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NOVONIX, ACP sign MOU on U.S. battery graphite

NOVONIX Ltd (NVX) has entered into a strategic partnership memorandum of understanding with ACP Technologies, LLC to advance a fully domestic anode material supply chain for the North American battery industry.

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

NOVONIX Ltd (NVX) has entered into a strategic partnership memorandum of understanding with ACP Technologies, LLC to advance a fully domestic anode material supply chain for the North American battery industry. The non-binding MOU provides a framework to pursue collaborative projects and negotiate definitive agreements.

The collaboration combines ACPT’s proprietary processes for converting petroleum-derived feedstocks into engineered carbon precursors with NOVONIX’s expertise in synthetic graphite anode active materials, including pitch coated synthetic graphite for high-performance and fast-charging applications. Materials from the partnership are expected to support process validation, customer sampling, and qualification of new domestic feedstocks, although there is no assurance that definitive agreements or specific projects will proceed.

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MOU announcement date September 16, 2026 Date the strategic partnership with ACP Technologies was announced in Chattanooga, TN
Form 6-K month September 2026 Reporting month for the foreign private issuer submission
ASX announcement exhibit number Exhibit 99.1 ASX announcement describing the NOVONIX and ACP Technologies partnership
anode active material technical
"offer customers a completely domestic pitch coated synthetic graphite anode active material"
The anode active material is the substance inside a rechargeable battery’s negative electrode that stores and releases electrical charge during charging and discharging, like a sponge holding and releasing water. It determines key battery traits—how much energy the cell can hold, how fast it can charge, how long it lasts, and how safe it is—so changes in this material can directly affect product performance, manufacturing cost, and a maker’s competitiveness.
memorandum of understanding regulatory
"signed a memorandum of understanding (“MOU”) that provides a framework"
A memorandum of understanding (MOU) is a formal agreement between two or more parties that outlines their shared intentions and plans to work together. It acts like a handshake in writing, clarifying each side’s roles and expectations before any official contract is signed. For investors, an MOU signals that parties are serious about collaboration, which can influence future business opportunities and potential growth.
pitch coated synthetic graphite technical
"offer customers a completely domestic pitch coated synthetic graphite anode active material"
engineered carbon precursors technical
"converting low-value petroleum-derived feedstocks into engineered carbon precursors"
forward-looking statements regulatory
"This communication contains forward-looking statements about the Company"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did NOVONIX (NVX) announce in its September 2026 Form 6-K?

NOVONIX announced a strategic partnership MOU with ACP Technologies, LLC to pursue collaborative projects aimed at developing a fully domestic anode material supply chain for the North American battery industry and to negotiate possible definitive agreements.

Who is NOVONIX’s partner ACP Technologies in the NVX 6-K filing?

ACP Technologies, LLC is a U.S.-based technology company with patented processes that convert low-value petroleum-derived feedstocks into engineered carbon precursors and high-value pitch material, used as a critical domestic input for battery manufacturing and advanced materials applications.

What products could result from the NOVONIX (NVX) and ACP Technologies partnership?

The partnership is expected to enable NOVONIX to offer completely domestic pitch coated synthetic graphite anode active material, targeting demanding uses such as military drones and improved fast-charging performance, and to support process validation and customer sampling for new domestic feedstocks.

Is the NOVONIX (NVX) and ACP Technologies agreement binding?

No. The MOU is non-binding and does not commit either party to proceed with any project or enter into a definitive agreement. The companies state there is no assurance they will reach definitive agreements or on the timing, terms, or scope of any future collaboration.

How does this partnership support NOVONIX’s North American supply chain strategy?

The companies intend to develop domestic feedstocks and precursor materials for anode active material production, supporting a competitive North American battery-grade graphite supply chain and strengthening the U.S. supply chain for high-performance synthetic graphite anode materials.

What markets does NOVONIX (NVX) serve with its anode materials?

NOVONIX produces high-performance synthetic graphite anode materials for lithium-ion batteries, serving energy storage, electric vehicle, industrial, and defense markets, as part of its strategy to build a resilient North American battery materials supply chain.

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Learn about SEC filing dates

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

 

Washington, D.C. 20549

 

FORM 6-K

 

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE

SECURITIES EXCHANGE ACT OF 1934

 

For the month of September, 2026

 

 

001-41208

 

 

(Commission File Number)

 

 

NOVONIX LIMITED

(Translation of registrant’s name into English)

 

Level 38

71 Eagle Street

Brisbane, QLD 4000 Australia

(Address of principal executive office)

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20‑F or Form 40‑F.

Form 20-F Form 40-F

 

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):

 

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):

 


 

 

EXHIBIT INDEX

 

Exhibit No.

 

Description

 

 

 

Exhibit 99.1

 

ASX Announcement (NOVONIX and ACP Techologies Partner on Anode Materials) dated September 16, 2026

 

 

 

 


 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

NOVONIX LIMITED

 

 

 

 

 

 

By:

 

/s/ Mike O'Kronley

 

 

Mike O'Kronley

 

 

Chief Executive Officer

 

 

Date: September 17, 2026


 

 

Exhibit 99.1

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ASX ANNOUNCEMENT

(ASX: NVX)

 

 

NOVONIX and ACP Technologies Partner to Strengthen Domestic Supply Chain for Battery-Grade Anode Materials

 

Chattanooga, TN – September 16, 2026 – NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”) today announced a strategic partnership with ACP Technologies, LLC (“ACPT”) to advance the development of a fully domestic anode material supply chain for the North American battery industry. The parties have signed a memorandum of understanding (“MOU”) that provides a framework to pursue collaborative projects and negotiate definitive agreements.

With this strategic partnership, NOVONIX will be able to expand its product portfolio to offer customers a completely domestic pitch coated synthetic graphite anode active material (AAM). This new product class opens the door to demanding applications such as drones for military applications, as well as enhancing the fast-charging capability of the Company’s materials.

ACPT is a U.S.-based technology company developing proprietary processes for converting low-value petroleum-derived feedstocks into engineered carbon precursors. ACPT’s patented processes are used to produce high-value pitch material, providing a critical domestic input for battery manufacturing and advanced materials applications.

ACPT has participated in numerous U.S. government programs across the defense and energy sectors, underscoring its strategic relevance to domestic critical materials supply chains. Today, there are limited viable U.S.-based alternatives for anode materials, and ACPT is working to address this crucial gap.

Under the MOU, NOVONIX and ACPT intend to pursue several projects on synthetic graphite AAM, mass production process development, and proprietary technology advancement. The parties will work together to develop new materials and use ACPT’s current offerings to improve the performance of NOVONIX’s AAM.

“As we scale our U.S. manufacturing footprint, strategic relationships like this are essential,” said Harrison Kreafle, VP of Technology Development for NOVONIX. “ACPT brings a differentiated, domestic solution that elevates product performance and strengthens the U.S. supply chain.”

“NOVONIX is an ideal partner for ACPT as we expand the application of our proprietary pitch and carbon precursor technologies into the battery materials market,” said Kevin Mulrenin, President of ACPT. “By combining ACPT’s ability to convert petroleum-derived feedstocks into tailored carbon precursors with NOVONIX’s expertise in synthetic graphite and anode materials, we

 

 

 

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

img58969013_1.jpg

 


 

img58969013_0.jpg

ASX ANNOUNCEMENT

(ASX: NVX)

 

 

 

believe we can accelerate the development and commercialization of a competitive North American supply chain for battery-grade graphite.”

Materials produced through the collaboration are expected to support process validation and customer sampling, further improving performance for new markets, and advancing the qualification and commercialization of new domestic feedstocks and precursor materials for AAM production.

The MOU is non-binding and does not commit either party to proceed with any project or to enter into a definitive agreement. There is no assurance that the parties will reach a definitive agreement, or as to the timing, terms, or scope of any future collaboration.

This announcement has been authorised for release by NOVONIX Chairman, Admiral Robert J. Natter, USN Ret.

About NOVONIX
NOVONIX is building a resilient North American battery materials supply chain to reduce risk and support U.S. energy independence. Headquartered in Chattanooga, Tennessee, the company produces high-performance synthetic graphite anode materials for lithium-ion batteries, serving energy storage, electric vehicles, industrial, and defense markets. Through proprietary technologies and expanding manufacturing capacity, NOVONIX is scaling critical battery materials to meet growing global demand.

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

For NOVONIX Limited
Investors:
ir@novonixgroup.com
Media:
media@novonixgroup.com


Cautionary Note Regarding Forward-Looking Statements
This communication contains forward-looking statements about the Company and the industry in which it operates. 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 made regarding the anticipated pursuit of certain projects, the negotiation and execution of definitive agreements, the expected benefits or outcomes of any collaboration, projects, and/or agreements, qualification and production and the timelines therefor, the deployment and scaling of furnace technology and manufacturing capabilities and

 

 

 

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

img58969013_1.jpg

 


 

img58969013_0.jpg

ASX ANNOUNCEMENT

(ASX: NVX)

 

 

 

the timelines therefor, the creation, development, improvement, uses, and/or benefits of new technology, materials or products and the applications therefor, and efforts to develop a North American battery materials supply chain and the outcome thereof.

The Company has based such statements on current expectations and projections about future events and trends that it believes may affect its 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 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 its furnace technology, ability to meet the technical specifications and demand of existing and future customers, the accuracy of estimates regarding market size, expenses, future revenue, capital requirements, needs and access for additional financing, the availability and impact and compliance with the applicable terms of government funding and other support, ability to obtain patent rights effective to protect its 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 its business and results are included in its 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 the Company’s 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. The Company undertakes 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.

 

 

 

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

img58969013_1.jpg

 


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