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In our latest episode, I spoke with Peter Wright, CEO of Greenwing Resources. Greenwing is a critical minerals company with a graphite mine in Madagascar, a lithium project in Argentina, and a polymetallic asset in Tasmania. The company operated its Graphmada graphite mine from 2018 to 2020, producing qualified commercial concentrates sold into the US, Europe, and India with no penalties or rejections.We cover:How Greenwing is planning the restart of Graphmada, scaling from 6,000 tpa to a 60,000 tpa Why Peter sees sovereign states, not battery makers or OEMs, as the next major driver of graphite demandThe resource growth from 5Mt to 60Mt+, with potential to exceed 100MtMadagascar's political landscape, the new government, and the permitting bottleneck holding back - other projects on the islandWhy Greenwing is focused purely on upstream mining and won't pursue downstream processingUS, EU, and Japanese policy signals and why graphite is the US's number two critical mineral priorityThe search for a strategic partner and why Peter believes the environment for that is improving rapidlyHow Graphmada's tenure, production record, and logistics compare to its Madagascar peersDisclaimerI 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 Yoshi Uenishi, Chief Strategy Officer at Alkeemia.Alkeemia is an Italian chemicals company that produces hydrofluoric acid (HF). Leveraging its expertise, permits, and track record in HF handling, Alkeemia is now integrating a commercial scale HF based graphite purification plant.We cover:Why Alkeemia is committed to HF-based purificationThe biggest misconceptions around HF and how it can be safely handled Where purification sits in the graphite processing flow Alternative purification methods haven't yet scaled commercially Growing inbound interest in HF purification Alkeemia's partnerships with Northern Graphite and International GraphiteExpansion plansDisclaimerI 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 Matthew Howard, Co-founder of Yura AB and former Senior Category Manager for Active Anode Materials at Northvolt.Matthew brings a vast experience in batteries, from his PhD in solid state electrolytes through to leading commercial strategy for graphite at Northvolt. He now runs his own consultancy supporting companies across anode materials, battery technology, and commercial strategy.We cover:Why graphite is a "design particle" and the dangers of over-commoditisationHow the disconnect between political ambitions and commercial reality is holding back Western anode productionThe capital and mindset challenges facing graphite investment in Europe versus North AmericaWhy Western cell makers and OEMs are treating graphite as a line item cost rather than a strategic materialHow tariffs and subsidies in the US are enabling anode companies to thrive while Europe strugglesThe real synthetic vs natural graphite debate - and why it comes down to price deltaMatthew's take on recycled graphite, biographite, and emerging processing technologiesWhat ExxonMobil's acquisition of Superior Graphite signals for the marketThe uncomfortable truth: nothing has fundamentally changed in the graphite market since 2020Why Matthew is more optimistic about Europe's EV transition than North America'sDisclaimerI 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 Dr. Heinrich Badenhorst, Interim Chief Technology Officer at CarbonScape.CarbonScape is pioneering biographite - a low-carbon, high-performance anode material produced from sustainably sourced biomass - using a catalytic graphitisation process that operates at significantly lower temperatures than conventional synthetic graphite. The company is rapidly advancing its technology, strengthening partnerships with major cell makers, and preparing for commercial scale.We cover:How CarbonScape’s catalytic graphitisation process converts woodchips into graphiteWhy this method is fundamentally different from and far less energy-intensive than traditional synthetic graphite productionHow CarbonScape ensures consistency, repeatability, and stringent quality control at pilot scaleFeedback from leading Asian cell makers and how biographite compares to natural and synthetic graphiteThe technical challenges of creating a new anode material to compete with well-established incumbentsProduct optimisation, performance tuning, and identifying the ideal application nichesCost competitiveness in Western marketsHow the process achieves a carbon-negative footprintKey technical milestones ahead as CarbonScape moves toward commercial productionDisclaimerI 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 Vincent Ledoux-Pedailles, Chief Commercial Officer at CarbonScape.CarbonScape is developing biographite - a low-carbon, high-performance anode material produced from sustainably sourced biomass - and is rapidly progressing through technology scale-up, customer qualification, and global commercial partnerships.We cover:CarbonScape’s upstream, midstream and downstream strategy and why this year has been pivotalHow CarbonScape plans to de-risk its technology through partnerships with major graphite anode players in AsiaThe pathway to full commercial qualification with leading cell makers - including testing underway with 8 of the world’s top 10Why performance, cost structure, and manufacturing flexibility are stronger drivers than sustainability aloneHow biographite compares on price, consistency, and scalabilityExpected milestones through 2026-2028 as CarbonScape moves toward commercial productionDisclaimerI 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 Rita Adiani, President & CEO of Titan Mining.Titan is positioned to become the first U.S. producer of natural flake graphite in more than 70 years - leveraging an existing brownfield operation to fast-track development and support domestic supply chains.We cover:How graphite was identified within Titan’s existing mineral rights packageThe brownfield advantage: leveraging existing infrastructure to reduce cost, timeline, and execution riskThe demonstration facility entering production, with interest from U.S. buyers - including one company interested in taking all of the first 1,200 tpa Why the graphite pricing conversation needs to shift from China benchmarks to a Western cost basisSupport from the U.S. government, including a $120M letter of interest from EXIM to fund commercial developmentKey milestones for investors through 2026DisclaimerI 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 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:Key highlights from the Scoping Study and Kingsland’s low mining costs Plans for metallurgical test work, resource expansion, and the path to a Pre-Feasibility StudyThe project’s by-product potential in rutile and gallium and ongoing test workGovernment engagement and the growing support for critical minerals projects in AustraliaHow Kingsland aims to build a competitive, ex-China graphite supply from the Northern TerritoryThis 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:How International Graphite is advancing downstream integration through its Collie and Germany projectsThe critical role of government partnerships and strategic capital in funding graphite projectsHow China’s export restrictions are reshaping demand and creating opportunities for Australian suppliersThe company’s approach to qualification and why it remains one of the toughest hurdles in the graphite industryWhat to expect next at Springdale and the milestones ahead for International GraphiteThis 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:The path to first production and Mahenge’s role in strengthening the global graphite supply chainHow partnerships like POSCO enable end-to-end integration without stretching capital resourcesThe impact of China’s graphite export restrictions and how they are accelerating diversificationWhy collaboration and supply chain resilience are essential to building a sustainable graphite industryHow Black Rock’s focus on simplicity, profitability, and execution sets it apart in a crowded marketThis 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:China’s dominance in graphite recycling- Key emerging playersHow low graphite prices make large-scale recycling commercially difficultWhy silicon-graphite blends remain the near-term focusThe biggest hurdle for recycling: achieving consistent, high-quality secondary graphite supplyDisclaimerI 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:Volt’s ambitions to restore production at its Ukrainian operation to pre-war levelsPlans to establish a graphite refinery and R&D centre in AlabamaThe strategy to unlock financing and advance the Bunyu Project in TanzaniaHow Volt is aligning with U.S. critical minerals initiatives to strengthen non-China supply chainsThis 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:How Up Catalyst’s molten salt electrolysis process worksThe advantages of carbon-negative, lower-temperature productionThe roadmap to scale towards 30,000 tonnes of graphite by 2030Why domestic supply is strategically important for Europe’s battery industryDisclaimerI 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: Key takeaways from high level meetings in Washington and how U.S. agencies view critical minerals The potential impact of Section 232 trade actions, tariffs, and new funding tools How the U.S. government’s approach to equity stakes in lithium and rare earths could translate to graphiteExxonMobil’s entry into the synthetic graphite space and what it signals for investors and the marketWhat would make the biggest difference for Renascor right nowRenascor’s next stepsDisclaimerI 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:Why graphite was historically “recycled” by simply burning it for energy - and why that’s no longer viableThe difference between pyro - and hydrometallurgical processes, and why graphite is treated as an afterthought in current recycling flowsThe challenges of recovering graphite with sufficient purity (99.95%+) and restoring particle morphology for reuse in batteriesHow recycled graphite can, in theory, be reintroduced into production streams - but risks around contamination and consistency remainWhether recycling differs for natural vs. synthetic graphite, and why separating them is nearly impossible in practiceDisclaimerI 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:Phase 1 results from their 2025 Tetepisca exploration program Why E-Power is focused on “graphite in the ground” - the dough - rather than baking the bread with costly downstream facilitiesThe salt analogy: graphite is as essential as salt in a restaurant - without it, the entire menu falls apart. Even if the price rises significantly, it’s such a small fraction of the total cost that manufacturers will pay whatever it takes to secure supply.The importance of Canada and Quebec as tier-1 jurisdictions for graphite supply and export to Europe/North AmericaHow alternative markets like defense and industrial applications may be even more critical than EV batteriesThe challenges of dilution, educating industry, and why North America urgently needs more graphite projectsThis 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 profitablyDisclaimerI 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 marketDisclaimer 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 2025DisclaimerI 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:HFfree® breakthrough: Operating costs cut by 25% since 2024, delivering a pre-tax NPV of US$282m and positioning EcoGraf’s process 34% cheaper than hydrofluoric acid purification.Vertical integration: How linking the Epanko graphite mine with downstream HFfree® facilities creates a strong value proposition for Europe, the US, and Asia.Sustainability edge: Eco-friendly purification with minimal waste and low carbon footprintFinancing pathway: How the study supports Epanko’s US$105m financing process with KfW IPEX-Bank and strengthens market entry in key jurisdictions.What’s next: Upcoming developments on both the mine and downstream facilities over the coming months.This was produced in partnership with EcoGraf and is marked as sponsored content.Published 15 August 2025Disclaimer 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:Natural vs Synthetic: Natural flake has excellent conductivity but is brittle; synthetic, from petroleum byproducts, is smoother and more consistent.Battery trends: Shifted from ~65% natural → 100% synthetic → now 10-30% natural for better conductivity.Cost vs Performance: Anodes are one of the cheapest battery components, so even if synthetic costs twice as much, performance and lifespan take priority.Environmental view: Synthetic uses oil refining byproducts that would exist regardless of battery demand. It’s not driving fossil fuel extraction, though the oil and gas link remains a perception challenge.Beyond batteries: Large-flake natural graphite sells for 2× fine flake and is critical for expandable graphite used in foils for electronics, GPUs, and chip casings, where heat management is essential. Supply is tight, and demand keeps growing as electronics become smaller and more powerful.Future outlook on Natural: Science is still evolving. Advances like silicon coating and better spheronising could boost natural graphite’s role.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 2025DisclaimerI 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.