Latest Natural Graphite News

Syrah Resources moderated graphite output amid subdued ex-China demand, raised US$72 million to support ramp-up, and advanced Vidalia anode material towards commercial sales in H2 2026.

Volt Resources’ Ukrainian subsidiary Zavalievsky Graphite is launching a new graphite production campaign in July 2026, supported by firm European sales contracts worth around €377,000.

Rio Tinto has opted out of operating Sovereign Metals' Kasiya project, ending its exclusive marketing rights and allowing Sovereign to pursue a US-focused critical minerals approach. Sovereign aims to secure binding offtake deals with US and allied partners, leveraging Kasiya's strategic minerals for Western supply chains.

InVert Graphite (ASX:IVG) is set to acquire RapidGraphite Pty Ltd, gaining exclusive rights to Curtin University’s RapidPulseTM graphite processing technology that promises rapid, acid-free conversion of natural graphite to battery-grade quality. Backed by positive test results and a A$2.5 million capital raise, this move aims to vertically integrate InVert’s Morogoro graphite project with cutting-edge processing innovation.

Syrah Resources has settled an alleged default under its offtake deal with Tesla for natural graphite anode material, with Tesla withdrawing termination threats but retaining rights pending final product qualification.

Evion Group has secured key approvals from Madagascar’s Ministry of Mines to convert exploration permits into mining permits for its Maniry Graphite Project, backed by significant EU funding and US trade initiatives. Meanwhile, its Indian joint venture progresses a major graphite plant expansion to meet growing demand.

Syrah Resources delivered a record 24kt graphite production at Balama and secured US$72 million in equity to support medium-term ramp-up and Vidalia commercialisation, navigating a complex US trade environment.

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.

Quantum Graphite’s partner Sunlands Pure Group has signed a key MOU with Oman’s Al Buraimi Governorate to develop a large-scale graphite refinery, positioning Quantum as the exclusive graphite supplier for global battery and energy markets.

The US International Trade Commission has overturned preliminary findings and declined to impose steep tariffs on Chinese graphite anode materials, complicating Syrah Resources’ plans to scale up its US-based production facility.

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.

The US Department of Commerce has finalized hefty antidumping and countervailing duties on Chinese graphite active anode materials, a move expected to strengthen Syrah Resources’ competitive edge in North America and accelerate its US operations.