GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.
Podcast Overview
GraphiteHub brings you expert insights, interviews, and market updates from across the global graphite industry. From the role of graphite in electric vehicles and batteries, to supply chain dynamics, company milestones, and technology breakthroughs - this show connects investors, innovators, and industry leaders. If you want to understand the mineral powering the clean energy revolution, GraphiteHub is your go-to source.
Language
🇺🇲
Publishing Since
8/18/2025
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Recent Episodes
April 16, 2026
Allied Graphite: Building a US Anode Supply Chain
<p>In our latest episode, I spoke with Andy Goshe, CEO of Allied Graphite (formerly Urbix). </p><p>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.</p><p><br></p><p>We cover:</p><ul><li>The rebrand from Urbix to Allied Graphite </li><li>Allied's two-stage purification process </li><li>What's being produced at the Mesa pilot facility today </li><li>The two-phase commercial project, targeting 14,000 tpa in phase one with a 2-3x expansion in phase two</li><li>The pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029</li><li>Financing strategy and where Allied sits on the funding runway</li><li>Customer qualification progress and engagement </li><li>The Graphcoa feedstock relationship </li><li>Andy's read on the ITC's negative AD/CVD final determination and what it means for the emerging US anode industry</li><li>The policy mechanisms Andy would like to see introduced to support US anode producers</li><li>Key milestones to watch over the next 6-12 months, including site selection, flow sheet finalisation, and commercial team build-out</li></ul><p><br></p><p>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.</p><p>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.</p><p>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. </p><p>GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.</p>
April 8, 2026
ITC Reversal & The New US Anode Playbook | Erik Olson & Ben Steinberg
<p>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). </p><p>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. </p><p>We unpack what happened, why it fell apart, and what comes next. </p><p>We cover:</p><ul><li>The closed-door ITC vote: the initial 3-0 in favour, the return to the room, and then the 2-1 reversal</li><li>What the decision signals about cheap imports weakening the market and cutting around the administration's broader trade agenda</li><li>The fundamental challenge of protecting an industry that isn't yet fully established - and why traditional trade remedy frameworks struggle with emerging sectors</li><li>The strategic path forward: still early days, but a wide range of tools remain on the table</li><li>Price floors and ring-fencing as a mechanism, and why Ben sees this as one of the more interesting levers worth exploring</li><li>BTR Indonesia and the wider question of Chinese circumvention through third countries, FEOC enforcement by the DOE</li><li>Timing and sequencing: how the toolkit can be layered over the next several months</li><li>The wider challenge of financing capital-intensive industries in the West when competing against state-backed Chinese capacity</li><li>Demand-pull mechanisms and why supply-side support alone won't get the industry across the line</li><li>"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</li><li>The chicken-and-egg problem of qualification</li><li>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</li><li>End-market outlook across defence (small volumes but strategically critical), EVs, and grid storage</li><li>Why both Erik and Ben remain optimistic about the industry's trajectory</li></ul><p>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.</p><p>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. </p><p>Listeners are encouraged to verify any claims independently.</p><p>Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.</p><p>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.</p>
April 3, 2026
Black Gold: Hazer Group's Dual Play on Hydrogen and Graphite
<p>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.</p><p><br></p><p>We cover:</p><ul><li>Why Glenn calls Hazer's graphite "black gold" and the company's view of graphite as a co-product of hydrogen</li><li>What Hazer graphite actually is</li><li>The economics of producing graphite as a co-product of hydrogen</li><li>Hazer's first graphite offtake with Green Steel of Western Australia and what it signals for price discovery</li><li>How the product has been tested across steel, concrete, asphalt, and batteries</li><li>The CapEx-lite licensing model</li><li>The role of engineering partner KBR in scaling Hazer's technology</li><li>The Energy Pathways project in the UK and what 60,000 tonnes of domestically produced graphite means for a country that imports 100%</li><li>What to expect from Hazer in the next 6 to 12 months </li></ul><p>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.</p><p>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. </p><p>Listeners are encouraged to verify any claims independently.</p><p>Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.</p><p>This interview was produced in collaboration with Hazer Group. All editorial control remains with GraphiteHub.</p><p>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.</p>
40 total episodes available
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