Syrah Resources: Advancing an Integrated Graphite Supply Chain
Syrah Resources (ASX: SYR) is a vertically integrated natural graphite and active anode material (AAM) producer with operations spanning upstream mining in Mozambique and downstream processing in the United States. In Q4 2025, the Balama operation delivered a strong recovery, with production rising 34% quarter-on-quarter to 34kt, supported by high recoveries and product quality, while natural graphite sales reached 29kt. Average realised prices improved modestly, reflecting stable demand outside China.
The company’s Vidalia AAM facility in the US continued to operate for customer qualification, progressing engagement with Tier-1 battery manufacturers and generating initial commercial sales. Syrah maintains a strong ESG profile, highlighted by industry-leading certifications at Balama and continued investment in local communities.
Strategically, Syrah is positioned to benefit from tightening ex-China graphite supply, favourable US trade and tax policies, and growing EV-related demand. These factors underpin its long-term expansion pathway across integrated graphite and battery materials markets.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Syrah Resources: Advancing an Integrated Graphite Supply Chain
Syrah Resources (ASX: SYR) is a vertically integrated natural graphite and active anode material (AAM) producer with operations spanning upstream mining in Mozambique and downstream processing in the United States. In Q4 2025, the Balama operation delivered a strong recovery, with production rising 34% quarter-on-quarter to 34kt, supported by high recoveries and product quality, while natural graphite sales reached 29kt. Average realised prices improved modestly, reflecting stable demand outside China.
The company’s Vidalia AAM facility in the US continued to operate for customer qualification, progressing engagement with Tier-1 battery manufacturers and generating initial commercial sales. Syrah maintains a strong ESG profile, highlighted by industry-leading certifications at Balama and continued investment in local communities.
Strategically, Syrah is positioned to benefit from tightening ex-China graphite supply, favourable US trade and tax policies, and growing EV-related demand. These factors underpin its long-term expansion pathway across integrated graphite and battery materials markets.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au