GraphiteHub

About GraphiteHub

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.

Publisher

Harry

Category

business

Language

en

Explicit

No

First episode

18 Aug 2025

Latest episode

28 Sept 2026

Latest episodes

43 episodes in the feed.

1. 

   28 Sept 2026

   Kellyton, Coosa and the EXIM Loan | Terence Cryan & Jon Jacobs, Westwater Resources

   In our latest episode, I spoke with Terence Cryan, Executive Chairman, and Jon Jacobs, Chief Commercial Officer, of Westwater Resources (NYSE American: WWR). Westwater is a Colorado-headquartered natural graphite company with two principal assets in Alabama: the Kellyton Graphite Plant and the Coosa Graphite Deposit We cover: - An overview of Westwater Resources - The US$25M EXIM loan: why Terence sees it as a first step in a broader government financing effort, the aim to close it before the end of the year, and why he says Westwater is "right in the middle of the fairway" of what the administration wants to do on critical minerals - The rest of the funding strategy: Kellyton Phase I is a US$245M project, with close to US$40M of cash at the last balance sheet date, no debt, and around US$50M still to secure, with a focus on non-dilutive and low-cost capital - Production timeline - Qualification: Jon says the material meets the specifications of the customers they are talking to, with material from the completed plant the remaining step, plus new and improved versions of the product - What sets Westwater apart, and how they took scale-up risk off the table by making samples in five tonne batches on commercial-scale equipment - Why Kellyton was put ahead of Coosa, the Syrah feedstock strategy, and what a switch to Coosa concentrate would mean for qualification - Permitting Coosa: the FAST-41 process, and why Terence sees the site's footprint as favourable (previously mined, private land, no nearby population or major waterway) - Key milestones for the next year, and what the company can and can't control, including low-priced imports - Trade and China: Jon on how much the landscape has changed, why the conclusion from customers is that some domestic supply helps them sleep better at night, and whether China's export controls affect Westwater - Where the product will go: EVs, ESS, defence, medical, nuclear and non-battery applications - Extended range EVs, and why Terence and Jon think investors should be optimistic about graphite 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. 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. 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

2. 

   21 Sept 2026

   Bringing 20,000tpa of Anode Capacity Online in India | Ankur Khaitan, TACC

   In our latest episode, I spoke with Ankur Khaitan, Managing Director and CEO of The Advanced Carbons Company (TACC). TACC is a wholly owned subsidiary of HEG Limited, part of India's LNJ Bhilwara Group, which operates a graphite electrode plant of around 100,000 tpa near Bhopal. TACC is building a commercial-scale synthetic graphite anode plant at Dewas, Madhya Pradesh: 20,000 tpa in the first phase, a project of over ₹2,000 crore (roughly US$200M+) funded by HEG and the State Bank of India, targeted to come online in April 2027, with expansion plans beyond 20,000 tpa expected. We cover: - Why TACC came into existence - Going from demo to commercial - How Ankur says that approach has helped build customer confidence on scalability - The April 2027 target and the reality of a greenfield build - Why Ankur says this is not a plug and play industry - An agnostic product line covering EVs, ESS, drones and consumer electronics, with EVs expected to take the majority share - Oil prices and needle coke: why Ankur says the spread holds over time, and why he sees power, TACC's biggest cost, as secured - Competing with China: Ankur acknowledges TACC won't match fully depreciated, debt-free Chinese plants on total cost today, but believes it can be competitive at an operating level on scale, labour and power. He sees quality as the non-negotiable - Funding: how the first phase has been funded through parent company HEG and a debt facility from the State Bank of India, and how Ankur sees future expansion being supported - Other products: graphene derivatives, plus an in-house silicon anode being developed - What's next: this year is the building year, next year is execution, and then expansion, with TACC planning its growth alongside its customers' growth 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. 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. 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

3. 

   26 Aug 2026

   From Anovion to M2 Graphite: Why Battery Makers Lose by Waiting, the AD/CVD Appeal and Project Vault

   In our latest episode, I spoke with Chip Dunn, Founder of Monomyth Group and Chairman of M2 Graphite (formerly Anovion). M2 Graphite was formed in early 2022 from a merger of Amsted Industries' West Virginia Acheson furnace assets and Pyrotek's Niagara Falls battery technology, and has invested over US$100M to date. It has a fully permitted site in Georgia, transformers already being delivered, technical qualification with several top-10 battery manufacturers, and a US$400M EXIM LOI. We cover: - The rebrand from Anovion to M2 Graphite and the Monomyth group structure - The Nanograf silicon anode acquisition, why it sits in a separate entity, and the military SiOx strategy - The AD/CVD outcome and the appeal now at the Court of International Trade. If successful, the case is remanded to an ITC whose make-up has changed significantly since the original 2-1 vote, with the only remaining commissioner from that panel being the one who sided with the petitioners - Why Chip sees battery makers as the ones who lose out. Without conditional offtake contracts, domestic producers like M2 can't finance and break ground, and a first facility takes 2+ years to build. Every deferral in favour of cheap imports from China, Morocco or Indonesia pushes out the date domestic supply actually exists - Where M2 sits on qualification: in conversations with virtually every major battery maker building capacity in the US, technical qualification achieved with several of the top 10, and the final commissioning-stage qualification still to clear before a contract can be signed - Why Chip believes M2's cost structure can be at or below China's at scale - The US$400M EXIM LOI, why existing DC programmes aren't built for early-stage producers, and why Project Vault is the sleeper - Why Morocco and Indonesia circumvention won't play for long - Why the US should stop thinking only about tariffs and start looking at export controls of its own, given China has already shown it will restrict graphite when it suits - Military demand alone is too modest to support an industry, but ESS and data centres can make the national security case - What's next for M2 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. 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. 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. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this podcast.

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