Battery makers outside of China are recognizing the need to establish graphite sources in the West as soon as possible after new rules from the Biden Administration set the clock ticking on how long they can continue to rely on China. At Northern Graphite, the only producer of flake graphite in North America, we are growing our resources to be able to meet the wave of demand for #graphite for electric vehicle batteries for the #evrevolution. https://lnkd.in/gjrbzanC #northerngraphite
Northern Graphite
Mining
Ottawa, Ontario 6,933 followers
Northern is poised to be a significant supplier of graphite to the EV revolution and widescale electrification.
About us
As North America’s only producer of natural graphite, Northern Graphite is in a unique and strategic position. Our role extends beyond mere supply; we are at the forefront of powering electric vehicles with essential battery anode materials. It is more than a business for us – it’s about being a key player in the global shift towards electrification. Northern Graphite’s strategy is to leverage our unique position to become a vertically integrated mine-to-market company meeting the growing needs of the North American and European markets by producing graphite, supplying battery anode material and redefining carbon material solutions for industrial markets.
- Website
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https://www.northerngraphite.com/
External link for Northern Graphite
- Industry
- Mining
- Company size
- 51-200 employees
- Headquarters
- Ottawa, Ontario
- Type
- Public Company
- Founded
- 2011
Locations
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Primary
Ottawa, Ontario, CA
Employees at Northern Graphite
Updates
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Northern Graphite reposted this
COO | Strategy Development | Operations | Risk Management | Diversity & Inclusion Advocate | Top 100 Global WIM | Board Member
I'm excited to be speaking at CIM | Canadian Institute of Mining, Metallurgy and Petroleum Connect next week as part of the Case studies on Due Diligence, Graphite & Lithium. Come and hear about how Northern Graphite is creating a scalable mine to market Graphite business Wednesday in room 205 #northerngraphite #graphite #criticalminerals #sustainability #greenenergytransition #energytransition
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This Webinar by #BenchmarkMineralIntelligence promises to provide some critical insight. The global graphite industry is poised to pivot with the latest U.S. policy announcements that allow OEMs a two-year grace period to source #graphite from China, as long as they show meaningful progress toward reaching long-term offtake agreements with North American producers.
Join Benchmark for our upcoming webinar focusing on the #graphite #anode supply chain: 💻 Graphite's Shake Up: How the Supply Chain is Responding to Shifting Global Policy 📅 Thursday 23 May 🕖 07:00 or 15:00 (GMT+1) Our expert speakers will present analysis on the long-term outlook for graphite and anode markets with a particular focus on graphite mine supply and forecast prices in the wake of policy developments in China. Register with your business email address ➡ https://lnkd.in/e6xmexxe
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Northern Graphite reposted this
Like for Graphite, here is another example of what needs to happen for investment to flow into ex China resources. China has worked relentlessly to make these investments unattractive over the years to control the space, it has to and will change.
💡 Rare Earths Prices and Future Supply 💡 Western governments are starting to pledge meaningful funding for rare earth projects outside of China – but the biggest challenge will be the need for higher prices, as Benchmark's new infographic shows. In the first quarter of this year, 81% of investment in ex-China rare earth projects came from Western governments - yet at the same time, rare earth prices have fallen to four-year lows. At current rare earth prices, no planned rare earth projects outside of China can achieve a 15% return on investment, according to Benchmark’s Rare Earth Forecast. Almost 40% of pipeline ex-China rare earth mines require prices of between $75/kg to $85/kg. “Prices right now are simply too low for the ex-China market. There is great policy support from USA and Australia, but ex-China realised prices need to grow, or the economics of these assets needs to be otherwise augmented for the market to develop, and for critical mineral supply chains to be more geo-politically secure,” said Daan de Jonge, Product Director at Benchmark. ➡️ Read more analysis on Benchmark Source: https://lnkd.in/gBpvuUMq 💲 Benchmark has launched a new Rare Earths Price Assessment to provide independent price transparency and market analysis for this market - talk to our experts to learn more and request a sample report: https://lnkd.in/gvcCDy9V ✅ Benchmark also provides a Rare Earths Forecast with detailed forecasts to 2040, as well as a Rare Earths ESG Report to assess ESG performance at producers globally - speak to our team for more: https://lnkd.in/eTdCDRB4 #rareearths #energytransition #criticalminerals
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Northern Graphite reposted this
Let’s make it happen! #graphite #ev #liionbatteries Northern Graphite
🚨 At least $7.5 billion capex investment needed in natural graphite 🚨 Natural graphite production will require at least $7.5 billion in capital expenditure investment to meet demand from the battery sector in 2035. This is the level of investment needed to bring online more than 4 million tonnes of annual production, in Benchmark's base case scenario. As shown in the chart below, Benchmark's high case scenario would require a significantly higher capex investment total. Benchmark Source subscribers can read more here: https://lnkd.in/gWX2mUWz Benchmark's analysis builds on the data in our Natural Graphite Forecast, which provides long term forecasts and cost analysis to 2040 - to see more detail and speak to our team, please get in touch: https://lnkd.in/diAEFja #graphite #batterymaterials #electricvehicles #lithiumionbatteries
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Northern Graphite reposted this
We need a higher sense of urgency on this issue. We cannot change the past only the future. To have a supply chain in place by January 1 2027 is possible but we have to act now and everyone (producers, battery manufacturers and OEMs) have to work together to ensure the capital is available and can be deployed in time to meet the needs and secure the Automotive industry in North America. The PRC does not want to sell more Graphite, they want to sell more cars, controlling the supply chain is just another tool for them to do so. Northern Graphite is working relentlessly to provide a solution and as the only producer in North America we are ahead of the curve to lead this effort. Let’s make it happen! #graphite #EV #liionbatteries https://lnkd.in/dKNwyh-Y
White House seeks sit-down with rattled graphite producers
https://www.eenews.net
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Northern Graphite reposted this
This a great read . It just shows how serious the PRC is about conquering the global automotive industry. Creating a North America supply chain of Graphite for Anodes is absolutely key for the OEM’s as most of the Graphite for Anodes is produced in China today and with the controls in place they can limit the exports as we have seen over the last few months. Northern Graphite is working relentlessly to create this supply chain, being the only producer in North America we are ahead of the curve and can lead this effort. #ev #graphite #liionbatteries
When Every Car Is Made in China
newsletter.dunneinsights.com
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New procurement rules from the Biden Administration mean battery makers can source their #graphite from China for two more years while North American production has a chance to ramp up, but only with the proviso that they show meaningful progress toward reaching long-term supply agreements with local producers if they want to qualify for IRA tax credits. In this Perspectives piece from March, Northern Chief Salesman Marco Zvanik looked at what clients can do today to ensure supply ahead of a looming global graphite deficit. https://lnkd.in/eJNtdKU8 #energytransition #evrevolution #northerngraphite
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Northern Graphite reposted this
Northern Graphite says the timing of restarting the Okanjande project is subject to the availability of project financing, but if financing is available, a full developmental schedule can be executed within 12 to 14 months once financing is available, with the intent to resume production in 2025. #graphite #Namibia #Okanjande #Okorusu Hugues Jacquemin Sam Januarie John McNeice Kirsty Liddicoat
Northern Graphite weighing funding options for Okanjande project
https://theextractormagazine.com
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As we all work together to create a sustainable #evrevolution and #energytransition that is competitive and not dependent on sourcing from foreign entities of concern (FEOCs) like China, Northern is looking forward to working with automakers and battery manufacturers to arrive at supply and price offtake agreements that ensure their supply of IRA-compliant graphite by 2027. Northern is the only producer of flake graphite in North America and we are building to be a key contributor of critical minerals to the region’s battery supply chain. Read more here: https://lnkd.in/eC2a_yy5