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Greenwing Resources: Restarting Graphmada & Why Sovereign States Will Drive the Next Graphite Cycle
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.
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By HarryIn 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.