🔋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…

🔋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…

🔋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.

🔋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.