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Syrah Resources Balama, Cabo Delgado
Balama, Mozambique13.35°S 38.62°E
computed criticality11/100
reading
≈40% of natural graphite supply outside China; force majeure Dec. 2024 – June 2025
2025Fault line
The main alternative outside China, the Balama mine was paralysed for eight months by post-electoral protests: force majeure from December 2024 to June 2025. The shutdown drove natural-graphite prices outside China up 15-20%. Diversification away from China still hinges on Mozambican political stability.
Actors
Syrah Resources (Melbourne)
US DFC (Washington, lender)
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Spherical graphite, Jixi, HeilongjiangCritical Metals↗Shocks endured
Balama at a standstill, non-China graphite freezesDec 12, 2024 · epicentre↗Sources