HS4 subsector corridor intelligence

Graphite
top trade corridors

HS4 3801 - leading exporter-to-importer routes

Explore reported routes for this HS4 subsector, ranked by latest trade value and paired with growth, market share, access, tariff, and distance context.

HS4 38011995-2024Growing
The route picture at a glanceHS4 3801 - reported trade
01

Latest HS4 trade

$3.6BReported value
02

Corridors shown

25Leading routes by value
03

Leading route value

$348.5MLatest reported value
04

Leading route growth

+36.8%Calculated 3-year change
05

Latest reported year

20241995-2024 coverage

The HS4 corridor read

China to Malaysia leads the reported HS4 3801 routes.

The leading route recorded $348.5M in 2024, with +36.8% calculated three-year growth. Across the HS4 subsector, latest reported trade was $3.6B, with +4.4% calculated three-year growth. Read the HS4 overview ↗

Leading route$348.5M9.6% of latest HS4 trade

Top HS4 corridors

Where Graphite trade moves

Observed exporter-to-importer relationships ranked by latest reported trade value. Growth, peak comparisons, and shares are calculated indicators; access fields provide context where available. Review data sources ↗

HS4 3801 exporter-to-importer relationshipsTop 25 by value

Scroll horizontally to compare all route fields.

RankExporterImporterLatest trade3-year CAGR5-year CAGR10-year CAGRMarket shareFTA / accessApplied tariffMFN tariffPreferential tariffTariff advantageDistanceHistorical peakLatest below peakYearsTrend
1ChinaCHNMalaysiaMYS$348.5M+36.8%+33.1%+27.9%9.6%FTA reported0.1%0.1%0.1%+0.1 pp3,737 km$348.5M20240%30Rapid growth
2ChinaCHNUSA, Puerto Rico and US Virgin IslandsUSA$326.9M+22.1%+11.9%+21.4%9%No FTA reported0%0%Not reportedNot reported11,883 km$372.2M202212.2%30Rapid growth
3ChinaCHNHungaryHUN$219.9M+22.9%+76.6%+226.2%6.1%No FTA reported0.1%0.1%Not reportedNot reported8,364 km$360.8M202339%27Rapid growth
4ChinaCHNIndonesiaIDN$212.7M+37.1%+42.6%+41.6%5.9%FTA reported0.2%0.2%0.1%+0.1 pp4,425 km$212.7M20240%30Rapid growth
5ChinaCHNPolandPOL$161.0M-20.1%+14%+59.8%4.4%No FTA reported0.1%0.1%0.1%+0.1 pp7,985 km$380.7M202257.7%30Rapid decline
6ChinaCHNJapanJPN$139.0M+8.2%+8.2%+4.9%3.8%No FTA reported0%0%0%+0 pp1,763 km$144.1M20233.6%30Growing
7ChinaCHNRepublic of KoreaKOR$137.3M-9.7%-4.6%+2.4%3.8%FTA reported0.1%0.1%0.1%+0 pp867 km$225.1M202239%30Declining
8GermanyDEUFranceFRA$73.8M+33.4%+17.9%+6.6%2%FTA reported0%0%0%+0 pp881 km$73.8M20240%30Rapid growth
9JapanJPNChinaCHN$73.7M-16.7%-5.8%-3.3%2%No FTA reported0.3%0.3%Not reportedNot reported1,763 km$165.4M201155.4%30Rapid decline
10ChinaCHNGermanyDEU$57.9M+31.2%+29.3%+11.3%1.6%No FTA reported0%0.1%0%+0 pp8,415 km$64.0M20229.6%30Rapid growth
11FranceFRAGermanyDEU$52.0M+11.5%+9.7%+3%1.4%FTA reported0%0%0%+0 pp881 km$59.5M202312.5%30Rapid growth
12ChinaCHNIndiaIND$51.9M+18.9%+9.9%+14.8%1.4%No FTA reported0.5%0.5%0.1%+0.5 pp4,252 km$73.9M202329.8%30Rapid growth
13GermanyDEUChinaCHN$46.7M+6%+13%+8.9%1.3%No FTA reported0.3%0.3%Not reportedNot reported8,415 km$46.7M20240%30Growing
14Republic of KoreaKORChinaCHN$43.3M-21.6%-1.2%+27.8%1.2%FTA reported0.3%0.3%0.1%+0.2 pp867 km$112.6M202261.6%30Rapid decline
15Republic of KoreaKORUSA, Puerto Rico and US Virgin IslandsUSA$43.0M+88%+45.7%+42.4%1.2%FTA reported0%0%0%+0 pp11,077 km$43.0M20240%30Rapid growth
16JapanJPNRepublic of KoreaKOR$40.7M-1.8%-7.4%-4.7%1.1%No FTA reported0.1%0.1%Not reportedNot reported1,155 km$144.2M201171.8%30Stable
17USA, Puerto Rico and US Virgin IslandsUSAChinaCHN$38.4M+2.5%+1.2%-1.6%1.1%No FTA reported0.3%0.3%Not reportedNot reported11,883 km$59.9M201135.9%30Stable
18MexicoMEXUSA, Puerto Rico and US Virgin IslandsUSA$35.4M-11.4%-8.5%+16.6%1%FTA reported0%0%0%+0 pp3,359 km$70.6M202249.9%30Rapid decline
19USA, Puerto Rico and US Virgin IslandsUSAMexicoMEX$29.0M+6%+3.2%+3.9%0.8%FTA reported0.1%0.1%0%+0.1 pp3,359 km$32.9M202211.8%30Growing
20ChinaCHNViet NamVNM$24.3M+11.8%+22%+17.9%0.7%FTA reported0.2%0.2%0%+0.1 pp2,732 km$24.3M20240%30Rapid growth
21JapanJPNFranceFRA$24.1M+134.5%+80.4%+31.2%0.7%FTA reported0.1%0.1%0%+0.1 pp9,736 km$24.1M20240%30Rapid growth
22AustriaAUTHungaryHUN$23.9M+6.4%+1%+3%0.7%FTA reported0.1%0.1%0%+0.1 pp215 km$23.9M20240%30Growing
23ChinaCHNKazakhstanKAZ$21.9M+85.3%+56.2%+61.4%0.6%No FTA reported0.1%0.1%0.1%+0 pp4,117 km$21.9M20240%29Rapid growth
24GermanyDEUUSA, Puerto Rico and US Virgin IslandsUSA$21.8M+14.4%+3.2%+4.9%0.6%No FTA reported0%0%Not reportedNot reported6,402 km$27.1M202319.6%30Rapid growth
25ChinaCHNIran (Islamic Republic of)IRN$21.2M+66.7%+28.4%+12.6%0.6%No FTA reported0.6%0.6%Not reportedNot reported6,390 km$21.2M20240%30Rapid growth

Movement to watch

Growth leaders for HS4 3801

The strongest available three-year growth rates are starting points for research, not forecasts. Compare the calculated rate with each route's reported value, share, and trend. Read the methodology ↗

01Growth leader

Japan to France

+134.5%calculated 3-year CAGR
$24.1M latest value0.7% market shareRapid growth
02Growth leader

Republic of Korea to USA, Puerto Rico and US Virgin Islands

+88%calculated 3-year CAGR
$43.0M latest value1.2% market shareRapid growth
03Growth leader

China to Kazakhstan

+85.3%calculated 3-year CAGR
$21.9M latest value0.6% market shareRapid growth
04Growth leader

China to Iran (Islamic Republic of)

+66.7%calculated 3-year CAGR
$21.2M latest value0.6% market shareRapid growth
05Growth leader

China to Indonesia

+37.1%calculated 3-year CAGR
$212.7M latest value5.9% market shareRapid growth

Access and tariff context

Compare route access without over-reading one indicator

FTA status, applied tariffs, tariff advantage, and distance are supporting route context. Group averages are calculated from displayed routes and are not tariff recommendations. Check data coverage ↗

FTA reported$1.0B

12 displayed routes with average calculated growth of +26.9%.

Average applied tariff
0.1%
Average tariff advantage
+0.1 pp
No FTA reported$1.2B

13 displayed routes with average calculated growth of +18.4%.

Average applied tariff
0.2%
Average tariff advantage
+0.1 pp
Lowest reported applied tariffFTA reported

Germany to France

0%

Routes with an available applied tariff. Latest route value: $73.8M.

Applied 0%Advantage +0 pp881 km
Largest reported tariff advantageNo FTA reported

China to India

+0.5 pp

Routes with an available tariff advantage. Latest route value: $51.9M.

Applied 0.5%Advantage +0.5 pp4,252 km

HS4 indicators

Scale, momentum, and structure in one view

These cards pair reported trade observations with calculated indicators from the available HS4 history. See indicator definitions ↗

Displayed route value$2.3B

Combined reported value across the 25 routes shown.

HS4 3-year CAGR+4.4%

Calculated annualized change in reported HS4 trade.

Exporter / importer HHI2,689.4 / 910.1

Calculated concentration indicators; higher values mean a more concentrated mix.

Trade volatility0.6

Calculated variation in annual reported HS4 trade.

Trend and peakGrowing

Historical peak: $4.2B in 2022. Latest below peak: 13.4%.

Coverage and breadth1995-2024

30 observed years; 2,624 active corridors, 118 exporters, 183 importers, and 4 HS6 products.

How to read this view

Keep reported scale separate from calculated movement.

Latest trade values describe reported merchandise trade for HS4 3801. Growth, market share, HHI, volatility, and peak comparisons are calculated indicators over the stated coverage period.

FTA status, tariffs, and distance add route context where available. A missing value stays unavailable; it is not treated as zero or a forecast.

Data source

OECD trade statistics with CEPII context

OECD (2025), Balanced international merchandise trade statistics (BIMTS) - HS2017-6D, OECD Data Explorer (accessed on 2026-08-28). OECD BIMTS is the primary trade series for this view. Supporting bilateral trade context uses CEPII BACI bilateral trade flows (202601) under Etalab 2.0 Open Licence. Yugalinks presents derived views of reported observations and calculated indicators. Data terms: OECD Terms & Conditions.