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 two
• The pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029
• Financing strategy and where Allied sits on the funding runway
• Customer 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 industry
• The policy mechanisms Andy would like to see introduced to support US anode producers
• Key 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.

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 reversal
• What the decision signals about cheap imports weakening the market and cutting around the administration's broader trade agenda
• The fundamental challenge of protecting an industry that isn't yet fully established - and why traditional trade remedy frameworks struggle with emerging sectors
• The strategic path forward: still early days, but a wide range of tools remain on the table
• Price floors and ring-fencing as a mechanism, and why Ben sees this as one of the more interesting levers worth exploring
• BTR Indonesia and the wider question of Chinese circumvention through third countries, FEOC enforcement by the DOE
• Timing and sequencing: how the toolkit can be layered over the next several months
• The wider challenge of financing capital-intensive industries in the West when competing against state-backed Chinese capacity
• Demand-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 loan
• The chicken-and-egg problem of qualification
• Why 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 understanding
• End-market outlook across defence (small volumes but strategically critical), EVs, and grid storage
• Why both Erik and Ben remain optimistic about the industry's trajectory

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 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.

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 hydrogen
• What Hazer graphite actually is
• The economics of producing graphite as a co-product of hydrogen
• Hazer's first graphite offtake with Green Steel of Western Australia and what it signals for price discovery
• How the product has been tested across steel, concrete, asphalt, and batteries
• The CapEx-lite licensing model
• The role of engineering partner KBR in scaling Hazer's technology
• The 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.

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 demand
• The resource growth from 5Mt to 60Mt+, with potential to exceed 100Mt
• Madagascar's political landscape, the new government, and the permitting bottleneck holding back - other projects on the island
• Why Greenwing is focused purely on upstream mining and won't pursue downstream processing
• US, EU, and Japanese policy signals and why graphite is the US's number two critical mineral priority
• The search for a strategic partner and why Peter believes the environment for that is improving rapidly
• How Graphmada's tenure, production record, and logistics compare to its Madagascar peers

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 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 purification
• The 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 Graphite
• Expansion 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.

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-commoditisation
• How the disconnect between political ambitions and commercial reality is holding back Western anode production
• The capital and mindset challenges facing graphite investment in Europe versus North America
• Why Western cell makers and OEMs are treating graphite as a line item cost rather than a strategic material
• How tariffs and subsidies in the US are enabling anode companies to thrive while Europe struggles
• The real synthetic vs natural graphite debate - and why it comes down to price delta
• Matthew's take on recycled graphite, biographite, and emerging processing technologies
• What ExxonMobil's acquisition of Superior Graphite signals for the market
• The uncomfortable truth: nothing has fundamentally changed in the graphite market since 2020
• Why Matthew is more optimistic about Europe's EV transition than North America's

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 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 graphite
• Why this method is fundamentally different from and far less energy-intensive than traditional synthetic graphite production
• How CarbonScape ensures consistency, repeatability, and stringent quality control at pilot scale
• Feedback from leading Asian cell makers and how biographite compares to natural and synthetic graphite
• The technical challenges of creating a new anode material to compete with well-established incumbents
• Product optimisation, performance tuning, and identifying the ideal application niches
• Cost competitiveness in Western markets
• How the process achieves a carbon-negative footprint
• Key technical milestones ahead as CarbonScape moves toward commercial production

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 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 pivotal
• How CarbonScape plans to de-risk its technology through partnerships with major graphite anode players in Asia
• The pathway to full commercial qualification with leading cell makers - including testing underway with 8 of the world’s top 10
• Why performance, cost structure, and manufacturing flexibility are stronger drivers than sustainability alone
• How biographite compares on price, consistency, and scalability
• Expected milestones through 2026-2028 as CarbonScape moves toward commercial production

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 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.