Graphite & Galan Lithium

Graphite: Graphite is among the minerals targeted for local processing, potentially affecting its market dynamics.

Galan Lithium: Galan Lithium is a key mineral targeted for value addition; increased African processing could affect global supply and prices.

Graphite: Graphite demand is supported by LFP dominance; domestic recycling is encouraged.

Galan Lithium: Galan Lithium is a key mineral for batteries; domestic exploration is supported by the India — National Critical Mineral Mission.

Graphite: Graphite supply growth is concentrated, with leading producer dominating.

Galan Lithium: Galan Lithium prices more than doubled; supply deficits persist; investment in lithium fell 40%.

Graphite: Key battery material; Westwater Resources received a loan for its graphite mine.

Galan Lithium: Key battery material; Lithium Americas is building the largest U.S. mine.

Graphite: Graphite is a strategic mineral that Atlas Critical Minerals has exposure to, essential for AI and energy transition.

Galan Lithium: Galan Lithium's CEO will deliver a key address at a major critical minerals conference, highlighting the company's role in global lithium supply and its Neves Project. This event enhances its visibility and strategic positioning in the critical minerals market.