Highlights

• China Minmetals achieves 99.99995% ultra-high-purity graphite, potentially revolutionizing nuclear and EV technologies.
• Company expands lithium salt production and establishes vertically integrated battery materials infrastructure.
• Strategic provincial partnerships reinforce China's industrial strategy and global critical minerals dominance.

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China Minmetals (opens in a new tab) is rolling out a wave of announcements designed to show the world it is tightening control of strategic minerals—from graphite breakthroughs to lithium salt lakes, and deepening ties across provincial governments. For Western observers, the message is clear: Beijing is hardening its grip on the very supply chains the U.S. and allies are scrambling to secure.

Graphite: From Commodity to Crown Jewel

The headline development: Minmetals claims to have cracked the code on ultra-high-purity natural graphite, reaching 99.99995% purity. If independently verified, this could underpin nuclear-grade graphite, advanced EV anodes, and graphene oxide at industrial scale.

The company touts a “green, low-carbon” mine in Heilongjiang with a six-million-ton annual capacity—paired with massive downstream refining, spheroidization, and purification lines. For the West, this signals potential new pressure points: China not only dominates raw graphite exports but is moving aggressively into the highest-end segments once thought to be more resilient.

Lithium and Salt Lakes: Strategic Depth

Minmetals executives also highlighted progress at Salt Lake Shares in Qinghai, where a 40,000-ton basic lithium salt integration project is coming online. While framed as domestic resource security, the subtext is global: China is building a vertically integrated battery raw materials base spanning both hard rock and brine. This diversification may blunt Western hopes of exploiting China’s reliance on imported spodumene.

Political Theater with Industrial Teeth

A flurry of provincial visits—to Hunan, Liaoning, and Gansu—show Minmetals positioning itself as Beijing’s regional enforcer. Talks emphasized innovation centers, cathode materials, ecological restoration, and post-disaster reconstruction. While some of this is ceremonial, it reinforces how Chinese state-owned enterprises anchor local economies while advancing national industrial strategy. The narrative: Minmetals is both a safety net and a spearhead for strategic industries.

Implications for the West

If substantiated, Minmetals’ graphite breakthroughs would further tilt the playing field, undercutting Western firms struggling to move pilot-scale technology into production. Combined with new lithium capacity and reinforced provincial ties, the announcements paint a picture of an SOE not just consolidating supply, but elevating value chains where the U.S. and its allies remain thin.

Disclaimer: This news originates from China Minmetals Corporation, a state-owned entity, and reflects official media releases. All claims—particularly regarding product performance, scale, and environmental standards—should be verified by independent sources.

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