Graphite Miners News For The Month Of March 2025

2025-03-28 13:08:35 ET

Summary

• China battery related flake graphite spot prices were mixed for the past month.
• Graphite market news - China's Shanshan, the largest synthetic anode producer, to enter bankruptcy reorganization. Japan to put 95.2% duty on China graphite electrodes from March 29.
• Graphite company news - Syrah Resources reports 2024 Full Year net loss after income tax of US$125m. Evion Group Panthera Expandable Graphite JV maiden shipment underway.
• Talga Group’s natural graphite mine awarded EU Strategic Project status. Nouveau Monde Graphite Updated Feasibility Study indicates an after-tax IRR of 17.5% and NPV of US$1,053 million.

Welcome to the March edition of the graphite miners news.

March saw battery related flake graphite spot prices mixed the past month. Prices remain at very depressed levels.

Graphite price news

During the past 30 days the China graphite flake-194 EXW spot price was up 1.58%. The China graphite flake +195 EXW spot price was down 4.68% . 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 down 2.63% the past 30 days....

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