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GRAPHITE MARKET
WEEKLY UPDATE:

Highlights from 13 - 17 October, 2025

WEEKLY SUMMARY

This week in the graphite market, Falcon Energy Materials announced progress on its pilot plant, targeting completion in Q4 2025 as three potential customers begin sample qualification. Northern Graphite commenced overburden stripping at its Lac des Iles mine to extend production life, while Titan Mining revealed plans to start natural graphite production in New York amid tightening global supply. Talga Group was also granted new U.S. patents, strengthening its intellectual property position as Western supply chains continue to diversify.

Graphite prices in China remained flat this week.

Turning to the wider EV market, global EV sales hit a record 2.1 million units in September, up 26% year-on-year, driven by strong demand in China and a late rush in U.S. purchases ahead of expiring tax credits. China accounted for around two-thirds of total sales, while Europe and North America also saw record months supported by incentives and new model launches.

General Motors meanwhile took a $1.6 billion hit on its EV rollout, as U.S. automakers scale back ambitions amid shifting policies and softer demand. GM cited the loss of federal tax credits and weaker consumer sentiment, while Ford delayed its Tennessee EV plant and Tesla reported falling sales, as China continues to widen its lead in electrification.

KEY UPDATES FROM GRAPHITE COMPANIES

TSX: NEXT: NextSource Materials Confirms Uninterrupted Mine Operations and Shipments of SuperFlake(R) Graphite from Madagascar

LSE: BRES: Further Battery Testing Success for Orom-Cross Graphite

ASX: TLG: Talga secures Swedish Government grant

ASX: TLG: Talga and SQM mutually agree to terminate Aero JV

TSXV: FLCN: Falcon Energy Materials Pilot Plant Set for Q4 2025 Completion as Three Potential Customers Commence Sample Qualification Process

ASX: HZR: FY25 R&D Tax Refund of $4.6 Million Received

ASX: IG6: Expandable Graphite Project Update

TSXV: NGC: Northern Graphite Commences Overburden Stripping Activities to Extend Lac des Iles Mine Life

Not Listed: Green Graphite Technologies: GGT partners with Rain Carbon Canada Inc. to advance graphite recycling technology in collaboration with the Montreal-based firm’s sustainable anode material initiatives.

TSXV: FMS: Focus Graphite Appoints Jean-Francois Perrault as Strategic Advisor

ASX: TON: Market Update

ASX: LEL: Long Term Suspended Entities

ASX: MRC: Long Term Suspended Entities

ASX: RYZ: Long Term Suspended Entities

ASX: HZR: HZR & KBR Advancing Commercialisation & Licencing Milestones

ASX: BUX: Buxton appoints Martin Moloney as Managing Director

TSXV: FLCN: Falcon Energy Materials Uplists to OTCQB Venture Market

TSX: TI: Titan to Start Natural Graphite Production Amid Rising Global Supply Constraints at Empire State Mines in New York

TSXV: GEL: Graphano Expands Graphite Zones at the Black Pearl Graphite Project

ASX: TLG: Talga granted US patents amid China supply chain controls

ASX: GCM: Proposed Name Change to Reflect Expanding Global Business

ASX: CDT: Board and Management Update

READ HERE

TOP 5 GAINERS OF THE WEEK

Sarytogan Graphite:		35%
POSCO Future M:		32%
Volt Resources:		17%
Leading Edge Materials:		16%
Talga Group:		14%

TOP 5 DECLINERS OF THE WEEK

Emergent Metals:		-20%
South Star Battery Metals:		-19%
Kingsland Minerals:		-17%
NextSource Materials:		-16%
Applied Graphite Technologies:		-14%

POSCO Future M Secures $468M (₩671B) Natural Graphite Anode Contract with Global Automaker

Recently announced, POSCO FUTURE M — the highest-ranked company outside China for anode shipments - has signed a $468M (₩671B) natural graphite anode contract with a global automaker, strengthening its position as a leading non-China supplier.

Key Highlights:

POSCO Future M signs $468 million (₩671 billion) natural graphite anode supply deal with a global automaker.
Marks the largest anode material contract since the company entered the anode business in 2011.
Contract runs 2027–2031, with experts predicting this could be extended to 2037.
Follows China’s expanded graphite export controls and U.S. tariffs on Chinese anodes, driving automakers to secure non-Chinese supply chains.

hite will be pivotal in the next generation of energy storage and EV technologies.

An inside look at POSCO Future M’s Sejong plant, where natural graphite anode materials are produced (Source: The Korea Post)

READ HERE

GraphiteHub Poll: How will China’s new anode material export controls be enforced compared to 2023?

On the back of China’s newly announced anode material export controls, we asked our network how enforcement might compare to 2023.

The response was clear:

JPMorgan targets critical minerals with $1.5 trillion security initiative

Big moves in the critical minerals sector with JPMorganChase’s $1.5 trillion, 10-year Security and Resiliency Initiative targeting 27 areas including mining, refining, battery storage, and energy.

Jamie Dimon says the U.S. has become “too reliant on unreliable sources of critical minerals,” as the bank looks to strengthen domestic supply chains through tailored financing and partnerships.

READ HERE

Part 3: Graphite Recycling - China’s Lead, Western Challenges, and What’s Next with Dr. Luke Sweeney

In our latest episode, I spoke with Prashant Chintawar, CEO of Volt Resources Limited.

Prashant discusses how Volt is advancing a global graphite supply strategy spanning Ukraine, Tanzania, and the United States - positioning the company as a future leader in high-purity graphite production for Western markets.

We cover:

Volt’s ambitions to restore production at its Ukrainian operation to pre-war levels
Plans to establish a graphite refinery and R&D centre in Alabama
The strategy to unlock financing and advance the Bunyu Project in Tanzania
How Volt is aligning with U.S. critical minerals initiatives to strengthen non-China supply chains

GraphiteHub is heading to International Mining and Resources Conference (IMARC)!

As a reminder, GraphiteHub will be in Sydney next week attending the International Mining and Resources Conference (IMARC).

If you’re attending and would like to meet or join us for a podcast recording, please reach out!

GENERAL EV MARKET NEWS

Global EV sales hit record 2.1 million in September, research firm says

Global EV sales reached a record 2.1 million units in September, rising 26% year-on-year, driven by strong demand in China and a late surge in U.S. purchases ahead of expiring tax credits.

China accounted for around two-thirds of total sales with 1.3 million vehicles, while Europe and North America also saw record months supported by incentives and model rollouts.

The data underscores the resilience of EV adoption despite policy changes and economic headwinds, highlighting continued global momentum in electrification.

Read Here

GM takes $1.6 billion hit on electric vehicle rollout as U.S. automakers rethink future

General Motors has taken a $1.6 billion hit linked to changes in its electric vehicle rollout, as U.S. automakers scale back EV ambitions amid policy reversals and slower consumer uptake.

GM cited the removal of the $7,500 federal tax credit and weaker demand as key factors, while Ford has delayed its Tennessee EV plant and Tesla faces falling sales.

Meanwhile, China continues to outpace the U.S. in electrification, with EV sales there surpassing conventional vehicles and costs falling faster thanks to rising competition.

Read Here

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