East Africa's potential role in US graphite supply chains

This Policy Brief assesses the prospects for three Sub-Saharan African countries—Madagascar, Mozambique, and Tanzania—for providing stable supplies of natural graphite to the US market, considering both domestic factors in the three countries and US policies established by the Inflation Reduction Act. These countries have adequate graphite resources and operators headquartered in Western allies. The problem is that there are significant governance-related challenges in Madagascar and Mozambique and some domestic challenges to incorporating East African graphite into US electric vehicle supply…