PODCAST · business
GraphiteHub
by Harry
GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.
Episodes
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Kellyton, Coosa and the EXIM Loan | Terence Cryan & Jon Jacobs, Westwater Resources
In our latest episode, I spoke with Terence Cryan, Executive Chairman, and Jon Jacobs, Chief Commercial Officer, of Westwater Resources (NYSE American: WWR). Westwater is a Colorado-headquartered natural graphite company with two principal assets in Alabama: the Kellyton Graphite Plant and the...
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Bringing 20,000tpa of Anode Capacity Online in India | Ankur Khaitan, TACC
In our latest episode, I spoke with Ankur Khaitan, Managing Director and CEO of The Advanced Carbons Company (TACC). TACC is a wholly owned subsidiary of HEG Limited, part of India's LNJ Bhilwara Group, which operates a graphite electrode plant of around 100,000 tpa near Bhopal. TACC is building…
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From Anovion to M2 Graphite: Why Battery Makers Lose by Waiting, the AD/CVD Appeal and Project Vault
In our latest episode, I spoke with Chip Dunn, Founder of Monomyth Group and Chairman of M2 Graphite (formerly Anovion). M2 Graphite was formed in early 2022 from a merger of Amsted Industries' West Virginia Acheson furnace assets and Pyrotek's Niagara Falls battery technology, and has invested...
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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…
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ITC Reversal & The New US Anode Playbook | Erik Olson & Ben Steinberg
In our latest episode, I spoke with Erik Olson, President of Venn Strategies and spokesperson for the North American Graphite Alliance (NAGA), and Ben Steinberg, Principal at Venn Strategies and President of the Battery Materials & Technology Coalition (BMTC). The active anode material AD/CVD...
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Black Gold: Hazer Group's Dual Play on Hydrogen and Graphite
In our latest episode, I spoke with Glenn Corrie, CEO of Hazer Group. Hazer has developed a methane pyrolysis technology that splits natural gas into clean hydrogen and synthetic graphite - producing around 3.5 tonnes of graphite for every tonne of hydrogen. With their first graphite offtake now...
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Greenwing Resources: Restarting Graphmada & Why Sovereign States Will Drive the Next Graphite Cycle
In our latest episode, I spoke with Peter Wright, CEO of Greenwing Resources. Greenwing is a critical minerals company with a graphite mine in Madagascar, a lithium project in Argentina, and a polymetallic asset in Tasmania. The company operated its Graphmada graphite mine from 2018 to 2020,...
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Hydrofluoric Acid in Graphite Purification: Alkeemia
In our latest episode, I spoke with Yoshi Uenishi, Chief Strategy Officer at Alkeemia. Alkeemia is an Italian chemicals company that produces hydrofluoric acid (HF). Leveraging its expertise, permits, and track record in HF handling, Alkeemia is now integrating a commercial scale HF based…
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Graphite Is Not a Commodity: Inside the Real Constraints of the Anode Supply Chain
In our latest episode, I spoke with Matthew Howard, Co-founder of Yura AB and former Senior Category Manager for Active Anode Materials at Northvolt. Matthew brings a vast experience in batteries, from his PhD in solid state electrolytes through to leading commercial strategy for graphite at...
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From Woodchips to Anode Material: The Technology Behind CarbonScape’s Biographite
In our latest episode, I spoke with Dr. Heinrich Badenhorst, Interim Chief Technology Officer at CarbonScape. CarbonScape is pioneering biographite - a low-carbon, high-performance anode material produced from sustainably sourced biomass - using a catalytic graphitisation process that operates at...
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Inside Biographite: CarbonScape CCO Vincent Ledoux-Pedailles
In our latest episode, I spoke with Vincent Ledoux-Pedailles, Chief Commercial Officer at CarbonScape. CarbonScape is developing biographite - a low-carbon, high-performance anode material produced from sustainably sourced biomass - and is rapidly progressing through technology scale-up, customer...
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Titan Mining: Leading the Return of U.S. Graphite Production
In our latest episode, I spoke with Rita Adiani, President & CEO of Titan Mining. Titan is positioned to become the first U.S. producer of natural flake graphite in more than 70 years - leveraging an existing brownfield operation to fast-track development and support domestic supply chains. We...
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IMARC 2025 | Kingsland Minerals: Advancing the Leliyn Graphite Project Toward PFS
In our latest episode, I spoke with Richard Maddocks, Managing Director of Kingsland Minerals, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney. Richard shares insights into Kingsland Minerals’ progress at the Leliyn Graphite Project in the Northern Territory…
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IMARC 2025 | International Graphite: Funding, Partnerships & Downstream Development
In our latest episode, I spoke with Andrew Worland, Managing Director and CEO of International Graphite, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney. Andrew shares insights into International Graphite’s progress across its integrated operations - from the...
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IMARC 2025 | Black Rock Mining: Financing, Partnerships & the Path to First Graphite Production
In our latest episode, I spoke with John De Vries, Managing Director and CEO of Black Rock Mining, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney. John shares insights into Black Rock’s progress at the Mahenge Graphite Project in Tanzania, one of the world’s...
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Part 3: Graphite Recycling - China’s Lead, Western Challenges, and What’s Next with Dr. Luke Sweeney
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. This is Part 3 of our 3-part Graphite Recycling Series, where we explore the commercial landscape of graphite recycling - who’s doing it, how far along the industry really…
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Volt Resources: Building a Global Graphite Supply Chain Across the US, Ukraine, and Tanzania
In our latest episode, I spoke with Prashant Chintawar, CEO of Volt Resources. Prashant discusses how Volt is advancing a global graphite supply strategy spanning Ukraine, Tanzania, and the United States - positioning the company as a future leader in high-purity graphite production for Western...
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Turning CO₂ into Graphite: UP Catalyst’s Disruptive Approach
In our latest episode, I spoke with Dr. Sebastian Pohlmann, Chief Technology Officer of UP Catalyst. Sebastian shares how the Estonian startup is pioneering a carbon-negative process to turn CO₂ into graphite and carbon nanotubes, offering a sustainable alternative to conventional synthetic...
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Renascor’s David Christensen on Washington Trip, U.S. Policy, ExxonMobil, and the Road Ahead
In our latest episode, I spoke with David Christensen, Managing Director of Renascor Resources. Following his recent visit to Washington as part of an Australian delegation on critical minerals, David shares his insights into U.S. policy shifts, trade actions, and what it all means for Renascor…
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Part 2: Graphite Recycling - How It Works (and Why It’s So Difficult) with Dr. Luke Sweeney
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets.This is Part 2 of our 3-part Graphite Recycling Series, where we dive into the science of how graphite is actually recycled. We cover: Why graphite was historically “recycled”...
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Securing the Dough: E-Power Resources’ Approach to Graphite Supply
In our latest episode, I spoke with James Cross, CEO of E-Power Resources. E-Power’s strategy is simple: prove up in-ground graphite value in Quebec and position the project to be sold to the right acquirer, rather than chasing costly downstream ambitions.We dug into E-Power’s approach, covering:...
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Part 1: Graphite Recycling - Setting the Scene with Dr. Luke Sweeney
In our latest episode, I spoke with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. We kicked off our 3-part Graphite Recycling Series, covering: - Why graphite has been largely left out of recycling efforts, unlike lithium, cobalt, and nickel - What makes battery-grade graphite...
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Nouveau Monde Graphite | Eric Desaulniers on Tariffs, Canada’s Advantage & the Future of Graphite
In our latest episode, I spoke with Eric Desaulnier, Founder, President & CEO of Nouveau Monde Graphite. We covered a wide range of topics on the future of graphite supply chains and Nouveau Monde Graphite’s positioning including: - How Nouveau Monde is advancing a vertically integrated operation...
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Natural vs Synthetic: Trade, Permitting & The West’s Catch Up - Part 2
In our latest episode, we sat down with Amanda van Dyke, Founder of Critical Minerals Hub Plc, for Part Two of our deep dive into natural vs synthetic graphite. In this episode, we discussed: • US tariffs on China: US anode suppliers proved China was unfairly dumping and subsidising, leading to…
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EcoGraf Breakthrough: Cost-Cutting Study Strengthens Vertically Integrated Strategy
In our latest episode, we sat down with Andrew Spinks, Managing Director of EcoGraf (ASX: EGR), to discuss the company’s milestone HFfree® purification study and what it means for their vertically integrated graphite strategy. We covered: HFfree® breakthrough: Operating costs cut by 25% since…
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Natural vs Synthetic: Performance, Cost & Future Outlook - Amanda van Dyke Interview (Part 1)
In our latest episode, we sat down with Amanda van Dyke, Founder of Critical Minerals Hub Plc, to explore the key differences between natural and synthetic graphite. In the first of two episodes, we discussed: Natural vs Synthetic: Natural flake has excellent conductivity but is brittle…
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Epsilon Advanced Materials MD Vikram Handa: U.S. Expansion, EXIM Backing & Outlook for Graphite
In our latest episode, we sat down with Vikram Handa, Managing Director of Epsilon Advanced Materials to explore how one of India’s most dynamic and vertically integrated graphite and battery materials companies is scaling up operations beyond China - with end-to-end control across its supply...
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Renascor CEO David Christensen on Breaking China’s Grip & Building Graphite Supply from Australia
At the Fastmarkets Lithium & Battery Raw Materials Conference, we sat down with David Christensen, Managing Director of Renascor Resources Limited to discuss their plan to deliver HF-free, battery-grade graphite from Australia. We spoke across a broad range of topics, from market dynamics to...
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Inside Sarytogan Graphite: A Strategic Project With Real Momentum
In this episode, we speak with Sean Gregory, Managing Director of Sarytogan Graphite, one of the most promising graphite developers. Since listing in 2022, Sarytogan has advanced rapidly - recently securing Strategic Project status under the EU Critical Raw Materials Act and pushing ahead with...
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Graphite Update with Amy Bennett (Fastmarkets)
In this episode, we speak with Amy Bennett, Principal Consultant at Fastmarkets, to unpack the current state of the graphite market. Amy outlines why the market remains challenged, especially in China, where graphite production is highly concentrated and many synthetic producers are operating at…
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Building the Future of Graphite: Insights from POSCO International and Black Rock Mining
In this episode, we are joined by John de Vries, MD and CEO of Black Rock Mining, and Tae-Sun Yeom, Senior Manager at POSCO International - two key players in the global battery supply chain. John discusses the significance of Black Rock’s recent milestones, including this week’s announcements...
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Inside the Graphite Industry: Insights from Tom Burkett
In this episode, we speak with Tom Burkett, founder of Global Graphite Advisory and a respected expert in the carbon and graphite space. For over 40 years, Tom has helped businesses grow across the global carbon and graphite markets - from Asia to Europe to North America, and across sectors…
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James Willoughby: The Graphite Market in 2025 - Challenges, Gaps, and the Road Ahead
In this episode, we speak with James Willoughby, Senior Graphite Analyst, at Wood Mackenzie, about the current state of the graphite market. James provides insights into China's overcapacity and the dynamics between natural and synthetic graphite. He discusses the impact of China's export...
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Qingdao Haida Graphite: Inside China’s Graphite Industry
Welcome to GraphiteHub's interview series. In this episode, Na Liu, General Manager of Qingdao Haida Graphite, discusses China’s role in graphite mining and processing, current market challenges, and Haida’s global strategy. We cover supply chain shifts, price pressures, and what’s driving the...
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Applied Graphite Technologies: Exploring the Depths of Vein Graphite
In this episode, Don Baxter, CEO of Applied Graphite Technologies, shares his insights on the unique advantages of vein graphite, including its minimal processing costs and high purity, making it ideal for battery applications. Don discusses his company's operations in Sri Lanka, the challenges…
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North American Graphite Producers Secure Preliminary Win in ITC Trade Case Against China
In this episode, Erik Olson, President of Venn Strategies and Spokesperson for the North American Graphite Alliance (NAGA), discusses the ITC's preliminary ruling on the graphite trade case, emphasising the strategic necessity for U.S. self-reliance in critical minerals. Erik responds to industry...
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Sind International - Coating Materials in Battery Anodes
In this episode, Peter Ji, CEO of Sind International, explores the critical role of coating materials in battery anodes and their impact on the graphite supply chain. Sind International controls nearly 50% of the global market share for coating materials. Peter shares insights into why graphite...
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Graphite Trade War: U.S. Trade Case Targets China's Market Manipulation
In this episode, Erik Olson, President of Venn Strategies and Spokesperson for the North American Graphite Alliance (NAGA), discusses the landmark trade case filed by U.S. graphite producers against Chinese imports. Erik shares insights into the proposed 920% tariffs on Chinese graphite and the...
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Syrah Resources: What the US Election Means for Graphite
In this episode, Shaun Verner, CEO of Syrah Resources, shares his insights on the implications of the US election for the graphite market. Shaun provides insights from his recent attendance at the Benchmark Minerals conference in Los Angeles. Shaun also discusses key developments in regards to...
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Northern Graphite: Driving Progress with Key Partnerships and Expansion Efforts
In this episode, Hugues Jacquemin, CEO of Northern Graphite, delves into the company's recent joint development agreement with Rain Carbon and the strategic implications of this partnership. Hugues also discusses the factors influencing the restart of the Okanjande project and the challenges of...
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International Graphite: The Road Ahead with MD Andrew Worland
In this episode, Andrew Worland, Managing Director at International Graphite, explores recent drilling successes at the Mason Bay deposit and the impact of the Australian Prime Minister's visit to the Collie facility. Andrew also discusses strategic advancements from a recent U.S. trip…
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Julian Babarczy - The Future of Graphite
In this episode, Julian Babarczy, Non-Executive Director at Lincoln Minerals, discusses the impacts of the latest trends in graphite pricing, competitive dynamics between synthetic and natural graphite, and regulatory shifts in the USA. Julian also explores potential future scenarios for the...
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Renascor Resources: Navigating the Current Graphite Market
In this episode, David Christensen gives an introduction to Renascor Resources, who are playing a key role in the graphite sector. We also explore how Renascor is tackling current market difficulties and discuss the strategic measures the company is employing to manage these challenges....
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ABOUT THIS SHOW
GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.
HOSTED BY
Harry
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Frequently Asked Questions
How many episodes does GraphiteHub have?
GraphiteHub currently has 43 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is GraphiteHub about?
GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and...
How often does GraphiteHub release new episodes?
GraphiteHub has 43 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to GraphiteHub?
You can listen to GraphiteHub on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts GraphiteHub?
GraphiteHub is created and hosted by Harry.
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