Core Viewpoint - The U.S. Department of Commerce has made a preliminary decision to impose tariffs of up to 721% on natural and artificial graphite active anode material (AAM) from China, which is a significant development for North American producers, particularly Northern Graphite Corporation [1][2]. Industry Summary - The decision is part of an investigation to determine if the Chinese government is subsidizing graphite AAM production, with a final determination expected around December 5, 2025 [2][4]. - Approximately 90% of AAM upgrading is currently performed in China, prompting other regions to implement tariffs and strategic acts to establish independent supply chains [3]. Company Summary - Northern Graphite is the only current producer of natural graphite in North America and plans to build a battery materials facility in Canada to meet the increasing demand for local and sustainable anode material supply [2][6]. - The company operates the Lac des Iles mine in Quebec and has plans to increase production to cater to the growing demand from industrial customers and North American battery manufacturers [7]. - Northern Graphite also owns several projects, including the Bissett Creek project in Ontario and the Okanjande graphite mine in Namibia, all of which have "battery quality" graphite and are located in politically stable regions [8].

Ferroglobe (GSM) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Alex Rotonen - Vice President, Investor RelationsMarco Levi - CEO & DirectorBeatriz García-Cos Muntañola - CFO & ITFedor Sha - Senior Research Associate Operator As a reminder, this conference call may be recorded. I would now like to turn the call over to Alex Rotonin, Ferroglobe's Vice President of Investor Relations. You may begin. Alex Rotonen Thanks, Nadia. Good morning, everyone, and thank you for joining Ferroglobe's ...

Ferroglobe (GSM) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 As a reminder, this conference call may be recorded. I would now like to turn the call over to Alex Rotonin, Ferroglobe's Vice President of Investor Relations. You may begin. Speaker1 Thanks, Nadia. Good morning, everyone, and thank you for joining Ferroglobe's first quarter twenty twenty five conference call. Joining me today are Marco Levi, our Chief Executive Officer and Beatrice Garcia Cos, our Chief Financial Officer. Before we ge ...

Tronox (TROX) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Good morning. Welcome to the Tronox Holdings plc Q1 twenty twenty five Earnings Conference Call. All participants will be in a listen only mode until the question and answer session begins. Following the presentation, we will conduct a question and answer session. This call is being recorded. If you have any objections, please disconnect at this time. I would now like to turn the call over to Jennifer Gunther, Chief Sustainability Officer ...

Tronox (TROX) Q4 2024 Earnings Call February 13, 2025 09:00 AM ET Company Participants Jennifer Guenther - Chief Sustainability Officer & Head of Investor RelationsJohn Romano - CEOJohn Srivisal - Senior VP & CFOJosh Spector - Executive DirectorDavid Begleiter - Managing DirectorFrank Mitsch - PresidentMichael Leithead - Director - Equity ResearchJohn Roberts - Managing DirectorHassan Ahmed - Co-Founder Conference Call Participants John McNulty - MD - Chemicals AnalystPete Osterland - Equity Research Analys ...