STOCK TITAN

NOVONIX Achieves Critical Operational Milestone

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Positive)
Tags

NOVONIX (NASDAQ: NVX) has achieved a significant manufacturing milestone by delivering its first mass production, commercial-grade synthetic graphite sample to a major North American carbon processor. The sample, produced using NOVONIX's proprietary continuous graphitization furnace technology, targets industrial applications.

The company's Riverside facility is set to become North America's first large-scale synthetic graphite production site for battery, defense, and industrial sectors, with mass production beginning in 2026 for lead customer Panasonic. Combined with the planned Enterprise South location, NOVONIX's total production capacity will exceed 50,000 tonnes per year.

NOVONIX (NASDAQ: NVX) ha raggiunto una significativa pietra miliare in ambito produttivo consegnando il suo primo campione di grafite sintetica di livello commerciale per produzione di massa a un importante processore di carbonio del Nord America. Il campione, prodotto utilizzando la tecnologia proprietaria della fornace di graphitizzazione continua di NOVONIX, è destinato ad applicazioni industriali.

Lo stabilimento Riverside dell’azienda è destinato a diventare il primo sito di produzione di grafite sintetica su larga scala in Nord America per i settori batterie, difesa e industriale, con la produzione di massa che inizierà nel 2026 per il cliente principale Panasonic. Combinando con la prevista sede Enterprise South, la capacità produttiva totale di NOVONIX supererà 50.000 tonnellate all’anno.

NOVONIX (NASDAQ: NVX) ha logrado un hito significativo en la fabricación al entregar su primera muestra de grafito sintético de grado comercial para producción en masa a un importante procesador de carbono de América del Norte. La muestra, producida usando la tecnología propietaria de hornos de graphitización continua de NOVONIX, está destinada a aplicaciones industriales.

La instalación de Riverside de la compañía está destinada a convertirse en el primer sitio de producción de grafito sintético a gran escala de Norteamérica para los sectores de baterías, defensa y aplicaciones industriales, con la producción a gran escala que comenzará en 2026 para el cliente principal Panasonic. Combinada con la ubicación prevista de Enterprise South, la capacidad de producción total de NOVONIX superará 50.000 toneladas por año.

NOVONIX (NASDAQ: NVX)는 북미 주요 탄소 가공업체에 첫 상용급 대량 생산용 합성 흑연 샘플을 납품하는 중요한 제조 이정표를 달성했습니다. 이 샘플은 NOVONIX의 독자적인 연속 흑연화로 기술을 이용해 생산되었으며 산업용 응용을 목표로 합니다.

회사의 리버사이드 공장은 북미 최초의 대규모 합성 흑연 생산 시설이 되어 배터리, 방위 및 산업 분야에 공급하며, 대량 생산은 주 고객인 파나소닉을 위해 2026년에 시작될 예정입니다. 계획된 Enterprise South 위치와 결합하면 NOVONIX의 총 생산 능력은 연간 50,000톤을 초과하게 됩니다.

NOVONIX (NASDAQ: NVX) a atteint une étape majeure dans la fabrication en livrant son premier échantillon de graphite synthétique de qualité commerciale destiné à la production en grande série à un important transformateur de carbone en Amérique du Nord. L’échantillon, produit grâce à la technologie exclusive de four de graphitisation continue de NOVONIX, vise des applications industrielles.

L’installation Riverside de l’entreprise est appelée à devenir le premier site de production de graphite synthétique à grande échelle en Amérique du Nord pour les secteurs des batteries, de la défense et industriels, avec la production à grande échelle qui débutera en 2026 pour le client principal Panasonic. Combiné au site Enterprise South prévu, la capacité de production totale de NOVONIX dépassera 50 000 tonnes par an.

NOVONIX (NASDAQ: NVX) hat einen bedeutenden Meilenstein in der Fertigung erreicht, indem es seinem ersten Massenausstoß, eine kommerziell nutzbare Probe synthetischen Graphits, an einen führenden nordamerikanischen Kohlenstoffverarbeiter geliefert hat. Die Probe wurde mit NOVONIXs eigentümlicher kontinuierlicher Graphitisierungs-Ofen-Technologie hergestellt und richtet sich an industrielle Anwendungen.

Der Riverside-Standort des Unternehmens soll Nordamerikas erster groß angelegter Produktionsstandort für synthetischen Graphit in den Bereichen Batterie, Verteidigung und Industrie werden, wobei die Massenproduktion im Jahr 2026 für den Hauptkunden Panasonic beginnen soll. In Kombination mit dem geplanten Standort Enterprise South wird NOVONIXs gesamte Produktionskapazität 50.000 Tonnen pro Jahr überschreiten.

NOVONIX (NASDAQ: NVX) حققت هدفاً صناعياً هاماً بتسليمها أول عينة من Graphite اصطناعي عالي الجودة للاستخدام التجاري إلى معالج كربون رئيسي في أمريكا الشمالية. العينة، المنتجة باستخدام تقنية أفران التقطيع المستمر Graphitization الحصرية لدى NOVONIX، تستهدف تطبيقات صناعية.

من المتوقع أن يصبح موقع Riverside للشركة أول موقع إنتاج واسع النطاق للغرافيت الاصطناعي في أمريكا الشمالية للقطاعات البطاريات والدفاع والصناعية، مع بدء الإنتاج على نطاق واسع في 2026 لعميلها الرئيسي باناسونيك. وبالاشتراك مع الموقع المخطط Enterprise South، ستتجاوز القدرة الإجمالية للإنتاج لشركة NOVONIX 50,000 طن سنوياً.

NOVONIX (NASDAQ: NVX) 已实现重要制造里程碑,向北美大型碳加工商交付了第一批商用级合成石墨样品。该样品采用NOVONIX的专有连续石墨化炉工艺制成,面向工业应用。

公司的Riverside 设施计划成为北美第一家大规模合成石墨生产基地,覆盖电池、国防和工业领域,预计在2026年开始量产,主要客户为松下 Panasonic。再加上计划中的Enterprise South位置,NOVONIX的总产能将超过50,000 吨/年

Positive
  • Successfully produced first commercial-grade synthetic graphite at mass production scale
  • Diversification into industrial applications beyond battery materials
  • Secured Panasonic as lead customer for 2026 production
  • Planned total production capacity of over 50,000 tonnes per year across two facilities
Negative
  • Final product qualification still pending
  • Supply volumes yet to be defined
  • Production not starting until 2026

Insights

NOVONIX's first commercial synthetic graphite delivery signals manufacturing readiness and revenue diversification beyond their upcoming Panasonic partnership.

This milestone delivery represents a critical inflection point in NOVONIX's commercialization journey. The company has successfully demonstrated that their proprietary continuous graphitization furnace technology can produce industrial-grade synthetic graphite at commercial scale - effectively validating their manufacturing process before full-scale battery-grade production begins.

What's particularly strategic about this development is the market diversification angle. While NOVONIX's primary focus remains on battery-grade synthetic graphite (with Panasonic as their lead customer starting in 2026), industrial applications provide three key advantages: 1) faster qualification cycles compared to rigorous battery testing, 2) near-term revenue potential while battery customers complete lengthy validation, and 3) maximized capacity utilization at their Riverside facility.

The manufacturing footprint is substantial - with Riverside coming online first, followed by the Enterprise South location, creating a combined 50,000 tonnes annual capacity. This positions NOVONIX as the first large-scale North American producer of high-performance synthetic graphite serving battery, defense, and industrial sectors - directly addressing supply chain vulnerabilities and potential IRA tax credit qualification requirements.

From a production readiness perspective, this sample delivery demonstrates they've cleared significant technical hurdles in scaling their proprietary furnace technology. The fact that a large carbon processor with global reach is evaluating their material suggests the quality meets commercial standards, though final qualification and definitive supply agreement terms remain pending.

CHATTANOOGA, Tenn., Sept. 29, 2025 (GLOBE NEWSWIRE) -- NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), a leading battery materials and technology company, announced today the delivery of its first mass production, commercial-grade sample of synthetic graphite for industrial applications to one of North America's largest value-added carbon processors with a global market reach.

“We’re pleased to have hit this significant manufacturing milestone,” says Mike O’Kronley, CEO, NOVONIX. “This demonstrates that industrial-grade products can be produced using NOVONIX’s proprietary continuous graphitization furnace technology at a mass production scale and is another step towards bringing our battery-grade materials to market. As we continue to scale our facility, the ability to provide volumes to markets outside the battery space diversifies our product portfolio and provides the opportunity to increase our planned production at Riverside for 2026.”

NOVONIX provided an industrial-grade mass production sample of specified products for final qualification for use in various industrial applications. Industrial-grade product qualification is fast and flexible and enables a faster path to market than battery-grade synthetic graphite. Any target supply volumes will be further defined once final product qualification has been completed and a definitive supply agreement has been established.

NOVONIX’s Riverside facility is poised to become the first large-scale production site dedicated to high-performance synthetic graphite for the battery, defense, and industrial sectors in North America with mass production starting next year for its lead customer, Panasonic. To meet increasing customer demand, the Company previously announced plans for its second synthetic graphite manufacturing plant, also in Chattanooga, Tennessee, known as the Enterprise South location. Together, these facilities will give NOVONIX a total production capacity of over 50,000 tonnes per year.

This announcement has been authorised for release by Ron Edmonds, Chairman.

About NOVONIX
NOVONIX is a leading battery technology company revolutionizing the global lithium-ion battery industry with innovative, sustainable technologies, high-performance materials, and more efficient production methods. The Company manufactures industry-leading battery cell testing equipment, is growing its high-performance synthetic graphite material manufacturing operations, and has developed a patented all-dry, zero-waste cathode synthesis process. Through advanced R&D capabilities, proprietary technology, and strategic partnerships, NOVONIX has gained a prominent position in the electric vehicle and energy storage systems battery industry and is powering a cleaner energy future.

To learn more, visit us at www.novonixgroup.com or on LinkedIn and X.

For NOVONIX Limited
Scott Espenshade, ir@novonixgroup.com (investors)
Stephanie Reid, media@novonixgroup.com (media)

Cautionary Note Regarding Forward-Looking Statements
This communication contains forward-looking statements about the Company and the industry in which we operate. Forward-looking statements can generally be identified by use of words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would,” or other similar expressions. Examples of forward-looking statements in this communication include, among others, statements we make regarding plans to enter into definitive supply agreements, anticipated production and shipping timelines, plans to build a new production facility, and our anticipated production capacity at each of our Riverside and planned Enterprise South facilities.

We have based such statements on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Such forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, among others, the timely deployment and scaling of our furnace technology, our ability to meet the technical specifications and demand of our existing and future customers, the accuracy of our estimates regarding market size, expenses, future revenue, capital requirements, needs and access for additional financing, the availability and impact and our compliance with the applicable terms of government funding and other support, our ability to obtain patent rights effective to protect our technologies and processes and successfully defend any challenges to such rights and prevent others from commercializing such technologies and processes, and regulatory and economic developments in the United States, Australia and other jurisdictions. These and other factors that could affect our business and results are included in our filings with the U.S. Securities and Exchange Commission (“SEC”), including the Company’s most recent annual report on Form 20-F. Copies of these filings may be obtained by visiting our Investor Relations website at www.novonixgroup.com or the SEC’s website at www.sec.gov.

Forward-looking statements are not guarantees of future performance or outcomes, and actual performance and outcomes may differ materially from those made in or suggested by the forward-looking statements contained in this communication. Accordingly, you should not place undue reliance on forward-looking statements. Any forward-looking statement in this communication is based only on information currently available to us and speaks only as of the date on which it is made. We undertake no obligation to update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required by law.

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/e02e2e40-743c-4887-9dfc-06940551c27e

https://www.globenewswire.com/NewsRoom/AttachmentNg/d9308b45-1c3d-4549-9a27-b3e284905bfe


FAQ

What milestone did NOVONIX (NVX) achieve in September 2025?

NOVONIX delivered its first mass production, commercial-grade synthetic graphite sample to one of North America's largest value-added carbon processors, demonstrating successful industrial-scale production using its proprietary technology.

When will NOVONIX start mass production at its Riverside facility?

NOVONIX plans to begin mass production at its Riverside facility in 2026, with Panasonic as its lead customer.

What is the total production capacity of NOVONIX's planned facilities?

The combined production capacity of NOVONIX's Riverside facility and Enterprise South location will exceed 50,000 tonnes per year of synthetic graphite.

Who is NOVONIX's lead customer for synthetic graphite production?

Panasonic is NOVONIX's lead customer for synthetic graphite production starting in 2026.

What markets will NOVONIX's synthetic graphite serve?

NOVONIX's synthetic graphite will serve the battery, defense, and industrial sectors in North America.
Novonix

OTC:NVNXF

NVNXF Rankings

NVNXF Latest News

NVNXF Latest SEC Filings

NVNXF Stock Data

197.56M
522.78M
21.45%
7.63%
Electrical Equipment & Parts
Industrials
Link
Australia
Brisbane