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material","novonix-synthetic-graphite-offtake-deal-with-stellantis-furthers-demand-for-ex-china-anode-material","article/novonix-synthetic-graphite-offtake-deal-with-stellantis-furthers-demand-for-ex-china-anode-material",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":661,"featured":51,"reporter":662,"_editable":666,"component":667,"seo_title":543,"categories":668,"visibility":675,"author_company":49,"featured_image":676,"seo_description":661,"author_full_name":49,"author_job_title":49,"formattedDate":681,"formattedArticleDate":682},"92ebba59-89c4-4f89-abd7-1c84fc65bde9","2024-11-14 00:00",[550,553],{"slug":551,"name":552},"china","China",{"slug":554,"name":555},"stellantis","Stellantis",[557],{"slug":558,"name":559,"content":560},"didi-bostock","Didi Bostock",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Editor - Energy Transition & Economics",{"filename":563},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":567,"content":568},"doc",[569,576,581,586,591,596,603,608,613,628,633,646,651,656],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575},"NOVONIX has signed a binding offtake agreement with Stellantis for synthetic graphite material, as ex-China downstream players continue to seek graphite from outside of China. ","text",{"type":570,"attrs":577,"content":578},{"textAlign":49},[579],{"text":580,"type":575},"“China’s graphite export regulations have heightened concerns within the battery supply chain over the country’s dominant position in the graphite market,” said Tony Alderson, senior analyst at Benchmark.",{"type":570,"attrs":582,"content":583},{"textAlign":49},[584],{"text":585,"type":575},"“Under rising geopolitical tensions, the western players push for more localised supply chains and with the possibility of further export restrictions from China, many industry players are seeking alternative sources to reduce their reliance on one country,” said Alderson.",{"type":570,"attrs":587,"content":588},{"textAlign":49},[589],{"text":590,"type":575},"NOVONIX will supply Stellantis’ cell manufacturing partners with a minimum of 86,250 tonnes up to a target volume of 115,000 tonnes of synthetic graphite for a six-year period starting in 2026.",{"type":570,"attrs":592,"content":593},{"textAlign":49},[594],{"text":595,"type":575},"In July, Stellantis subsidiary Fiat-Chrysler Automobiles (FCA) signed a binding off-take agreement with Westwater Resources for natural anode material.",{"type":597,"attrs":598,"content":600},"heading",{"level":599,"textAlign":49},4,[601],{"text":602,"type":575},"Geopolitical uncertainty drives graphite supply chain localisation",{"type":570,"attrs":604,"content":605},{"textAlign":49},[606],{"text":607,"type":575},"Demand for ex-China graphite material has surged from downstream players outside of China since the country implemented export regulations in December 2023. ",{"type":570,"attrs":609,"content":610},{"textAlign":49},[611],{"text":612,"type":575},"China’s dominance in producing graphite makes the restrictions especially concerning to ex-China players. ",{"type":570,"attrs":614,"content":615},{"textAlign":49},[616,618,626],{"text":617,"type":575},"Additionally, the Inflation Reduction Act’s (IRA) tax credit has encouraged the use of non-Chinese raw materials and products in the battery supply chain. However, a second Trump administration is a ",{"text":619,"type":575,"marks":620},"threat to the IRA and US battery demand more broadly",[621],{"type":622,"attrs":623},"link",{"href":624,"uuid":49,"anchor":49,"target":49,"linktype":625},"https://source.benchmarkminerals.com/article/donald-trump-wins-us-election-bringing-future-of-ira-into-question","url",{"text":627,"type":575},".",{"type":597,"attrs":629,"content":630},{"level":599,"textAlign":49},[631],{"text":632,"type":575},"What is the state of the USA’s synthetic graphite market?",{"type":570,"attrs":634,"content":635},{"textAlign":49},[636,638,644],{"text":637,"type":575},"NOVONIX is expected to begin production of synthetic graphite from its Chattanooga facility in Tennessee, USA in 2025, according to Benchmark’s ",{"text":639,"type":575,"marks":640},"Synthetic Graphite Forecast",[641],{"type":622,"attrs":642},{"href":643,"uuid":49,"anchor":49,"target":49,"linktype":625},"https://www.benchmarkminerals.com/synthetic-graphite/data-reports/forecast",{"text":645,"type":575},". The company’s Riverside anode facility is also expected to begin production next year and will be North America’s first large-scale synthetic graphite dedicated to the battery sector when it begins production.",{"type":570,"attrs":647,"content":648},{"textAlign":49},[649],{"text":650,"type":575},"In February of this year, NOVONIX announced a binding offtake deal with Panasonic Energy to supply 10,000 tpa of synthetic graphite from 2025 to 2028 from its Riverside project in Tennessee. ",{"type":570,"attrs":652,"content":653},{"textAlign":49},[654],{"text":655,"type":575},"Anovion is also developing synthetic graphite and anode active material production in the US. The company’s New York anode facility is operational and has a nameplate capacity of 5,000 tpa, whilst it is also developing 40,000 tpa of synthetic graphite capacity from its Bainbridge facility in Georgia.",{"type":570,"attrs":657,"content":658},{"textAlign":49},[659],{"text":660,"type":575},"In February 2023, Anovion signed an offtake agreement to supply Forge Nano with the company’s synthetic graphite.","NOVONIX has signed a binding offtake agreement with Stellantis for synthetic graphite material, as ex-China downstream players continue to seek graphite from outside of China. “China’s graphite export regulations have heightened concerns within the battery supply chain over the country’s dominant position in the graphite market,” said Tony Alderson, senior analyst at Benchmark. “Under rising […]",[663],{"slug":558,"name":559,"content":664},{"job_title":561,"image":665,"bio":564,"linkedin":565},{"filename":563},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"92ebba59-89c4-4f89-abd7-1c84fc65bde9\", \"id\": \"\"}-->","article",[669,672],{"slug":670,"name":671},"critical-minerals","Critical Minerals",{"slug":673,"name":674},"graphite","Graphite","private",{"id":49,"alt":677,"name":677,"focus":677,"title":677,"source":677,"filename":678,"copyright":677,"fieldtype":679,"meta_data":680,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/2c1146b8ad/bm-novonix-synthetic-graphite-offtake-deal-with-stellantis-furthers-demand-for-ex-china-anode-materi.jpg","asset",{"alt":677,"title":677,"source":677,"copyright":677},"Nov 14, 2024","14th November 2024",[],[],1780670058701]