Renascor Resources has hit key construction milestones at its Australian Government co-funded Purified Spherical Graphite (PSG) demonstration facility, maintaining schedule for on-site commissioning this quarter. The project aims to establish a competitive, HF-free PSG supply chain outside China.
- PSG demonstration facility construction progressing on schedule
- Key equipment installed; kiln arriving December 1 in Adelaide
- Zero lost-time injury record maintained during construction
- Facility to showcase HF-free purification process
- Project supported by $5 million government grant and strong financial backing
Construction Milestones and Progress
Renascor Resources (ASX – RNU) has reported significant progress on its Purified Spherical Graphite (PSG) demonstration facility in Adelaide, South Australia. The project, co-funded by the Australian Government, has recently completed the installation of critical infrastructure including the motor control centre and screw conveyors, with tank installations underway. Off-site commissioning of the water treatment system is also complete, and preparations for the kiln installation are in full swing ahead of its scheduled arrival on December 1.
Electrical and installation contracts have been finalised, and the mobilisation of all major contractors is complete, enabling ongoing mechanical and piping installations. The company proudly maintains a zero lost-time injury record, underscoring a strong safety culture as construction advances on schedule.
Strategic Importance of the PSG Facility
The demonstration facility is a critical step in Renascor’s broader Battery Anode Material (BAM) project, which integrates upstream graphite mining at the Siviour Graphite Deposit with downstream processing to produce battery-grade PSG. The facility will validate Renascor’s proprietary HF-free purification process, which avoids the use of hydrofluoric acid; a hazardous chemical commonly used in conventional PSG production.
By demonstrating this eco-friendly and potentially lower-cost purification method, Renascor aims to position itself as a leading ex-China supplier of PSG, addressing growing global concerns over China’s dominance in the graphite and battery anode supply chain. Managing Director David Christensen emphasised the increasing demand for reliable and cost-competitive graphite sources outside China, highlighting the facility’s role as a catalyst for validating Renascor’s competitive edge.
Financial and Development Outlook
Renascor’s BAM project benefits from robust financial support, including a $5 million grant from the Australian Government’s International Partnerships in Critical Minerals Program and a conditionally approved $185 million loan facility from the Critical Minerals Facility. With a cash balance of approximately $102 million as of September 30, 2025, the company is well positioned to advance its vertically integrated graphite and battery anode material operations.
Looking ahead, the demonstration facility’s learnings will inform the detailed design and construction of a full-scale commercial PSG plant, intended to upgrade concentrates from the Siviour deposit for export to lithium-ion battery manufacturers. The project remains on track to commence on-site commissioning this quarter, marking a pivotal phase in Renascor’s journey to reshape the graphite supply landscape.
Bottom Line?
As Renascor nears commissioning, the race to establish a secure, sustainable graphite supply outside China intensifies.
Questions in the middle?
- How will the HF-free purification process perform at commercial scale?
- What are the timelines and capital requirements for the full-scale PSG facility?
- How will global market dynamics shift if Renascor successfully disrupts China’s graphite supply dominance?