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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 twoThe pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029Financing strategy and where Allied sits on the funding runwayCustomer 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 industryThe policy mechanisms Andy would like to see introduced to support US anode producersKey milestones to watch over the next 6-12 months, including site selection, flow sheet finalisation, and commercial team build-outDisclaimer: 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.

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 petition would have delivered combined duties north of 160% against Chinese imports and fundamentally reshaped the economics of North American anode production. We unpack what happened, why it fell apart, and what comes next. We cover:The closed-door ITC vote: the initial 3-0 in favour, the return to the room, and then the 2-1 reversalWhat the decision signals about cheap imports weakening the market and cutting around the administration's broader trade agendaThe fundamental challenge of protecting an industry that isn't yet fully established - and why traditional trade remedy frameworks struggle with emerging sectorsThe strategic path forward: still early days, but a wide range of tools remain on the tablePrice floors and ring-fencing as a mechanism, and why Ben sees this as one of the more interesting levers worth exploringBTR Indonesia and the wider question of Chinese circumvention through third countries, FEOC enforcement by the DOETiming and sequencing: how the toolkit can be layered over the next several monthsThe wider challenge of financing capital-intensive industries in the West when competing against state-backed Chinese capacityDemand-pull mechanisms and why supply-side support alone won't get the industry across the line"Project Vault” - a private sector initiative pairing trading houses with buyers like Lockheed Martin and GM to build a 60-day stockpile of graphite and other critical materials, supported by $2bn in private commitments and a $10bn EXIM loanThe chicken-and-egg problem of qualificationWhy the industry needs to start pricing supply chain security - Section 45X and the way graphite is treated - not entirely fair, but a trade-off worth understandingEnd-market outlook across defence (small volumes but strategically critical), EVs, and grid storageWhy both Erik and Ben remain optimistic about the industry's trajectoryDisclaimer: 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 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 here.

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 signed, multiple projects advancing globally, and engineering partner KBR onboard, there's plenty of momentum at Hazer.We cover:Why Glenn calls Hazer's graphite "black gold" and the company's view of graphite as a co-product of hydrogenWhat Hazer graphite actually isThe economics of producing graphite as a co-product of hydrogenHazer's first graphite offtake with Green Steel of Western Australia and what it signals for price discoveryHow the product has been tested across steel, concrete, asphalt, and batteriesThe CapEx-lite licensing modelThe role of engineering partner KBR in scaling Hazer's technologyThe Energy Pathways project in the UK and what 60,000 tonnes of domestically produced graphite means for a country that imports 100%What to expect from Hazer in the next 6 to 12 months 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 interview was produced in collaboration with Hazer Group. All editorial control remains with GraphiteHub.This 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 here.

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, producing qualified commercial concentrates sold into the US, Europe, and India with no penalties or rejections.We cover:How Greenwing is planning the restart of Graphmada, scaling from 6,000 tpa to a 60,000 tpa Why Peter sees sovereign states, not battery makers or OEMs, as the next major driver of graphite demandThe resource growth from 5Mt to 60Mt+, with potential to exceed 100MtMadagascar's political landscape, the new government, and the permitting bottleneck holding back - other projects on the islandWhy Greenwing is focused purely on upstream mining and won't pursue downstream processingUS, EU, and Japanese policy signals and why graphite is the US's number two critical mineral priorityThe search for a strategic partner and why Peter believes the environment for that is improving rapidlyHow Graphmada's tenure, production record, and logistics compare to its Madagascar peersDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 graphite purification plant.We cover:Why Alkeemia is committed to HF-based purificationThe biggest misconceptions around HF and how it can be safely handled Where purification sits in the graphite processing flow Alternative purification methods haven't yet scaled commercially Growing inbound interest in HF purification Alkeemia's partnerships with Northern Graphite and International GraphiteExpansion plansDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 Northvolt. He now runs his own consultancy supporting companies across anode materials, battery technology, and commercial strategy.We cover:Why graphite is a "design particle" and the dangers of over-commoditisationHow the disconnect between political ambitions and commercial reality is holding back Western anode productionThe capital and mindset challenges facing graphite investment in Europe versus North AmericaWhy Western cell makers and OEMs are treating graphite as a line item cost rather than a strategic materialHow tariffs and subsidies in the US are enabling anode companies to thrive while Europe strugglesThe real synthetic vs natural graphite debate - and why it comes down to price deltaMatthew's take on recycled graphite, biographite, and emerging processing technologiesWhat ExxonMobil's acquisition of Superior Graphite signals for the marketThe uncomfortable truth: nothing has fundamentally changed in the graphite market since 2020Why Matthew is more optimistic about Europe's EV transition than North America'sDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 significantly lower temperatures than conventional synthetic graphite. The company is rapidly advancing its technology, strengthening partnerships with major cell makers, and preparing for commercial scale.We cover:How CarbonScape’s catalytic graphitisation process converts woodchips into graphiteWhy this method is fundamentally different from and far less energy-intensive than traditional synthetic graphite productionHow CarbonScape ensures consistency, repeatability, and stringent quality control at pilot scaleFeedback from leading Asian cell makers and how biographite compares to natural and synthetic graphiteThe technical challenges of creating a new anode material to compete with well-established incumbentsProduct optimisation, performance tuning, and identifying the ideal application nichesCost competitiveness in Western marketsHow the process achieves a carbon-negative footprintKey technical milestones ahead as CarbonScape moves toward commercial productionDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 qualification, and global commercial partnerships.We cover:CarbonScape’s upstream, midstream and downstream strategy and why this year has been pivotalHow CarbonScape plans to de-risk its technology through partnerships with major graphite anode players in AsiaThe pathway to full commercial qualification with leading cell makers - including testing underway with 8 of the world’s top 10Why performance, cost structure, and manufacturing flexibility are stronger drivers than sustainability aloneHow biographite compares on price, consistency, and scalabilityExpected milestones through 2026-2028 as CarbonScape moves toward commercial productionDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 cover:How graphite was identified within Titan’s existing mineral rights packageThe brownfield advantage: leveraging existing infrastructure to reduce cost, timeline, and execution riskThe demonstration facility entering production, with interest from U.S. buyers - including one company interested in taking all of the first 1,200 tpa Why the graphite pricing conversation needs to shift from China benchmarks to a Western cost basisSupport from the U.S. government, including a $120M letter of interest from EXIM to fund commercial developmentKey milestones for investors through 2026DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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, from the recently completed Scoping Study confirming strong economics and low operating costs, to upcoming milestones as the company advances towards a Pre-Feasibility Study.We cover:Key highlights from the Scoping Study and Kingsland’s low mining costs Plans for metallurgical test work, resource expansion, and the path to a Pre-Feasibility StudyThe project’s by-product potential in rutile and gallium and ongoing test workGovernment engagement and the growing support for critical minerals projects in AustraliaHow Kingsland aims to build a competitive, ex-China graphite supply from the Northern TerritoryThis was produced in collaboration with Kingsland Minerals. All questions and editorial direction were independently developed by GraphiteHub.Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 Springdale Graphite Project in Western Australia to the Collie micronising facility and expandable graphite venture in Germany. He also discusses the company’s funding initiatives, government partnerships, and how it is positioning to become a key supplier to ex-China markets.We cover:How International Graphite is advancing downstream integration through its Collie and Germany projectsThe critical role of government partnerships and strategic capital in funding graphite projectsHow China’s export restrictions are reshaping demand and creating opportunities for Australian suppliersThe company’s approach to qualification and why it remains one of the toughest hurdles in the graphite industryWhat to expect next at Springdale and the milestones ahead for International GraphiteThis video was produced in collaboration with International Graphite. All questions and editorial direction were independently developed by GraphiteHub.Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 largest advanced natural graphite developments, and discusses the company’s partnership with POSCO, its strategy for financing, and how it plans to supply the growing ex-China graphite market.We cover:The path to first production and Mahenge’s role in strengthening the global graphite supply chainHow partnerships like POSCO enable end-to-end integration without stretching capital resourcesThe impact of China’s graphite export restrictions and how they are accelerating diversificationWhy collaboration and supply chain resilience are essential to building a sustainable graphite industryHow Black Rock’s focus on simplicity, profitability, and execution sets it apart in a crowded marketThis video was produced in collaboration with Black Rock Mining. All questions and editorial direction were independently developed by GraphiteHub.Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 is, and what the future might hold.We cover:China’s dominance in graphite recycling- Key emerging playersHow low graphite prices make large-scale recycling commercially difficultWhy silicon-graphite blends remain the near-term focusThe biggest hurdle for recycling: achieving consistent, high-quality secondary graphite supplyDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 markets.We cover:Volt’s ambitions to restore production at its Ukrainian operation to pre-war levelsPlans to establish a graphite refinery and R&D centre in AlabamaThe strategy to unlock financing and advance the Bunyu Project in TanzaniaHow Volt is aligning with U.S. critical minerals initiatives to strengthen non-China supply chainsThis was produced in partnership with Volt Resources and is marked as sponsored content.Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 graphite production.We cover:How Up Catalyst’s molten salt electrolysis process worksThe advantages of carbon-negative, lower-temperature productionThe roadmap to scale towards 30,000 tonnes of graphite by 2030Why domestic supply is strategically important for Europe’s battery industryDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 and the graphite market.We cover: Key takeaways from high level meetings in Washington and how U.S. agencies view critical minerals The potential impact of Section 232 trade actions, tariffs, and new funding tools How the U.S. government’s approach to equity stakes in lithium and rare earths could translate to graphiteExxonMobil’s entry into the synthetic graphite space and what it signals for investors and the marketWhat would make the biggest difference for Renascor right nowRenascor’s next stepsDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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” by simply burning it for energy - and why that’s no longer viableThe difference between pyro - and hydrometallurgical processes, and why graphite is treated as an afterthought in current recycling flowsThe challenges of recovering graphite with sufficient purity (99.95%+) and restoring particle morphology for reuse in batteriesHow recycled graphite can, in theory, be reintroduced into production streams - but risks around contamination and consistency remainWhether recycling differs for natural vs. synthetic graphite, and why separating them is nearly impossible in practiceDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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:Phase 1 results from their 2025 Tetepisca exploration program Why E-Power is focused on “graphite in the ground” - the dough - rather than baking the bread with costly downstream facilitiesThe salt analogy: graphite is as essential as salt in a restaurant - without it, the entire menu falls apart. Even if the price rises significantly, it’s such a small fraction of the total cost that manufacturers will pay whatever it takes to secure supply.The importance of Canada and Quebec as tier-1 jurisdictions for graphite supply and export to Europe/North AmericaHow alternative markets like defense and industrial applications may be even more critical than EV batteriesThe challenges of dilution, educating industry, and why North America urgently needs more graphite projectsThis was produced in partnership with E-Power and is marked as sponsored content.Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 unique - extreme purity, sphericalisation, and coating requirements- Why graphite can’t simply be dissolved and recrystallised like cathode materials, and the role of morphology in recycling challenges- And the kicker: even China, the global leader in recycling, still struggles to recycle graphite profitablyDisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 in Québec, from mining to anode materials- The effect of US tariffs on Chinese anode material and why Canada offers a best of both worlds zero tariff advantage- China’s overcapacity and what it means for new projects outside Asia- Opportunities beyond EVs, including energy storage, defense, and thermal applications- Financing progress with $1B+ in letters of interest and customers pushing for faster tonnes to marketDisclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These videos are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some videos on this channel may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed.This video 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These videos represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this video.

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 new tariffs aimed at levelling the playing field.• Cost manipulation: Five years ago, synthetic CSPG cost over $20,000/t to produce versus ~$11,000/t from natural. China suddenly claimed to halve synthetic costs without evidence - what Amanda called “fudging the numbers.”• Catching up is possible: Anode production “is not nuclear fission” - the West can absolutely catch up if it invests in technology and supply chains.• Permitting challenges: Mining timelines have stretched from ~5 years to 16 - 18 years, with red tape the main obstacle. Without faster permitting, investment and policy support won’t translate into new mines.• Policies with no teeth: EU and US critical mineral policies remain broad statements without enforcement.• Responsible mining: Opposition should not be based on ideology alone; if a mine can be built responsibly, it should be permitted without endless delays.The overall theme is that unless governments cut red tape and enforce faster permitting, the West will struggle to build competitive supply chains outside China.Published 20 August 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 2024, delivering a pre-tax NPV of US$282m and positioning EcoGraf’s process 34% cheaper than hydrofluoric acid purification.Vertical integration: How linking the Epanko graphite mine with downstream HFfree® facilities creates a strong value proposition for Europe, the US, and Asia.Sustainability edge: Eco-friendly purification with minimal waste and low carbon footprintFinancing pathway: How the study supports Epanko’s US$105m financing process with KfW IPEX-Bank and strengthens market entry in key jurisdictions.What’s next: Upcoming developments on both the mine and downstream facilities over the coming months.This was produced in partnership with EcoGraf and is marked as sponsored content.Published 15 August 2025Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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; synthetic, from petroleum byproducts, is smoother and more consistent.Battery trends: Shifted from ~65% natural → 100% synthetic → now 10-30% natural for better conductivity.Cost vs Performance: Anodes are one of the cheapest battery components, so even if synthetic costs twice as much, performance and lifespan take priority.Environmental view: Synthetic uses oil refining byproducts that would exist regardless of battery demand. It’s not driving fossil fuel extraction, though the oil and gas link remains a perception challenge.Beyond batteries: Large-flake natural graphite sells for 2× fine flake and is critical for expandable graphite used in foils for electronics, GPUs, and chip casings, where heat management is essential. Supply is tight, and demand keeps growing as electronics become smaller and more powerful.Future outlook on Natural: Science is still evolving. Advances like silicon coating and better spheronising could boost natural graphite’s role.Stay tuned for Part 2, where we cover US tariffs on Chinese anode materials, the West’s chance to scale synthetic production, and how permitting delays and weak policies are holding back new mines and critical mineral supply chains.Published 11 August 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 chain, in-house coke production, and major projects underway in the United States, Finland, and India.We cover a wide range of critical topics, from securing $420 million in a LOI from the U.S. EXIM Bank to navigating permitting, engineering, and customer qualification for synthetic graphite production outside China. Vikram shares detailed insights into Epsilon’s plans to commission a 30,000 tonne plant in North Carolina by 2027, backed by integrated supply and advanced capabilities across both synthetic and natural graphite.We dive into the realities of building a graphite supply chain ex-China, from costs and timelines to customer expectations and regulatory headwinds. With only a handful of permitted anode material projects in the U.S., Epsilon is uniquely positioned as a technology-forward, commercially-ready player that has already proven its materials at ton-scale in commercial batteries.We discuss:The significance of the U.S. EXIM Bank’s Letter of Interest and how it underpins Epsilon’s U.S. project financingEpsilon’s global build-out: why Finland was selected for its European graphite facility, and how permitting differs across regionsWhy customer qualification is the true bottleneck - and why Epsilon’s head start mattersThe cost challenge: Can the West compete with China on synthetic graphite pricing?Strategic partnerships, technology licensing, and the role of ChinaWhy graphite isn’t going away, and how synthetic, natural and silicon, will coexist in the battery landscapeU.S. government policy signals: from 45X and 30D tax credits to MP Materials' recent $400M support packageWhat customers need to understand about timingAs the graphite market braces for a preliminary antidumping ruling in the U.S., this conversation with Vikram Handa offers a strong message of opportunity: those who act now to derisk supply chains and commit to qualified suppliers will shape the next era of battery manufacturing.This video was produced in partnership with Epsilon Carbon and is marked as sponsored content.Published 16 July 2025Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 commercial readiness. At a time when Renascor is operationally busier than ever, progressing its HF-free demonstration plant and laying the groundwork for long-term supply into global anode markets. Rather than chasing losses in today’s distorted market, Renascor is focused on minimising time to production, delivering when demand for ex-China graphite will be critical.We discuss:Why graphite remains under the radar despite being essential to every lithium-ion battery, and how China’s near-monopoly and lack of price transparency are distorting the market.Renascor’s HF-free strategy to deliver battery-grade graphite from Australia, using a proven flow sheet engineered to Western standards.The demonstration plant’s role in validating cost structure and technical readinessWhy vertical integration matters - and how Renascor’s midstream-first model reduces. transport, cost, and risk by processing graphite in the same jurisdiction as its mine.Challenges in the current market: historic low prices, Chinese producers running at negative margins, and the difficulty of competing on price - but why this is the time to build ex-China options.Key milestones ahead including equipment procurement, commissioning of the demo plant, offtake partner progress, and the transition from miner to vertically integrated supplier.With upstream approvals secured, long-lead items procured, and engineering work underway, Renascor is transitioning from a mining project to a vertically integrated supplier, and positioning itself as a key company in the global graphite supply chain.Published 6 July 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 drilling and downstream site development. With a 2026 DFS target in sight, the company is positioning itself as a key future supplier to the ex-China battery supply chain. We also discuss: What EU Strategic Project status unlocks for Sarytogan Early signs of commercial engagement from potential partnersThe synthetic vs natural graphite split - and why it's shifting Key milestones ahead for the project, including DFS and funding With the market watching for the next wave of credible graphite players, Sarytogan is building quiet momentum, and Sean gives us an inside look at what’s driving it.This was produced in partnership with Sarytogan Graphite and is marked as sponsored content.Published 19 June 2025Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 a loss. Despite some supply-side cuts, inventories remain high and demand from key sectors like EVs hasn't picked up enough to rebalance the market.Amy also discusses:Why April marked a new low for graphite prices - and whether a floor is formingThe masking effect synthetic graphite is having on natural’s recoveryEarly signs of divergence between Chinese and ex-China pricing, though China still dominatesThe current 85/15 synthetic-to-natural split, and how that may shift toward 50/50 by 2035 as ESG and localisation trends gain momentumWhy a sustained price premium is essential to bring Europe and the U.S. into the gameWhat to expect at the upcoming Fastmarkets Las Vegas Conference, where policy and ex-China supply chains will take centre stagePublished 22 May 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 regarding the Special Mining Licence and power supply agreement, and what these mean for the project’s future. He explains why Black Rock is maintaining its focus on high-purity flake production rather than moving downstream, and how the company is building a resilient, China-independent business model.Tae-Sun shares why POSCO International selected Mahenge as a strategic investment - citing its scale, flake size, purity, logistics, and management strength - and outlines POSCO’s goal of reducing reliance on China by developing a fully integrated supply chain. This includes the company’s recent $277 million investment into domestic spherical graphite production, reinforcing POSCO’s position as the largest anode producer outside China.We also explore the evolving conversation around natural vs. synthetic graphite, feedstock economics, and why natural graphite is increasingly seen as a strong fit for silicon-rich battery chemistries.Published 13 May 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 ranging from graphite electrodes and steel to natural and synthetic graphite for batteries, electronics, solar, and automotive applications.In this episode, Tom shares insights from his career spanning Union Carbide, GrafTech, SGL Carbon, Ontario Graphite, and SANGRAF, offering a global perspective shaped by decades in leadership roles. He explores the evolving dynamic between synthetic and natural graphite, and why the market continues to favour synthetic. Tom highlights the regions emerging as new hubs for downstream processing beyond China and outlines what investors should prioritise when evaluating graphite opportunities. He also reflects on lessons from past price shocks and shares the key indicators he’s watching that could signal a turnaround in this prolonged slump.Published 2 May 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 restrictions, the importance of diversifying anode material supply chains, and explains why graphite is expected to remain the dominant anode material, despite advancements in silicon technology. Additionally, James addresses geopolitical factors affecting investor confidence, the emerging role of Africa in flake graphite production, and the critical role graphite plays in next-generation fast-charging batteries.Published 25 March 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 future of graphite. Published 19 February 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 and opportunities in the current mining and regulatory environment, and the critical role of alternative graphite sources amidst shifting global supply chains. He also explores his expectations for a market turnaround and the next steps for Applied Graphite Technologies as demand for high-grade graphite continues to grow.Published 10 February 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 concerns about the impact of new tariffs and outlines the next steps for the trade case as it moves into a more detailed investigative phase.Published 4 February 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 remains irreplaceable in electric vehicle batteries and explains why substitution is unlikely.Published 15 January 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 potential implications for the U.S. graphite industry, EV manufacturers, and global supply chains. We also explore the challenges of reducing dependency on Chinese graphite and what this case means for the future of the graphite market.Published 19 December 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 off-take agreements, and outlines what investors can expect over the next 6 to 12 months.Published 19 November 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 expanding production at Lac des Iles. Published 30 October 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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, emphasising opportunities with the US. Join us to discover how these elements shape the future of International Graphite and the broader graphite market.Published 25 September 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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 graphite industry amid changing US political landscapes. Join us for key insights into the evolving graphite market.Published 19 September 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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. Additionally, David shares his insights on the medium to long-term prospects for the graphite industry.Published 8 August 2024DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This 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. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.