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🔋 Graphite Market Weekly Update: Highlights from September 1 - September 5, 2025 📈
Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.
graphitehub.com/graphite-marke…
China continues its global expansion in the graphite and anode market, while Western companies struggle to keep pace. From upstream projects in Africa to downstream processing hubs globally, China is tightening its grip on the supply chain.
Watch Part One of our 3-Part Graphite Recycling Series with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at @Fastmarkets. This episode focused on why graphite recycling lags behind other battery materials and the challenges that make it difficult.
youtube.com/watch?v=jRIMqR…
With growing demand for price indexes outside the China market, @benchmarkmin has launched new FOB East Africa graphite prices.
With China still producing about 70% of natural flake and nearly all spherical graphite, East Africa is emerging as a competitive hub for supply.
As…
🔋 Graphite Market Weekly Update: Highlights from August 25 - August 29, 2025 📈
Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.
Read Here: graphitehub.com/graphite-marke…
The latest graphite indices from @benchmarkmin show that the Natural Graphite Index decreased by 1.10%, falling to 81.56 in August from 82.47 in July. In contrast, the Synthetic Graphite Index saw a modest increase of 1.58%, rising to 71.46 from 70.35 over the same period.
Learn…
In our latest episode, I spoke with @E_Desaulniers, Founder, President & CEO of @NYSE_NMG, on tariffs & Canada’s zero-tariff edge, China’s overcapacity, NMG’s integrated Québec plans, markets beyond EVs, and $1B+ financing interest.
youtu.be/f2agpuD4LTQ
What more do we need to see before graphite gets the attention it deserves, whether natural or synthetic? Despite warning signs, policy shifts, and mounting evidence of supply risk, interest in graphite still lags. The longer this continues, the more vulnerable Western supply…
What more do we need to see before graphite gets the attention it deserves, whether natural or synthetic? Despite warning signs, policy shifts, and mounting evidence of supply risk, interest in graphite still lags. The longer this continues, the more vulnerable Western supply…
🔋 Graphite Market Weekly Update: Highlights from August 18 - August 22, 2025 📈
Explore this week’s key events in the graphite industry, from company updates and share price movements to broader trends in the EV market.
Read Here: mailchi.mp/4bba9a0e8ed7/g…
Graphite prices show mixed movement this month.
Most flake grades held steady, with only modest upward movement:
- Flake 94% C, +100 mesh FOB China rose 1.85% to $825/t
- Spherical graphite (99.95%, FOB China) saw the sharpest rise, up 6.63% to $1,850/t
- Other flake grades,…
The Trump administration is weighing a plan to reallocate $2 billion from the CHIPS Act into U.S. critical minerals projects. The move clearly signals Washington’s push to reduce reliance on China.
reuters.com/world/us/trump…
All our interviews are now live on Spotify and Apple Podcasts! Over the past year, we’ve featured a wide range of guests - and we’ve got plenty more lined up. Stay tuned.
🎧 Listen here:
Apple: podcasts.apple.com/us/podcast/gra…
Spotify: open.spotify.com/show/5f932CWPu…
Interviews to date…
What is Tesla’s strategy when it comes to the anode?
At its March 21 all-hands, @elonmusk admitted “Hopefully someone else will do the anode. We might have to do the anode. I hope someone else does it.”
However more recently @Piper_Sandler analyst Alexander Potter argues Tesla…
🔋 Graphite Market Weekly Update: Highlights from August 11 - August 15, 2025 📈
Weekly Summary
- In the graphite market this week, @EcoGraf announced its HFfree® purification process delivers operating costs 34% lower than hydrofluoric acid methods, with a pre-tax NPV of…
Great to hear from Mark Thompson (@dinosaurman1), Managing Director of @Talga_Ltd, providing an update on the company’s Vittangi Anode Project, recent corporate activities, and progress in building a vertically integrated battery anode supply chain in Europe.
Great to chat with @AmandaVandyke13, founder of @CMHub_ to explore the key differences between natural and synthetic graphite - from cost, performance, and battery trends to environmental perceptions and future outlook.
youtube.com/watch?v=5rq3za…
Each @Tesla Semi truck, with its 900 kWh battery, requires 1.0-1.1 tonnes of synthetic graphite anode material.
Producing that much takes 2.5-3.3 tonnes of needle or petroleum coke.
Natural or synthetic - scale it up, and the feedstock requirements are staggering.
🔋 Graphite Market Weekly Update: Highlights from August 4 - August 8, 2025 📈
Weekly Summary
- In the graphite market this week, activity has been relatively quiet. However, @NextSourceMat has executed a binding offtake agreement with Mitsubishi Chemical Corporation to supply…
372 Followers 2K FollowingI am a honest and open minded human who leads a life based on deep spiritual intuition filtered through core principals and the scientific method
4 Followers 71 FollowingISIN DE000LS9UXT5
Info zu KI-Einsatz im westl. Militärisch-Industriellen Komplex und Möglichkeiten zum Invest in Aktien wikifolio
1 Followers 23 FollowingThe future is green, ride the wave to a cleaner future.
Analyst and investor into the burgeoning battery and critical mineral sectors!
77 Followers 55 FollowingJackie 💋LGBTQ+ ! Trans 🤲🏻! Pushing boundaries and bridging the artificial divide between race and gender ! Lover of Star Wars and clean energy ♻️🌈☀️🌴🥳
69 Followers 179 FollowingI am the King of Westwater Resources. Bow before my graphite.
I am also a degenerate who has no affiliation with the company Westwater Resources.
5K Followers 582 FollowingNavigating the Volatile Universe of Natural Resource Stocks ⚛️🛢️Data-Driven Investment Analysis. No Financial Advice - Just Research.
0 Followers 100 Following10,000 downloads per month | 12% monthly growth | Maximum 5* review. The perfect way to engage with the global battery technology sector. Hosted by @kensdavies
213 Followers 222 FollowingDelivering unparalleled quality since 1917, Superior Graphite specializes in thermal purification, and advanced sizing, grinding, and blending technologies.
759 Followers 2K FollowingClimate positive technology for the production of low cost, high quality biographite for lithium-ion battery anode from renewable feedstocks
113 Followers 217 FollowingBattery’s mission is to build a mid-tier copper producer and it has recently initiated mine and mill operations at the Punitaqui Mining Complex, Coquimbo Chile
562 Followers 335 FollowingKingsland is a graphite focused exploration company with assets in the Northern Territory of Australia and Western Australia (ASX:KNG).
1K Followers 245 FollowingDEVELOPING THE OROM-CROSS JUMBO FLAKE GRAPHITE PROJECT IN UGANDA 🇺🇬 #BRES
Potential world class graphite project both by size and by end product quality.
5 Followers 29 FollowingNGX (ASX:NGX) ASX listed emerging natural graphite developer looking to provide an ex-China ore-to-anode solution for the electrical vehicle markets
2K Followers 276 FollowingAn African focused company investing in high value and advanced mining and exploration projects across Africa
#Lithium #Copper #Graphite #REE #Manganese #Cobalt
235 Followers 115 FollowingLincoln Minerals (ASX: LML) is focused on development of the Kookaburra Gully Graphite Project, located on the Eyre Peninsula in South Australia.
2K Followers 97 FollowingNon-Executive Chairman at Walkabout Resources. Retired Global Mining & Metals Leader at EY with 36yrs experience advising the industry. All opinions are my own
15K Followers 4K FollowingPerth, Australia. Unique financial news covering up-to-the-minute public company news, views & CEO interviews in the mainstream media #ASX #BULLSNBEARSWA
23K Followers 2K FollowingMine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
762 Followers 23 FollowingWestwater Resources, Inc. (NYSE American: WWR), is an energy technology and battery-grade natural graphite development company. $WWR
1K Followers 460 FollowingVolt is focused on its 100% owned graphite and gold projects in Africa, as well as 70% interest in ZG Group with an operating graphite mine and plant in Europe.
3K Followers 864 FollowingThe official Twitter account of Tirupati Graphite PLC - developing a world leading, ex-China, one-stop solution for critical battery mineral - Graphite #TGR
302 Followers 242 Followingone of the largest graphite surface areas in the world - creating shareholder value in a socially, environmentally and ethically responsible manner $SRG
2K Followers 86 FollowingSouth Star (TSXV:STS)(OTCQB:STSBF) is a Canadian #mining company focused on developing its construction-ready near-surface, open-pit #graphite project, Brazil.
10K Followers 2K FollowingSayona (ASX: $SYA; OTCQB: $SYAXF #ASX) is North America's newest #lithium producer with our leading advanced hard rock lithium resource in #Quebec #Canada
2K Followers 47 FollowingRenascor (ASX: RNU) is powering clean energy by developing a sustainable, 100% Australian-made source of anode material for the lithium-ion battery market.
3K Followers 2K FollowingQuantum Graphite is a major natural flake graphite company. Its flagship Uley graphite mine is a proven producer of high purity coarse graphite flake products.
1K Followers 2K FollowingCore Energy Minerals Limited (ASX: CR3) is an exploration and development company with high potential asset portfolio.
@Cr3minerals
4K Followers 159 FollowingNOVONIX is a battery materials and technology company. We're onshoring the graphite supply chain and providing revolutionary solutions for the battery industry.
3K Followers 835 FollowingDes matériaux de batterie écologiques pour propulser la révolution énergétique
Green graphite #battery materials to power a clean #energy rEVolution
$NMG $NOU
765 Followers 112 FollowingNorthern is poised to be a significant supplier of graphite to the EV revolution and widescale electrification with properties in Canada and Namibia.
1K Followers 90 FollowingNoble Mineral Exploration Inc. is a Canadian-based junior exploration company in the Timmins/Cochrane area of Northern Ontario. $NOB.V
3K Followers 3K FollowingNextSource Materials (NEXT:TSX) (NSRCF:OTCQB) is a battery materials Co. that is ramping up production at its Molo graphite mine in Madagascar.
479 Followers 324 FollowingNEO Battery Materials (TSXV: NBM) (OTC: NBMFF) strives to become a global silicon anode material producer
$NBM.V $NBMFF #siliconanode #EV #lithium #batteries
1K Followers 3K FollowingA mining company focused on the development of high-grade mineral deposits within the mineral sands and battery minerals sectors. $MRC #MRC $MRC.AX #ASX
243 Followers 107 Following$MLS.AX operates in the mineral resource sector, with its focus on exploration for #graphite and #gold in Canada, and #lithium, #zinc and other base metals
536 Followers 80 FollowingMason Resources is a Canadian investment corporation focused on strategic acquisitions, value creation, and sustainable investments.
2K Followers 584 FollowingManganese's X mission is to acquire and advance high potential manganese mining prospects.
(TSXV: MN) (FSE: 9SC2) (TRADEGATE: A3CY96) (OTCMKTS: MNXXF)
3K Followers 568 FollowingOfficial: Ryzon #ASX: $RYZ #FSE: $U1P is a vertically integrated #battery #technology & #materials company in the #lithiumion battery supply chain
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