AUS
NZ
UK
CA
USA
FRA
GER
ESP
ITA
NLD
PRT
SWE
GRC
IND
POL
BRA
ZAF
RUS
CHN
UAE
Highlights
Key ASX graphite companies are progressing major battery-grade projects across Australia and globally.
Strategic partnerships and government-backed development are driving momentum in the graphite sector.
Focused efforts on battery anode material production signal expansion beyond traditional graphite use.
The graphite sector continues to evolve as a strategic component of the broader battery materials supply chain, with key Australian players operating under the Asx 200 and All ordinaries indices. With graphite’s increasing relevance to energy storage systems and electric mobility, companies such as Sovereign Metals, Syrah Resources, and Talga Group have cemented their presence in the segment.
Sovereign Metals (asx:svm) advances Kasiya graphite project
Sovereign Metals is moving forward with its dual-purpose Kasiya project in Malawi, which focuses on rutile and graphite. The graphite component is aimed at supplying anode material for lithium-ion batteries. Ongoing engineering efforts, supported by technical alliances, are geared toward completing a definitive feasibility study. The project is receiving significant attention due to its co-product model, combining titanium dioxide and graphite.
Syrah Resources (asx:syr) strengthens integrated production
Syrah Resources operates the Balama graphite mine in Mozambique and the Vidalia anode facility in the United States. As one of the few vertically integrated graphite operations outside of China, Syrah is expanding its supply reach through various agreements with electric mobility and battery material companies. These partnerships highlight a deliberate move to strengthen its presence across multiple continents, positioning Vidalia as a future growth contributor.
Talga Group (asx:tlg) builds strategic battery anode footprint
Talga Group operates across Australia, Europe, and Asia with a focus on vertical integration. Its Vittangi anode project in Sweden is supported by strategic infrastructure including the fully permitted Luleå refinery. Regulatory backing under key European Union initiatives places Talga at the centre of battery anode material development in the region. Recently secured supply arrangements further enhance its long-term manufacturing pipeline.
Quantum Graphite (asx:qgl) develops Uley 2 flake graphite
Quantum Graphite’s Uley 2 project in South Australia combines a history of past production with new energy storage applications. Through its collaboration with Sunlands Energy, the company plans to use natural flake graphite for thermal storage technology. A binding offtake agreement and government recognition as a major project underscore its development pathway. Uley 2 is positioned as a high-grade flake graphite deposit with a diversified end-use focus.
Renascor Resources (asx:rnu) accelerates battery anode production
Renascor Resources is focused on the Siviour graphite project in South Australia, which is supported by federal funding and international development programs. The company is establishing an integrated mining and manufacturing operation to produce battery-grade graphite. Construction of a demonstration facility is underway to scale up future production volumes and support commercial readiness for downstream applications.
Graphite’s expanding relevance in clean energy
Graphite's role in the clean energy transition is being shaped by companies that are moving beyond traditional industrial use to become integral players in the battery material space. The projects outlined above illustrate how Australian-listed graphite firms are embracing this transformation through innovation, global partnerships, and strategic production.
