Disyembre Global Graphite Industry Brief: Malet iran Presyo tan Mabetbet ya Korporasyon

IEA

Trend Investing v IEA demand forecast parad EV metals (IEA)

Trend Investing tan say IEA

2021 IEA so mangipapasakbay na idakel na pankaukolan parad saray pinilin mineral manlapud saray teknolohiya na malinis ya enerhiya unong ed senaryo, 2040 no ikompara ed 2020 - Indaak na Lithium 13x anggad 42x, Graphite 8x anggad 25x, Cobalt 6x anggad 21x, Nickel 7x anggad 19x, Manganex 3x anggad Earth 8x anggad Earth 7x, tan gansa 2x anggad 3x

IEA

Balita ed tindaan na graphite

Nen Disyembre et inreport na Fastmarkets:

Say merkado na graphite flake et onkakapuy lapud sobran suplay tan makapuy ya demand.Say graphite flake et mamaarap ed mareen ya sampot na taon, ya say merkado et mantutultuloy ya mangaarap ed dakel a suplay tan makapuy a pankaukolan, ya daiset so pakapatnagan ya manguman iyan dinamiko diad magano.

Balita ed saray minero na graphite

Saray managgaway graphite

Agtayo ni nakobrian iray onggendan ya Chinese graphite producers balet nepeg met iran ikonsidera (Ningbo Shanshan Co Ltd (Shanshan Technology) [SHA:600884], BTR New Energy Materials [BJSE:835185], Jiangxi Zichen (pribado), Kaijin New Energy Technology Corp (Shanshan Technology), Shinghung Technology Co. Ltd. [SHE:001301], tan Zhongke [SHE:300035]).

Syrah Resources Limited [ASX:SYR][GR:3S7](OTCPK:SYAAF)(OTC:SRHYY)

Say Syrah Resources Limited so akankayarian na Balama graphite mine diad Mozambique. Say Syrah et sakey met ya vertically integrated producer na natural graphite Active Anode Material ("AAM") diad pasilidad da ed Vidalia, Louisiana, USA.

Nen Disyembre 5, in-anunsyo na Syrah Resources:

Say inkaturo na aliwan-executive Director tan Chair-elect...Si Mrs Samantha Hogg...Say sankabaloan ya executive role to et bilang Chief Financial Officer na Transurban Group.

Ceylon Graphite [TSXV:CYL] [GR:CCY] (OTC:CYLYF)

Say Ceylon Graphite et walaan na 'Vein graphite' ya produksyon manlapud sakey a minaan ed Sri Lanka ya walay 121 square kilometres ya kaabungan.

Anggapoy balita ed sayan bulan.

Mineral Commodities Ltd. ("MRC") [ASX:MRC]

Say MRC so walaan na 51% na Munglinup Graphite Project diad Western Australia. Say MRC et linmoob ed sakey a Share purchase agreement parad pangilako na Skaland Graphite AS ed Norge Mineraler Holding AS. Update so benta dia.

Nen Disyembre 18, in-anunsyo na MRC:

Say pangituro na saray Boluntaryon Administrator...Saray Administrador so angawat na kontrol ed saray negosyo tan manggawa na tampol ya assessment ed kada sakey ed saray Kompanya tan mansukimat na saray opsyon parad pangilako tan/odino pangipawil ed kapital da...Say pangituro na saray Administrador et kaiba so MRC Graphite (Norway) Pty Ltd ya sikato so Australian holding entity na Skane Graphite mine diad Norway. Say operasyon na Skaland Graphite mine et agnaapektoan na sayan inkaturo tan saray trading entities ed Norway et mansiansian kontrolado na saray direktor da.

Tirupati Graphite [LSE:TGR]

Nen Disyembre 10, in-anunsyo na Tirupati Graphite:

Say Placing, CLN issue tan Corporate Update...et akaawat na saray sipan ya £3.1 milyon parad balon round na financing, kaiba lay convertible loan notes tan say conditional placing na balon shares, bilang kabiangan na sakey a pakete na re-financing measures ya inggapo na Board...Say net proceeds na Fund Raise et iilaloan ya usaren parad capital tan expenditures ed Va. (ngalngalin £0.5 milyon), saray inmunan gastos ed operasyon tan say kapital ed trabaho legan ya onggapo lamet so produksyon (ngalngalin £0.6 milyon), ontan met ed saray inkalapagan a gagala na korporasyon kaiba lay gastos ed panagparaan na prospectus, saray bayar ed saray akaotang tan saray gastos ed korporasyon.

Northern Graphite [TSXV:NGC][FRA:ONG] (OTCQX:NGPHF)

Say Northern Graphite et sinaliw tod Imerys say Lac des Iles ya manggagawa na graphite mine ed Quebec tan say Okanjande graphite deposit/Okorusu processing plant ed Namibia. Sikara met so akankayarian na Bissett Creek graphite project ya walad 100km ed bukig na North Bay, Ontario, Canada tan asingger ed saray manunan karsada tan imprastraktura. Asumpal na Kompanya so NI 43-101 Bankable final Feasibility Study tan akaawat na manunan environmental permit.

Nen Disyembre 2, in-anunsyo na Northern Graphite:

Say resulta na Third Quarter 2025 tan mangiiter na update nipaakar ed korporasyon.

Mankikimey ni pian napalaknab so bilay na Lac des Îles Pit tan minas.

Mantutultuloy so mabiskeg a pankaukolan legan ya ondarakel so suporta ed industriya na ex-China graphite.

Say estratehiya na Mine to Market et onaaligwas lapud saray balon produkto tan teknolohiya ya paknaan...

Iilaloan na Kompanya ya onaligwas so operasyon tan pinansyal ya performance to legan ya nasumpal so pangipaaligwas ed planta, tan say panagmina ed balon pit extension et onggapo ed unonan kapaldua na 2026. Saya so mamasarag ed Kompanya ya makapan-operate ed steady state production rate ya 20,000 tpy na concentrate, tan posiblin anggad kapasidad na nameplate ya 25,000 tpy ya mamaaligwas na gastos ed unit Say tubo na kompanya...Say kita na kuarta et inmabeba na 4% ya anggad $6.5 milyon no ikompara ed komatlon quarter na 2024lapud 27% ya inmabeba na saray benta lapud limitadon produksyon, ya medyo nababalang na 32% ya intagey na presyo...Sakey a lugi manlapud operasyon na minana $1.5 milyon so nagastos ed quarter ya anampot nen Setyembre 30, 2025 (kayari na non cash depreciation charge ya $2.6 milyon)...Say net loss ya $9.4 milyon o $0.07 kada share, so nirekord nen komatlon quarter na 2025 no ikompara ed net loss ya $4.8 milyon odino $0.04 kada share legan na taloy bulan ya anampot nen Setyembre 30, 2024.

NextSource Materials Inc. [TSX:NEXT] [GR:1JW] (NSRCF)

Say NextSource Materials Inc. 100% so akankayarian ed Molo Graphite Mine ed Madagascar. Say Kompanya et walaan met na Green Giant Vanadium Project ed parehon lote.

Nen Nobyembre 27, in-anunsyo na NextSource Materials:

Say NextSource Materials et man-host na saray estratehikon investors ed Abu Dhabi parad pangibisita ed pasilidad na battery anode...Say UAE BAF et manunan lusek na estratehiya na vertical integration na NextSource tan mangiposisyon ed NextSource ya magmaliw ya sankabalgan ya managgawa na anode ed paway na Asia.

Leading Edge Materials [TSXV:LEM] (LEMIF)

Say Leading Edge Materials Corp. et sakey a kompanya ed Canada ya akasentro ed pagmaliw ya sustinable ya supplier na nanduruman importantin materyales. Say manunan kayamanan na Leading Edge Materials et say Woxna Graphite Project tan say planta na panagproseso ed sentro na Sweden. Say kompanya met so akankayarian na Norra Karr REE project, tan say 51% na Bihor Sud Nickel-Cobalt exploration stage project diad Romania.

Nen Disyembre 15, in-anunsyo na Leading Edge Materials:

Say Leading Edge Materials et inawat bilang partner na proyekto na EIT Raw Materials...Say EIT Raw Materials so sankabalgan tan sankaaktiboan ya network na pikakabat tan inobasyon ed raw materials ed interon mundo, ya tugyopen na masulok ya 300 ya partner ya organisasyon ed interon value chain na raw materials...Ingganggan na European Commission, say EIT Raw Materials so mangidadaulo ed European Raw Materials Alliance (MAERMARS) ya manga manga 80 saray membro ya mangirerepresenta na potensyal ya investment ya masulok ya €25 bilyon...Manlapud inkiletneg to, say EIT Raw Materials et angi-deploy na masulok ya €700 milyon ya direktan estratehikon pundo pian suportaan so masulok ya 800 ya proyekto tan start-ups, ya angilukas na ngalngalin €8.3 bilyon ya kaaruman ya agdirektan investment ed saray kritikal ya raw materials tan teknolohiya ed interon Europa tan arum ni.

Evion Group NL [ASX:EVG]

Nen Disyembre 4, in-anunsyo na Evion Group:

Inimbitaan na EU Commission so Evion ya mibiang ed EU Energy & Raw Materials Platform Program bilang prayuridad ya supplier na Graphite ed European Union...Kasumpalan na saya ya binidbir na EU so Maniry Graphite Project ed Madagascar bilang say labay ton supplier na graphite concentrate manlapud Africa.

South Star Battery Metals [TSXV:STS] (STSBF) ("South Star")

Say South Star Battery Metals' Santa Cruz Graphite Mine et walad Bahia Brazil. Say Kompanya met so akankayarian na BamaStar Project diad Coosa County, Alabama, USA.

Anggapoy balita ed sayan bulan.

Saray managpaalagey na graphite

Renascor Resources [ASX:RNU]

Say Renascor Resources Ltd. et sakey ya kompanya na panagsukimat ed Australia, ya akasentro ed panagdiskobre tan panagpaalagey na saray deposito ya walaan na uranium, balitok, gansa, tan saray mineral ya kaiba to. Kaiba ed saray proyekto to so graphite, copper, mablin metal, tan uranium.

Anggapoy importantin balita ed sayan bulan.

Talga Group [ASX:TLG] [GR:TGX] (TLGRF)

Say Talga Group et sakey a kompanya na mineral na teknolohiya ya mangiiter na mas mabiskeg, mas anlemew tan mas mausar iran materyales parad multi-bilyon a dolyar ya merkado na coatings, baterya, konstruksion tan carbon composites ya manguusar na graphene tan graphite. Say Talga 100% ya kayarian na graphite deposits et walad Sweden tan walay proprietary process test facility da ed Germany. Plano na Talga ya ipaalagey so Luleå battery anode refinery diad Sweden bilang kabiangan na integrated mine-to-anode Vittangi Anode Project.

Nen Disyembre 3, in-anunsyo na Talga Group:

Say Talga et mamapaarap ed komersyal ya produksyon na anode tekep na estratehiya na grant funding.

Nan-apply si Talga na 1.1 bilyon SEK (~A$180 milyon) ya 'Industrial Leap' grant manlapud Swedish Energy Agency ("Industriklivet 2"), ya say resulta et iilaloan ed Q1 CY2026.

No naaprobaan, sayan grant et mankompleto ed walan €70 milyon (~A$120 milyon) ya EU Innovation Fund grant tan €150 milyon (~A$260 milyon) ya naaprobaan ya EIB loan parad integrated Vittangi Anode Project, ya posiblin mangiter na pundo ya nakaukolan parad inmunan komersyal ya 5,000 tpal® pian makapawala na sustinablen planta -C tan Talnode ® -R.

Say proseso na Request for Proposal (RFP) ed saray kustomer so mamaneknek ed mabiskeg a pankaukolan, a mangiseguro na interes parad masulok ya 80% na inmunan kapasidad nen 2028, ya say idakel so onsusuportad phased scaling ya anggad 24,500 tpa ya kabuoan.

Nen Disyembre 10, in-anunsyo na Talga Group: "Talga Group so matalonan akatipon na A$14.5 milyon...panamegley na Placement ya A$0.41 kada share."

Nen Disyembre 10, in-anunsyo na Talga Group: "Wala ray kaaruman ya konsesyon ed panagsamsam ya inaprobaan parad Vittangi."

Nen Disyembre 15, in-anunsyo na Talga Group: "Say detalyadon plano na graphite mine et insubmit ed Gobierno na Sweden."

Westwater Resources (WWR)

Say Westwater Resources Inc. et manggagawa na Kellyton Graphite Plant diad Alabama, USA. Sikara met so akankayarian na Coosa Graphite Deposit ed Alabama. Saray detalye dia.

Anggapoy balita ed sayan bulan.

Black Rock Mining [ASX:BKT]

Anggapoy importantin balita ed sayan bulan.

Nouveau Monde Graphite [TSX:NOU] (OTCQX:NMGRF) (NYSE:NMG) ("NMG")

Say Nouveau Monde Graphite ("NMG") so akankayarian na Matawinie Graphite Project, ya walad munisipyo na Saint-Michel-des-Saints tan say Lac Guéret Project.

Nen Disyembre 19, in-anunsyo na NMG:

Pansara na US$20 Milyon ya Public Offering...diad presyo ya US$2.40 kada Common Share...Say Kompanya et manlabay ya usaren so net proceeds manlapud Offering parad pansaliw na long-lead ya kagawaan, pian igapo so pigaran aktibidad ed konstruksion, tan pian nabayaran so detalyadon gastos ed engineering tan agdirektan gastos parad Matawinie Mineering project, pian napondoan iray aktibidad na engineering ya ACEA 3 ya kalkulasyon parad 13ktpy ya proyekto na Bécancour Battery Material Plant, tan pian pondoan so pangkabilugan ya working capital tan saray gastos na korporasyon.

Greenwing Resources Limited [ASX:GW1] (BSSMF)

Say Greenwing et walaan na saray proyekto ed graphite (Graphmada & Andapa) tan sakey a proyekto ed lithium (Millies Reward) diad Madagascar ontan met ed San Jorge lithium Project diad Argentina. Ontan met ed Que River polymetallic Project ed Tasmania.

Nen Disyembre 10, in-anunsyo na Greenwing Resources: "Corporate update." Say balita et nipaakar ed San Jorge Lithium Brine Project agreement da.

Triton Minerals [ASX:TON][GR:1TG]

Say Triton Minerals Ltd. et mankikimey ed panagsaliw, panagsukimat tan panagpaalagey na saray lugar ya baleg so posibilidad ya nawalaan na balitok, graphite tan arum niran mineral. Nen Hulyo 2024, inlako na Triton so 70%, tan nansiansia so 30% na Mozambique graphite assets da (update dia); MOU pian naala so 80% na Aucu Gold and Copper Project ed Mozambique.

Anggapoy importantin balita ed sayan bulan.

Gratomic Inc. [TSXV:GRAT] [GR:CB82] (CBULF)

Say Aukam Graphite Project na Gratomic et walad Namibia, Africa. Si Gratomic met so 100% ya akankayarian ed Capim Grosso Graphite Project ed Brazil (legal ya sangsangan). Say Gratomic et mikokolabora met ed Forge Nano pian manggawa na komaduan pasilidad parad graphite micronization tan spheronization.

Anggapoy balita ed sayan bulan.

Falcon Energy Materials plc [TSXV:FLCN] [GR:18Y] (FLCNF) ("Falcon")

Say Falcon Energy Materials (datin SRG Mining) et akasentro ed pamaaligwas na Lola graphite deposit, ya walad Republic of Guinea, West Africa. Say Lola Graphite ya agawa et walay prospektibon 3.22 km2 ya tuloytuloy ya graphitic gneiss, sakey ed saray sankabalgan ya graphitic surface areas ed mundo. Say Falcon so akankayarian na 100% na Lola Graphite Project.

Anggapoy balita ed sayan bulan.

EcoGraf Limited [ASX:EGR] [FSE:FMK] (ECGFF)

Nen Disyembre 8, in-anunsyo na EcoGraf:

KfW IPEX-Bank Debt Financing Program tan Due Diligence update parad Epanko...say pakasumpal na saray manunan teknikal a dokumento ya nakaukolan parad Independent Engineers' Report (IER), ya sakey a manunan kakaukolanen pian naseguro so debt financing parad iyaaligwas na Epanko graphite project.

Nen Disyembre 17, in-anunsyo na EcoGraf: "AngloGold Ashanti US$9.0m gold farm-in onggapo. Saray atagey ya prospektibon Golden Eagle tenements so niiter."

Lomiko Metals Inc. [TSXV:LMR]

Say Lomiko et walaan na duaran proyekto ed Canada - La Loutre graphite Project (flagship) (100% ya interes) tan say Bourier lithium Project (70% ya nagamoran ed interes). Wala met so Yellow Fox, Antimony, Silver, tan Gold Property da ya walad sentro na Newfoundland.

Nen Disyembre 10, in-anunsyo na Lomiko Metals:

Inggapo na La Loutre Graphite bulk sample processing tan upgrade ed anode material diad Corem Research Center, ya walad Quebec, tan Corporate Update.

Metals Australia [ASX:MLS]

Anggapoy balita nipaakar ed grapito; balet wala ray balita nipaakar ed vanadium-titanium tan pigaran balita nipaakar ed gansa.

NGX Limited (100% ya kayarian ya subsidiary na Sovereign Metals [ASX:SVM] [GR:SVM][LSE:SVML]) (SVMLF)

Anggapoy balita ed sayan bulan.

Sarytogan Graphite [ASX:SGA]

Say Sarytogan Graphite et walaan na Indicated tan Inferred Mineral Resource ya 229Mt @ 28.9% TGC ed Central Kazakhstan.

Nen Disyembre 3, in-anunsyo na Sarytogan Graphite: "Aseguro lay pangiter na kuryente...ta naaprobaan so proyekto."

Nen Disyembre 19, in-anunsyo na Sarytogan Graphite: "Say update nipaakar ed panagtipon na kapital...say panangabobon parad EBRD tan Sarsenov ya makaawat na saray shares et agni nabayaran manlapud MIC lapud saray delay ed administrasyon labat."

Focus Graphite [TSXV:FMS][GR:FKC] (FCSMF)

Nen Disyembre 8, in-anunsyo na Focus Graphite: "Say Focus Graphite et mangipapaakseb na funding agreement parad $14.1M diad silong na Natural Resources Canada's Global Partnerships Initiative."

Nen Disyembre 10, in-anunsyo na Focus Graphite: "Saraan na Focus Graphite so $3.9 milyon ya Bought Deal Offering."

Nen Disyembre 11, in-anunsyo na Focus Graphite: "Say Focus Graphite et akagamor na 99.9996 wt.% Ultra-High Purity tan 2.03 ppm EBC diad tinmumbok ya panagsukimat."

Nen Disyembre 18, in-anunsyo na Focus Graphite:

Pinal ya resulta na 2022 drill program ed Lac Tetepisca; Say West Limb et mamalaknab na mineralized strike ed 8 KM...98 m [TUA] @ 8.17% Cg tan dakel niran kaaruman ya mineralized horizon.

International Graphite Limited [ASX:IG6] [FWB:H99]

Anggapoy balita ed sayan bulan.

Albany Graphite Corp. (100% ya kayarian ya subsidiary na Zentek Ltd. [TSXV:ZEN] (ZTEK)

Nen Disyembre 18, in-anunsyo na Zentek:

Say Zentek subsidiary ya Albany Graphite Corp. et akagawa na ngalngalin-teoretikal ya performance na anode ed independent testing na battery suitability...Diad apatiran ‑industry standard coin cell tests, say carbon coated, spheroidized Albany graphite et angiter na average ya reversible capacity ya ngalngalin 367 mAh/gh/33% ed leksab na theoretical maximum. parad graphite – ya walay mabiskeg ya inkapekder na panagbisikleta tan epektibon panagproseso. Ipapanengneng na sarayan resulta ya say Albany graphite et walay potensyal ton manserbin atagey-performance, natural ya graphite anode material parad lithium-ion ya baterya, ya onsusuportad estratehiya na Zentek ya manggawa na value-added ya posisyon ed North American battery supply chain.

Saray arum ya graphite juniors

Armadale Capital [AIM:ACP], Beowulf Mining [LON:BEM], Castle Minerals [ASX:CDT], DNI Metals [CSE:DNI] (DMNKF), Eagle Graphite [TSXV:EGA] [GR:NJGP] (OTC:APMFF), Elcora Advanced Materials Corp [PAX:FERTS), Electric Royalties [TSXV:ELEC], E-Power Resources [CSE:EPR], Evolution Energy Minerals [ASX:EV1] (EVMIF), Graphite One Resources Inc. [TSXV:GPH] [GR:2JC] (GPHOF), Green Battery Minerals Inc. [TSXV:MI] (GPHOF), Infinne Store [CSE:GEMS] (GEMSF), International Graphite [ASX:IG6], Kingsland Minerals [ASX:KNG], Lincoln Minerals [ASX:LML] (LMLAF), Lithium Energy Limited [ASX:LEL], Ryzon Materials Ltd [ASX:RYZ], New Energy Metals Corp [ASX:LML], Vol. Technologies [TSXV:VCT] (TORVF), Volt Resources [ASX:VRC] [GR:R8L], Reflex Advanced Materials Corp. [CSE:RFLX] (RFLXF), Walkabout Resources Ltd [ASX:WKT].

Saray kompanya na Spherical Graphite

Aoyu Graphite Group

Battery Minerals Ltd [ASX:BAT]

Graphex Group [HKG: 6128] (GRFX)

Imerys Graphite & Carbon [FR:NK](IMYSF) (IMYSY)

Jixi BTR graphite Industrial Park

Qingdao Black Dragon Graphite Group

Qingdao Yanxin Graphite Products Co.

Syrah Resources Limited [ASX:SYR] (SYAAF)

Yingkou Botian Material Technology Limited Comp

Saray kompanya na Synthetic Graphite

GrafTech International (EAF)

Resonac Holdings [TYO:4004)

BTR New Material Group [BJSE:835185]

Lianyungang Jinli Carbon

Shanshan Technology (SHA:600884)

SGL Carbon [ETR:SGL] (OTCPK:SGLFF)

Novonix Ltd [ASX:NVX](NVX)

Saray kompanya na graphene

Archer Materials [ASX:AXE]

Black Swan Graphene Inc. [TSXV:SWAN]

Elcora Advanced Materials Corp. [TSXV:ERA](ECORF)

Unaan ya Graphene [ASX:FGR] (FGPHF)

Graphene Manufacturing Group Ltd [TSXV:GMG]

NanoXplore Inc. [TSXV:GRA] (NNXPF)

Strategic Elements Ltd [ASX:SOR]

Zentek Ltd. [TSXV:ZEN] (ZTEK)

Konklusyon

Nen Disyembre, say presyo na flake graphite ya mikonektaan ed baterya ed China et ag-onkupas.

Saray pabitar ed sayan bulan et:

Say merkado na graphite flake et onkakapuy lapud sobran suplay tan makapuy ya demand.

In-anunsyo na MRC so Voluntary Administration, saray shares et suspendido ed panaglako.

Say Tirupati Graphite et akaawat na sipan ya mankantidad na £3.1 milyon.

Say Northern Graphite Q3 2025 et walaan na net loss ya $9.4m odino $0.07 kada share.

Say NextSource Materials et man-host na saray estratehikon investors ed Abu Dhabi parad pangibisita ed pasilidad na battery anode.

Say Leading Edge Materials et inawat na EIT Raw Materials bilang project partner.

Imbitaan na EU Commission so Evion ya mibiang ed EU Energy & Raw Materials Platform Program bilang prayuridad ya supplier na Graphite ed European Union.

Say Talga Group et matalonan akatipon na A$14.5 milyon. Say detalyadon plano na graphite mine et insubmit ed gobierno na Sweden.

In-anunsyo na NMG so pansara na US$20 Milyon ya Public Offering.

Say Focus Graphite et akadampot na 99.9996 wt.% Ultra-High Purity tan 2.03 ppm EBC diad ontumbok ya panagsukimat. Say Focus Graphite West Limb et mamalaknab na mineralized strike ed 8 KM, man-drill na 98m [TRUE] @ 8.17% Cg.

Say Zentek subsidiary ya Albany Graphite Corp. et akadampot na ngalngali -teoretikal ya performance na anode diad independentin panagsukimat ed inkasusto na baterya.

Singa dati, amin ya komento et awaten.

Editor's Note: Sayan artikulo et pantongtongan toy sakey odino masulok nin securities ya ag manlalako ed sakey a manunan US exchange. Ipangasin amtaen iray peligro ya kaiba na sarayan stock.

Mas dakel so nipaakar ed serbisyo na IG ko