Latest Graphite Supply Chain News

Volt Resources has secured a major extension and volume increase to its Bunyu graphite offtake agreement while progressing high purity graphite production and downstream refinery development in the US.

Sovereign Metals has delivered a definitive feasibility study (DFS) for its Kasiya Rutile-Graphite Project in Malawi, revealing robust economics, a 25-year mine life, and the potential to become the world’s largest producer of natural rutile and flake graphite, both critical minerals for Western supply chains.

International Graphite Limited (ASX: IG6) and ALKEEMIA have achieved graphite purification exceeding 99.9% total graphitic carbon across diverse concentrate samples, reinforcing their joint venture plans to build a major processing hub in Italy.

International Graphite Limited (IG6) has partnered with Italian chemical giant ALKEEMIA to establish a cutting-edge graphite processing facility in Italy, targeting production by late 2027. This joint venture aims to secure Europe's graphite supply chain amid rising demand and regulatory pressures.

Sovereign Metals has significantly upgraded its Kasiya Rutile-Graphite Project resource, increasing measured and indicated rutile by 32% ahead of its definitive feasibility study. This cements Kasiya as the world’s largest natural rutile deposit, reinforcing its strategic importance in critical mineral supply chains.

Evion Group is advancing the Stage 2 expansion of its expandable graphite facility in India to boost production capacity amid rising demand from Europe, the USA, and Asia. The upgrade aligns with the EU’s recognition of graphite as a critical mineral, positioning Evion as a key supplier in strategic sectors.

Syrah Resources has secured an extension to the cure date for an alleged default under its Tesla offtake agreement, pushing the deadline from March to June 2026 as both parties work to resolve outstanding issues.

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.

NOVONIX Limited posted a $92.7 million net loss for 2025 while progressing its synthetic graphite anode materials business and preparing to divest its Battery Technology Solutions segment.

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

Evion Group has bolstered its cash reserves to $2.3 million following a strategic placement and secured a $1.5 million expandable graphite sales agreement in the US, while advancing its Maniry Graphite Project in Madagascar with strong EU backing.

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.