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Highlights
- US policy boosts outlook for graphite supply chain projects
- Springdale and Collie developments advance with strong metrics
- Company secures major government funding and industry visibility
International Graphite (ASX:IG6) marked significant progress across its graphite operations during the March 2025 quarter, capitalising on strong geopolitical support and global demand for reliable critical mineral supply chains. Key advancements were reported across its Springdale Graphite Project and Collie downstream facility, positioning the company to benefit from shifting international priorities and government backing.
Geopolitical developments were central to the quarter’s momentum, particularly with the US government’s renewed emphasis on securing domestic and allied sources of critical minerals. Under the executive order titled “Immediate Measures to Increase American Mineral Production,” the US outlined new financial incentives and downstream processing support for strategic minerals, including graphite. Importantly, Australia has been exempted from new US graphite tariffs, highlighting its role as a preferred partner in these supply chains.
This global policy pivot strongly favours International Graphite’s vertically integrated model, with upstream operations at Springdale and downstream facilities at Collie, Western Australia. Reinforcing this outlook is the Australian Government’s proposed A$1.2 billion critical minerals offtake fund, which further underpins projects like those led by (IG6).
Progress continued at the Collie micronising facility, where a Front End Engineering and Design (FEED) study confirmed the feasibility of a 4,000-tonne-per-year plant. The facility is expected to serve industrial and battery anode markets with high-purity micronised graphite. Estimated at A$6.3 million in capital costs, the project forecasts a strong economic profile, including a pre-tax net present value of A$25.8 million and a 43% internal rate of return. Planning is already underway to consider future capacity expansion.
Meanwhile, feasibility work at Springdale was supported by successful purification trials in Japan, conducted in coordination with Marubeni Corporation. These trials produced graphite concentrates with up to 99.97% total graphitic carbon—suitable for lithium-ion battery applications. Marubeni is evaluating potential long-term supply agreements and financial backing under a non-binding memorandum of understanding.
With A$17.2 million in government grant funding available, International Graphite continues to be well-positioned to execute its project strategy, with A$12.2 million remaining to fund key activities. The company has also increased its stakeholder engagement, attending US investor roadshows and global industry events to expand its international profile.
As energy storage and EV market demand rises, companies like (IG6) could play a vital role within emerging supply chains—particularly as attention grows around opportunities in ASX dividend stocks and broader ASX200 market potential.
This sustained progress, alongside strong regulatory and financial support, signals promising momentum for International Graphite as it carves out a central role in the global energy transition.
