News & Intelligence

NOVONIX provided a mass-production qualification C-sample of synthetic graphite anode material to Panasonic Energy in June 2026.

Nova Pangaea Technologies finished testing its biomass process, handling up to three tonnes of softwood residues daily. The company plans to establish its first commercial plant.

The U.S. Department of Energy has allocated $500 million to strengthen domestic processing and manufacturing of critical battery materials, aiming to reduce foreign supply chain reliance by 15% by 2030.

Researchers and industry leaders in Jakarta urge converting Palm Oil Mill Effluent into biogas. Indonesia's vast effluent pool remains largely untapped due to a lack of binding regulations.

Aviva is repurposing its gasification facility to produce biochar, generating 12 MW of electricity and around 47,000 carbon-removal units.

HydroGraph Clean Power Inc. opened its Texas headquarters in Austin, featuring a facility capable of producing 30 tons of pristine graphene annually. Congressman John Carter attended the event.

Graphene Manufacturing Group has rebranded its graphene battery cells to highlight their fast-charging and long-lasting features, collaborating with partners including the University of Queensland and Rio Tinto.

NIT Rourkela has patented a 3D-reinforced composite technology that boosts Fibre-Reinforced Polymer strength and durability, with potential applications in aerospace and automotive industries.

Tekever has introduced the AR6 heavy-lift drone family and broadened its collaboration with iCOMAT to boost AR5 drone production in the U.K.

CCI BioEnergy has secured a contract to supply equipment for the Disco Road Organics Processing Facility in Toronto.

Himadri Specialty Chemicals will establish India's first carbon nanotube production facility at its West Bengal complex, with an initial capacity of 200 tons per year, starting commercial production by FY2027.

Adisyn's graphene deposition process has been independently verified as repeatable. The company also received a US patent allowance for its graphene coating technology for metallic surfaces.

Adisyn Ltd raised A$14 million through an institutional placement, signaling investor interest in its graphene-based semiconductor strategy via its subsidiary, 2D Generation Ltd.

Argo Graphene Solutions Corp. secured a 10-year exclusive license from Grapherry, Inc. for its STREAM graphene production technology, issuing 2.5 million shares and 5.5 million warrants.

Mivium is developing high-quality gallium nitride nanopowders to enhance semiconductor performance, while Avadain is licensing technology to produce large-scale, defect-free graphene for industrial applications.

Weiwa Machinery shipped a continuous carbonization furnace to Pakistan, designed for high-capacity biochar production from local agricultural residues like coconut shells and rice husks.

India's first 120-ton-per-annum carbon fibre demonstration plant is being established in Amravati.

Himadri Speciality Chemical is focusing on carbon nanotubes as a potential growth area to complement its existing battery materials business.

Eramet and the Gabonese Republic signed a memorandum to develop a biochar production sector using forestry by-products. An industrial seed fund "Made in Gabon" will also be launched.

Researchers at the World Resources Institute report that current global CO₂ removal capacity is insufficient to meet the 2030 target of one billion tonnes, with technologies like Direct Air Capture and biochar facing high costs and scalability challenges. This shortfall impacts the advanced carbon materials sector, as these technologies are crucial for achieving net-negative emissions and supporting the sustainable use of biochar and other carbon-based solutions.

NanoMalaysia (NMB) is set to begin small-scale production of a graphene-enhanced lithium-ion battery for electric vehicles at its 15,000-square-foot facility in Sepang, Malaysia. By incorporating graphene instead of graphite, the battery aims to triple energy storage capacity, which could significantly enhance the performance of carbon-based materials in EV applications.

Graphite One has selected an engineering firm to procure equipment for synthetic graphite battery anode manufacturing at its Ohio production facility, aiming for completion by 2028. This development is significant for the synthetic graphite sector, as it supports the growing demand for battery anodes in electric vehicles.

Canatu has appointed Walter Braun as Chief Technology Officer and Bernd Meier as Chief Marketing Officer, effective September 1, 2026. These appointments aim to enhance Canatu's capabilities in scaling the production and commercialization of its carbon nanotube technologies, crucial for its applications in the semiconductor and medical diagnostics industries.

The Government of Québec has announced its Plan de gestion intégrée des ressources énergétiques (PGIRE), committing $87 billion over 25 years to boost renewable energy, including forest bioenergy. This investment could significantly advance the production of renewable natural gas and biocarbon, both critical for decarbonizing industries reliant on carbon-based fuels.

Over a ten-year horizon graphene-based energy storage undercuts lithium alternatives once maintenance, replacement cycles and performance degradation are counted, not just the upfront purchase price.

Researchers at UCLA have developed new graphene supercapacitors capable of storing significantly larger amounts of energy than existing models. This advancement could enhance the performance and efficiency of energy storage systems, impacting sectors that rely on advanced carbon materials like graphene.

Premier Graphene and HGI Industrial Technologies have reached a new milestone by completing the first manufacturing payment for 1,600 protective military belts under a contract with Mexico's Secretaría de la Defensa Nacional. This development highlights the growing use of graphene in defense applications, showcasing its potential to enhance the durability and protective capabilities of military equipment.

Posco Future M has announced its growth strategy in battery materials, emphasizing the development and supply of anode materials like synthetic graphite. This focus on synthetic graphite is crucial as it plays a key role in enhancing the performance and efficiency of lithium-ion batteries used in various applications.

Pure Resources (ASX: PR1) and Rice University have announced peer-reviewed validation of their carbon nanotube fibre (CNTF) technology, highlighting its high thermal conductivity and potential to outperform traditional materials like copper and aluminum. This development is significant for advanced carbon materials as it demonstrates the potential of CNTF to enhance thermal management in applications such as AI data centers, drones, and defense systems.

Graphene Manufacturing Group Ltd. (GMG) has successfully commenced operations of its second-generation graphene production facility in Brisbane, Queensland. This development enhances GMG's capacity to supply high-quality graphene, potentially benefiting industries reliant on advanced carbon materials.

Kazakh Agriculture Minister Aidarbek Saparov met with representatives from Full Vision Capital, Towngas, and EcoCeres to discuss a project for producing sustainable aviation fuel from industrial oilseeds. This initiative could enhance the use of carbon materials like biochar by utilizing agricultural and food waste, contributing to environmentally friendly fuel alternatives.

India has launched the National Critical Mineral Mission with a budget of 343 billion rupees to boost domestic graphite mining and reduce import dependency by 2031. This initiative is crucial for securing a stable supply of graphite, an essential material for electric vehicle batteries and other clean energy technologies, as India aims to meet its ambitious climate goals.

W&nergy and Enerfip in France have launched a crowdfunding campaign to finance the conversion of local biomass into renewable syngas and high-stability biochar. This initiative could enhance biochar production, which is valued for its potential to improve soil health and sequester carbon.

Bakkafrost Scotland showcased its Applecross recirculating aquaculture system (RAS) facility during a visit by Scotland’s marine minister, highlighting its strategy of rearing salmon longer in freshwater conditions. The facility plans to install pyrolysis technology to convert hatchery waste into biochar, aligning with efforts to reduce environmental impact and enhance sustainability in aquaculture.

Avadain has increased its crowdfunding cap to $3.75 million to support its graphene production initiatives. This funding boost is significant for the advanced carbon materials sector as Avadain's graphene has the potential to replace silver in printed electronics and mined graphite in battery anodes.

Pyrum Innovations has announced that its tire recycling plant project in Perl-Besch, Germany is back on track following the successful optimisation of its Dillingen facility, which now produces stable recovered carbon black (rCB). This development is crucial for the advanced carbon materials sector as it demonstrates the viability of producing high-quality rCB, a key component for sustainable tire manufacturing and other applications.

GTechPlasma, a spin-off from Instituto Superior Técnico in Lisbon, has developed a plasma-produced graphene powder that its researchers estimate could reduce an F-16's radar signature to that of a bird, and has already supplied 260 grams of the material to a Portuguese drone manufacturer. The development is notable for the graphene sector because it demonstrates a tunable, plasma-based production process capable of reaching 40 milligrams per minute, with industrialization underway through partner company Plasmaphene, targeting a market—radar-absorbent coatings—currently restricted to U.S. suppliers.

South Korea's Ministry of Science and ICT rated four of its 14 Small-scale R&D Zones—Seoul Hongneung, Pohang, Incheon Seo-gu, and Jinju—as "Excellent" in the 2025 annual evaluation, with Pohang's zone directing roughly 11 billion won toward Graphene Square and POSTECH to build the world's first mass-production plant for graphene film. The Pohang result signals growing state-backed infrastructure for scaling graphene manufacturing, a persistent bottleneck for the advanced carbon materials sector.

OCSiAl has been named a single-wall carbon nanotube supplier to Volkswagen Group's battery subsidiary PowerCo for its Unified Cell platform, with supply coming from OCSiAl's audited production facility in Serbia. The deal extends single-wall carbon nanotube use into a major European automaker's standardized battery platform, where the material serves as a conductive additive in graphite anodes to improve conductivity, heat dissipation, and fast-charging performance.

Zhongfu Shenying commissioned three high-performance carbon fiber production lines in Lianyungang, Jiangsu on June 28, comprising a 1,000-ton/year T1100-grade aerospace line, a 5,000-ton/year 48K large-tow line, and a 600-ton/year M40 high-modulus line, as the first phase of a CNY6 billion project targeting 30,000 tons of annual capacity. The lines expand China's domestic supply of high-grade carbon fiber across aerospace, wind energy, hydrogen storage, and EV applications, reducing reliance on foreign sources for critical materials.

Professor Roman Gorbachev at the University of Manchester received a £1.9 million EPSRC Open Fellowship to lead a five-year project scaling van der Waals 2D material heterostructures from micrometre samples to wafer-scale fabrication using a new ultra-high vacuum platform. The work directly advances graphene and 2D materials manufacturing by targeting industrial-process compatibility and establishing a UK fabrication hub accessible to academic and industry users.

PowerCo, Volkswagen Group's battery subsidiary, selected OCSiAl to supply TUBALL single-wall carbon nanotube additives for the graphite anodes of its Unified Cell platform, manufactured at OCSiAl's Serbia facility. The deal expands the role of single-wall carbon nanotubes in large-scale EV battery production, with OCSiAl now supplying the majority of European EV battery manufacturers and planning a $300 million graphene nanotube facility in Luxembourg.

Argo Graphene Solutions Corp. (CSE: ARGO) closed a license agreement with Grapherry, Inc. on June 25, 2026, acquiring an exclusive worldwide license to Grapherry's STREAM graphene production platform in exchange for up to 11,000,000 common shares and 5,500,000 warrants, with full technology ownership transferring to Argo upon full share issuance. The deal gives Argo control over a scalable graphene production technology targeting construction, agriculture, and energy storage applications, while Grapherry's CEO Vikas Berry joined Argo's board and the company's existing CEO Scott Smale resigned.

Canada's graphene sector has developed across production, construction, filtration, printed electronics, and energy storage, with companies such as NanoXplore operating a 4,000-metric-ton-per-year facility in Montréal and firms like Zentek and Graphene Leaders Canada advancing application-specific products toward commercial deployment. The ecosystem signals a shift from materials science demonstration toward repeatable industrial use cases in carbon-based composites, conductive additives, and separation technologies, though commercial viability still depends on product qualification, standardization, and cost competitiveness against incumbent materials.

Marstrom Composite AB, a subsidiary of Scandinavian Astor Group, signed a five-year framework agreement worth approximately SEK 100 million with an undisclosed western defence company to supply structural composite components. The deal provides a long-term revenue base for Marstrom's carbon fibre composites business and signals growing demand for advanced composite structural parts in western defence programmes.

The Advanced Carbons Council published a position paper in May 2026 arguing that carbon credit financing should be redirected from geological carbon capture and sequestration toward conversion of captured carbon into advanced materials such as graphene, carbon fiber, biochar, and carbon nanotubes. The paper contends that carbon-to-materials conversion projects are commercially self-sustaining without ongoing subsidies, unlike CCS, and deliver compounding lifecycle emissions reductions across sectors including construction, aerospace, agriculture, and energy storage.

Solidion Technology (Nasdaq: STI) withdrew its previously filed Form S-1 registration statement with the SEC on June 10, 2026, citing unfavorable market conditions and deal terms. The move affects a company developing graphene-enabled silicon anodes and biomass-based graphite materials, signaling that capital access constraints may slow near-term commercialization of these advanced carbon battery materials.

Sicona Battery Technologies validated 600 Wh/kg energy density in graphene-wrapped silicon anode pouch cells at its Wollongong pilot line, achieving 1,200-cycle retention above 80 percent capacity with a 200 MWh/year scale-up targeted for late 2027. The result advances graphene's role as a structural buffer for silicon anodes, a combination the carbon materials and battery sectors have pursued to overcome silicon's volumetric expansion problem at commercial scale.

Inspire Nano licensed its graphene-coated copper electrode platform to Furukawa Electric for Asia-Pacific high-frequency signal transmission applications in a deal worth $9 million upfront plus royalties. The graphene coating reduces skin-effect losses at frequencies above 1 GHz by 22 percent, with direct relevance to graphene commercialization in 5G/6G infrastructure and data center cable markets.

Peking University researchers developed a graphene-coated lithium metal electrode that allows solid-state batteries to retain 92% capacity after 5,000 cycles, with findings published in Joule. The graphene coating's role in suppressing dendrite growth at the lithium-sulfide electrolyte interface advances a known barrier to commercial solid-state battery adoption, with scale-up trials planned with two Chinese manufacturers for late 2026.

NeoGraf commissioned a new production line at its Lakewood, Ohio facility, adding 2,000 tonnes per annum of flexible graphite sheet capacity funded by a $38 million investment, bringing its total to 11,000 tonnes per annum. The expansion increases domestic supply of high-purity exfoliated graphite sheets for EV battery thermal management, where the material's in-plane thermal conductivity above 600 W/m·K at low density addresses a critical requirement for North American automotive manufacturers.

SK On signed a five-year, $180 million supply contract with Hansolchemical for 4,500 tonnes per annum of graphene additive for NCM811 cathodes, with shipments starting Q1 2027. The deal signals growing industrial-scale demand for graphene as a functional cathode additive in EV batteries, and will require Hansolchemical to expand its Gumi facility beyond its current 1,200 tonne per annum capacity.

First Graphene and Halocell Energy, in collaboration with Queensland University of Technology, reported that adding First Graphene's PureGraph graphene product to Halocell's perovskite solar cells raised efficiency to 30.6% and cut production costs by up to 80% by replacing gold and silver conductors via roll-to-roll processing. The result demonstrates a commercial application for graphene as a functional coating material in photovoltaics, with cost and efficiency metrics that could accelerate perovskite cell adoption over conventional silicon.

First Graphene (ASX:FGR) reported 53% revenue growth in the half to December 2025, pinning its scale-up thesis on construction additives, protective coatings and energy-storage applications.