{"schema_version":1,"mineral_id":"graphite","source":{"automatic_valuation_enabled":false,"citation":"IEA, Critical Minerals Dataset, July 2026, CC BY 4.0. 表の抽出・表示・比率計算は当サイト。","comparison_note":"供給は固定のbase case、需要は3条件。需給が整合した3つの完全な経済シナリオではない。総需要には二次供給で満たせる分を含むため、採掘量との差を不足量とはしない。","edition":2026,"parser_version":1,"price_forecast":null,"released_on":"2026-07-27","schema_version":1,"source_notice_year_discrepancy":"原ファイルのNoticeの引用年は2024表記のまま。製品ページの2026年7月公表版とファイルSHAで版を識別する。","source_sha256":"43bd9338a08ac8399c65471115f30ffc10dca7117e62f03cca86d49224717935","source_url":"https://www.iea.org/data-and-statistics/data-product/critical-minerals-dataset","supply_basis":"供給は稼働中・公表済みプロジェクトを国別に積み上げ、資金調達・許認可・FS等から稼働可能性を評価したIEA base case。追加投資が一切ない未来を保証するものではない。","time_note":"原表の2025・2030・2035・2040年の点を表示。線は点を結ぶ補助線で、間の年の予測ではない。2036年の公表値を作らない。","imported_at":"2026-10-24T22:31:41+00:00"},"market":{"demand":{"CPS":{"source_columns":[2,4,5,6,7,8],"source_name":"Current Policies scenario","source_row":68,"source_sheet":"1 Total demand for key minerals","values":[5779,8133,9628,9529,8395,8610],"years":[2025,2030,2035,2040,2045,2050]},"HIGH":{"source_columns":[2,16,17,18,19,20],"source_name":"High Demand Scenario","source_row":68,"source_sheet":"1 Total demand for key minerals","values":[5779,9438,12486,13254,11217,11523],"years":[2025,2030,2035,2040,2045,2050]},"STEPS":{"source_columns":[2,10,11,12,13,14],"source_name":"Stated Policies scenario","source_row":68,"source_sheet":"1 Total demand for key minerals","values":[5779,8650,10756,10947,9539,9856],"years":[2025,2030,2035,2040,2045,2050]}},"name":"黒鉛","scope_note":"総需要は天然・人造の全品位。採掘は天然黒鉛、右の供給工程は電池グレード。対象範囲が異なるため線の差を不足量にしない。","supply":{"mining":{"countries":[{"kind":"country","name":"中国","source_columns":[2,3,4,5],"source_name":"China","source_row":52,"values":[1432,1239,1277,1337]},{"kind":"country","name":"マダガスカル","source_columns":[2,3,4,5],"source_name":"Madagascar","source_row":53,"values":[69.7,170,168,165]},{"kind":"country","name":"モザンビーク","source_columns":[2,3,4,5],"source_name":"Mozambique","source_row":54,"values":[66.6,259,348,368]},{"kind":"country","name":"タンザニア","source_columns":[2,3,4,5],"source_name":"Tanzania","source_row":55,"values":[61.8,263,283,283]},{"kind":"country","name":"ブラジル","source_columns":[2,3,4,5],"source_name":"Brazil","source_row":56,"values":[64.1,98.5,104,83.9]},{"kind":"country","name":"ロシア","source_columns":[2,3,4,5],"source_name":"Russia","source_row":57,"values":[28.2,30.1,50.1,48.8]},{"kind":"aggregate","name":"その他の国・地域","source_columns":[2,3,4,5],"source_name":"Rest of world","source_row":58,"values":[58,154,166,174]}],"country_sum_minus_total":[-0.599999999999909,-0.40000000000009095,0.09999999999990905,-0.29999999999972715],"source_columns":[2,3,4,5],"source_name":"Graphite - Mining (natural)","source_sheet":"2 Total supply for key minerals","source_total_label":"Total","source_total_row":59,"top_three_shares":[0.881,0.795,0.796,0.808],"total_values":[1781,2214,2396,2460],"years":[2025,2030,2035,2040]},"refining":{"countries":[{"kind":"country","name":"中国","source_columns":[8,9,10,11],"source_name":"China","source_row":52,"values":[2139,3026,4014,4039]},{"kind":"country","name":"日本","source_columns":[8,9,10,11],"source_name":"Japan","source_row":53,"values":[68.5,149,163,165]},{"kind":"country","name":"インドネシア","source_columns":[8,9,10,11],"source_name":"Indonesia","source_row":54,"values":[32,92.7,97.5,103]},{"kind":"country","name":"米国","source_columns":[8,9,10,11],"source_name":"United States","source_row":55,"values":[13.1,14.7,15.3,17.1]},{"kind":"country","name":"韓国","source_columns":[8,9,10,11],"source_name":"Korea","source_row":56,"values":[5.2,10.4,11.1,11.1]},{"kind":"country","name":"ドイツ","source_columns":[8,9,10,11],"source_name":"Germany","source_row":57,"values":[4.8,9.6,10.2,10.2]},{"kind":"aggregate","name":"その他の国・地域","source_columns":[8,9,10,11],"source_name":"Rest of world","source_row":58,"values":[3.19,53,121,121]}],"country_sum_minus_total":[-0.21000000000003638,-0.6000000000003638,0.1000000000003638,-0.5999999999994543],"source_columns":[8,9,10,11],"source_name":"Graphite - Battery grade","source_sheet":"2 Total supply for key minerals","source_total_label":"Total","source_total_row":59,"top_three_shares":[0.988,0.974,0.964,0.964],"total_values":[2266,3356,4432,4467],"years":[2025,2030,2035,2040]}},"unit":"kt（IEA原表の数量基準）"},"primary_balance":{"base_supply_kt":10200,"cases":{"CPS":{"base_coverage":1.0851063829787233,"base_gap_kt":800,"high_supply_gap_kt":2200,"requirement_kt":9400},"HIGH":{"base_coverage":0.8360655737704918,"base_gap_kt":-2000,"high_supply_gap_kt":-600,"requirement_kt":12200},"STEPS":{"base_coverage":0.9714285714285714,"base_gap_kt":-300,"high_supply_gap_kt":1100,"requirement_kt":10500}},"country_link_allowed":false,"country_sensitivity":null,"country_source_sha256":null,"high_production_supply_kt":11600,"quantity_precision_note":"原図CSVの丸め済み数量から再計算。報告書の整数%表記と差が出る場合がある。国別量を合計へ合わせて拡縮しない。","report_page":361,"report_url":"https://iea.blob.core.windows.net/assets/19c60aa0-ee07-4a20-a138-33c967ac5008/GlobalCriticalMineralsOutlook2026.pdf","reported_coverage_percent_rounded":96,"reported_edition":2026,"source_sha256":"1e68be6dfdf9af4dfe030b7143d53909d80ddeee927a3e8759b8e4d3cc43e3c1","source_unit":"Mt","source_updated_field":"2026-07-09","source_url":"https://www.iea.org/data-and-statistics/charts/expected-mine-supply-from-existing-and-announced-projects-and-primary-supply-requirements-for-graphite-by-scenario-2035","source_values":{"base_supply":10.2,"cps_requirement":9.4,"hds_requirement_increment":1.7,"high_production_increment":1.4,"steps_requirement_increment":1.1},"supply_scope":"天然鱗状黒鉛＋人造黒鉛の原料供給","unit":"kt","warnings":["この需給図は天然鱗状黒鉛と人造黒鉛の合計。Excelの国別採掘量は天然黒鉛だけなので、この合計供給から中国の天然採掘量を引く感応度は作らない。高生産の追加分は人造負極材の追加案件。"],"year":2035},"quantity_price_sensitivity":null,"automatic_valuation_enabled":false,"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}