GraphiteHub

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

[GraphiteHub @GraphiteHub]

Mozambique has signed a new mining law mandating a minimum 15% free-carried, non-dilutable state stake in all mining projects, plus 10% of revenues directed to community funds.

The reforms also restrict the export of unprocessed minerals, encouraging local processing unless specially authorised.

It remains unclear whether the rules will apply to existing projects already covered by long term agreements or only new ones, but the legislation marks a significant shift that could reshape the operating environment for foreign investors.

Read here: https://t.co/JwwFCtq9hF

[GraphiteHub @GraphiteHub]

China has named state owned Guangyan International Investment Co. to co invest in and coordinate its overseas mining deals, with the National Development and Reform Commission (the country's economic planning agency) tightening oversight of outbound investment.

Established in 2024 with 60 billion yuan (around $8.9 billion) in registered capital and majority owned by China Minmetals, Guangyan will support compliance, financing, and industry wide planning of outbound deals, and can co-invest in overseas projects alongside Chinese firms.

Smaller firms, seen as less able to manage political risk abroad, face tighter scrutiny over their foreign deals. Beijing is also pushing miners to bring in local and international capital and take minority stakes rather than full ownership, and to strengthen China's influence over commodity prices.

https://t.co/mUmkQInbJ8

[GraphiteHub @GraphiteHub]

Putailai, China's second-largest anode producer, just broke ground on its first overseas plant - a fully integrated 50,000 tpa facility in Malaysia. Another sign of Chinese capacity pushing offshore.

https://t.co/8CefPasQgB

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 29 May, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/UbfQYq7Drs

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 22 May, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/dDlB0DATdy

[GraphiteHub @GraphiteHub]

POSCO Future M is exiting its remaining 8.3% stake in Inner Mongolia Sinosteel New Materials, fully unwinding the synthetic graphite anode JV it entered in 2021. Signaling a strategic shift away from China amid tightening U.S. regulations. POSCO's pivot to Vietnam based synthetic graphite production is part of a broader push to build anode capacity outside China.

https://t.co/BzYmhaQ6pP

[GraphiteHub @GraphiteHub]

The EU is laying out its first joint critical minerals stockpile, with tungsten, rare earths and gallium seeding the initial shortlist. According to sources, graphite sits on the potential inclusion list alongside magnesium and germanium.

https://t.co/vgpnbnlgqE

[GraphiteHub @GraphiteHub]

China just published the Implementation Rules for its revised Mineral Resources Law. Effective 15 June 2026.

Three takeaways:
- End to end central control of the mineral supply chain. Six ministries formally aligned.
- Strategic mineral rights centralised at provincial level and above, with a legal route for direct grants outside competitive tender. The likely direction: strategic mineral mining concentrated in a "national team" of state backed operators.
- Article 76 codifies the legal basis for countermeasures against foreign restrictions

The most concrete measure is Article 57. It pulls designated deposits into China's strategic reserve and keeps them in the ground for at least five years. Nothing can be mined from these reserves without MNR sign-off, and the State Council reviews each deposit after five years to decide whether to extend the lock-in.

View summary here: https://t.co/TwN4ia3lxH

[GraphiteHub @GraphiteHub]

POSCO Future M says it has secured mass production technology for silicon anode materials, targeting commercial supply in 2028. The company states the silicon mixing ratio is above 20%, with 80%+ capacity retention after 1,000 cycles.

While silicon loading is stepping up in this technology, silicon still accounts for only around 20% of the anode mix. Silicon supplements graphite, it doesn't replace it. Even in this next-gen formulation, graphite still makes up around 80% of the anode.

https://t.co/oEAe4FihgO

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 15 May, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/XNs6N1MoPy

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 8 May, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/4BgTxFMFej

[GraphiteHub @GraphiteHub]

Brussels is sounding out European industry groups on a sweeping new trade instrument aimed squarely at Chinese overcapacity, with a proposal expected to land in front of Ursula von der Leyen and the College of Commissioners on 29 May.

https://t.co/6J8HXIewhW

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 1 May, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/FlxeEvhXAE

[GraphiteHub @GraphiteHub]

$12 billion for a critical minerals stockpile, with initial fill open to any source including China.

If graphite is sourced from China for Project Vault, the first tranche of capital flows to the supplier the stockpile exists to hedge against.

https://t.co/vkpuIilS12

[GraphiteHub @GraphiteHub]

A listed Chinese refractories producer, Punai Group, has been indicted for allegedly smuggling 1,243 tonnes of natural flake graphite out of China to its own wholly-owned US subsidiary.

Prosecutors allege the company switched HS codes the month after Beijing's October 2023 export controls took effect, declaring the material as "other powdered natural graphite" to bypass licensing requirements.

This appears to be one of the first publicly disclosed criminal indictments under China's graphite export control framework.

https://t.co/1tpBaUfB8H

[GraphiteHub @GraphiteHub]

The EU and US just signed a Memorandum of Understanding on critical minerals, establishing a Strategic Partnership focused on supply chain diversification, joint standards, coordinated subsidies and stockpiling.

It follows similar frameworks already announced with Japan, Australia and Mexico, building out a broader allied critical minerals network.

https://t.co/AoAGYCE5CN

[GraphiteHub @GraphiteHub]

🔋 Graphite Market Weekly Update: Week ending 24 April, 2026 📈

Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.

Full version here: https://t.co/ogI29sWByv

[GraphiteHub @GraphiteHub]

The USITC has released its full reasoning in the 2-1 negative final determination on active anode material from China - no AD/CVD duties will be imposed. We've summarised the majority's reasoning here: https://t.co/pQQn4mm68Q

[GraphiteHub @GraphiteHub]

Announcement of the day: a freeze-dried candy business is buying a graphite project.

@thisissowgood (Nasdaq: SOWG) announced the acquisition of the Nachu Graphite Project in Tanzania from @ryzonmaterials today for AUD$150M - entirely in stock.

Nachu is an advanced-stage graphite asset originally developed under Magnis Energy, with a reported 174Mt resource at 5.4% TGC and 236ktpa design capacity.

Sow Good's freeze-dried candy business will continue as a separate segment.

Full breakdown here: https://t.co/Uvxtfwh9b3

[GraphiteHub @GraphiteHub]

A few weeks back I spoke with Erik Olson and Ben Steinberg of Venn Strategies to unpack one of the most unusual ITC votes.

Erik described the 12 March final determination as one of the strangest votes his trade counsel had ever seen: an initial three-zero vote in favour of duties, changed to two-one against just 20 minutes later.

The outcome: no AD or CVD duties on Chinese active anode material, despite Commerce having already affirmed both dumping and subsidisation.

The USITC's full public report is expected by 26 April 2026.

Watch the full discussion with Erik and Ben here: https://t.co/TOQ7o6E68u