Latest Natural Graphite News

Talga’s Talnode-C natural graphite anode has performed in a KRI battery cell that reached up to 8,000 cycles while retaining 75% capacity, roughly five times the life of a conventional cell. The result opens a potential customer-qualification path in Japan, but commercial supply remains uncommitted.

Talga has begun commercial deliveries of Swedish-made Talnode-C to Nyobolt, marking a shift from customer qualification to ongoing supply. The ASX-listed battery materials developer also advanced a 2,000-tonne-per-year Japanese offtake pathway, but ended September with A$10.8 million in cash after A$7.6 million of operating and investing outflows.

Syrah Resources delivered a stronger Balama quarter and began ramping Vidalia’s US anode-material facility towards commercial sales. But higher cost guidance, negative operating cash flow and unresolved loan defaults leave the balance sheet as the central risk.

Talga has signed a binding term sheet with Japan’s Dainen Materials to reserve up to 2,000 tonnes a year of Talnode-C anode material for five years from late 2027. The agreement advances Talga’s commercialisation, but final purchase volumes and a definitive supply contract remain outstanding.

Evolution Energy Minerals has moved its Chikundo copper project into maiden drilling, with chalcopyrite seen in two of the first three holes after quarter end. The company also cleared a Tanzanian licence default notice, while its A$2.25 million cash balance leaves the larger Chilalo development still dependent on funding and execution.

InVert Graphite has secured outright ownership of Curtin University’s RapidPulse technology while advancing a 2.56 million tonne contained graphite resource at Kumba. The company ended September with A$3.2 million in cash, giving it an estimated 5.5 quarters of funding at the latest spending rate.

Talga has moved Talnode-C from qualification into commercial shipments, completed key engineering work for its staged Vittangi project and secured major Swedish permits. But the battery materials developer remains loss-making, cash-burning and reliant on further funding to continue development.

Evolution Energy Minerals has confirmed its Chilalo coarse flake graphite is well-suited for high-value fuel cell applications, including separator plates critical to data centre power and fuel-cell electric vehicles.

InVert Graphite has completed the acquisition of RapidGraphite, gaining exclusive rights to the RapidPulse™ technology, and raised A$2.5 million to fund scale-up trials aimed at transforming battery-grade graphite production.

Talga Group has marked a milestone with its first commercial delivery of natural graphite anode outside Asia, progressing key funding discussions and strategic partnerships to support its Vittangi Anode Project.

Sovereign Metals has unveiled a robust Definitive Feasibility Study for its Kasiya project, projecting a US$2.2 billion pre-tax NPV and positioning the mine as a critical non-Chinese supplier of rutile, graphite, and heavy rare earths to the US and allies.

InVert Graphite has acquired RapidGraphite and its RapidPulse™ technology, aiming to revolutionise graphite processing with rapid, acid-free purification. The company raised A$2.5 million to fund scale-up trials and integrate this with its Morogoro graphite project in Tanzania.