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International Graphite is developing the Springdale Graphite Project in Western Australia alongside a downstream processing platform spanning Collie (WA) and a 51:49 joint venture with Alkeemia at Porto Marghera, Italy, building a vertically integrated mine-to-market operation for industrial and battery anode markets.

A January 2024 Scoping Study confirmed globally competitive all-in sustaining costs of US$485/t, with two Springdale mining leases granted and a March 2025 FEED Study sizing Stage 1 of the Collie micronising plant at approximately 4,000 tpa, scalable to 7,500 tpa. Bench-scale purification testwork has achieved battery-grade purities of up to 99.97% TGC, comfortably exceeding lithium-ion anode specifications.

International Graphite has a non-binding MoU with Japan’s Marubeni Corporation covering potential spheroidised graphite supply and project financing, alongside the Alkeemia joint venture targeting 20,000 tpa of purified graphite by 2030. Australia’s first commercial graphite micronising plant is currently being commissioned at Collie, with first commercial production targeted for 2027.

Northern Graphite (TSXV: NGC) is North America’s only natural graphite producer through its Lac des Iles (LDI) mine in Quebec, operating for over 30 years, anchoring a vertically integrated mine-to-battery strategy that spans multiple graphite assets across Canada and Namibia and a planned battery anode material (BAM) processing platform.

LDI currently produces approximately 15,000 tpa of graphite concentrate against installed nameplate capacity of 25,000 tpa, and was placed on temporary care and maintenance in November 2025 to address a mill bearing failure and accelerate development work ahead of the 2026 pit expansion. Northern’s wider asset base includes the near-construction-ready Bissett Creek project in Ontario, the fully permitted Okanjande mine in Namibia (currently on care and maintenance), and the Mousseau property in Quebec.

The company is developing a planned 200,000 tpa BAM facility at Baie-Comeau, Quebec, alongside the BMI Group at the Norderra brownfield hub, with modular phased build-out and first production targeted for 2027. Additional partnerships include a purification agreement with Alkeemia in Italy and a US$200M BAM plant term sheet with the Al Obeikan Group in Saudi Arabia.

Titan Mining (TSX: TI, NYSE-A: TII) is positioning itself as the only fully integrated end-to-end U.S. producer of natural flake graphite, developing the Kilbourne Graphite Project co-located within its 100%-owned Empire State Mine zinc complex in upstate New York and leveraging that site’s existing infrastructure, utilities and skilled workforce.

Titan commenced graphite processing at its 1,200 tpa Kilbourne demonstration facility in December 2025 and produced its first concentrate in January 2026, marking the first domestic natural flake graphite production in over 70 years. The December 2025 Kilbourne Project Study confirmed strong economics, with an after-tax NPV7% of US$513M, 37% IRR, 2.7-year payback and initial capex of US$156M, against an average 40,000 tpa nameplate at 95% Cg concentrate grade.

Titan has secured substantial U.S. government backing, including a US$15.8M EXIM Bank credit facility under the Make More in America initiative and a non-binding Letter of Interest for up to US$120M in project financing. The company recently uplisted to the NYSE American (ticker: TII), broadening its U.S. investor base ahead of the project’s commercial scale-up.

Renascor Resources (ASX: RNU) is developing the Siviour Battery Anode Material (BAM) project in South Australia, a vertically integrated operation designed to mine graphite, produce concentrate, and manufacture purified spherical graphite (PSG) for lithium-ion battery anodes, all within a single jurisdiction.

The August 2023 BAM Study confirmed globally competitive operating costs for PSG, with primary mining approvals (PEPR) secured and South Australian ministerial approval received for a BAM manufacturing facility capable of producing up to 100,000 tpa of PSG. The Australian Government approved a A$185M loan facility in April 2024 to fund the Siviour graphite concentrate operation, and Renascor reported approximately A$95M in cash as at 31 March 2026.

Renascor moved its PSG demonstration plant in Adelaide into full-plant commissioning in April 2026, trialling a continuous, hydrofluoric acid-free purification process intended to differentiate Siviour PSG on cost and environmental footprint. Strategic cooperation and offtake agreements are in place with Mitsubishi Chemical, POSCO and Hanwa, alongside MOUs with major Asian anode and trading groups, underpinning the company’s positioning as a single-jurisdiction, non-Chinese mine-to-PSG supplier.