Renascor CEO David Christensen on Breaking China’s Grip & Building Graphite Supply from Australia скачать в хорошем качестве

Renascor CEO David Christensen on Breaking China’s Grip & Building Graphite Supply from Australia

At the Fastmarkets Lithium & Battery Raw Materials Conference, we sat down with David Christensen, Managing Director of Renascor Resources Limited to discuss their plan to deliver HF-free, battery-grade graphite from Australia. We spoke across a broad range of topics, from market dynamics to commercial readiness. At a time when Renascor is operationally busier than ever, progressing its HF-free demonstration plant and laying the groundwork for long-term supply into global anode markets. Rather than chasing losses in today’s distorted market, Renascor is focused on minimising time to production, delivering when demand for ex-China graphite will be critical. We discuss: Why graphite remains under the radar despite being essential to every lithium-ion battery, and how China’s near-monopoly and lack of price transparency are distorting the market. Renascor’s HF-free strategy to deliver battery-grade graphite from Australia, using a proven flow sheet engineered to Western standards. The demonstration plant’s role in validating cost structure and technical readiness Why vertical integration matters - and how Renascor’s midstream-first model reduces. transport, cost, and risk by processing graphite in the same jurisdiction as its mine. Challenges in the current market: historic low prices, Chinese producers running at negative margins, and the difficulty of competing on price - but why this is the time to build ex-China options. Key milestones ahead including equipment procurement, commissioning of the demo plant, offtake partner progress, and the transition from miner to vertically integrated supplier. With upstream approvals secured, long-lead items procured, and engineering work underway, Renascor is transitioning from a mining project to a vertically integrated supplier, and positioning itself as a key company in the global graphite supply chain. Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These videos are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some videos on this channel may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This video does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These videos represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided in this video.