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Reactions to the U.S. graphite tariffs and its potential implications for Europe
The U.S. government’s proposed 25% tariff on Chinese natural graphite, starting in 2026, has triggered mixed reactions. Graphite is crucial for the production of lithium-ion batteries used in electric vehicles (EVs). Currently, China dominates the global supply of both natural and artificial graphite, making any changes in tariffs a significant… Read ⇢
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Further Insights: Sarytogan Graphite’s prefeasibility study
Australian-owned Sarytogan Graphite, featured in our previous post, has announced the results of its prefeasibility study (PFS) for its graphite deposit in central Kazakhstan, revealing a net present value (NPV) of approximately €474 million. The study outlines a phased development plan with an initial capital expenditure of around €57 million,… Read ⇢
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Sarytogan Graphite secures investment from EU bank
Sarytogan Graphite has secured a €3 million investment from the European Bank for Reconstruction and Development (EBRD) by issuing new shares at 16 cents each, aimed at advancing its graphite project in Kazakhstan’s Karaganda region. This investment values Sarytogan Graphite at approximately €16.8 million, based on the 17.36 percent stake… Read ⇢
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Quadrupled battery demand by 2030
Global battery demand is set to quadruple to 4,100 gigawatt-hours by 2030, driven by the surge in electric vehicle (EV) sales, according to a new report from Bain & Company. This growth presents significant opportunities and challenges for graphite producers. Lithium-ion batteries, which rely heavily on graphite as a primary… Read ⇢
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Tirupati Graphite plans to invest €432m in flake graphite production
Tirupati Graphite plc has announced a strategy to achieve a production capacity of 400,000 tons per annum (tpa) of flake graphite (natural graphite), aiming to capture 8% of the forecast global demand by the end of the decade. The company plans to raise up to €3.6 million in the near… Read ⇢
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Tokai Carbon to restructure plants amid market shifts
Tokai Carbon announced a major restructuring of its graphite electrode production, cutting capacity from 56,000 to 32,000 tons per year by July 2025 (Link). Production in Japan will be consolidated into the Hofu Plant, with the Shiga Plant being decommissioned. European production at TOKAI ERFTCARBON GmbH in Germany will also… Read ⇢
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Rio Tinto bets on low-CO2 graphite production
Rio Tinto has announced an additional €11.5 million investment to increase its shareholding in Sovereign Metals Limited to 19.76%, aiming to further the Kasiya Rutile-Graphite Project in Malawi. The project is considered a significant step towards unlocking a major new supply of low-CO2-footprint natural rutile and flake graphite. The funds… Read ⇢
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Could biographite help stabilize the clean energy supply chain?
Critical minerals are essential for transitioning to clean energy and transportation. As industries rapidly electrify, the demand for minerals like graphite is projected to grow exponentially, with a global supply deficit of 777,000 tonnes forecasted by 2030, worsening by 2040. Graphite, making up more than 40% of an electric vehicle… Read ⇢
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Molten Industries secures $25M Series A to innovate clean graphite and hydrogen production
Molten Industries, an Oakland-based startup, has raised $25 million in Series A funding to develop its technology for producing clean graphite and hydrogen. This funding will be used to build their first commercial reactor, which transforms natural gas into partly graphite for batteries and steel manufacturing, and partly hydrogen. Molten’s… Read ⇢