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Three Graphite Developers to Meet Investors at Munich Commodities Fair

More than 60 resource companies will present to investors at the Rohstoffmesse München at Motorworld on November 6-7, 2026. Among them are three graphite developers pursuing projects in Uganda, Australia and Finland, with work ranging from exploration to demonstration-scale production of battery ma…

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Investor meetings and a silver incentive

Admission is free, though meeting slots are limited. The organizer is offering one physical ounce of silver to visitors who book at least 15 management meetings through the official platform and successfully complete them during the fair. The award is subject to verification.

The three graphite companies illustrate different stages of developing supplies for batteries and other applications. Graphite is a strategically important material for the energy transition, and projects outside the dominant Asian supply chains are attracting increasing attention, according to wallstreet-online.

Blencowe targets a 2027 production start in Uganda

Blencowe Resources plans to bring its wholly owned Orom-Cross graphite project in Uganda into production in 2027. Investors can discuss financing, potential offtake agreements and the steps toward that planned start with management at the fair.

The project's definitive feasibility study, completed in 2025 and updated in May 2026, puts its after-tax net present value at approximately US$1.25 billion. Blencowe plans to expand production in stages, with a long-term aim of making higher-value graphite products alongside concentrate. Purification testing has achieved purity levels as high as 99.99%.

Renascor tests its battery-graphite process

Renascor Resources aims to combine mining at its Siviour project in South Australia with processing into purified spherical graphite (PSG) for battery anodes. Siviour has a reported mineral resource of about 123.6 million metric tons grading 6.9% graphitic carbon. Separately, Australian Mining reports an ore reserve of 61.8 million metric tons at 7% total graphitic carbon. Renascor describes it as the world's second-largest reported proven graphite reserve and the largest outside Africa.

After commissioning its Adelaide demonstration plant in July 2026, Renascor announced on October 7 that batch trials had produced battery-grade PSG with 99.97% carbon purity. The trials used third-party spherical graphite to benchmark the plant's performance, rather than material from Siviour. Trials using Siviour graphite were planned for the same quarter, before larger, multi-tonne campaigns.

The purification process does not use hydrofluoric acid (HF). Renascor says the approach could use fewer reagents, allow reagent recycling and reduce hazardous handling compared with conventional methods used by Chinese PSG operations. Its July 2026 cost study estimated operating costs of roughly US$459 per metric ton in 2026 dollars. The company cited that estimate as evidence of the process's potential to supply battery-grade material competitively from outside China.

The supply-chain context is significant: Australian Mining reported on October 9, 2026, that China purifies most of the graphite used in batteries worldwide and has required export licenses for spherical graphite since December 2023. The outlet said purification capacity outside China offers an alternative for battery makers seeking another source.

Renascor's commercial plans include a PSG facility designed for annual output of up to 100,000 metric tons. The South Australian government approved its development application in 2025, with final design approval still required. The Adelaide demonstration plant tests the downstream processing planned for that facility.

In its October 7 announcement, Renascor reported conditional approval for an A$185 million loan facility through the Australian Government's Critical Minerals Facility. It also cited approximately A$94 million in cash at June 30, 2026.

Kupukan advances a private Finnish exploration project

Kupukan Grafiitti Oy is developing the Kupukka graphite project in Siikalatva, Finland. The company is not publicly listed. Drilling has encountered thick graphite-bearing intervals, including 22.55 meters grading 9.2% graphitic carbon.

In early 2026, Kupukan published a conceptual exploration target ranging from 23 million to 94 million metric tons at 3.4% to 5.3% graphitic carbon. That target is not a mineral resource. Processing tests in Germany have also produced purified spherical graphite with purity reaching 99.97%.

Additional Finnish investors strengthened the company's financing in 2026. Kupukan also received a business development grant from the Northern Finland Economic Development Centre on February 3, 2026, under the ERDF program "Domestic graphite as a raw material for reducing carbon emissions".

The grant-backed project runs from September 2025 through August 2026, with a total budget of €237,430, including €118,715 in EU funding. Its scope includes beneficiation and quality testing, geophysics, stakeholder work and an independent evaluation of the mining project.

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