🔋Graphite Market Weekly - week ending 23 October 2026 @NovonixBattery replaces its binding PowerCo offtake, which provided for a minimum of 32,000 tonnes of synthetic graphite over five years from 2027, with a framework agreement under which volume and price will be negotiated once PowerCo’s qualification is complete, and pays a second US$7 million amortisation to Yorkville, cutting the debenture balance to US$21 million. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

Shanshan has announced a private placement of up to RMB 4bn (US$600m), to be taken up entirely by Conch Group, its state-owned indirect controlling shareholder. RMB 2.5bn (US$375m) will go towards a new RMB 5.1bn (US$766m) anode base in Baotou, Inner Mongolia, with 150,000t a year of anode capacity and 50,000t of in-house graphitisation. The remaining RMB 1.5bn (US$225m) goes to working capital. At the maximum issue size, Conch’s controlled stake would rise above 30%, up from 21.9%, with a three-year lock-up on the new shares. Shanshan says the project will ease its capacity shortfall as EV and energy storage demand grows. The placement still needs state, shareholder and regulatory approval, and the project has yet to secure environmental approval or land rights.

🔋Graphite Market Weekly - week ending 16 October 2026 @focusgraphite secures up to C$554,050 in non-repayable funding from Société du Plan Nord for the Lac Knife access road, taking combined government infrastructure support to C$1.93 million with Natural Resources Canada’s First and Last Mile Fund, with geotechnical work and detailed engineering of the all-season road to Highway 389 now advancing. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

A new low for synthetic graphite emissions? Imerys targets <0.1 kg CO₂e/kg for next-gen SU-NERGY, partly swapping fossil feedstock for biomass residues, plus 100% low-carbon power. First gen cut CO₂ up to 60% vs conventional. Modelled for now. Read here: imerys.com/media-room/press-…

🔋Graphite Market Weekly - week ending 9 October 2026 @TitanMiningCorp agrees a term sheet with the U.S. Army for a 50-year Enhanced Use Lease at Anniston Army Depot, Alabama, to build a purified micronised and coated spherical graphite facility, with the Army taking a right of first offer on up to 10% of output. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

SGL Carbon and Toyo Tanso are raising prices on parts of their graphite and carbon ranges by 10% to 15%, with changes from 1 October. Both notices cite rising raw material and logistics costs. graphitehub.com/sgl-carbon-t…

🔋Graphite Market Weekly - week ending 2 October 2026 @NextSourceMat signs a binding agreement for a US$30 million investment from Japan's Hanwa and JOGMEC, taking a 15% interest in its UAE battery anode facility, with Phase 1 ramp-up expected from H2 2027. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

In our latest episode, I spoke with Terence Cryan, Executive Chairman, and Jon Jacobs, Chief Commercial Officer, of @WWR_Inc (NYSE American: WWR), the Colorado-headquartered natural graphite company developing the Kellyton Graphite Plant and Coosa Graphite Deposit in Alabama. We cover: - The US$25M EXIM loan and why Terence says Westwater is "right in the middle of the fairway" on critical minerals - Funding the US$245M Kellyton Phase I, with a focus on non-dilutive, low-cost capital - Production timeline, qualification and de-risking scale-up with five tonne batches - Why Kellyton came ahead of Coosa, the Syrah feedstock strategy, and permitting Coosa under FAST-41 - Trade, China and why customers want some domestic supply - End markets, and why they think investors should be optimistic about graphite youtu.be/fJ4zaayTWjk

🔋Graphite Market Weekly - week ending 25 September 2026 @EcoGraf's value engineering review identifies a potential 20% increase in Epanko Stage 1 capacity to 87,600 tpa, with C1 costs falling 5.8% to US$512 per tonne over the first decade. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

Just wrapped up two days in northern Sweden with @Talga_Ltd, following the graphite supply chain from the Vittangi deposit through to the EVA plant, Talga's demonstration anode facility. Huge thanks to Martin Phillips and the team for showing us around. Full video coming soon.

Shanshan, one of the leading Chinese producers of synthetic graphite anode materials, announces plans to bring online 150,000 tpa of integrated anode capacity in Baotou, Inner Mongolia, alongside 50,000 tonnes of in-house graphitisation. The project carries a total planned investment of ~US$761 million. Construction is scheduled to begin in March 2027, with completion targeted for July 2028, subject to shareholder and regulatory approvals. graphitehub.com/shanshan-150…

In our latest episode, I spoke with @khaitan_ankur, Managing Director and CEO of @TACCLimited, a wholly owned subsidiary of HEG Advanced Materials. TACC is building a 20,000 tpa synthetic graphite anode plant at Dewas, Madhya Pradesh. We cover: - Why starting at demo scale has helped customer confidence - Beyond 20,000 tpa: how TACC plans to grow alongside its customers - Can an Indian anode plant compete with China? Ankur's candid take on cost, and why quality is the non-negotiable - April 2027: how realistic is the timeline for a greenfield build? - Why Ankur says this is "not a plug and play industry" - Do oil prices change the economics? Needle coke, power costs and what's already secured - What else TACC is working on: expandable graphite, graphene and an in-house silicon anode youtube.com/watch?v=MFW8sUrF…

🔋Graphite Market Weekly - week ending 18 September 2026 @Talga_Ltd signs a non-binding anode supply LOI with Germany's EAS Batteries, targeting binding terms in April 2027 and a five-year, euro-denominated supply agreement by July 2027. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full edition👇 graphitehub.com/Graphite/New…

Great to have been invited into @Talga_Ltd Cambridge R&D lab, spending the day with CTO Dr Anna Motta. We got into what makes the Vittangi deposit stand out, from the exceptional grade of the deposit, and the crystallinity that lets the graphite hold its performance and handle fast charging, to the processing technology they've developed in house, to how pricing in these higher-performance niches varies from the typical anode pricing we usually see, and where anode, silicon and recycling are all heading. Next stop, the EVA plant in Luleå.

🔋Graphite Market Weekly - week ending 11 September 2026 GrafTech to raise graphite electrode prices by a minimum of 30%, effective immediately on all open commercial negotiations, following the US$600 to US$1,200 per tonne increase announced in March. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full Full edition👇 graphitehub.com/Graphite/New…

Shanshan has confirmed that some of its anode prices have already been raised, the second top-three Chinese producer to do so after Zhongke Electric. The company did not disclose the size or scope, but the direction is now clear. After three years of falling prices, is the floor finally in? graphitehub.com/shanshan-con…

According to @CnMetals, China's anode output reached 369,000 mt in August, a record for the month. However, graphitisation capacity remains the bottleneck, so finished anode supply still can't keep pace with orders. In addition, petroleum coke and needle coke prices remain high, graphitisation tolling fees are still elevated, and cell makers still hold the bargaining power. news.metal.com/newscontent/1…

This is our 100th weekly newsletter. Thank you to everyone who has read, shared and followed along. 🔋Graphite Market Weekly - week ending 4 September 2026 GrafTech to permanently close its Monterrey graphite electrode plant by early Q2 2027, cutting annual capacity from 178,000 tonnes to 127,000 tonnes. Plus equity sentiment, market movers, price moves & the latest in EV/batteries. Full Full edition 👇 graphitehub.com/Graphite/New…

According to Gaogong Industry Institute, China shipped 1.91 million tonnes of anode material in H1 2026, up 48% year-on-year. Five producers we've tracked during this period shipped 893kt between them, close to half the market, with every one of them growing year-on-year. Utilisation in China is rising and prices are recovering, but costs are rising just as fast, so margins haven't followed yet.

The graphite electrode market just lost another 51,000 tonnes of Western capacity. GrafTech International announced the permanent closure of its Monterrey facility, citing structural overcapacity driven by expansion in China and India. Production ends early Q2 2027, with output shifting to Calais and Pamplona. graphitehub.com/graftech-mon…