Lucid Group has signed a multi-year supply agreement with Graphite One to source American natural graphite. This move aims to strengthen the Lucid graphite supply chain and reduce reliance on foreign materials, the company said.
Future Lucid electric vehicles will use natural and synthetic graphite produced in the United States through partnerships with battery cell suppliers.
U.S.-Based Supply Chain Strategy Gains Momentum
“A supply chain of critical materials within the United States drives our nation’s economy, increases our independence against outside factors or market dynamics, and supports our efforts to reduce the carbon footprint of our vehicles,” said Marc Winterhoff, Interim CEO at Lucid. “These partnerships are another example of our commitment to manufacturing with localized supply chains.”
The supply deal with Graphite One marks another step in Lucid’s strategy to localize its battery material sourcing, it said.
Natural and Synthetic Graphite Sourced Domestically for Lucid Supply
Under the agreement, Graphite One will begin supplying Lucid and its battery partners with natural graphite in 2028. The material will be mined from the Graphite Creek deposit near Nome, Alaska.
This builds on a previous 2024 agreement with Lucid for synthetic graphite. It would be sourced from Graphite One’s proposed facility in Warren, Ohio.
“This agreement complements the deal we struck with Lucid in 2024. It marked the first synthetic graphite agreement between a U.S. graphite developer and a U.S. EV company,” said Anthony Huston, CEO at Graphite One. “We made history then. We’re continuing to make history now as we build momentum for our efforts to develop a fully domestic graphite supply chain. We can meet market demands and strengthen U.S. industry and national defense.”
Additional Supplier Partnership with Syrah Resources
In a separate supply agreement, Syrah Resources will begin supplying natural graphite active anode material (AAM) to Lucid starting in 2026. Over the three-year term, Syrah will collaborate with Lucid or its battery suppliers to fulfill purchasing needs. The graphite AAM will come from Syrah’s Vidalia, Louisiana, facility.
Graphite is a core component of lithium-ion battery anodes and plays a role in supporting fast-charging capabilities and long-range EV performance, according to Lucid.
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