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Antwort auf Beitrag Nr.: 58.972.653 von Tirolesi am 16.10.18 16:31:51NextSource Materials Signs Offtake Agreement With Primary Graphite Supplier to Major Japanese Electric Vehicle Anode Producer

T.NEXT | 3 hours ago

TORONTO, Oct. 16, 2018 (GLOBE NEWSWIRE) --


Ten (10) year binding Offtake Agreement signed with a prominent Japanese Graphite Trading Company (“Japanese Partner”) to purchase 20,000 tonnes per annum of Molo SuperFlake® graphite for use in battery anode applications for electrical vehicles (“EV”).

The Japanese Partner is a major supplier of flake graphite to Japan’s largest battery processor and manufacturer of graphite anode material in lithium ion batteries (“LiB”) for electric vehicle applications. This battery anode manufacturer currently has over 50 percent market share of premium-grade graphite anode production in Japan for electric vehicle battery applications. Its EV automotive customers are global.

Currently, the majority of the Japanese Partner’s flake graphite purchases are used to supply Japanese battery anode producers for EV applications.

The major Japanese electric vehicle anode producer has verified that NextSource’s SuperFlake® graphite concentrate achieved superior test results compared to the current graphite material it sources for LiB in EV automotive applications.

The Offtake Agreement represents more than the initial Phase 1 mine production plan of 17,000 tonnes per year. As such, NextSource will begin internal discussions regarding moving straight to Phase 2 expansion tonnages.

Further significant business opportunities remain between NextSource and its Japanese Partner. Both parties have agreed to commence discussions regarding potential supply chain collaboration, including partnering on value-added, downstream products using SuperFlake® graphite concentrate.

Further opportunities remain available in the Asian and European markets, with NextSource having achieved very advanced product qualification with other potential partners toward supply agreements.

NextSource Materials Inc. (TSX:NEXT) (OTCQB:NSRCF) (“NextSource” or the “Company”) is pleased to announce the signature of a binding Offtake Agreement for the supply of NextSource’s SuperFlake® graphite concentrate with a prominent Japanese Trading Company that is a primary supplier of flake graphite to a major Japanese electric vehicle anode producer. To protect certain confidential aspects of the Offtake Agreement, the Japanese Trading Company and the Japanese electric vehicle anode producer have requested not to be identified at this time.


The Offtake Agreement is for a period of ten (10) years and activates on the commencement of commercial production at the Molo project, with an automatic renewal for an additional five (5) years. The Japanese Partner will have the exclusive right to import and sell SuperFlake® graphite concentrate in Japan. Provided that commercial production commences within 3 years, following the ramp up period, the Japanese Partner will purchase 20,000 tonnes of SuperFlake® graphite per annum. Product prices will be negotiated on a per order basis between the parties and will be based on the floating market prices (FOB basis) prevailing in the region.


The Company has been advised that the primary customer of the Japanese Partner is a major global battery anode material manufacturer in Japan who has qualified Molo SuperFlake® graphite for battery requirements with its automotive customers. Additionally, the Company has been advised that product testing by this battery anode material producer has verified that NextSource’s SuperFlake® graphite concentrate achieved superior test results compared to the current graphite anode material it sources for use in LiB for EV applications.

The Japanese partner has indicated that all 20,000 tonnes per annum of NextSource’s SuperFlake® graphite concentrate will be used specifically for use in EV applications, and that the Japanese partner’s intention is to purchase additional tonnage in various size fractions for specific high-end application markets, such as expanded graphite (graphite foils) for the consumer electronics and fire retardant industries.

President and CEO, Craig Scherba P. Geo., said “This offtake partnership is a significant achievement for NextSource and is the culmination of more than four years of extensive product testing of our SuperFlake® graphite with major Japanese material manufacturers. This offtake agreement allows NextSource to gain an immediate foothold into the high-growth markets for electric vehicles, as well as the burgeoning energy storage market that will be reliant on graphite anode material. Our partnership with such an established trading partner positions NextSource to be a significant and dominant future supplier of high-quality flake graphite to major battery anode and graphite foil customers globally.”


Separate from the Offtake Agreement, NextSource and the Japanese Partner have agreed to immediately commence discussions regarding additional supply chain cooperation. Specifically, the parties have initiated discussions regarding a potential partnership for the production of value-add, downstream products using SuperFlake® graphite concentrate. This would include, but not be limited to, the processing of NextSource’s SuperFlake® graphite concentrate into spherical and purified graphite (SPG), both uncoated and coated, and expanded graphite for use in graphite foils in a separate and dedicated facility in a location that would best optimize the Japanese Partner’s customer base. NextSource and the Japanese Partner have begun organizing logistics towards meetings this November in Asia.

NextSource has made significant progress qualifying its SuperFlake® graphite concentrate with other major graphite end-users around the world, who have undertaken extensive product testing as part of their due diligence process for offtake agreements. The Company looks forward to updating the market on the progress of developments with other potential customers as soon as details are finalized.


Benchmark Minerals Intelligence has reported that natural flake graphite prices for all sizes fractions at 95 percent carbon purity and greater are nearing all-time highs. According to Roskill Information Services, a leading UK-based market and metals research firm, demand for natural graphite in LiB is expected to grow at 28% per year until 2027. Current global graphite anode consumption is estimated to be between 90,000 to 110,000 tonnes per year and predicted to reach 800,000 tonnes per year by 2027.

The spheronizing process when producing graphite anode material is a very inefficient one, with average yields of between 30 percent and 40 percent. Therefore, it takes approximately three tonnes of natural flake graphite to produce one tonne of graphite anode material. Today, the largest consumption market for flake graphite is for its traditional use in refractories, a crucial component in the steel making process. However, the flake graphite market is expected to double by 2025 based on the demand for LiB in EVs alone, which represents a 40 percent to 45 percent consumption share of flake graphite globally.


+60 % bei Next. Und da sage noch mal einer am Grafithimmel geht nix
1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.

Antwort auf Beitrag Nr.: 58.973.370 von Reiners am 16.10.18 17:27:56Zu "NextSource Materials".
Ich will Diese Aktie jetzt in Keiner Art und Weise versuchen zu werten.
Aber wenn ich Mir mal den "Chart" reinmache:
Glaube Die haben Die Letzten 12 Monate 2 "Grosse" Meldungen gehabt.
1. Ging es steil nach oben. Ca. Ver3fachung. Wieder abverkauft.
"Relativ auf Start zurück", soweit ich sehe.
Jetzt, wieder steil. Ca. Ver2ppelung. Leichter Abverkauf bis Jetzt wieder. Mal sehen Wie weiter.

Will Diese Firma Jetzt überhaupt nicht bewerten(Produzent werden Sie aber schätze ich vmtl),
aber finde Es schon immer wieder interessant zu sehen Wie "Die Marktteilnehmer ticken".
Ewig passiert da Nix.
2 Meldungen.
and again. :)

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