Allied Graphite retweeted
Great to chat with Andrew Goshe, CEO of @AlliedGraphite (formerly Urbix), to talk through the rebrand, the Mesa pilot facility, the two-phase commercial project, and the pathway to FID in Q4 2027. We also cover the Graphcoa feedstock relationship, financing strategy, and Andy's read on the ITC's negative AD/CVD final determination.
Watch here: youtu.be/Fpk8_-2rtwA
Allied Graphite retweeted
SK on to Work with Urbix, US Graphite Processor to Develop Anode Materials
#SKOn
@UrbixInc
#SunHeeyoung
#NicoC.
#BatteriesNews #LithiumIonBattery #BatteryMarket #BatteryTechnology #Battery #Batteries
batteriesnews.com/sk-on-work…
Allied Graphite retweeted
$300 billion.
That’s the amount of money committed to building new lithium ion battery capacity worldwide since 2019.
Nearly half of this investment was in 2019 ($131bn) & China accounted for 74% of it
Incredible new data from @benchmarkmin #EV
source.benchmarkminerals.com…
Allied Graphite retweeted
America is just beginning to dig itself (literally) out of a hole with #rareearth elements. We cannot allow the same dependency on China with #criticalminerals for #EVs, electronics, medicine, and more. ⬇️
politico.com/news/magazine/2…
Allied Graphite retweeted
2022 was a big year for EV battery plants in the U.S. How big? $73 billion big, per an @AtlasPolicy tally via @NPR npr.org/2022/12/30/114584488…
Allied Graphite retweeted
🔋EVs outsold diesel last year in UK🔋
⚡One in four new cars EV/PHEV
⛽Diesel share below 10%
🔧Worst year overall since 1992
Figures from @SMMT, full story here:
ft.com/content/5e0379d4-c8fd…
Allied Graphite retweeted
Tesla supplier warns of graphite supply risk in ‘opaque’ market on.ft.com/3EKAVnj
Allied Graphite retweeted
North America may just about have enough battery cell production to meet domestic demand in 2030, but without significantly more investment in the mid-stream, the region's dreams of a domestic battery supply chain will fall short. @benchmarkmin
source.benchmarkminerals.com…
Allied Graphite retweeted
U.S. military in talks with Canadian miners for key minerals as rivalry with China grows financialpost.com/commoditie…
Allied Graphite retweeted

Bloomberg@business11 Nov 2022
🇺🇸!
United StatesConnected via WebLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
Ford Motor, General Motors, and Stellantis are in talks with South Korea’s Posco Chemical about potentially investing in plants producing electric-vehicle battery materials in North America, sources say trib.al/FCcCQ3Z
Allied Graphite retweeted
“The demand for critical minerals is growing significantly faster than the Western world can deliver.” CMA Founder @thejefftownsend shares his insights with @MinespiderTeam on the challenges the UK faces in reaching its clean energy goals. (1/2)
minespider.com/blog/critical…
Allied Graphite retweeted
China is the most electric vehicle future-ready country in the world. 🔋 🚗
51% of Chinese motorists say the next car will be electric – compared to 29% in the US.
EV Country Readiness Index here: spr.ly/6009MzxJN
#ElectricVehicles #Sustainability #FutureOfMobility
Allied Graphite retweeted
Tennessee will soon have the largest lithium processing plant in the nation. North Carolina-based Piedmont Lithium is constructing a new facility in Etowah, near Chattanooga, to produce the component of electric vehicle batteries.
wkms.org/business-economy/20…
Allied Graphite retweeted
Hyundai Motor Group Breaks Ground On Metaplant America In Georgia insideevs.com/news/618609/hy… via @insideevs.com
Allied Graphite retweeted
E.U. plans for only electric new vehicles by 2035 “without precedent” wapo.st/3gTIO06
Allied Graphite retweeted
As the 🌎 transitions towards net zero, the rapid scale-up of clean energy tech is expected to boost demand for many minerals & metals
Our Critical Minerals Policy Tracker highlights policies to enhance security of supply, incentivise development & ensure sustainable production
Allied Graphite retweeted
Automakers have committed nearly $100B to expand #EV production inside U.S. and N. America. This includes locating raw material and #battery components in several states. Which ones? Here’s a look... 👇
bit.ly/3QzqOVa
#ElectricVehicles #DriveElectricWeek
Allied Graphite retweeted
BMW Group announces $1.7 Billion (USD) Investment to build next generation electric vehicles in the U.S. and establishes a partnership with @Envisioncn AESC to supply future battery cells to #PlantSpartanburg. #BMWGroup #batterycells #EV
Allied Graphite retweeted
Under the hood of the electric vehicle revolution xitter.cf/i/events/1584595530079…
























