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Issue #97
Week ending 14 August 2026
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Weekly Intelligence
EcoGraf German Offtake Partner to Double Volumes to 40,000tpa From Epanko
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Equity Sentiment
+1.72%
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Top Gainer
+40%
EcoGraf
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Advancers / Decliners
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ECOGRAF executed a binding term sheet with a major German graphite trader for natural flake graphite from the Epanko Graphite Project in Tanzania, starting at 20,000tpa from the commencement of production and doubling to 40,000tpa after the initial five years. Pricing is based on market benchmarks with a price floor, and together with the existing 20,000tpa agreement with tk accelis, the company has secured 40,000tpa of contracted sales into the European market.
Titan Mining reported 57% revenue growth and nearly four times higher adjusted EBITDA. Zentek released a new PEA for Albany Graphite showing a US$3.85 billion after-tax NPV at a 5% discount rate and a 27.4% after-tax IRR on an acid-free route to 99.9992% purity. Global Battery Materials signed a letter of agreement with five First Nations covering a potential equity investment in the Kearney Graphite Project.
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Graphite Equity Sentiment
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Week ending 14 August 2026 |
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THIS WEEK
+1.72%
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VS LAST WEEK
−2.24
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4-WEEK AVG
+1.77%
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10-WEEK TREND
Avg. weekly % change across listed graphite equities
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| GreenRoc Strategic Materials |
LSE: GROC |
Amitsoq Update
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US confirms its commitment to strengthening ties in Africa
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Titan Mining Reports 57% Revenue Growth and Nearly 4x Adjusted EBITDA
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Key German Partner to Double Offtake Volumes
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Change to American Depositary Share Ratio
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Update on £4.3 million Financing
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Maiden Mineral Resource Estimate for Kumba Deposit
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First Canadian Graphite Signs Agreement with Groupe Nipi, in Collaboration with BBA, for its Preliminary Environmental Study at Lac Guéret Sud
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| Global Battery Materials |
TSXV: GBML |
Five First Nations and Global Battery Materials Sign Letter of Agreement for Potential Equity Investment in Kearney Graphite Project
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Evion accepted into U.S. DoD Cornerstone Consortium
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New PEA for Albany Graphite, US$3.85 Billion After-Tax NPV at 5% Discount Rate, 27.4% After-Tax IRR, Acid-Free Route to 99.9992% Purity Graphite
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| Westwater Resources |
NASDAQ: WWR |
Westwater Resources Announces EXIM Approval of $25 Million Loan to Advance the Kellyton Graphite Plant
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Market Movers
GAINERS
| EcoGraf | +40% |
| Argyle Resources | +27% |
| Atlas Critical Minerals | +24% |
| Sarytogan Graphite | +17% |
| Falcon Energy Materials | +15% |
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DECLINERS
| Westwater Resources | −26% |
| Global Li-ion Graphite | −25% |
| Buxton Resources | −19% |
| Battery Mineral Resources | −14% |
| West Coast Silver | −13% |
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Directory
Companies We Track
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Industry
Key News & Analysis
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Billionaire Patrice Motsepe wins another court reprieve in $195 million Tanzania graphite dispute over alleged use of confidential information
One of Africa’s most prominent mining billionaires is facing another legal test over graphite in Tanzania, where a long-running dispute over confidential business information and a $195 million damages claim has taken a fresh turn.
The High Court has struck out Pula Group’s claim against Patrice Motsepe’s ARM, though only on procedural grounds, leaving the substance of the allegations untouched. With jurisdiction upheld and the door open for fresh proceedings, this is a dispute that delays rather than ends. Legal risk remains a live factor for graphite in Tanzania.
Read here →
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Interview: Imerys on Advanced Graphite and Carbon Solutions for the Global Energy Transition, ChemAnalyst
Hear from Frank Wittchen, Vice President & General Manager of Imerys Graphite & Carbon, who spoke to ChemAnalyst about the company’s strategy amid the energy transition. Highlights include:
| • | The new Energy Recovery Plant at Willebroek, the world’s largest site for high-quality conductive carbon black |
| • | The SU-NERGY synthetic graphite line at Bodio, made from forest residues with up to 60% lower CO2 emissions |
| • | Partnerships with Cnano on carbon nanotubes and ShanShan on anode active materials in Switzerland |
Wittchen also flags the EU Critical Raw Materials Act as a key driver pushing automakers and battery makers towards localised, traceable supply chains.
Read here →
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Coming next week: investor sentiment
Alongside the equity sentiment tracker above, we’re adding investor sentiment. It tracks the conversation across the forums, giving an objective, high-level read on how the sector is being discussed, every week.
Anything else you’d like to see in the newsletter? Reach out, we’re always keen to hear what’s useful.
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Price Movements
Percentage change over each period, data from Asian Metal.
| PRODUCT |
30D |
90D |
180D |
360D |
Flake Graphite
+195 FOB China |
0.00% | −1.11% | −2.11% | −2.11% |
Flake Graphite
-194 EXW China |
0.00% | −0.53% | −1.24% | −2.12% |
Spherical Graphite
99.95%min 17µm EXW |
0.00% | −0.45% | +0.84% | +7.98% |
Expandable Graphite
99 80 250 EXW China |
−1.08% | −2.03% | −0.41% | +1.93% |
Graphitized Pet Coke
C 98.5%min EXW China |
−0.91% | −2.70% | −3.88% | −3.96% |
Pet Coke
S 3%max EXW China |
−0.57% | −4.47% | −3.81% | +0.63% |
Calcined Pet Coke
S 3%max EXW China |
+0.07% | −4.47% | −6.90% | −1.41% |
A summary view of selected movements. More price movements available on GraphiteHub. Price data courtesy of Asian Metal.
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EV & Battery Market
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*|LIST:DESCRIPTION|*
*|REWARDS|*
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