Battery demand is growing globally, but much of the value chain behind it remains concentrated in a few markets. As countries look to build more resilient supply chains, battery materials are becoming an increasingly important part of that shift.
That is the context in which we look at HEG Advanced Materials. The recently concluded demerger gives its advanced materials and energy businesses a clearer identity and allows them to be viewed independently from the graphite electrode business. What makes the story interesting is the starting point: nearly five decades of experience in graphite, now being extended into battery anodes and other advanced materials at a time when new supply chains are being built globally.
Our latest Singularity One piece looks at this transition, the opportunity in anodes, and why HEG’s existing capabilities matter.
