Latest Graphite News

The week was split between big earnings reactions and small-cap rocks-and-rigs rallies. Pro Medicus sank despite record numbers, while a handful of explorers jumped on fresh discoveries and policy wins.

Explorers led the Materials tape as fresh drill stories and new ground deals pulled buyers into small caps. Big miners still delivered, but the loudest moves came from companies offering investors a near-term catalyst.

The US Department of Commerce has finalized hefty antidumping and countervailing duties on Chinese graphite active anode materials, a move expected to strengthen Syrah Resources’ competitive edge in North America and accelerate its US operations.

International Graphite Limited has reported pilot-scale testwork results exceeding purity targets for expandable graphite, underpinning plans for a European production facility.

InVert Graphite’s latest drilling results from its Morogoro Project in Tanzania reveal wide zones of high-grade graphite, with assays hitting up to 21.5% Total Graphitic Carbon. These findings bolster confidence in the project’s scale and quality ahead of further exploration.

EcoGraf Limited has secured a cooperation agreement with the European Investment Bank to advance its vertically integrated battery anode materials projects, reinforcing its role in sustainable critical raw materials supply for the EU.

Dart Mining NL has acquired the Skarn Ridge Copper-Gold and Mt Bauple Graphite projects in southeast Queensland for AUD 25,000, adding two exploration permits to its growing portfolio. This strategic move strengthens Dart’s regional presence and exploration pipeline in a historically mineral-rich area.

Evolution Energy Minerals Limited has announced a renounceable pro-rata entitlement offer to raise up to $4.03 million, aiming to fund exploration and development of its Tanzanian copper and graphite assets. The offer includes free attaching options and is partially underwritten, reflecting both opportunity and risk amid regulatory challenges.

Evolution Energy Minerals has announced a $4 million renounceable entitlement offer priced at 1.5 cents per share, including free attaching options, with major shareholder Metals One Plc committing $1 million.

Talga Group has lodged a detailed prospectus for issuing attaching and piggyback options to recent Placement and Share Purchase Plan participants, potentially raising up to A$32.7 million upon exercise. The move supports its battery anode production scale-up and international expansion plans.

Fortuna Metals has reported significant high-grade rutile mineralisation at its Mkanda project in Malawi, with assays from 96 drill holes revealing a mineralised footprint extending over 25km. The Malawi government has confirmed the company’s exemption from raw mineral export restrictions, supporting its in-country beneficiation plans.

A single exploration name blew the doors off the leaderboard, while two well-known uranium plays and a Nevada explorer sank hard. Behind the noise: deals got closer to completion, big raisings reset prices, and several “good news” gaps didn’t survive the week.