This market resolves YES if Natural graphite share of EV lithium-ion battery anode material by mass exceeds 70 percent on September 30, 2026.

YES if:

Natural graphite anode share >= 70 percent on September 30, 2026

Confirmed by at least one priority source

NO if:

Natural graphite anode share is below 70 percent on September 30, 2026

Data unavailable within 60 days of September 30, 2026

Resolution sources (priority order):

Benchmark Mineral Intelligence graphite supply database

Roskill / Wood Mackenzie graphite market report

Panasonic, CATL, LG Energy Solution investor disclosures

USGS Mineral Commodity Summary (graphite)