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. Sep 28

    Kellyton, Coosa and the EXIM Loan | Terence Cryan & Jon Jacobs, Westwater Resources

    In our latest episode, I spoke with Terence Cryan, Executive Chairman, and Jon Jacobs, Chief Commercial Officer, of Westwater Resources (NYSE American: WWR). Westwater is a Colorado-headquartered natural graphite company with two principal assets in Alabama: the Kellyton Graphite Plant and the Coosa Graphite Deposit We cover: - An overview of Westwater Resources - The US$25M EXIM loan: why Terence sees it as a first step in a broader government financing effort, the aim to close it before the end of the year, and why he says Westwater is "right in the middle of the fairway" of what the administration wants to do on critical minerals - The rest of the funding strategy: Kellyton Phase I is a US$245M project, with close to US$40M of cash at the last balance sheet date, no debt, and around US$50M still to secure, with a focus on non-dilutive and low-cost capital - Production timeline - Qualification: Jon says the material meets the specifications of the customers they are talking to, with material from the completed plant the remaining step, plus new and improved versions of the product - What sets Westwater apart, and how they took scale-up risk off the table by making samples in five tonne batches on commercial-scale equipment - Why Kellyton was put ahead of Coosa, the Syrah feedstock strategy, and what a switch to Coosa concentrate would mean for qualification - Permitting Coosa: the FAST-41 process, and why Terence sees the site's footprint as favourable (previously mined, private land, no nearby population or major waterway) - Key milestones for the next year, and what the company can and can't control, including low-priced imports - Trade and China: Jon on how much the landscape has changed, why the conclusion from customers is that some domestic supply helps them sleep better at night, and whether China's export controls affect Westwater - Where the product will go: EVs, ESS, defence, medical, nuclear and non-battery applications - Extended range EVs, and why Terence and Jon think investors should be optimistic about graphite Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed. This podcast 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

  2. Sep 21

    Bringing 20,000tpa of Anode Capacity Online in India | Ankur Khaitan, TACC

    In our latest episode, I spoke with Ankur Khaitan, Managing Director and CEO of The Advanced Carbons Company (TACC). TACC is a wholly owned subsidiary of HEG Limited, part of India's LNJ Bhilwara Group, which operates a graphite electrode plant of around 100,000 tpa near Bhopal. TACC is building a commercial-scale synthetic graphite anode plant at Dewas, Madhya Pradesh: 20,000 tpa in the first phase, a project of over ₹2,000 crore (roughly US$200M+) funded by HEG and the State Bank of India, targeted to come online in April 2027, with expansion plans beyond 20,000 tpa expected. We cover: - Why TACC came into existence - Going from demo to commercial - How Ankur says that approach has helped build customer confidence on scalability - The April 2027 target and the reality of a greenfield build - Why Ankur says this is not a plug and play industry - An agnostic product line covering EVs, ESS, drones and consumer electronics, with EVs expected to take the majority share - Oil prices and needle coke: why Ankur says the spread holds over time, and why he sees power, TACC's biggest cost, as secured - Competing with China: Ankur acknowledges TACC won't match fully depreciated, debt-free Chinese plants on total cost today, but believes it can be competitive at an operating level on scale, labour and power. He sees quality as the non-negotiable - Funding: how the first phase has been funded through parent company HEG and a debt facility from the State Bank of India, and how Ankur sees future expansion being supported - Other products: graphene derivatives, plus an in-house silicon anode being developed - What's next: this year is the building year, next year is execution, and then expansion, with TACC planning its growth alongside its customers' growth Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.This podcast 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

  3. Aug 26

    From Anovion to M2 Graphite: Why Battery Makers Lose by Waiting, the AD/CVD Appeal and Project Vault

    In our latest episode, I spoke with Chip Dunn, Founder of Monomyth Group and Chairman of M2 Graphite (formerly Anovion). M2 Graphite was formed in early 2022 from a merger of Amsted Industries' West Virginia Acheson furnace assets and Pyrotek's Niagara Falls battery technology, and has invested over US$100M to date. It has a fully permitted site in Georgia, transformers already being delivered, technical qualification with several top-10 battery manufacturers, and a US$400M EXIM LOI. We cover: - The rebrand from Anovion to M2 Graphite and the Monomyth group structure - The Nanograf silicon anode acquisition, why it sits in a separate entity, and the military SiOx strategy - The AD/CVD outcome and the appeal now at the Court of International Trade. If successful, the case is remanded to an ITC whose make-up has changed significantly since the original 2-1 vote, with the only remaining commissioner from that panel being the one who sided with the petitioners - Why Chip sees battery makers as the ones who lose out. Without conditional offtake contracts, domestic producers like M2 can't finance and break ground, and a first facility takes 2+ years to build. Every deferral in favour of cheap imports from China, Morocco or Indonesia pushes out the date domestic supply actually exists - Where M2 sits on qualification: in conversations with virtually every major battery maker building capacity in the US, technical qualification achieved with several of the top 10, and the final commissioning-stage qualification still to clear before a contract can be signed - Why Chip believes M2's cost structure can be at or below China's at scale - The US$400M EXIM LOI, why existing DC programmes aren't built for early-stage producers, and why Project Vault is the sleeper - Why Morocco and Indonesia circumvention won't play for long - Why the US should stop thinking only about tariffs and start looking at export controls of its own, given China has already shown it will restrict graphite when it suits - Military demand alone is too modest to support an industry, but ESS and data centres can make the national security case - What's next for M2 Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.This podcast 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

  4. Apr 16

    Allied Graphite: Building a US Anode Supply Chain

    In our latest episode, I spoke with Andy Goshe, CEO of Allied Graphite (formerly Urbix). Allied Graphite is a US-based developer focused on producing coated spherical purified graphite (CSPG) for the lithium-ion battery supply chain. With a pilot facility in Mesa, Arizona, a partnership with Hatch on transition engineering, and a feedstock relationship with Appian-backed Graphcoa in Brazil, Allied is targeting FID in Q4 2027, with first production in 2029. We cover: The rebrand from Urbix to Allied Graphite Allied's two-stage purification process What's being produced at the Mesa pilot facility today The two-phase commercial project, targeting 14,000 tpa in phase one with a 2-3x expansion in phase twoThe pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029Financing strategy and where Allied sits on the funding runwayCustomer qualification progress and engagement The Graphcoa feedstock relationship Andy's read on the ITC's negative AD/CVD final determination and what it means for the emerging US anode industryThe policy mechanisms Andy would like to see introduced to support US anode producersKey milestones to watch over the next 6-12 months, including site selection, flow sheet finalisation, and commercial team build-out Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.This podcast 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

  5. Apr 8

    ITC Reversal & The New US Anode Playbook | Erik Olson & Ben Steinberg

    In our latest episode, I spoke with Erik Olson, President of Venn Strategies and spokesperson for the North American Graphite Alliance (NAGA), and Ben Steinberg, Principal at Venn Strategies and President of the Battery Materials & Technology Coalition (BMTC). The active anode material AD/CVD petition would have delivered combined duties north of 160% against Chinese imports and fundamentally reshaped the economics of North American anode production. We unpack what happened, why it fell apart, and what comes next. We cover: The closed-door ITC vote: the initial 3-0 in favour, the return to the room, and then the 2-1 reversalWhat the decision signals about cheap imports weakening the market and cutting around the administration's broader trade agendaThe fundamental challenge of protecting an industry that isn't yet fully established - and why traditional trade remedy frameworks struggle with emerging sectorsThe strategic path forward: still early days, but a wide range of tools remain on the tablePrice floors and ring-fencing as a mechanism, and why Ben sees this as one of the more interesting levers worth exploringBTR Indonesia and the wider question of Chinese circumvention through third countries, FEOC enforcement by the DOETiming and sequencing: how the toolkit can be layered over the next several monthsThe wider challenge of financing capital-intensive industries in the West when competing against state-backed Chinese capacityDemand-pull mechanisms and why supply-side support alone won't get the industry across the line"Project Vault” - a private sector initiative pairing trading houses with buyers like Lockheed Martin and GM to build a 60-day stockpile of graphite and other critical materials, supported by $2bn in private commitments and a $10bn EXIM loanThe chicken-and-egg problem of qualificationWhy the industry needs to start pricing supply chain security - Section 45X and the way graphite is treated - not entirely fair, but a trade-off worth understandingEnd-market outlook across defence (small volumes but strategically critical), EVs, and grid storageWhy both Erik and Ben remain optimistic about the industry's trajectoryDisclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

  6. Apr 3

    Black Gold: Hazer Group's Dual Play on Hydrogen and Graphite

    In our latest episode, I spoke with Glenn Corrie, CEO of Hazer Group. Hazer has developed a methane pyrolysis technology that splits natural gas into clean hydrogen and synthetic graphite - producing around 3.5 tonnes of graphite for every tonne of hydrogen. With their first graphite offtake now signed, multiple projects advancing globally, and engineering partner KBR onboard, there's plenty of momentum at Hazer. We cover: Why Glenn calls Hazer's graphite "black gold" and the company's view of graphite as a co-product of hydrogenWhat Hazer graphite actually isThe economics of producing graphite as a co-product of hydrogenHazer's first graphite offtake with Green Steel of Western Australia and what it signals for price discoveryHow the product has been tested across steel, concrete, asphalt, and batteriesThe CapEx-lite licensing modelThe role of engineering partner KBR in scaling Hazer's technologyThe Energy Pathways project in the UK and what 60,000 tonnes of domestically produced graphite means for a country that imports 100%What to expect from Hazer in the next 6 to 12 months Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research. The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements. Listeners are encouraged to verify any claims independently. Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed. This interview was produced in collaboration with Hazer Group. All editorial control remains with GraphiteHub. 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

  7. Mar 23

    Greenwing Resources: Restarting Graphmada & Why Sovereign States Will Drive the Next Graphite Cycle

    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 peersDisclaimer 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.

  8. Jan 11

    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.

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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
    43
  • Rating
    Clean
  • Copyright
    © Harry
  • Show Website
    GraphiteHub