The US is leading efforts to enhance domestic graphite production, driven by concerns over international supply chain vulnerabilities. Graphite plays a crucial role in manufacturing lithium-ion batteries used in various applications like electric vehicles and smartphones. To bolster the US supply chain, Oakland-based startup Molten Industries is pioneering a technique that leverages natural gas to produce graphite and hydrogen. This innovative approach, supported by investors such as Breakthrough Energy Ventures led by Bill Gates, aims to address both the demand for low-cost graphite and the need for clean energy sources. Molten's process involves pyrolysis, a method that splits methane into carbon and hydrogen without emitting CO2 if carried out in an oxygen-free environment. Unlike traditional pyrolysis methods that yield unusable products, Molten's process creates graphite suitable for battery production. The company's cost-effective and eco-friendly approach is set to compete with existing graphite sources, offering a more sustainable alternative. While the future demand for graphite remains uncertain due to potential competition from materials like silicon and lithium, Molten is focused on expanding its production capacity. By developing a commercial-scale unit capable of producing significant amounts of graphite and hydrogen daily, Molten aims to align with future market trends and maintain its position as a key player in the clean energy sector. The company's innovative vision and commitment to sustainability highlight the potential for US-based initiatives to drive advancements in both energy storage and environmental conservation.