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How Will Syrah’s Record Graphite Output and US Tariffs Reshape Battery Supply Chains?
9:06am on Wednesday 28th of January, 2026 AEDT
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How Will Syrah’s Record Graphite Output and US Tariffs Reshape Battery Supply Chains?
9:06am on Wednesday 28th of January, 2026 AEDT
Key Points
34kt natural graphite production at Balama, up 34% quarter-on-quarter
29kt graphite sales at US$577/tonne average price, with strong ex-China demand
Vidalia AAM facility progressing customer qualification, limited production for testing
US antidumping and countervailing duties on Chinese graphite AAM pending final determination
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