-
Mozambique Opens First Graphite Processing Plant
Mozambique has opened its first domestic graphite processing plant, according to local news outlet Club of Mozambique. The facility, built by DH Mining, a subsidiary of China’s Jinan Yuxiao Group, has a processing capacity of 200,000 metric tons per year. Mozambican President Daniel Chapo inaugurated the plant in late January,… Read ⇢
-
U.S. Unveils $12B Mineral Stockpile
The United States has announced a $12 billion strategic minerals stockpile, Project Vault, aimed at securing civilian access to critical materials such as rare earths, cobalt and gallium. The initiative combines a $10 billion loan from the U.S. Export-Import Bank with $1.67 billion in private capital. It involves manufacturers including… Read ⇢
-
EU Launches RESourceEU Plan to Boost Raw Materials Supply
The European Commission has adopted RESourceEU, a new action plan aimed at strengthening the EU’s supply chain for critical raw materials. The plan builds on the Critical Raw Materials Act (CRMA) and is designed to reduce reliance on imports while supporting industrial sectors such as batteries, defence, data centres, aerospace,… Read ⇢
-
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 ⇢
-
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 ⇢
-
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 ⇢
-
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 ⇢
-
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 ⇢
-
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 ⇢
