In early August 2026, the U.S. Department of Energy officially announced a Domestic Graphite Supply Chain Construction Plan, with a total investment of 1.2 billion US dollars, focusing on supporting the construction of natural graphite mining, synthetic graphite purification and battery-grade graphite anode processing projects in the United States, and striving to reduce the country's high dependence on imported graphite materials within three years. According to official U.S. industry data, the U.S. graphite market import dependence remained above 92% in 2025, and almost all high-end precision graphite components used in domestic aerospace, semiconductor and new energy equipment rely on imports, with China's high-end graphite products occupying more than 70% of the U.S. high-end market share.
The core purpose of the U.S. graphite supply chain localization layout is to eliminate the risk of supply chain constraints in the fields of new energy vehicles, energy storage equipment, aerospace and national defense industry. Affected by the global strategic mineral supply chain game, the U.S. government has listed graphite as a key mineral related to national industrial and national defense security, and has successively introduced tax incentives, land support and financial subsidy policies to attract global graphite processing enterprises to build factories locally. The 1.2 billion US dollar investment will be mainly used for three directions: raw material mining and reserve construction, high-purity graphite purification technology research and development, and supporting construction of precision processing production lines.
At present, several local graphite processing projects in the United States have started construction in states such as Nevada and Texas, focusing on the production of battery-grade spherical graphite and ordinary industrial graphite components. However, industry insiders pointed out that the U.S. graphite supply chain localization construction faces huge technical thresholds and cycle constraints. The U.S. has long lacked accumulation in high-end graphite deep-processing technology, especially in ultra-high purification of isostatic graphite, ultra-precision machining and anti-ablation coating technology, and there is a technical gap of more than 5 years compared with Chinese leading enterprises.
In terms of product structure, U.S. local projects are currently limited to medium and low-end graphite products such as battery anode materials and metallurgical graphite auxiliary materials, and cannot produce ultra-high-purity semiconductor graphite components, aerospace thin-walled special-shaped graphite parts and optical glass ultra-precision graphite molds. These high-end products still need to rely on long-term imports from Chinese professional deep-processing enterprises. In addition, the U.S. local graphite production cost is significantly higher than the international average level, and the products lack price competitiveness in the global market, making it difficult to form large-scale market substitution in the short term.
In terms of trade policy, the United States has continued to strengthen the review of imported graphite products, requiring all graphite materials entering the U.S. new energy and national defense supply chain to pass local safety certification and supply chain traceability management. While promoting localization, the United States still maintains an open attitude towards high-end graphite products that cannot be produced locally, providing a stable market space for Chinese high-end graphite component exporters.
Huixian Jincheng Abrasive & Graphite Mold Factory has always attached importance to the layout of the U.S. high-end graphite market, and is one of the few Chinese graphite enterprises with long-term stable export qualifications to the United States. The company's aerospace-grade graphite components, semiconductor ultra-clean graphite products and high-precision glass graphite molds have passed multiple U.S. industrial safety certifications and supply chain audits, and have become stable supporting products for many U.S. local aerospace research institutions, semiconductor equipment manufacturers and optical instrument enterprises.
Facing the trend of U.S. supply chain localization, Jincheng Graphite has actively adjusted its overseas market strategy, focusing on consolidating the high-end market segments that U.S. local technology cannot cover. The company continues to increase R&D investment in ultra-high-purity purification, ultra-precision processing and anti-ablation coating technology, further widening the technical gap with U.S. local processing enterprises. At present, the company's customized high-end graphite special-shaped parts have no alternative local products in the U.S. market, maintaining an absolute competitive advantage.
In terms of risk response, Jincheng Graphite has established a complete U.S. market product traceability system and safety certification system, fully complying with U.S. import supervision and supply chain management requirements. The company optimizes overseas logistics and after-sales service systems, improves the efficiency of product delivery and technical support, and maintains long-term stable cooperative relations with U.S. customers. At the same time, the company actively explores third-party market layouts such as Southeast Asia and the Middle East to diversify overseas market risks.
Industry analysts predict that the U.S. graphite supply chain localization will be a long-term process. In the next 3-5 years, the U.S. high-end graphite market will still rely heavily on imported Chinese products. As a leading enterprise in high-end graphite deep processing, Jincheng Graphite will continue to rely on technical and quality advantages to maintain its leading position in the U.S. high-end graphite market, and continue to export high-quality customized graphite component solutions for U.S. high-end manufacturing fields.
