NVNXF - Graphite Miners News For The Month Of May 2025

2025-05-29 03:17:15 ET

Summary

• China battery related flake graphite spot prices were flat for the past month. Despite current graphite oversupply, a structural deficit is forecast in the medium to long term.
• Graphite market news - US imports of both synthetic and natural graphite anodes from China are now subject to a combined 170% in tariffs.
• Graphite company news - Syrah Resources' Balama operations targeted to recommence by end of June 2025 quarter.
• Southern Star announces production & shipment of first graphite concentrates from the Santa Cruz Graphite Mine, targeting 10,000 mt in 2026.
• Talga Group signs Binding Vittangi anode offtake agreement with Nyobolt. Metals Australia drills 72.4m @ 15% Cg and 80.5m @ 15.5% Cg at their Lac Carheil Graphite Project in Canada.

Welcome to the May edition of the graphite miners news.

The past month saw battery related flake graphite spot prices mostly flat.

Graphite price news

During the past 30 days, the China graphite flake-194 EXW spot price was flat . The China graphite flake +195 EXW spot price was down 2.62% . Note that 94-97% is considered best suited for use in batteries; it is then upgraded to 99.9% purity to make “spherical” graphite used in Li-ion batteries. The spherical graphite 99.95% min EXW China price was flat the past 30 days....

For further details see: