Latest Graphite Market News

Evolution Energy Minerals (ASX:EV1) is set to start drilling at its Chikundo Copper Project in June 2026 despite assay delays, while progressing the Chilalo Graphite Project towards first production in October 2027 with a modular development plan and clear funding milestones.

Volt Resources is making headway in securing US customers for its Alabama Graphite Refinery, leveraging recent policy shifts and supply chain dynamics to target near-term revenue from industrial and battery markets.

Black Rock Mining is closing in on full construction readiness at its Mahenge Graphite Project after completing key early works and advancing funding discussions amid improving graphite prices.

Sovereign Metals' March 2026 update reveals a robust DFS for its Kasiya Rutile-Graphite Project, a substantial resource upgrade, strategic offtake MOUs, and a high-value heavy rare earth by-product discovery.

Hazer Group has completed a key Process Design Package with KBR, unlocking large-scale commercial potential for its methane pyrolysis technology. The company also signed a non-binding graphite offtake LOI with Green Steel WA and qualified its graphite for concrete and asphalt applications, all while maintaining a solid cash position and reducing cash burn.

Mineral Commodities Limited has completed the sale of its Skaland Graphite Project in Norway for USD 8.75 million as part of its voluntary administration process. The transaction marks a significant step in the company’s restructuring efforts.

Syrah Resources has locked in a multi-year conditional offtake agreement with NextSource Materials, underpinning the strategic importance of its Balama graphite in the evolving battery supply chain outside China.

EcoGraf Limited has completed a comprehensive update to its Bankable Feasibility Study for the Epanko Graphite Project, confirming robust financials and a production increase to 73,000 tonnes per annum. The study underpins advanced project financing and highlights significant expansion potential amid rising global graphite demand.

Lincoln Minerals is sharpening its focus on copper exploration with a renewed push at its Minbrie Project and new collaborations targeting base metals and graphite markets.

Volt Resources has extended and significantly increased its graphite offtake agreement with Qingdao Baixing, aligning with the Bunyu project’s development timeline and production targets.

Greenwing Resources reports solid progress across its lithium, graphite, and polymetallic assets, unveiling plans to separate its Critical Minerals portfolio from the Que River polymetallic project in 2026. A recent scoping study highlights promising cash flow potential at Que River, while lithium prices continue to strengthen.

Fortuna Metals has confirmed significant high-grade rutile mineralisation at its newly acquired Mkanda project in Malawi, supported by a successful A$3.5 million capital raise to advance exploration.