Industry forecasts show that with the full production of the Spanish graphite project, the European graphite market will maintain an annual growth rate of 6.2% from 2027 to 2030. The demand for high-precision customized graphite components will grow simultaneously with raw material capacity expansion. Jincheng Graphite will continue to deepen cooperation with European customers, adapt to local low-carbon industrial standards, and provide stable and high-quality customized graphite component support for the development of European new energy industry.
