GraphiteHub

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 its...

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 has...

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 fu...

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, sol...

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 i...

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 2025 Disclaimer I am not a financial advisor. The content p...

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 alterna...

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 move...

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...

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 al...

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 No...

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 2024 Disclaimer I am not a financial advi...

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 Internatio...

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 graphit...

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. Publishe...