In our latest episode, I spoke with Richard Maddocks, Managing Director of Kingsland Minerals, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney.
Richard shares insights into Kingsland Minerals’ progress at the Leliyn Graphite Project in the Northern Territory, from the recently completed Scoping Study confirming strong economics and low operating costs, to upcoming milestones as the company advances towards a Pre-Feasibility Study.
We cover:
This was produced in collaboration with Kingsland Minerals. All questions and editorial direction were independently developed by GraphiteHub.
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own.
Some of these may be sponsored, and in those cases, monetary compensation may be received.
Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with Andrew Worland, Managing Director and CEO of International Graphite, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney.
Andrew shares insights into International Graphite’s progress across its integrated operations - from the Springdale Graphite Project in Western Australia to the Collie micronising facility and expandable graphite venture in Germany.
He also discusses the company’s funding initiatives, government partnerships, and how it is positioning to become a key supplier to ex-China markets.
We cover:
This video was produced in collaboration with International Graphite. All questions and editorial direction were independently developed by GraphiteHub.
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own.
Some of these may be sponsored, and in those cases, monetary compensation may be received.
Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with John De Vries, Managing Director and CEO of Black Rock Mining, live from the International Mining and Resources Conference (IMARC) 2025 in Sydney.
John shares insights into Black Rock’s progress at the Mahenge Graphite Project in Tanzania, one of the world’s largest advanced natural graphite developments, and discusses the company’s partnership with POSCO, its strategy for financing, and how it plans to supply the growing ex-China graphite market.
We cover:
This video was produced in collaboration with Black Rock Mining. All questions and editorial direction were independently developed by GraphiteHub.
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own.
Some of these may be sponsored, and in those cases, monetary compensation may be received.
Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. This is Part 3 of our 3-part Graphite Recycling Series, where we explore the commercial landscape of graphite recycling - who’s doing it, how far along the industry really is, and what the future might hold.
We cover:
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with Prashant Chintawar, CEO of Volt Resources.
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:
This was produced in partnership with Volt Resources and is marked as sponsored content.
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own.
Some of these may be sponsored, and in those cases, monetary compensation may be received.
Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with Dr. Sebastian Pohlmann, Chief Technology Officer of UP Catalyst.
Sebastian shares how the Estonian startup is pioneering a carbon-negative process to turn CO₂ into graphite and carbon nanotubes, offering a sustainable alternative to conventional synthetic graphite production.
We cover:
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with David Christensen, Managing Director of Renascor Resources.
Following his recent visit to Washington as part of an Australian delegation on critical minerals, David shares his insights into U.S. policy shifts, trade actions, and what it all means for Renascor and the graphite market.
We cover:
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets.This is Part 2 of our 3-part Graphite Recycling Series, where we dive into the science of how graphite is actually recycled. We cover:
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with James Cross, CEO of E-Power Resources.
E-Power’s strategy is simple: prove up in-ground graphite value in Quebec and position the project to be sold to the right acquirer, rather than chasing costly downstream ambitions.We dug into E-Power’s approach, covering:
This was produced in partnership with E-Power and is marked as sponsored content.
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own.
Some of these may be sponsored, and in those cases, monetary compensation may be received.
Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets.
We kicked off our 3-part Graphite Recycling Series, covering:
- Why graphite has been largely left out of recycling efforts, unlike lithium, cobalt, and nickel
- What makes battery-grade graphite unique - extreme purity, sphericalisation, and coating requirements
- Why graphite can’t simply be dissolved and recrystallised like cathode materials, and the role of morphology in recycling challenges
- And the kicker: even China, the global leader in recycling, still struggles to recycle graphite profitably
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, I spoke with Eric Desaulnier, Founder, President & CEO of Nouveau Monde Graphite.
We covered a wide range of topics on the future of graphite supply chains and Nouveau Monde Graphite’s positioning including:
- How Nouveau Monde is advancing a vertically integrated operation in Québec, from mining to anode materials
- The effect of US tariffs on Chinese anode material and why Canada offers a best of both worlds zero tariff advantage
- China’s overcapacity and what it means for new projects outside Asia
- Opportunities beyond EVs, including energy storage, defense, and thermal applications
- Financing progress with $1B+ in letters of interest and customers pushing for faster tonnes to market
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These videos are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some videos on this channel may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed.
This video does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These videos represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this video.
In our latest episode, we sat down with Amanda van Dyke, Founder of Critical Minerals Hub Plc, for Part Two of our deep dive into natural vs synthetic graphite.
In this episode, we discussed:
• US tariffs on China: US anode suppliers proved China was unfairly dumping and subsidising, leading to new tariffs aimed at levelling the playing field.
• Cost manipulation: Five years ago, synthetic CSPG cost over $20,000/t to produce versus ~$11,000/t from natural. China suddenly claimed to halve synthetic costs without evidence - what Amanda called “fudging the numbers.”
• Catching up is possible: Anode production “is not nuclear fission” - the West can absolutely catch up if it invests in technology and supply chains.
• Permitting challenges: Mining timelines have stretched from ~5 years to 16 - 18 years, with red tape the main obstacle. Without faster permitting, investment and policy support won’t translate into new mines.
• Policies with no teeth: EU and US critical mineral policies remain broad statements without enforcement.
• Responsible mining: Opposition should not be based on ideology alone; if a mine can be built responsibly, it should be permitted without endless delays.
The overall theme is that unless governments cut red tape and enforce faster permitting, the West will struggle to build competitive supply chains outside China.
Published 20 August 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, we sat down with Andrew Spinks, Managing Director of EcoGraf (ASX: EGR), to discuss the company’s milestone HFfree® purification study and what it means for their vertically integrated graphite strategy.
We covered:
This was produced in partnership with EcoGraf and is marked as sponsored content.
Published 15 August 2025
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, we sat down with Amanda van Dyke, Founder of Critical Minerals Hub Plc, to explore the key differences between natural and synthetic graphite. In the first of two episodes, we discussed:
Stay tuned for Part 2, where we cover US tariffs on Chinese anode materials, the West’s chance to scale synthetic production, and how permitting delays and weak policies are holding back new mines and critical mineral supply chains.
Published 11 August 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In our latest episode, we sat down with Vikram Handa, Managing Director of Epsilon Advanced Materials to explore how one of India’s most dynamic and vertically integrated graphite and battery materials companies is scaling up operations beyond China - with end-to-end control across its supply chain, in-house coke production, and major projects underway in the United States, Finland, and India.
We cover a wide range of critical topics, from securing $420 million in a LOI from the U.S. EXIM Bank to navigating permitting, engineering, and customer qualification for synthetic graphite production outside China. Vikram shares detailed insights into Epsilon’s plans to commission a 30,000 tonne plant in North Carolina by 2027, backed by integrated supply and advanced capabilities across both synthetic and natural graphite.
We dive into the realities of building a graphite supply chain ex-China, from costs and timelines to customer expectations and regulatory headwinds. With only a handful of permitted anode material projects in the U.S., Epsilon is uniquely positioned as a technology-forward, commercially-ready player that has already proven its materials at ton-scale in commercial batteries.
We discuss:
As the graphite market braces for a preliminary antidumping ruling in the U.S., this conversation with Vikram Handa offers a strong message of opportunity: those who act now to derisk supply chains and commit to qualified suppliers will shape the next era of battery manufacturing.This video was produced in partnership with Epsilon Carbon and is marked as sponsored content.
Published 16 July 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
At the Fastmarkets Lithium & Battery Raw Materials Conference, we sat down with David Christensen, Managing Director of Renascor Resources Limited to discuss their plan to deliver HF-free, battery-grade graphite from Australia.
We spoke across a broad range of topics, from market dynamics to commercial readiness. At a time when Renascor is operationally busier than ever, progressing its HF-free demonstration plant and laying the groundwork for long-term supply into global anode markets. Rather than chasing losses in today’s distorted market, Renascor is focused on minimising time to production, delivering when demand for ex-China graphite will be critical.
We discuss:
With upstream approvals secured, long-lead items procured, and engineering work underway, Renascor is transitioning from a mining project to a vertically integrated supplier, and positioning itself as a key company in the global graphite supply chain.
Published 6 July 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In this episode, we speak with Sean Gregory, Managing Director of Sarytogan Graphite, one of the most promising graphite developers. Since listing in 2022, Sarytogan has advanced rapidly - recently securing Strategic Project status under the EU Critical Raw Materials Act and pushing ahead with drilling and downstream site development. With a 2026 DFS target in sight, the company is positioning itself as a key future supplier to the ex-China battery supply chain.
We also discuss:
With the market watching for the next wave of credible graphite players, Sarytogan is building quiet momentum, and Sean gives us an inside look at what’s driving it.
This was produced in partnership with Sarytogan Graphite and is marked as sponsored content.
Published 19 June 2025
Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In this episode, we speak with Amy Bennett, Principal Consultant at Fastmarkets, to unpack the current state of the graphite market.
Amy outlines why the market remains challenged, especially in China, where graphite production is highly concentrated and many synthetic producers are operating at a loss. Despite some supply-side cuts, inventories remain high and demand from key sectors like EVs hasn't picked up enough to rebalance the market.
Amy also discusses:
Published 22 May 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In this episode, we are joined by John de Vries, MD and CEO of Black Rock Mining, and Tae-Sun Yeom, Senior Manager at POSCO International - two key players in the global battery supply chain.
John discusses the significance of Black Rock’s recent milestones, including this week’s announcements regarding the Special Mining Licence and power supply agreement, and what these mean for the project’s future. He explains why Black Rock is maintaining its focus on high-purity flake production rather than moving downstream, and how the company is building a resilient, China-independent business model.
Tae-Sun shares why POSCO International selected Mahenge as a strategic investment - citing its scale, flake size, purity, logistics, and management strength - and outlines POSCO’s goal of reducing reliance on China by developing a fully integrated supply chain. This includes the company’s recent $277 million investment into domestic spherical graphite production, reinforcing POSCO’s position as the largest anode producer outside China.We also explore the evolving conversation around natural vs. synthetic graphite, feedstock economics, and why natural graphite is increasingly seen as a strong fit for silicon-rich battery chemistries.
Published 13 May 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.
In this episode, we speak with Tom Burkett, founder of Global Graphite Advisory and a respected expert in the carbon and graphite space. For over 40 years, Tom has helped businesses grow across the global carbon and graphite markets - from Asia to Europe to North America, and across sectors ranging from graphite electrodes and steel to natural and synthetic graphite for batteries, electronics, solar, and automotive applications.
In this episode, Tom shares insights from his career spanning Union Carbide, GrafTech, SGL Carbon, Ontario Graphite, and SANGRAF, offering a global perspective shaped by decades in leadership roles. He explores the evolving dynamic between synthetic and natural graphite, and why the market continues to favour synthetic. Tom highlights the regions emerging as new hubs for downstream processing beyond China and outlines what investors should prioritise when evaluating graphite opportunities. He also reflects on lessons from past price shocks and shares the key indicators he’s watching that could signal a turnaround in this prolonged slump.
Published 2 May 2025
Disclaimer
I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.