Cell Design and Materials: Li-Ion
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Sources and links on page 341 (10)
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- https://www.vianode.com/news/vianode-signs-usd-multi-billion-long-term-supply-agreement-for-ev-battery-grade-anode-graphite-with-gm
- https://www.northerngraphite.com/northern-graphite-now-supplying-battery-anode-materials-samples-from-ldi-graphite/
- https://www.trade.gov/preliminary-affirmative-determination-antidumping-duty-investigation-active-anode-material-0
- https://www.nextsourcematerials.com/nextsource-materials-executes-binding-offtake-agreement-with-mitsubishi-chemical-corporation-to-supply-superflake-graphite-anode-material-for-the-north-american-ev-market/
- https://regulations.justia.com/regulations/fedreg/2025/07/02/2025-12374.html
- https://www.chartmill.com/news/NMG/bizwire-2025-11-12-nmg-provides-a-quarterly-update-on-the-advancement-of-its-phase-2-north-american-graphite-production
- https://ir.lucidmotors.com/news-releases/news-release-details/lucid-strengthens-us-supply-chain-new-graphite-material-supply/
- https://www.investontario.ca/press-release/vianode-plans-build-north-americas-first-large-scale-clean-synthetic-graphite-plant-ontario
- https://www.electrive.com/2025/11/11/stellantis-cancels-several-raw-material-contracts/
- https://corporate.exxonmobil.com/news/corporate-news/superior-graphite-superior-acquisitions-for-synthetic-graphite-production#Whysyntheticgraphite
Text on page 341
Notable Events: Graphite January
GM signed a multi-year supply agreement with Vianode with production starting in 2027
August
NextSource Materials Inc. and Mitsubishi Chemical Corporation singed multi-year binding offtake agreement
Source: Company announcement
February
Northern Graphite is supplying Battery Anode Material (BAM) samples from its LDI Graphite project in Quebec, Canada
September
ExxonMobil acquires Superior Graphite's technology and U.S.-based assets to set foot into the synthetic graphite market
May
US department of commerce announced 11.58-721.03% Countervailing Duty (CVD) on active anode material from China
October
Nouveau Monde Graphite signed offtake agreements with Panasonic Energy, Government of Canada and Traxys North America
June
Lucid Group entered a supply agreement with Graphite One to secure graphite materials for EV batteries from Alaska, USA
July
US department of commerce announced 93.50-102.72% Anti-dumping Duty (AD) on active anode material from China
November
Vianode announced $3.2 billion investment in ON, Canada Stellantis cancels its SG offtake agreement with Novonix and Westwater Resources
Extracted from the PDF; charts and images may read imperfectly.
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