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GRAPHITE MARKET
WEEKLY UPDATE:
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| Highlights from 1 - 5 December, 2025 |
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WEEKLY SUMMARY
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In the graphite market this week, Evion Group was highlighted as a preferred supplier to the EU, while also expanding its order book with A$1.5 million in new US sales. Volt Resources began its Definitive Feasibility Study for the Alabama graphite refinery and Blencowe Resources released a Definitive Feasibility Study confirming outstanding economics for its Orom-Cross project.
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Chinese graphite prices for November showed mixed movement. Synthetic graphite anode material rose around 2% for the month, while natural flake graphite weakened, with -194 mesh down about 6% and -195 mesh down roughly 7%.
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Turning to the wider market, Tesla’s UK sales fell 19% in November while BYD’s sales more than tripled, signalling a sharp shift in momentum across the country’s EV sector. Tesla’s market share slipped to 9.4% as BYD surged to 7.8%, raising the prospect that the Chinese automaker could overtake Tesla in the UK as early as 2026.
Across Europe, Tesla has also launched cheaper Standard versions of the Model 3 and Model Y in an effort to stabilise declining sales and counter intensifying competition from Chinese brands. The lower-cost models arrive as Tesla’s European registrations fall nearly 49% year-on-year, with analysts questioning whether reduced pricing alone can reverse the company’s downward trend.
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KEY UPDATES FROM GRAPHITE COMPANIES
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ASX: SYR: Appointment of Non-Executive Director and Chair-Elect
ASX: RYZ: Extension to Automatic Removal Deadline and Offer Period
ASX: VRC: Volt Begins DFS for Alabama Graphite Refinery
ASX: EVG: Evion to be highlighted as preferred supplier to the EU
TSXV: FMS: Volt Carbon Reports Second U.S. Patent and New High-Performance Lithium-Metal Battery Results
TSXV: FMS: Focus Graphite Appoints Dr. Sunho Kang as Strategic Advisor for Cell Technology
ASX: TLG: Talga accelerates towards commercial scale anode production
ASX: HZR: HZR and POSCO Extend MoU
ASX: SGA: Power Allocation Secured
Not Listed: Sarvisto Swedish Mining Inspectorate Grants Exploitation Concession for Sarvisto Graphite Deposit
TSX: TI: Titan Mining Announces Strong Kilbourne Graphite Project Economics and Expanded U.S. EXIM Support
ASX: LEL: Drilling to Upgrade Burke and Mt Dromedary Graphite Deposits
LSE: BRES: DFS Confirms Outstanding Economics for Orom-Cross Graphite Project
ASX: EVG: Evion expands Order Book with A$1.5m Sales to US
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TOP 5 GAINERS OF THE WEEK
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| Leading Edge Materials: |
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36% |
| Elcora Advanced Materials: |
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23% |
| Evion: |
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18% |
| Falcon Energy Materials: |
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16% |
| GrafTech: |
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10% |
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TOP 5 DECLINERS OF THE WEEK
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| Global Li-Ion Graphite: |
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-33% |
| Applied Graphite Technologies: |
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-23% |
| Titan Mining: |
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-15% |
| Greenwing Resources: |
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-11% |
| Syrah Resources: |
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-11% |
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The Black Heart of Energy - The Story of Graphite - Mining Doc |
Interested in the world of graphite mining? The Black Heart of Energy is a powerful new documentary that takes you inside the industry, filmed at Northern Graphite’s Lac des Îles operation.
Graphite is the largest mineral component in every EV battery, yet the people behind it often go unseen. This documentary captures the real work – the teams, the challenges, and the commitment that keep the anode supply chain moving.
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| Europe’s €3 Billion Rare Earths Independence Strategy Unveiled |
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EU unveils RESourceEU plan to accelerate critical minerals projects and reduce dependence on external suppliers
The European Commission has adopted its RESourceEU Action Plan - a major policy and financing package aimed at fast-tracking strategic raw material projects, strengthening supply chain resilience, and cutting reliance on dominant suppliers such as China.
The plan mobilises up to €3 billion over the next 12 months, accelerates permitting, expands recycling initiatives, introduces new export restrictions on magnet scrap, and establishes a European Critical Raw Materials Centre from early 2026.
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GENERAL EV MARKET NEWS
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| Tesla Sales Drop 19% in UK, while BYD Sales More Than Triple
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Tesla’s UK sales fell 19% in November, while BYD’s sales more than tripled, signalling a rapid shift in the country’s EV market.
According to New AutoMotive data, Tesla dropped from 4,680 sales to 3,784 year-on-year, reducing its EV market share from 11.9% to 9.4%. BYD, meanwhile, surged from 2.4% to 7.8%, quickly closing the gap and emerging as a serious challenger to Tesla’s long-held lead.
Analysts note that if current trends continue, BYD could overtake Tesla in the UK as early as 2026. Ford is also gaining ground, rising to 7.8% market share in November.
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| Read Here |
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| Tesla launches cheaper Standard EVs in Europe to blunt sales drop, Musk backlash
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Tesla has launched cheaper Standard versions of the Model 3 and Model Y in Europe as it tries to counter falling sales and increasing pressure from local and Chinese competitors.
The new Standard models are priced significantly lower but come with fewer features, reduced range, and less powerful motors. The move follows a sharp decline in Tesla’s European registrations, which fell 48.5% year-on-year in October, even as overall EV sales in the region grew.
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| Read Here |
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