Latest Battery Materials Supply News

NOVONIX has delayed the start of mass production of battery-grade synthetic graphite anode material for Panasonic Energy to the second half of 2027, while maintaining its 2026 target for industrial-grade graphite production.

Neometals and Mineral Resources’ joint venture Reed Advanced Materials has teamed up with electrochemical leader De Nora to pilot an integrated lithium hydroxide production plant, advancing sustainable battery materials technology.

Firebird Metals has commissioned its proprietary equipment for producing advanced lithium-manganese-rich cathode materials at its China pilot plant, aiming to start production in February 2026 with customer samples planned for later in the year. The project is co-funded by strategic partner Taza Metal Technologies, reducing capital risk and accelerating development.

Axel REE Limited has announced a substantial upgrade to its Caladão Rare Earth Elements and Gallium resource in Brazil, expanding the project’s scale and advancing plans for low-cost in situ leach extraction.

Impact Minerals’ associate Alluminous has teamed up with US battery innovator C4V to fast-track the commercialisation of its HiPurA® high purity alumina for advanced battery applications, marking a key step in its vertically integrated strategy.

Kingsland Minerals has initiated a Pre-feasibility Study for its Leliyn Graphite Project, partnering with Quinbrook to test graphite concentrate for battery anode applications. This marks a significant step toward developing a world-scale graphite operation in the Northern Territory.

Liontown Limited has inked a binding two-year offtake agreement with Canmax Technologies for 150,000 wet metric tonnes of spodumene concentrate annually in 2027 and 2028, reinforcing its foothold in the lithium supply chain.

Patriot Resources advances its Gorman Lithium Project in Ontario, securing drill permits and confirming a high-grade lithium system within a proven strategic district.

Redivium Limited confirms a setback in securing its Wrexham recycling plant lease but maintains strong project fundamentals and explores innovative refining technology to boost UK battery material production.

EcoGraf Limited has revealed a comprehensive expansion study for its Epanko Graphite Project in Tanzania, aiming to increase production from 73,000 to 390,000 tonnes per annum over the next decade. This growth underpins the company’s strategy to supply its proprietary HFfree® purification facilities across key global lithium-ion battery markets.

EcoGraf Limited advances key milestones in its vertically integrated battery anode materials business, including nearing completion of debt financing for the Epanko Graphite Project and securing a pivotal HFfree purification patent.

Renascor Resources has commenced construction of its government-backed Purified Spherical Graphite demonstration plant in Adelaide, while securing key land and expanding exploration amid shifting global graphite supply dynamics.