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. 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.

    19 min

  2. 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.

    38 min

  3. 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.

    17 min

  4. 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.

    23 min

  5. 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.

    10 min

  6. Jan 11

    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

  7. Jan 11

    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

  8. Jan 11

    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
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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
    40
  • Rating
    Clean
  • Copyright
    © Harry
  • Show Website
    GraphiteHub