Latest Battery Materials Supply Chain News

Novonix Limited has achieved its first mass production of industrial-grade synthetic graphite and secured significant funding, advancing its position in North America's battery materials supply chain.

Greenwing Resources has launched a Stage 2 Scoping Study to explore restarting and expanding its Graphmada Graphite Mine in Madagascar, aiming to meet rising global demand and strategic supply challenges.

Renascor Resources reports steady progress on its Purified Spherical Graphite demonstration plant in Adelaide, backed by a $5 million government grant, aiming to challenge China’s dominance in battery materials.

PMET Resources has completed a positive lithium-only feasibility study for its Shaakichiuwaanaan Project in Quebec, confirming technical and economic viability for a large-scale spodumene concentrate operation with a targeted final investment decision in 2027.

Axel REE Limited has announced a significant inferred rare earth mineral resource of 233 million tonnes at its Caladão Project in Brazil, highlighting strong metallurgical recovery prospects that could substantially increase resource size.

Renascor Resources has begun construction of its Purified Spherical Graphite demonstration facility in Adelaide, aiming to showcase an innovative HF-free purification process and disrupt China’s near-monopoly on PSG supply.

Syrah Technologies has secured a US$11.7 million cash payment from the US government under the Inflation Reduction Act, marking a significant financial boost for its Vidalia Active Anode Material facility.

Renascor Resources has completed key preparatory milestones for its Purified Spherical Graphite demonstration plant in Adelaide, with construction set to begin next month. The facility aims to challenge China’s dominance in battery anode materials using an innovative, eco-friendly purification process.

Sayona Mining has secured shareholder approval for its merger with Piedmont Lithium, with completion slated for August 30, 2025. The deal promises to reshape the lithium supply landscape and unlock significant growth potential.

Pilbara Minerals reported a 4% increase in lithium production for FY25 despite a 39% revenue drop amid falling prices, maintaining a robust balance sheet and outlining optimistic FY26 growth plans.

Pilbara Minerals Limited (PLS) reported a challenging FY25 marked by a 39% revenue drop and a net loss of $196 million amid falling lithium prices. Despite this, the company advanced key expansion projects, acquired a Brazilian lithium asset, and made significant sustainability strides.

NOVONIX Limited reports progress scaling its Chattanooga synthetic graphite plant, secures major funding, and benefits from U.S. tariffs on Chinese imports, while narrowing its half-year loss.