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Why Is NOVONIX Delaying Battery-Grade Graphite Production Until 2027?

8:44am on Thursday 29th of January, 2026 AEDT Materials
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Why Is NOVONIX Delaying Battery-Grade Graphite Production Until 2027?

8:44am on Thursday 29th of January, 2026 AEDT
Key Points
  • Industrial-grade synthetic graphite mass production to start in 2026
  • Battery-grade anode material production for Panasonic delayed to second half of 2027
  • Offtake agreement with Stellantis NV terminated over product specification disagreements
  • US$100 million convertible debenture financing completed, boosting cash reserves
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