Evion Group Lands A$1.5m US Expandable Graphite Deal, Boosting Growth Outlook
Evion Group has landed a significant A$1.5 million order to supply expandable graphite to a major US graphite supply chain company, reinforcing its position as a trusted non-Chinese supplier amid growing demand.
- A$1.5 million order for 300 metric tonnes of expandable graphite secured in the US
- Shipments to be delivered over the next 3-4 months from Panthera Graphite JV in India
- Strong demand driven by US desire for secure, non-Chinese critical mineral sources
- Continued sales growth in European markets alongside US expansion
- Projected substantial profit in upcoming quarter with funds earmarked for growth
Expanding US Footprint
Evion Group NL (ASX – EVG) has announced a follow-up order worth approximately A$1.5 million to supply 300 metric tonnes of expandable graphite to a leading US graphite supply chain company. This second order builds on initial shipments made in September 2025 and underscores Evion’s growing foothold in the US market, a strategic move aligned with broader efforts to diversify critical mineral supply chains away from Chinese dominance.
Strategic Importance of Expandable Graphite
Expandable graphite is a vital material used for thermal management and fire retardancy in sectors such as aerospace, electric vehicles, energy storage, military applications, and electronics. These industries are poised for long-term growth, making Evion’s product increasingly critical. The company’s Panthera Graphite joint venture facility in India, which commenced operations in late 2024, is the production hub for these shipments, demonstrating Evion’s capacity to deliver at scale.
Broader Market Momentum
Alongside the US, Evion continues to see robust demand in European markets, supported by its EU Strategic Project status. This designation facilitates accelerated permitting and enhanced financing opportunities, positioning Evion as a preferred graphite supplier within Europe’s critical minerals landscape. The company’s vertically integrated approach, with projects spanning Madagascar, India, and Europe, further strengthens its supply chain resilience.
Financial Outlook and Growth Prospects
Evion anticipates strong sales growth from its Panthera operations to translate into substantial profits in the upcoming quarter. The company plans to retain surplus funds to fuel future expansion and potentially distribute profits to shareholders. Managing Director David Round highlighted positive feedback from US customers on the quality of Evion’s clean energy-produced expandable graphite and expressed optimism about growing shipments in 2026 and beyond.
Positioning for the Future
Evion’s strategic positioning as a reliable, non-Chinese supplier of critical minerals aligns with global trends emphasizing supply chain security and sustainability. With ongoing orders and a diversified geographic footprint, the company is well placed to capitalize on the accelerating demand for graphite products essential to the clean energy transition.
Bottom Line?
Evion’s latest US order signals growing momentum in securing critical mineral supply chains beyond China, setting the stage for accelerated growth in 2026.
Questions in the middle?
- Will Evion secure additional long-term contracts with US and European partners?
- How will rising production volumes impact Evion’s cost structure and margins?
- What are the timelines and risks associated with advancing the Maniry and Battery Anode Material projects?
