NOVONIX Limited announced on September 29, 2025, the achievement of a critical operational milestone: the delivery of its first mass production, commercial-grade sample of synthetic graphite for industrial applications. This sample was provided to one of North America's largest value-added carbon processors with a global market reach. This demonstrates the company's ability to produce industrial-grade products using its proprietary continuous graphitization furnace technology at a mass production scale.
Mike O’Kronley, CEO of NOVONIX, stated that this milestone is a step towards bringing the company's battery-grade materials to market. He highlighted that industrial-grade product qualification is faster and more flexible than battery-grade synthetic graphite, offering a quicker path to market. This capability diversifies NOVONIX's product portfolio and provides an opportunity to increase planned production at Riverside for 2026.
The Riverside facility is positioned to become the first large-scale production site dedicated to high-performance synthetic graphite for the battery, defense, and industrial sectors in North America. Mass production for its lead customer, Panasonic, is slated to begin in 2026. This operational achievement validates the company's manufacturing technology and expands its potential revenue streams beyond the electric vehicle battery market.
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