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GRAPHITE MARKET
WEEKLY UPDATE:

Highlights from 15 - 19 December, 2025

WEEKLY SUMMARY

In the lead-up to Christmas, there has been a flurry of announcements across the graphite sector. Graphite One announced that the EXIM Bank increased letters of interest to US$2.07 billion for its supply chain. International Graphite announced development approval received for the Collie facility. Nouveau Monde Graphite announced the pricing and closing of a US$20 million public equity offering. Mineral Resources Commodities announced the appointment of voluntary administrators, and Titan Mining announced it had received a US$15 million investment from a leading institutional investor.

Graphite prices in China were stable this week, with prices remaining unchanged.

Turning to the wider market, the European Commission has watered down its plans to end sales of new petrol and diesel vehicles by 2035, easing pressure on automakers as electric vehicle demand and charging infrastructure continue to lag earlier expectations.

In parallel, Ford is scaling back its US electric vehicle investments, cancelling plans for a fully electric F-150 pickup and a new electric van, while redeploying capital into a battery energy storage business targeting grid-scale, data centre, and residential markets.

KEY UPDATES FROM GRAPHITE COMPANIES

Sanergy Group: Further revises allocation of IPO proceeds for capacity upgrades and graphite expansion

TSX: NOU: NMG announces closing of US$20 million public offering of common shares

ASX: QGL: Mineral leases renewal for 21 years

ASX: RYZ: Extension to automatic removal deadline and offer period

ASX: SGA: Capital raising update

ASX: SPN: Sparc achieves first commercial sale of ecosparc

TSXV: LMR: Lomiko Metals announces results of the 2025 annual and special meeting of shareholders and corporate update

TSX: NOU: NMG announces pricing of US$20 million public equity offering

TSXV: GPH: EXIM Bank increases letters of interest for the Graphite One supply chain to US$2.07 billion

TSXV: FMS: Focus Graphite announces final results from 2022 drill program at Lac Tetepisca; west limb extends mineralised strike to 8 km

LSE: BRES: Further strong deep-hole results at Iyan confirm major new deposit at Orom-Cross

ASX: MRC: Appointment of voluntary administrators

ASX: IG6: Development approval received for Collie facility

ASX: FGR: Historic production of graphene enhanced cement completed

TSXV: ZEN: Zentek subsidiary Albany Graphite Corp achieves near-theoretical anode performance in independent battery suitability testing

TSXV: LLG: Mason Resources announces addition of Victor Cantore and Simon Marcotte to the board and AGM results

TSXV: GEL: Graphano provides update on airborne MAG-TDEM geophysics program at Black Pearl, Quebec

ASX: LML: Collaboration agreement signed for Kookaburra graphite project

TSXV: NBM: NEO Battery secures second Fortune 500 automotive customer, expanding engagement with global OEMs

TSX: TI: Titan Mining receives US$15 million investment from leading institutional investor to accelerate US graphite development in New York

TSXV: ABA: Abasca Resources provides exploration update at Loki flake graphite deposit and grants stock options

ASX: IG6: Graphite purification tolling services

ASX: SVM: World Bank Group’s IFC to collaborate with Sovereign

TSXV: NBM: NEO Battery appoints Dr Patrick C. Lee for battery and drone strategic initiatives

TSXV: LEM: Leading Edge Materials accepted as a project partner by EIT RawMaterials

AIM: GROC: GreenRoc consortium receives £1.2m Danish grant

ASX: NVX: Appointment of Mike O’Kronley to the board of directors

ASX: EV1: Engagement of Satoshi Capital Advisors for Chilalo graphite

ASX: TLG: Graphite mine detailed plan submitted to Swedish government

READ HERE

TOP 5 GAINERS OF THE WEEK

Sovereign Metals:		28%
Graphite One:		26%
EcoGraf:		11%
Volt Resources:		10%
Titan Mining:		8%

TOP 5 DECLINERS OF THE WEEK

Greenroc Strategic Materials:		-20%
Nouveau Monde Graphite:		-16%
Leading Edge Materials:		-14%
International Graphite:		-14%
POSCO Future M:		-14%

U.S. agencies designate BTR as Chinese-controlled FEOC

Two U.S. Federal Agencies Have Determined BTR Is An FEOC Controlled By the Chinese Communist Party

READ HERE

From Woodchips to Anode Material: The Technology Behind CarbonScape’s Biographite

As part of our coverage of CarbonScape, I spoke with Dr Heinrich Badenhorst, in a sit-down interview at the company’s facility, where we discussed the technology behind CarbonScape’s biographite.

During the discussion, we covered:

- How CarbonScape’s catalytic graphitisation process converts woodchips into graphite

- Why this method is fundamentally different from, and far less energy-intensive than, traditional synthetic graphite production

- How CarbonScape ensures consistency, repeatability, and stringent quality control at pilot scale

- Feedback from leading Asian cell makers, and how biographite compares to natural and synthetic graphite

- The technical challenges of creating a new anode material to compete with well-established incumbents

- Product optimisation, performance tuning, and identifying the ideal application niches

- Cost competitiveness in Western markets

- How the process achieves a carbon-negative footprint

- Key technical milestones ahead as CarbonScape moves toward commercial production

Mozambique set to welcome new graphite factory

Mozambique is set to commission a new graphite factory in Niassa Province in the coming weeks / early 2026, managed by Chinese mining company DH Mining Development Limited, which holds the concession for the Muichi mine.

Built at a cost of US$100+ million, the facility is expected to produce 200,000 tpa of graphite and create 1,000+ jobs, with around 800 directly in graphite production.

READ HERE

Inside Biographite: CarbonScape CCO Vincent Ledoux-Pedailles

This week, I spoke with Vincent Ledoux-Pedailles, Chief Commercial Officer at CarbonScape, to discuss the company’s progress as it advances biographite toward commercialisation.

CarbonScape is developing biographite - a low-carbon, high-performance anode material produced from sustainably sourced biomass.

During the conversation, we covered:

- CarbonScape’s upstream, midstream and downstream strategy, and why this year has been pivotal for the company

- How CarbonScape is derisking its technology through partnerships with major graphite anode players in Asia

- The pathway to full commercial qualification with leading cell makers, including testing underway with 8 of the world’s top 10

- Why performance, cost structure, and manufacturing flexibility are stronger drivers than sustainability alone

- How biographite compares on price, consistency, and scalability

- Key milestones expected through 2026–2028 as CarbonScape moves toward commercial production

GENERAL EV MARKET NEWS

EU waters down plans to end new petrol and diesel car sales by 2035

The European Commission has watered down its plans to end sales of new petrol and diesel vehicles by 2035, easing pressure on carmakers amid slower-than-expected EV demand.

Under revised proposals, 90% of new cars sold from 2035 would need to be zero-emission rather than 100%, with the remaining 10% allowed to include petrol, diesel, hybrids, and vehicles using e-fuels and biofuels.

The move follows lobbying from European manufacturers, who argue the changes provide flexibility as EV demand, charging infrastructure, and incentives continue to lag policy targets.

Read Here

Ford to launch new battery energy storage business, scale back US EV investments

Ford is scaling back its US electric vehicle ambitions, cancelling plans for a fully electric F-150 pickup and a new electric van as it responds to weaker EV demand and shifting federal policy.

The automaker cited high costs, regulatory changes, and the rollback of EV incentives under the Trump administration, joining peers such as GM and Honda in slowing US EV rollouts.

At the same time, Ford plans to repurpose excess battery manufacturing capacity into a new battery energy storage business, targeting grid-scale, data centre, and residential energy storage markets as it redeploys capital toward higher-return opportunities.

Read Here

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