BTR anode materials sales surge on EV and storage demand

BTR

BTR anode materials sales rose sharply in the first half of 2025. BTR anode materials sales exceeded 260,000t, rising about 30% year on year. This momentum underscores BTR anode materials sales strength across EVs and energy storage markets.

BTR expanded synthetic anode output to over 220,000t. That marked a 46% annual increase from strong downstream demand. Therefore, product mix shifted toward higher-spec synthetic grades.

Revenue from anode materials reached Yn6.28bn in January–June. That was up 21% from last year. As a result, operating scale improved alongside volume growth.

BTR lifted total anode capacity to 575,000 t/yr. That was up 16% from 495,000 t/yr. Hence, capacity now better supports large OEM contracts.

Indonesia ramp anchors overseas expansion

BTR launched its first overseas anode plant in Sulawesi. Phase one added 80,000 t/yr toward a 160,000 t/yr nameplate. Consequently, the company diversified manufacturing beyond China.

China’s graphite flake exports to Indonesia surged in 2025. Shipments reached 24,163t for January–July. This reflected BTR’s feedstock routing to the Sulawesi facility.

Meanwhile, total Chinese flake exports hit 61,281t. That nearly doubled year on year. Therefore, regional supply chains intensified around Indonesia.

Outlook for EV batteries and energy storage

BTR anode materials sales should track NEV and storage growth. Policy support and cost deflation remain key drivers. Moreover, synthetic graphite gains share in high-performance cells.

Energy storage orders are expanding rapidly. This supports LFP-heavy deployments with stable margins. However, feedstock and power costs require close management.

Global OEM qualification pipelines are widening. As a result, multi-site supply will become a competitive advantage. BTR’s Indonesia base strengthens that position.

The Metalnomist Commentary

BTR is scaling at the right nodes of the value chain. Overseas anode capacity plus captive flake flows reduce logistics risk and tariffs. Watch synthetic share, power contracts, and OEM long-term awards for margin durability.