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Vianode Starts Work on $3.2B Synthetic Graphite Plant in Ontario
Vianode has begun site preparation for its new synthetic graphite facility in St. Thomas, Ontario. The Norwegian company plans to invest $3.2 billion in the plant, named Via TWO, which will supply up to 150,000 tonnes of synthetic graphite per year by 2028. The material is used in EV batteries… Read ⇢
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Graphite Faces Supply Risks in World Energy Outlook 2025
The World Energy Outlook 2025, released by the International Energy Agency in November, points to deepening supply chain pressures, with graphite singled out as especially vulnerable. The report comes as battery demand accelerates and trade tensions affect access to key inputs. It outlines several challenges facing graphite markets, including supply… Read ⇢
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Stellantis Ends Two Graphite Offtake Agreements
FCA US LLC, a subsidiary of Stellantis N.V., has terminated two separate graphite supply agreements within one week, affecting synthetic and natural graphite producers Novonix and Westwater Resources. Both cancellations took place in early November 2025, disrupting financing and development plans tied to the original contracts. On November 3 2025,… Read ⇢
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Canada announces €4 billion in critical minerals projects
Canada has announced 26 new investments and partnerships under the G7 Critical Minerals Production Alliance. The measures aim to unlock C$6.4 billion (€4.1 billion) in projects supporting defence, clean energy and advanced manufacturing. Several focus on graphite, including integrated natural and synthetic supply chains connecting Canada with Europe, the U.S.… Read ⇢
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Exxon powers into EV anodes with Superior Graphite deal
ExxonMobil has announced the purchase of Superior Graphite’s synthetic graphite business, a move that gives the oil and chemicals giant a direct role in the fast-growing battery supply chain. The deal, revealed on 9 September 2025, will give ExxonMobil Superior Graphite’s technology and U.S.-based assets, along with select international offices.… Read ⇢
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US imposes 93.5% anti-dumping tariff on Chinese graphite as domestic production stalls
The United States has imposed a 93.5% anti-dumping tariff on battery-grade graphite imports from China, raising total effective duties to 160%. The move is aimed at countering what U.S. producers describe as unfairly low Chinese export prices that have stalled the growth of a domestic graphite industry. The tariff decision… Read ⇢
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EU Names First Strategic Graphite Projects Outside the Union
On June 4, 2025, the European Commission published its first list of Strategic Projects in non-EU countries under the Critical Raw Materials Act (CRMA). The list is intended to support projects that contribute to a more secure and diversified supply of key raw materials. Graphite features prominently, with four projects… Read ⇢
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US plans up to 721% tariffs on Chinese graphite
The U.S. Department of Commerce has proposed countervailing duties of up to 721% on synthetic and natural graphite anode material from China. This follows claims that China has subsidized its graphite industry, making it hard for other countries to compete. The move is part of a wider strategy to build… Read ⇢
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U.S. cuts clean energy demand, graphite projects face doubt
The Trump administration’s changes to clean energy policies in the U.S. are creating problems for graphite suppliers. According to The Atlantic, one case is Syrah Resources, which opened a graphite processing plant in Louisiana in 2024. The company invested based on policies that supported electric vehicle markets and local production… Read ⇢
