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GRAPHITE MARKET
WEEKLY UPDATE:
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| Highlights from 26 - 30 January, 2026 |
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WEEKLY SUMMARY
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This week in the graphite market, Renascor Resources reported its Adelaide PSG demonstration facility is nearing completion, with all major purification equipment installed and construction targeted for completion this quarter. Talga received Swedish Government approval of the zoning plan for its Nunasvaara South graphite mine and raised A$7.3m in an oversubscribed SPP. Focus Graphite received Canadian patent approval for its silicon-enhanced spheroidal graphite anode materials, covering proprietary processes designed to improve energy density and cycling stability in lithium-ion batteries. |
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Turning to the wider market, electric vehicles outsold petrol cars in the EU for the first time in December 2025, with battery EV registrations up 51% year-on-year while petrol sales fell 19% - over the full year, EVs captured 17.4% of the market, up from 13.6% in 2024.
Meanwhile, Tesla is ending production of its Model S and Model X vehicles, converting Fremont factory lines to produce Optimus humanoid robots - the move makes sense given the cheaper Model 3 and Y drove 97% of deliveries last year.
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KEY UPDATES FROM GRAPHITE COMPANIES
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ASX: EVG: Maniry Permit approval advances as US pledge support
TSXV: ZEN: Zentek Issues Shareholder Letter Outlining Strategic Reset and Focused Growth Plan
TSXV: NBM: NEO Battery Demonstrates Step-Change Performance in Drone Batteries with Over 50% Capacity Improvement Versus Commercial Batteries
TSX: TI: Titan Mining Files Base Shelf Prospectus and Establishes ATM Program
ASX: FGR: First production of graphene enhanced concrete roof tiles
ASX: RNU: PSG Demonstration Facility Update
ASX: MLS: Graphite Project Links to Quebec’s Critical Minerals Plan
ASX: TLG: Talga raises A$7.3m in oversubscribed SPP
ASX: EGR: Completion of Independent Engineers Report (IER)
ASX: IVG: Kumba Drilling Delivers Further High-Grade Graphite
ASX: TLG: Swedish Government adopts Detailed Plan for Graphite Mine
TSX: TI: Titan Mining Launches Made-in-America Graphite Production as U.S. Moves to Secure Critical Minerals
TSXV: FMS: Focus Graphite Announces Allowance of Canadian Patent for Silicon-Enhanced Graphite Anode Materials
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| TOP 5 GAINERS OF THE WEEK |
| Elcora Advanced Materials: |
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64% |
| Lincoln Minerals: |
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25% |
| Greenroc Strategic Materials: |
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19% |
| Evolution Energy Minerals: |
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10% |
| Greenwing Resources: |
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6% |
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| TOP 5 DECLINERS OF THE WEEK |
| E-Power Resources: |
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-25% |
| Nouveau Monde Graphite: |
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-25% |
| Applied Graphite Technologies: |
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-24% |
| Westwater Resources: |
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-24% |
| Syrah Resources: |
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-20% |
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China's Anode Industy Shipments 2025 |
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China's anode material shipments hit 2.92M tons in 2025 - up 38% YoY.
The EV battery supply chain keeps accelerating, and China shows no signs of slowing down. |
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US moves away from critical mineral price floors, sources say |
It was reported that the Trump administration is stepping back from individual price floor deals for critical mineral projects.
However a U.S. official told Reuters that the administration may use its powers under Section 232 tariffs to impose market wide price floors on certain minerals instead. An approach that could serve a similar purpose.
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| Graphite India Ltd announces investment |
Graphite India Limited (GIL) plans to invest more than US$500 million in synthetic graphite anode production.
GIL is a major producer of graphite electrodes and speciality graphite products, with more than 80 ktpa of capacity across plants in India and Germany, and over 50 years of operating history.
Details on the new plant remain limited, however the company signed an MoU with the Government of Maharashtra in mid-2025.
Source: James Willoughby
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GENERAL EV MARKET NEWS
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| EVs just outsold petrol cars in EU for first time ever |
Electric vehicles outsold petrol cars in the EU for the first time in December 2025, according to new figures from the European Automobile Manufacturers' Association. Battery EV registrations reached 217,898, up 51% year-on-year, while standard petrol sales fell 19% to 216,492.
Over the full year, EVs captured 17.4% of the EU market, up from 13.6% in 2024. Germany, the Netherlands, Belgium and France accounted for 62% of registrations. Petrol car market share dropped from 33.3% to 26.6%, with France seeing the steepest decline at 32%.
The milestone comes as the EU considers softening its 2035 combustion-engine ban. Meanwhile, Tesla's EU market share fell 37.9% over 2025 amid controversy around Elon Musk, while Chinese brand BYD nearly tripled its share. |
| Read Here |
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| Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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Tesla is ending production of its Model S and Model X vehicles, CEO Elon Musk announced on the company's fourth-quarter earnings call. The Fremont factory lines will be converted to produce Optimus humanoid robots, with capacity for one million units per year.
The move makes practical sense - the far cheaper Model 3 and Y drove 97% of Tesla's 1.59 million deliveries last year. Starting around $37,000-$40,000, they vastly outsell the $95,000+ premium vehicles being discontinued.
Tesla expects to boost headcount at Fremont and significantly increase output. The company plans to unveil its third-generation Optimus robot this quarter, described as its first design meant for mass production. |
| Read Here |
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