GraphiteHub

Graphite Hub is committed to providing investors with high-quality, reliable information on all aspects relating to #Graphite.

[GraphiteHub @GraphiteHub]

Really enjoyed this conversation with Amne Suedi of Shikana Group on Tanzania's graphite sector.

You can catch a snippet below on the recent default notices and why engagement with government makes the difference, or watch the full video here:

https://t.co/tnfvzpx2RY

[GraphiteHub @GraphiteHub]

China has extended its pause on export controls for synthetic graphite anode and anode-making equipment to 10 January 2027.

The 2023 graphite Export licences are still required for natural flake, spherical and high-purity synthetic graphite, as they have been since December 2023. A separate pause on stricter checks for graphite exports to the US ends on 27 November.

https://t.co/ONGtdlTblc

[GraphiteHub @GraphiteHub]

How did China’s largest listed anode producers perform in Q3 2026?

Revenue grew strongly across all five, with BTR (+56%) and Putailai (+53%) leading.

Profit was more mixed. Shanshan, Putailai and Shangtai grew earnings, while BTR and Zhongke Electric reported lower profits despite higher sales.

It is a very different picture to the market outside China, where conditions remain challenging.

Figures from each company’s 2026 third quarter report, at group level. Not investment advice.

[GraphiteHub @GraphiteHub]

🔋Graphite Market Weekly - week ending 6 November 2026

@FalconEM_ agrees to acquire a 49% stake in Chinese anode producer Weihai Hensen, which runs a full 25,000 tpa CSPG circuit in Shandong, for US$22 million in cash, with closing expected by the end of Q4 2026.

Plus equity sentiment, market movers, price moves & the latest in EV/batteries.

Full edition👇

https://t.co/c4okD2t3c6

[GraphiteHub @GraphiteHub]

Most graphite conversations start with the deposit. A day at @Talga_Ltd's research and development lab in Cambridge with CTO Dr Anna Motta was a good reminder of how much happens after that.

Purification, shaping, coating and customer qualification are where much of graphite's value is really decided, and where most of the lab's work goes.

Talga has shown its material works at a large demonstration scale, and it is now shipping and selling to customers. Whether it can do the same at full commercial scale is the question to watch.

Read the full article here: https://t.co/JHxbfv9abn

[GraphiteHub @GraphiteHub]

More news from POSCO Future M, following its recent MOU with LG Energy Solution.

Hyundai Motor Group has signed a letter of intent to consider an equity investment of about US$75m in POSCO Future M’s synthetic graphite anode plant in Vietnam, and to seek preferential purchase rights for its output. The two companies also plan to work together on developing synthetic anode tailored to EV performance requirements, and on quality evaluation.

The Thai Nguyen plant broke ground this year with an investment of about US$270m, and commercial production is targeted for 2028. POSCO Future M says it has secured customers for the first phase and is pursuing a second phase, with the site sized for up to 55,000 tonnes a year.

https://t.co/BCBgwpSGpK

[GraphiteHub @GraphiteHub]

POSCO Future M and LG Energy Solution have signed a seven-year MOU covering 720,000 tonnes of cathode and anode material from 2027 to 2033, with synthetic graphite anode to be produced in Korea and Vietnam.

China still supplied 92.4% of the value of Korea’s battery-grade synthetic graphite imports in January to May 2026, according to Korea Customs Service data.

POSCO Future M is building its first overseas anode plant in Thai Nguyen, Vietnam, with mass production targeted for 2028.

https://t.co/P9OjzMFLOT

[GraphiteHub @GraphiteHub]

How much of each ASX graphite company’s market value is backed by net cash?

The chart compares net cash from the September 2026 quarterly reports with each company’s market capitalisation.

A handful of companies are valued close to or below their net cash, implying the market is putting little value on their projects. For most, the valuation sits well above their cash position.

Net cash as at 30 September 2026, per company quarterly reports. Market capitalisation as at the 30 October 2026 close. Excludes capital raised after quarter end. All figures in US$. Includes ASX-listed companies with a graphite project, not always their main focus. Not investment advice.

[GraphiteHub @GraphiteHub]

🔋Graphite Market Weekly - week ending 30 October 2026

@Talga_Ltd signs a binding offtake term sheet with Japan’s Dainen Materials, reserving up to 2,000 tonnes per annum of Talnode-C anode material for five years from first deliveries expected in late 2027, with a definitive Master Supply Agreement targeted by March 2027.

Plus equity sentiment, market movers, price moves & the latest in EV/batteries.

Full edition👇
https://t.co/lVtfcLYMAb

[GraphiteHub @GraphiteHub]

Jinan Yuxiao has shipped 11,000 tonnes of flake graphite from Mozambique to China, with the material from DH Mining’s Nipepe operation landing at Lanshan Port in Shandong.

It is the first of a planned 30,000-tonne batch shipped back to China, and Yuxiao says the material will help fill a shortfall in high-quality large flake domestically.

It comes as Chinese companies continue to expand their footprint in African graphite through ownership and offtake.

https://t.co/4fMQEWQtie

[GraphiteHub @GraphiteHub]

Four US policy updates that could impact graphite are expected in the next two months.

A Section 232 update, the Section 301 excess-capacity outcome, Department of War guidance on Foreign Entity of Concern sourcing, and Prohibited Foreign Entity guidance are all expected in the December 2026 quarter, according to the latest quarterly report from @SyrahResources.

After that, temporary relief from China’s graphite export controls is scheduled to expire in January, and the Section 301 review could lift tariffs on Chinese graphite and AAM in 2027.

The next couple of months could go a long way to shaping the outlook for ex-China graphite supply.

[GraphiteHub @GraphiteHub]

🔋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👇

https://t.co/Gr274a14dC

[GraphiteHub @GraphiteHub]

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.

[GraphiteHub @GraphiteHub]

🔋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👇

https://t.co/CzTpQUbuqR

[GraphiteHub @GraphiteHub]

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: https://t.co/DCMOjTsDc2

[GraphiteHub @GraphiteHub]

🔋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👇

https://t.co/57ZmkDbaU9

[GraphiteHub @GraphiteHub]

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.

https://t.co/r34DSMSewq

[GraphiteHub @GraphiteHub]

🔋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👇
https://t.co/F78hBhG7Cy

[GraphiteHub @GraphiteHub]

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

https://t.co/VLwGcvDNMI

[GraphiteHub @GraphiteHub]

🔋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👇
https://t.co/d2cH7pOLZo