Allied Graphite: Building a US Anode Supply Chain

In our latest episode, I spoke with Andy Goshe, CEO of Allied Graphite (formerly Urbix). Allied Graphite is a US-based developer focused on producing coated spherical purified graphite (CSPG) for the lithium-ion battery supply chain. With a pilot facility in Mesa, Arizona, a partnership with Hatch on transition engineering, and a feedstock relationship with Appian-backed Graphcoa in Brazil, Allied is targeting FID in Q4 2027, with first production in 2029. We cover: The rebrand from Urbix to Allied Graphite Allied's two-stage purification process What's being produced at the Mesa pilot facility today The two-phase commercial project, targeting 14,000 tpa in phase one with a 2-3x expansion in phase two The pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029 Financing strategy and where Allied sits on the funding runway Customer qualification progress and engagement The Graphcoa feedstock relationship Andy's read on the ITC's negative AD/CVD final determination and what it means for the emerging US anode industry The policy mechanisms Andy would like to see introduced to support US anode producers Key milestones to watch over the next 6-12 months, including site selection, flow sheet finalisation, and commercial team build-out Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.This podcast does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.