Welcome to GraphiteHub's interview series. In this episode, Na Liu, General Manager of Qingdao Haida Graphite, discusses China’s role in graphite mining and processing, current market challenges, and Haida’s global strategy. We cover supply chain shifts, price pressures, and what’s driving the future of graphite.

Published 19 February 2025

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 this episode, Don Baxter, CEO of Applied Graphite Technologies, shares his insights on the unique advantages of vein graphite, including its minimal processing costs and high purity, making it ideal for battery applications. Don discusses his company's operations in Sri Lanka, the challenges and opportunities in the current mining and regulatory environment, and the critical role of alternative graphite sources amidst shifting global supply chains. He also explores his expectations for a market turnaround and the next steps for Applied Graphite Technologies as demand for high-grade graphite continues to grow.

Published 10 February 2025

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 this episode, Erik Olson, President of Venn Strategies and Spokesperson for the North American Graphite Alliance (NAGA), discusses the ITC's preliminary ruling on the graphite trade case, emphasising the strategic necessity for U.S. self-reliance in critical minerals. Erik responds to industry concerns about the impact of new tariffs and outlines the next steps for the trade case as it moves into a more detailed investigative phase.

Published 4 February 2025

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 this episode, Peter Ji, CEO of Sind International, explores the critical role of coating materials in battery anodes and their impact on the graphite supply chain. Sind International controls nearly 50% of the global market share for coating materials.

Peter shares insights into why graphite remains irreplaceable in electric vehicle batteries and explains why substitution is unlikely.

Published 15 January 2025

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 this episode, Erik Olson, President of Venn Strategies and Spokesperson for the North American Graphite Alliance (NAGA), discusses the landmark trade case filed by U.S. graphite producers against Chinese imports. Erik shares insights into the proposed 920% tariffs on Chinese graphite and the potential implications for the U.S. graphite industry, EV manufacturers, and global supply chains. We also explore the challenges of reducing dependency on Chinese graphite and what this case means for the future of the graphite market.

Published 19 December 2024

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 this episode, Shaun Verner, CEO of Syrah Resources, shares his insights on the implications of the US election for the graphite market. Shaun provides insights from his recent attendance at the Benchmark Minerals conference in Los Angeles. Shaun also discusses key developments in regards to off-take agreements, and outlines what investors can expect over the next 6 to 12 months.

Published 19 November 2024

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 this episode, Hugues Jacquemin, CEO of Northern Graphite, delves into the company's recent joint development agreement with Rain Carbon and the strategic implications of this partnership. Hugues also discusses the factors influencing the restart of the Okanjande project and the challenges of expanding production at Lac des Iles.

Published 30 October 2024

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 this episode, Andrew Worland, Managing Director at International Graphite, explores recent drilling successes at the Mason Bay deposit and the impact of the Australian Prime Minister's visit to the Collie facility. Andrew also discusses strategic advancements from a recent U.S. trip, emphasising opportunities with the US. Join us to discover how these elements shape the future of International Graphite and the broader graphite market.

Published 25 September 2024

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 this episode, Julian Babarczy, Non-Executive Director at Lincoln Minerals, discusses the impacts of the latest trends in graphite pricing, competitive dynamics between synthetic and natural graphite, and regulatory shifts in the USA. Julian also explores potential future scenarios for the graphite industry amid changing US political landscapes. Join us for key insights into the evolving graphite market.

Published 19 September 2024

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 this episode, David Christensen gives an introduction to Renascor Resources, who are playing a key role in the graphite sector. We also explore how Renascor is tackling current market difficulties and discuss the strategic measures the company is employing to manage these challenges. Additionally, David shares his insights on the medium to long-term prospects for the graphite industry.

Published 8 August 2024

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.