Latest Graphite Supply Chain News

Renascor Resources reports steady progress on its Purified Spherical Graphite demonstration plant in Adelaide, backed by a $5 million government grant, aiming to challenge China’s dominance in battery materials.

Quantum Graphite Ltd reported a significant revenue jump alongside a $4.9 million net loss for FY2025, as it pushes forward with its Uley 2 graphite project backed by major infrastructure and funding initiatives.

Evion Group’s joint venture in India has made its inaugural shipments of expandable graphite to the US, capitalizing on rising global demand and supply shortages. The company also secures EU recognition as a preferred graphite supplier for critical industries.

Quantum Graphite Limited has made significant strides in developing its Eyre Peninsula Graphite Hub, progressing detailed planning with government stakeholders and attracting new financiers for its Uley 2 project. Exploration and purification testwork updates promise to refine its resource and product quality outlook.

Evion Group’s Maniry Graphite Project in Madagascar has been designated a Strategic Project by the European Union, enhancing its development prospects. Meanwhile, Evion’s joint venture in India secured a maiden US order for expandable graphite, signaling growing global demand.

Volt Resources reports robust progress on its Alabama Graphite Refinery scoping study, strategic partnerships in Tanzania, and resilient production in Ukraine, positioning itself strongly amid evolving graphite market dynamics.

Sovereign Metals’ latest testwork confirms Kasiya graphite’s premium quality amid sweeping US tariffs on Chinese imports, spotlighting its potential as a strategic non-Chinese supply source for battery manufacturers.

Kingsland Minerals is finalising its scoping study for the Leliyn Graphite Project, positioning itself to capitalise on shifting global graphite markets driven by new US tariffs on Chinese imports.

Volt Resources has drawn $0.5 million from a $1 million funding agreement to accelerate development of its graphite projects in Tanzania and the US, positioning itself amid rising US tariffs on Chinese graphite imports.

Evion Group’s joint venture in India has secured a significant first shipment of expandable graphite to a leading US company, marking a strategic foothold in the critical minerals supply chain outside China.

Volt Resources has completed a scoping study for its Alabama Graphite Refinery, revealing robust project economics and a patented purification process that could reshape US graphite supply chains.

International Graphite Limited has received encouraging feedback from the U.S. Department of Defense on its proposal for up to US$7.5 million in funding to advance its graphite mine-to-market strategy, potentially securing a vital supply chain from Western Australia to the U.S.