Australian (ASX) Stock Market Forum

Graphite Plays

My graphite watchlist today, not sure infinity is supposed to be there. Not a comprehensive list.
.. seeing you showed me yours, I'll show you mine..
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I hold Talga, have since it was Talga Gold, a long time ago, 5c entry point. And a few FGR.

Traded Talga a few times, and built a free carry, but mainly it's a window into an evolving and tricky space. There's competition from the Chinese, the synthetics and tough demands from end users for quality control of product.

So the sector faces tough demands and long lead times coming to market. Can't get enthused to allocate further $$s to any players.
 
Also ITM which was a recent spin off from.... drum roll,
over to someone else, I can't remember although I benefited from it, I think. 🙄
 
Finally a little bit of love for SVM. Second largest flake graphite deposit in the World...

Bought it for the Rutile....

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my (incomplete) list. The trend has not been your friend for most of the last year.

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market cap $513M

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market cap $389M

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market cap $373M

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market cap $47M
 
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and some from the little league, explorers .. an (incomplete) list. The trend has not been your friend for most of the last year

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market cap $9M

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market cap $16M

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market cap $12M

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market cap $12M

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market cap $15M
 
and the supply response...

Canada’s Northern Graphite (TSX-V: NGC) said on Friday it had resumed processing ore at its Lac des Iles mine in Quebec, which is North America’s only producing mine of the commodity.
“What we saw starting in the third quarter was that customers were really coming off the sidelines to secure supply for the year after a hiatus in the first half,” said Northern Chief Executive Officer Hugues Jacquemin.
With sales volumes up more than 25 percent in the third quarter, together with what we are forecasting into the fourth quarter and next year, we believe there will be continuing strong demand for our product, and we have resumed processing at LDI to make sure we have continuous supply.”
 
China will on Friday implement export restrictions on graphite, a crucial material to make electricity vehicle batteries and computer chips. The move, which has boosted the share price of Australian-listed graphite miners, is part of a broader attempt by Beijing to maintain its global manufacturing dominance.

The rules, announced in October, will require exporters of high-grade graphite to apply for shipment approval, and are a direct retaliation to US moves to limit the movement of high-tech chips to China.
This export control program continues to highlight the strategic nature of graphite and the criticality of it in what will be a huge growth industry for a decade,” said Chris Burns, chief executive of Australian-listed battery materials supplier Novonix..

While new investments are now being made in graphite in Australia, the US and other parts of the world, Mr Burns said breaking China’s dominance would be impossible in the short term. China’s head start, lower costs and the rapidly increasing scale of its investment in critical minerals, even as the economy slows, was too great, he said.
The scale and the speed that can be deployed in China is daunting. They can build 100,000-tonne graphite plants in two years. In North America, getting a permit alone might take two years, and that’s before construction and everything else,” he said in an interview
 
China will on Friday implement export restrictions on graphite, a crucial material to make electricity vehicle batteries and computer chips. The move, which has boosted the share price of Australian-listed graphite miners, is part of a broader attempt by Beijing to maintain its global manufacturing dominance.

The rules, announced in October, will require exporters of high-grade graphite to apply for shipment approval, and are a direct retaliation to US moves to limit the movement of high-tech chips to China.
This export control program continues to highlight the strategic nature of graphite and the criticality of it in what will be a huge growth industry for a decade,” said Chris Burns, chief executive of Australian-listed battery materials supplier Novonix..

While new investments are now being made in graphite in Australia, the US and other parts of the world, Mr Burns said breaking China’s dominance would be impossible in the short term. China’s head start, lower costs and the rapidly increasing scale of its investment in critical minerals, even as the economy slows, was too great, he said.
The scale and the speed that can be deployed in China is daunting. They can build 100,000-tonne graphite plants in two years. In North America, getting a permit alone might take two years, and that’s before construction and everything else,” he said in an interview

I have a feeling that we’re going to see some short to medium term pain in the West by outsourcing all this to China. When they eventually attack Taiwan they have us by the balls. Hence the restrictions on financing through the IRA. Might be too late in filling the inevitable gap when we shut off China from SE Asia SLOCs and they cross the LD.
 
In the 1980s we started letting China take control.

The present US government has got a plan and it appears to be working.

"This is happening and I think it's happening much much faster than I think anybody had anticipated," said Ryan Corbett, the company's chief financial officer MP materials. "We can compete and we're going to continue to do it."

Lynus also gets a mention - the US has them as a major part of the plan.

 
my (incomplete) list. The trend has not been your friend for most of the last year.
2024, and are things different?

China’s export ban on graphite boosts opportunities for non-Chinese graphite producers​

By Peter Milios | More Articles by Peter Milios

In October last year, China announced new export permit requirements for certain graphite products, citing national security concerns and aiming to bolster its control over critical mineral supply amid challenges to its manufacturing dominance.

China is utilising its dominant position in the global critical minerals and raw materials supply chain to address the expanded economic security policies in Western nations. This threatens foreign manufacturers, especially in the US, which relies heavily on imported anode materials. As the leading graphite producer and exporter worldwide, China refines over 90 percent of the global graphite supply....

As a result, in December, natural graphite and synthetic graphite shipments from China slumped 91% and 28% respectively.

Following China’s actions, we have started to see companies sourcing both natural and synthetic graphite from non-China producers.
On February 9, 2024, NOVONIX (NASDAQ:NVX, ASX:NVX) signed a binding off-take agreement with Panasonic Energy, committing to supply at least 10,000 tonnes of high-performance synthetic graphite anode material from NOVONIX’s Riverside facility in Chattanooga, Tennessee, to Panasonic’s North American operations between 2025 and 2028.
This collaboration supports Panasonic Energy’s aim to expand EV battery production in North America, boost local material procurement, and reduce the carbon footprint of its lithium-ion battery supply chain for EVs by 50% by 2031 compared to 2022 levels, leveraging incentives under the Inflation Reduction Act, including the Section 45X Advanced Manufacturing Production Credit, benefiting NOVONIX and Panasonic Energy’s North American plants.

Following this, another significant deal emerged overnight.
Nouveau Monde Graphite (TSXV: NOU; NYSE: NMG) inked multi-year offtake agreements with General Motors (NYSE: GM) and Panasonic Holdings, each committing to purchase 18,000 tonnes of active anode material annually for six to seven years and investing US$25 million in the Quebec-based miner.
This move aims to establish Nouveau Monde as North America’s premier source of natural graphite active anode material for electric vehicle (EV) batteries, backed by total investments of US$87.5 million, including contributions from Pallinghurst Resources and Mitsui & Co., to foster a local and traceable value chain for the EV market in North America.
These strategic agreements mark a pivotal step towards establishing a more resilient and sustainable electric vehicle supply chain in North America, ensuring greater independence and stability in the face of global market dynamics
 
I think the position of Talga in Europe also bears consideration. They stand poised to develop a 19,500 Ton Per Year graphite anode facility. They have plans to expand this to 100,000 tons a year. The removal of Chinese Graphite from world markets will also improve their market opportunities particularly in Europe.
 
I think the position of Talga in Europe also bears consideration. They stand poised to develop a 19,500 Ton Per Year graphite anode facility. They have plans to expand this to 100,000 tons a year. The removal of Chinese Graphite from world markets will also improve their market opportunities particularly in Europe.
yes, but TLG has to get a deal ... until then, it's wish and hope. Definitely, the low C footprint is a plus, but the hoops to jump through are still there.
 
yes, but TLG has to get a deal ... until then, it's wish and hope. Definitely, the low C footprint is a plus, but the hoops to jump through are still there.
Indeed. Frankly I think the evidence is there that the deals are lined up. What is first required is the appeal against their project is quashed. After that ... we'll see.
 
Syrah files petition to investigate Chinese anode export prices

Highlights

• Syrah, together with several North American graphite companies, submitted a petition to US Department of Commerce and International Trade Commission to investigate "dumping" of certain graphite products from China in the United States at unsustainable and unfair prices
• Investigation may result in the US Government imposing additional tariffs on Chinese graphite AAM products if unfair pricing is confirmed
• Additional tariff actions will help protect the North American graphite AAM industry from China’s trade practices and support ex-China graphite AAM supply chain development.
 
Syrah files petition to investigate Chinese anode export prices

Highlights

• Syrah, together with several North American graphite companies, submitted a petition to US Department of Commerce and International Trade Commission to investigate "dumping" of certain graphite products from China in the United States at unsustainable and unfair prices
• Investigation may result in the US Government imposing additional tariffs on Chinese graphite AAM products if unfair pricing is confirmed
• Additional tariff actions will help protect the North American graphite AAM industry from China’s trade practices and support ex-China graphite AAM supply chain development.

Not sure if any of this is going to help our graphite players. Doesn't seem to be any movement as yet.

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