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Whitepaper

The Climate Impact of Graphite Production: The Forgotten Material of the Battery Revolution

The Climate Impact of Graphite Production: The Forgotten Material of the Battery Revolution

Graphite is the primary anode material in almost every lithium-ion battery, yet its carbon footprint is widely underestimated. Minviro’s life cycle assessment finds the true climate impact of battery-grade graphite can be up to ten times higher than published database values.

Graphite is the primary anode material in almost every lithium-ion battery, yet its carbon footprint is widely underestimated. Minviro’s life cycle assessment finds the true climate impact of battery-grade graphite can be up to ten times higher than published database values.

Graphite is the primary anode material in almost every lithium-ion battery, yet its carbon footprint is widely underestimated. Minviro’s life cycle assessment finds the true climate impact of battery-grade graphite can be up to ten times higher than published database values.

Robert Pell

Robert Pell

Jordan Lindsay

Jordan Lindsay

IN SUMMARY

Why graphite's carbon footprint is far higher than the databases suggest

Why graphite's carbon footprint is far higher than the databases suggest

Graphite is in around 96% of lithium-ion battery anodes, with each battery needing 10 to 15 times more graphite than lithium. Despite that, its environmental footprint is often overlooked and, more importantly, underestimated. Producing anode-grade graphite is highly energy-intensive, and much of the world’s supply is made in coal-dominated grids such as Inner Mongolia, where low-cost power carries a high carbon cost. Minviro modelled natural and synthetic graphite production using higher-quality, more recent data and found the true climate impact can be up to ten times higher than published values.

Graphite is in around 96% of lithium-ion battery anodes, with each battery needing 10 to 15 times more graphite than lithium. Despite that, its environmental footprint is often overlooked and, more importantly, underestimated. Producing anode-grade graphite is highly energy-intensive, and much of the world’s supply is made in coal-dominated grids such as Inner Mongolia, where low-cost power carries a high carbon cost. Minviro modelled natural and synthetic graphite production using higher-quality, more recent data and found the true climate impact can be up to ten times higher than published values.

Graphite is in around 96% of lithium-ion battery anodes, with each battery needing 10 to 15 times more graphite than lithium. Despite that, its environmental footprint is often overlooked and, more importantly, underestimated. Producing anode-grade graphite is highly energy-intensive, and much of the world’s supply is made in coal-dominated grids such as Inner Mongolia, where low-cost power carries a high carbon cost. Minviro modelled natural and synthetic graphite production using higher-quality, more recent data and found the true climate impact can be up to ten times higher than published values.

  • The databases understate the impact severely. For coal-based grids like Inner Mongolia, the calculated carbon footprint of producing 1 kg of anode-grade graphite is around 800% higher than the commercial database value for natural graphite, and around 1,000% higher for synthetic.

  • The databases understate the impact severely. For coal-based grids like Inner Mongolia, the calculated carbon footprint of producing 1 kg of anode-grade graphite is around 800% higher than the commercial database value for natural graphite, and around 1,000% higher for synthetic.

  • The databases understate the impact severely. For coal-based grids like Inner Mongolia, the calculated carbon footprint of producing 1 kg of anode-grade graphite is around 800% higher than the commercial database value for natural graphite, and around 1,000% higher for synthetic.

  • Grid mix is the decisive variable. With all other inputs identical, where graphite is processed, and how that electricity is generated, can cause large variation between operations, especially for synthetic graphite, which depends on electricity at every stage.

  • Grid mix is the decisive variable. With all other inputs identical, where graphite is processed, and how that electricity is generated, can cause large variation between operations, especially for synthetic graphite, which depends on electricity at every stage.

  • Grid mix is the decisive variable. With all other inputs identical, where graphite is processed, and how that electricity is generated, can cause large variation between operations, especially for synthetic graphite, which depends on electricity at every stage.

  • Natural and synthetic differ in their hotspots. Synthetic graphite’s impact is dominated by energy use in graphitisation and roasting plus embodied petroleum coke, while natural graphite’s impact comes more from energy in purification alongside reagents and fuel.

  • Natural and synthetic differ in their hotspots. Synthetic graphite’s impact is dominated by energy use in graphitisation and roasting plus embodied petroleum coke, while natural graphite’s impact comes more from energy in purification alongside reagents and fuel.

  • Natural and synthetic differ in their hotspots. Synthetic graphite’s impact is dominated by energy use in graphitisation and roasting plus embodied petroleum coke, while natural graphite’s impact comes more from energy in purification alongside reagents and fuel.

Graphite, the overlooked anode material

Graphite is the default anode material in lithium-ion batteries because it meets the voltage requirements of most common cathodes, is relatively affordable, and is light, porous and durable. Around 96% of LIB anodes use natural or synthetic graphite, and each battery needs 10 to 15 times more graphite than lithium, making it the second most common component in most chemistries by mass. Producing 1 million EVs requires roughly 75,000 tonnes of graphite. Battery-grade graphite comes either from natural graphite ore or from synthetic graphite made by treating a coke-based precursor, and China dominates global production of both. Despite this scale, graphite’s environmental footprint has received far less attention than lithium, nickel or cobalt.

Graphite is the default anode material in lithium-ion batteries because it meets the voltage requirements of most common cathodes, is relatively affordable, and is light, porous and durable. Around 96% of LIB anodes use natural or synthetic graphite, and each battery needs 10 to 15 times more graphite than lithium, making it the second most common component in most chemistries by mass. Producing 1 million EVs requires roughly 75,000 tonnes of graphite. Battery-grade graphite comes either from natural graphite ore or from synthetic graphite made by treating a coke-based precursor, and China dominates global production of both. Despite this scale, graphite’s environmental footprint has received far less attention than lithium, nickel or cobalt.

How the study was built

Minviro carried out a cradle-to-gate LCA with a functional unit of 1 kg of anode-grade graphite, covering the full production route for both natural and synthetic graphite. New life cycle impact assessments were run on data from natural and synthetic producers operating in high-impact, coal-based grid regions, reflecting real existing supply chains where energy is cheap but carbon-intensive. These new results were then compared against representative academic values for natural and synthetic graphite, and against the best-fit entry for mixed battery-grade graphite in a commercial LCA database. The aim was to test how well existing data captures the real impact of production, particularly the contribution of the electricity grid mix.

Minviro carried out a cradle-to-gate LCA with a functional unit of 1 kg of anode-grade graphite, covering the full production route for both natural and synthetic graphite. New life cycle impact assessments were run on data from natural and synthetic producers operating in high-impact, coal-based grid regions, reflecting real existing supply chains where energy is cheap but carbon-intensive. These new results were then compared against representative academic values for natural and synthetic graphite, and against the best-fit entry for mixed battery-grade graphite in a commercial LCA database. The aim was to test how well existing data captures the real impact of production, particularly the contribution of the electricity grid mix.

What the results show

The headline finding is a large gap between modelled reality and published data. For coal-based grids like Inner Mongolia, producing 1 kg of anode-grade graphite carries a global warming potential around 800% higher than the commercial database value for natural graphite, and around 1,000% higher for synthetic. The reasons differ by route. For synthetic graphite, the impact is dominated by the vast energy consumed in graphitisation, which requires temperatures above 3,000°C, and roasting, plus the embodied impact of calcined petroleum coke. Because synthetic production relies on electricity throughout, its footprint swings heavily with the grid mix. For natural graphite, energy in the purification process is the main driver, with mining contributing relatively little per kilogram, and a larger share of impact comes from reagents and fuel. Earlier databases understated all of this through poor data quality, conservative energy assumptions, or by omitting upstream Scope 3 emissions.

The headline finding is a large gap between modelled reality and published data. For coal-based grids like Inner Mongolia, producing 1 kg of anode-grade graphite carries a global warming potential around 800% higher than the commercial database value for natural graphite, and around 1,000% higher for synthetic. The reasons differ by route. For synthetic graphite, the impact is dominated by the vast energy consumed in graphitisation, which requires temperatures above 3,000°C, and roasting, plus the embodied impact of calcined petroleum coke. Because synthetic production relies on electricity throughout, its footprint swings heavily with the grid mix. For natural graphite, energy in the purification process is the main driver, with mining contributing relatively little per kilogram, and a larger share of impact comes from reagents and fuel. Earlier databases understated all of this through poor data quality, conservative energy assumptions, or by omitting upstream Scope 3 emissions.

What it means for the battery supply chain

This creates a clear economic-environmental trade-off. Graphite made in low-cost, fossil-dominated grids generates the highest impact, which may not be acceptable to battery or EV customers, yet that is where most of the world’s supply is currently produced. The prior misrepresentation of these impacts needs disclosure and correction, and accurate grid mix definition is essential to any credible graphite footprint. Switching production to renewable-rich regions would cut electricity-related emissions, with the biggest gains for synthetic graphite. As graphite demand rises and new projects come online, applying LCA at the development stage is the way to capture impact-reduction opportunities, whether through cleaner energy, new production routes, less waste, or different reagent and material suppliers, before high-impact choices are locked in.

This creates a clear economic-environmental trade-off. Graphite made in low-cost, fossil-dominated grids generates the highest impact, which may not be acceptable to battery or EV customers, yet that is where most of the world’s supply is currently produced. The prior misrepresentation of these impacts needs disclosure and correction, and accurate grid mix definition is essential to any credible graphite footprint. Switching production to renewable-rich regions would cut electricity-related emissions, with the biggest gains for synthetic graphite. As graphite demand rises and new projects come online, applying LCA at the development stage is the way to capture impact-reduction opportunities, whether through cleaner energy, new production routes, less waste, or different reagent and material suppliers, before high-impact choices are locked in.

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What can Minviro help us understand?

We help teams measure environmental impacts across products, processes and supply chains, then turn the findings into practical decisions.

What do you need to get started?

A short conversation about your product, data and goals is enough to start. We will recommend a clear next step based on where you are today.

How do we speak with an expert?

Get in touch with our team to discuss your project, timeline and the level of support you need.

What can Minviro help us understand?

We help teams measure environmental impacts across products, processes and supply chains, then turn the findings into practical decisions.

What do you need to get started?

A short conversation about your product, data and goals is enough to start. We will recommend a clear next step based on where you are today.

How do we speak with an expert?

Get in touch with our team to discuss your project, timeline and the level of support you need.

authors

The team behind your insights

Robert Pell

Robert Pell

Founder & CEO

Robert Pell is the Founder and CEO of Minviro. His doctoral research at the University of Exeter's Camborne School of Mines focused on responsible sourcing of rare earth elements, pioneering novel Life Cycle Assessment approaches and developing methodology for integrating LCA into mine planning. A published scientist and experienced speaker, Robert holds roles as Chair of the Rare Earth Industry Association (REIA) and the Critical Minerals Association (CMA).

Jordan Lindsay

Jordan Lindsay

Head of Research & Development

Jordan is Head of Research & Development at Minviro, responsible for all academic and industrial research projects including UK and EU grants and commercial collaborations. He leads projects integrating raw material and battery production LCA databases with Minviro's technology solutions, and investigates decarbonisation technology applications including photovoltaics, hydrogen, and electric motors. Jordan completed his PhD in Geology at the University of Exeter, Camborne School of Mines, where he studied platinum-group metal prospectivity using machine learning approaches.

Robert Pell

Robert Pell

Founder & CEO

Robert Pell is the Founder and CEO of Minviro. His doctoral research at the University of Exeter's Camborne School of Mines focused on responsible sourcing of rare earth elements, pioneering novel Life Cycle Assessment approaches and developing methodology for integrating LCA into mine planning. A published scientist and experienced speaker, Robert holds roles as Chair of the Rare Earth Industry Association (REIA) and the Critical Minerals Association (CMA).

Jordan Lindsay

Jordan Lindsay

Head of Research & Development

Jordan is Head of Research & Development at Minviro, responsible for all academic and industrial research projects including UK and EU grants and commercial collaborations. He leads projects integrating raw material and battery production LCA databases with Minviro's technology solutions, and investigates decarbonisation technology applications including photovoltaics, hydrogen, and electric motors. Jordan completed his PhD in Geology at the University of Exeter, Camborne School of Mines, where he studied platinum-group metal prospectivity using machine learning approaches.

LCA with Minviro

The foundation for
all our work

The foundation for all our work

Our data focuses on materials and processes where environmental performance varies sharply by route, geography, and technology, exactly where industry averages fall apart. Choose individual routes from across the critical minerals, battery, magnet, and heavy-industry value chains. Each one lands in XYCLE as a working model: open the unit processes, see where the impact sits, test a different supplier or energy grid, and watch the number move, defensible enough for a regulatory filing, transparent enough to act on.

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