Latest Graphite Supply Chain News

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.

Syrah Resources and Tesla have agreed to extend the cure date for an alleged default under their offtake agreement to March 2026, buying time to resolve ongoing qualification issues at Syrah’s Vidalia facility.

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.

EcoGraf Limited has strengthened its cash position with a $1.7 million Australian R&D tax incentive and is pursuing €4 million in European grants to advance its graphite business across Tanzania and Europe.

Lithium Energy has completed Phase 1 drilling at its high-grade Burke and Mt Dromedary graphite deposits in Queensland, with Phase 2 drilling set to begin in January 2026. The company is also exploring a vertically integrated battery anode material business to capitalize on shifting global supply dynamics.

International Graphite Limited has secured development approval for its Collie graphite processing facility, marking a significant step toward integrated graphite production in Western Australia.

International Graphite Limited has signed a non-binding letter of intent with Alkeemia S.p.A to access graphite purification tolling services at a new Italian plant starting early 2026, aiming to boost its high-purity graphite supply while minimizing capital costs.

Volt Resources has initiated a Definitive Feasibility Study for its Alabama Graphite Refinery, aiming to produce high purity graphite by mid-2026 and strengthen US critical minerals supply chains.