GraphiteHub

Harry
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GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.

  1. 11 JAN

    Hydrofluoric Acid in Graphite Purification: Alkeemia

    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 plans 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.

    10 min

  2. 11 JAN

    Graphite Is Not a Commodity: Inside the Real Constraints of the Anode Supply Chain

    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'sDisclaimer 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.

    33 min

  3. 11 JAN

    From Woodchips to Anode Material: The Technology Behind CarbonScape’s Biographite

    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 productionDisclaimer 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.

    10 min

  4. 11 JAN

    Inside Biographite: CarbonScape CCO Vincent Ledoux-Pedailles

    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 productionDisclaimer 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.

    15 min

  5. 11/11/2025

    Titan Mining: Leading the Return of U.S. Graphite Production

    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 2026 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.

    11 min

  6. 02/11/2025

    IMARC 2025 | Kingsland Minerals: Advancing the Leliyn Graphite Project Toward PFS

    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 Territory 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.

    12 min

  7. 30/10/2025

    IMARC 2025 | International Graphite: Funding, Partnerships & Downstream Development

    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 Graphite 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.

    13 min

  8. 28/10/2025

    IMARC 2025 | Black Rock Mining: Financing, Partnerships & the Path to First Graphite Production

    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 market 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.

    12 min
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About

GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.

Information

  • Creator
    Harry
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Harry
  • Show Website
    GraphiteHub