Welcome to our dedicated page for Northern Graphite news (Ticker: NGPHF), a resource for investors and traders seeking the latest updates and insights on Northern Graphite stock.
Northern Graphite Corporation reports developments tied to its natural graphite mining, processing and project portfolio. News commonly covers the producing Lac des Iles mine and processing plant in Quebec, the Bissett Creek graphite project in Ontario, and the fully permitted Okanjande graphite mine in Namibia, which is on care and maintenance.
Company updates also address operating and financial results, government financing, senior secured debt and other capital-structure actions, graphite sales channels, research and development for graphite processing, trade-policy developments affecting graphite materials, and equity-based compensation grants under governance and retention programs.
Northern Graphite (OTCQB: NGPHF) has begun relocating its Namibian processing plant to the Okanjande mine site to support a planned production restart in late 2027. Rotary Engineering Services was contracted to dismantle and move Okorusu plant infrastructure, with work targeted for completion by end of June 2026.
The company cites a 2023 PEA that found the relocation technically and economically viable, expects lower operating costs, reduced GHG emissions, and improved expansion potential, and plans to supply feedstock to a planned BAM plant in Yanbu, Saudi Arabia, targeted for initial production in 2028.
Northern Graphite (OTCQB: NGPHF) filed audited 2025 results reporting 2025 revenue of $19.2M and concentrate production of 5,938 tonnes. The company secured a $6.225M interest-free federal loan for a Lac des Iles pit extension, completed a senior debt restructuring with Sprott, earned $5.8M in IP licensing revenue, and signed a term sheet for a US$200M BAM joint venture in Yanbu targeting 25,000 tpa.
Northern reported a 2025 net loss of $21.3M, higher cash costs of $1,861/tonne, and plans to restart mining by mid-2026 while advancing vertically integrated mine-to-battery plans.
Northern Graphite (OTCQB: NGPHF) agreed with Sprott Streaming to restructure secured debt and streaming/royalty arrangements on April 30, 2026. The deal extinguishes ~US$16.0M principal and ~US$6.0M accrued interest via issuance of 12.5 million common shares, makes Sprott a 9.9% holder, and removes the 350,000 tonne cap on Okanjande production so the stream covers all future production. The company also grants Sprott priority payments from certain equity or IP licensing proceeds until ~US$4.4M owing on the Lac des Iles royalty is repaid. Completion remains subject to definitive documentation and TSXV and other approvals.
Northern Graphite (OTCQB: NGPHF) commented on the March 12, 2026 U.S. International Trade Commission decision that overturned Commerce's earlier finding and removed the 160% duties on Chinese graphite active anode material (AAM). The company said it is disappointed but remains optimistic about growing a North American graphite supply chain.
Northern reiterated plans to expand production and build downstream AAM processing capacity in North America, Europe and the Middle East, and noted its role as a founding member of the North American Graphite Alliance (NAGA) to advocate policy and investment that support domestic supply chains.
Northern Graphite (OTCQB: NGPHF) granted 2.0 million Deferred Share Units (DSUs) and 2.0 million stock options to a senior executive on March 9, 2026. Options are exercisable at $0.25 per share for five years and vest immediately. DSUs are performance-based and vest no earlier than one year, tied to debt restructuring, final investment decisions to restart Okanjande Mine, construction of a battery anode materials plant in Saudi Arabia, and market capitalization growth. Upon vesting, each DSU converts to one common share or cash at the Board's discretion. Grants are subject to the Company's DSU and Stock Option plans.
Northern Graphite (OTCQB: NGPHF) is partnering with Metalshub to run online auctions for four natural flake graphite grades from its Lac des Iles mine and processing plant in Quebec. The move aims to digitalize spot sales, increase transparency, enable market-driven price discovery, and connect Northern with global qualified buyers.
Auctions will cover 20x50, 50x80, 80x150 and M100 grades using structured request-for-bid workflows and auditable bidding processes on Metalshub's platform.
Northern Graphite (OTCQB: NGPHF) granted a total of 4.85 million restricted share units (RSUs) and 2.5 million stock options on February 9, 2026, as part of its long-term incentive program.
Options are exercisable at $0.25 per share for five years and RSUs and options generally vest one-third on each of the first three anniversaries. Of the RSUs, 3.7 million were granted to officers and executives; consultants received 1.0 million options vesting on performance milestones. Grants are subject to the company's RSU and Stock Option plans.
Northern Graphite (OTCQB: NGPHF) and partners launched USE-G, a three-year, €1.70 million R&D program (Jan 1, 2026–Dec 31, 2029) largely funded by the German Federal Ministry of Economic Affairs and Energy (€1.14 million).
The project aims to develop European, HF-free graphite purification, sustainable carbon coatings, and recovery of graphite from battery black mass to reduce Chinese supply-chain reliance and enable circular anode materials.
Northern Graphite (OTCQB: NGPHF) and Al Obeikan Group signed a term sheet (Jan 14, 2026) to form a JV (51% Obeikan / 49% Northern) to build a US$200 million Battery Anode Material (BAM) plant in Yanbu, Saudi Arabia. Phase I capacity is 25,000 tpy with scalable expansion; first‑phase production is forecast for 2028. The JV aims to secure long‑term offtake agreements with global battery makers for 25,000 tpy and will contract to buy up to 50,000 tpy of graphite concentrate from Northern's Okanjande mine in Namibia. A Final Feasibility Study is targeted by June 30, 2026; completion is subject to definitive agreements, offtakes, permits and financing.
Northern Graphite (OTCQB: NGPHF) granted a total of 2,860,000 stock options to its Non-Executive Directors as part of their compensation on December 9, 2025. The options vest immediately, are exercisable at $0.20 per share, and expire on December 5, 2030. The company said the grant recognizes the board's support as Northern pursues its integrated mine-to-battery strategy.