Graphite Mining Stocks Surge Amid US-China Tensions and EV Battery Demand

Graphite mining stocks are surging due to tensions between the US and China, the world's largest supplier of graphite, and the ongoing energy transition. Titan Mining Corp's shares have risen 870% YTD, while other companies such as Northern Graphite Corporation, Syrah Resources Ltd, Nouveau Monde Graphite, and POSCO Holdings Inc have also seen significant gains. Graphite demand is expected to increase significantly in the coming decades, particularly for EV batteries, which require more graphite by weight than lithium.