Latest Graphite Supply Chain News

Renascor Resources has commenced construction of its government-backed Purified Spherical Graphite demonstration plant in Adelaide, while securing key land and expanding exploration amid shifting global graphite supply dynamics.

Metals Australia Limited has reported a 3.3-fold increase in its Lac Carheil Graphite project resource, now totaling 50 million tonnes at 10.2% graphite content, while progressing key studies for a battery anode material plant in Quebec.

International Graphite Limited has taken significant steps toward establishing Australia’s first commercial graphite micronising plant with land acquisition and key development approvals in Collie, WA.

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.

Hazer Group has forged a strategic alliance with engineering giant KBR to fast-track commercial deployment of its methane pyrolysis technology, supported by a $10.7 million capital raise and promising project developments in Japan.