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 package
• The brownfield advantage: leveraging existing infrastructure to reduce cost, timeline, and execution risk
• The 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 basis
• Support from the U.S. government, including a $120M letter of interest from EXIM to fund commercial development
• Key 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.

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 Study
• The project’s by-product potential in rutile and gallium and ongoing test work
• Government engagement and the growing support for critical minerals projects in Australia
• How 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.

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 projects
• The critical role of government partnerships and strategic capital in funding graphite projects
• How China’s export restrictions are reshaping demand and creating opportunities for Australian suppliers
• The company’s approach to qualification and why it remains one of the toughest hurdles in the graphite industry
• What 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.

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 chain
• How partnerships like POSCO enable end-to-end integration without stretching capital resources
• The impact of China’s graphite export restrictions and how they are accelerating diversification
• Why collaboration and supply chain resilience are essential to building a sustainable graphite industry
• How 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.

In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets. This is Part 3 of our 3-part Graphite Recycling Series, where we explore the commercial landscape of graphite recycling - who’s doing it, how far along the industry really is, and what the future might hold.

We cover:

• China’s dominance in graphite recycling- Key emerging players
• How low graphite prices make large-scale recycling commercially difficult
• Why silicon-graphite blends remain the near-term focus
• The biggest hurdle for recycling: achieving consistent, high-quality secondary graphite supply

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.

In our latest episode, I spoke with Prashant Chintawar, CEO of Volt Resources.

Prashant discusses how Volt is advancing a global graphite supply strategy spanning Ukraine, Tanzania, and the United States - positioning the company as a future leader in high-purity graphite production for Western markets.

We cover:

• Volt’s ambitions to restore production at its Ukrainian operation to pre-war levels
• Plans to establish a graphite refinery and R&D centre in Alabama
• The strategy to unlock financing and advance the Bunyu Project in Tanzania
• How Volt is aligning with U.S. critical minerals initiatives to strengthen non-China supply chains

This was produced in partnership with Volt Resources and is marked as sponsored content.

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.

In our latest episode, I spoke with Dr. Sebastian Pohlmann, Chief Technology Officer of UP Catalyst.

Sebastian shares how the Estonian startup is pioneering a carbon-negative process to turn CO₂ into graphite and carbon nanotubes, offering a sustainable alternative to conventional synthetic graphite production.

We cover:

• How Up Catalyst’s molten salt electrolysis process works
• The advantages of carbon-negative, lower-temperature production
• The roadmap to scale towards 30,000 tonnes of graphite by 2030
• Why domestic supply is strategically important for Europe’s battery industry

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.

In our latest episode, I spoke with David Christensen, Managing Director of Renascor Resources.

Following his recent visit to Washington as part of an Australian delegation on critical minerals, David shares his insights into U.S. policy shifts, trade actions, and what it all means for Renascor and the graphite market.

We cover:

• Key takeaways from high level meetings in Washington and how U.S. agencies view critical minerals
• The potential impact of Section 232 trade actions, tariffs, and new funding tools
• How the U.S. government’s approach to equity stakes in lithium and rare earths could translate to graphite
• ExxonMobil’s entry into the synthetic graphite space and what it signals for investors and the market
• What would make the biggest difference for Renascor right now
• Renascor’s next steps

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.

In our latest episode, I continued the conversation with Dr. Luke Sweeney, Senior Cost & Recycling Analyst at Fastmarkets.This is Part 2 of our 3-part Graphite Recycling Series, where we dive into the science of how graphite is actually recycled. We cover:

• Why graphite was historically “recycled” by simply burning it for energy - and why that’s no longer viable
• The difference between pyro - and hydrometallurgical processes, and why graphite is treated as an afterthought in current recycling flows
• The challenges of recovering graphite with sufficient purity (99.95%+) and restoring particle morphology for reuse in batteries
• How recycled graphite can, in theory, be reintroduced into production streams - but risks around contamination and consistency remain
• Whether recycling differs for natural vs. synthetic graphite, and why separating them is nearly impossible in practice

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.

In our latest episode, I spoke with James Cross, CEO of E-Power Resources.

E-Power’s strategy is simple: prove up in-ground graphite value in Quebec and position the project to be sold to the right acquirer, rather than chasing costly downstream ambitions.We dug into E-Power’s approach, covering:

• Phase 1 results from their 2025 Tetepisca exploration program
• Why E-Power is focused on “graphite in the ground” - the dough - rather than baking the bread with costly downstream facilities
• The salt analogy: graphite is as essential as salt in a restaurant - without it, the entire menu falls apart. Even if the price rises significantly, it’s such a small fraction of the total cost that manufacturers will pay whatever it takes to secure supply.
• The importance of Canada and Quebec as tier-1 jurisdictions for graphite supply and export to Europe/North America
• How alternative markets like defense and industrial applications may be even more critical than EV batteries
• The challenges of dilution, educating industry, and why North America urgently needs more graphite projects

This was produced in partnership with E-Power and is marked as sponsored content.

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.