Northern Graphite Corp Stock Price, News & Analysis

Northern Graphite (OTCQB: NGPHF) and Rain Carbon Canada announced a C$860,000 grant from the Canada‑Germany Collaborative Industrial R&D Program to fund a 24‑month, C$2.2 million project to convert natural graphite by‑product into battery‑grade anode material. The project combines Northern's feedstock and sizing capabilities with Rain's LIONCOAT® carbon coating and electrochemical testing at Rain's Hamilton pilot facilities.

The initiative targets higher milling and shaping yields, reduced waste and a lower carbon footprint to support a Western mine‑to‑battery supply chain alternative. Funding includes advisory support from NRC IRAP and Germany's BMWE (ZIM).

Northern Graphite (OTCQB: NGPHF) has begun overburden stripping at its Lac des Iles mine as the first phase of a pit extension intended to extend the mine life by up to eight years. Stripping uses conventional open‑pit methods on a continuous 24‑hour basis over an estimated two‑month period.

The Regional Economic Growth Through Innovation Program via NRCan/CED is financing 75% of eligible costs through an interest‑free, repayable contribution of up to $6.225 million. First production from the extension could occur in approximately four to six months while the operation continues to process ore from the existing pit and stockpiles.

LDI currently produces about 15,000 tonnes of graphite concentrate per year with installed capacity of 25,000 tonnes. The work follows recent drilling and cites heightened market importance after China announced export controls effective November 8, 2025.

Northern Graphite (OTCQB: NGPHF) reported Q2 2025 results, highlighting a 28% revenue increase to $7.0 million driven by a 23% rise in sales volumes. The company secured $6.225 million in government support for its Lac des Îles pit extension and received a US$1.5 million initial payment from licensing its carbon material processing technology.

Key financial metrics include sales of 3,404 tonnes of graphite concentrate, a 4% increase in average realized prices, and a net loss of $1.0 million ($0.01 per share). The company faces challenges with debt covenants but received waivers for defaults as of August 29, 2025.

Strategic developments include selection under the EU's Critical Raw Materials Act, plans for a Baie-Comeau Battery Anode Material plant, and benefiting from new U.S. tariffs of up to 160% on Chinese graphite imports.

Northern Graphite (OTCQB: NGPHF) has secured a significant $6.225 million interest-free repayable contribution from the Canadian government to extend the life of its Lac des Iles (LDI) graphite mine in Quebec, North America's only operating graphite mine.

The funding, provided through Natural Resources Canada and the Economic Development Agency of Canada for Quebec Regions, will cover 75% of eligible costs for the pit extension. LDI currently produces 15,000 tonnes of graphite concentrate annually, with an installed capacity of 25,000 tonnes. The extension will prevent the mine from going into care and maintenance at the end of 2025, with first production from new zones expected in 6-8 months.

The repayment will begin 36 months after project completion through 84 equal monthly installments. The company is in discussions to finance the remaining costs of the mine extension.

Northern Graphite (OTCQB: NGPHF) has announced the promotion of Dr. Moritz Hantel to the position of Chief Product Officer (CPO), effective immediately. Dr. Hantel, who previously served as Vice President of Innovation & Product Management, will lead the company's global product strategy, technology development, and customer solutions.

The appointment aligns with Northern's strategy of becoming an integrated supplier of Battery Anode Material (BAM) to the electric vehicle and energy storage sectors. Dr. Hantel, who holds a PhD in Electrochemistry from ETH Zurich, has been instrumental in developing Northern's Battery Materials group and securing key technology licenses since joining the company in 2024.

Northern Graphite (OTCQB: NGPHF) has provided insights on significant U.S. trade developments affecting the graphite market. The U.S. Department of Commerce has imposed preliminary anti-dumping tariffs of 93.5% on Chinese graphite-based active anode material (AAM), bringing the total effective tariff rate to 160% when combined with other duties.

The measures are retroactive and require importers to post cash deposits on recent and future shipments. Chinese AAM imports to the U.S. were valued at $350 million in 2023 and $380 million in 2022. The final determinations for both anti-dumping and countervailing duty investigations are expected around December 5th, 2025.

Northern Graphite, North America's only natural graphite producer, plans to build one of the region's largest AAM plants in Baie-Comeau, Quebec, positioning itself to benefit from these trade developments and support domestic supply chains.

Northern Graphite (OTCQB: NGPHF) hosted European Commission Executive Vice-President Stéphane Séjourné at its Lac des Iles mine, North America's only operating graphite mine. The visit highlighted the strategic importance of secure critical mineral supply chains between Canada and the European Union.

The visit included a tour of mining operations and mineral processing facilities at Lac des Iles, which has been producing high-quality graphite for over 35 years. The Company's plan to establish a battery anode material facility in France has received strategic project status under the EU's Critical Raw Materials Act (CRMA), reinforcing Northern Graphite's role in developing a Western graphite supply chain.

Northern Graphite (OTCQB: NGPHF) has announced significant intellectual property transactions related to its carbon material processing technology. The company has agreed to acquire patents, trademarks, and IP for Porocarb® technology from Heraeus, previously only licensed to them. Additionally, Northern has entered into an agreement to license this technology to a third party for industrial applications.

The licensing agreement includes a potential technology transfer fee of up to $7 million USD, subject to conditions. Furthermore, Northern will receive prepaid royalties of $1 million USD each for 2026 and 2027, along with ongoing royalties based on the definitive licensing agreement.

Northern Graphite (NGPHF) reported Q1 2025 results with mixed performance. The company achieved record-high average sales prices of $2,550 per tonne, up 37% YoY, but revenue fell 27% to $4.0M due to reduced production volume from maintenance shutdowns. The company faces financial challenges with $41.2M negative working capital and covenant defaults on its debt, though waivers were obtained. Notable developments include winning Strategic Project status under EU's Critical Raw Materials Act for a BAM facility in France, and advancing plans for a BAM plant in Baie-Comeau. The Lac des Iles mine requires $10M investment to extend its life by 8 years before ore depletion by year-end, while Okanjande project remains in care and maintenance. The company reported a net loss of $5.3M ($0.04 per share) amid operational challenges and financing constraints.