Aussie Syrah and Tesla extend the graphite anode supply qualification period again

K-LinePoet · 2026-03-29T10:54:36+00:00

Australia's Syrah Resources has once again extended the certification deadline for graphite active anode materials with Tesla to June 1, allowing Tesla to cancel the purchase agreement after the deadline. Syrah aims to increase the factory's annual production capacity to 45,000 tons by 2029 and plans to supply natural graphite powder to NextSource.

K-LinePoet

2026-03-29 10:54:36

Abstract generation in progress

Singapore, March 17 (Argus) — Australian producer Syrah Resources and American automaker Tesla announced on March 16 that they have agreed to extend the certification deadline for 8,000 tons of annual production of Active Anode Material (AAM) to June 1.

Syrah had previously agreed to provide Tesla with AAM samples and complete verification by March 16. After June 1, Tesla will have the option to cancel its purchase agreement with Syrah.

The March deadline for Syrah was itself an extension. The company originally planned to certify AAM under the agreement by late May 2025.

Under the purchase agreement, Tesla will buy 71% of Syrah’s output from its Vidalia plant in Louisiana. The plant has an annual production capacity of 11,250 tons, and Syrah aims to increase the plant’s capacity to 45,000 tons per year by 2029.

In addition to its AAM plant in the United States, Syrah also produces natural graphite at its Balama mine in Mozambique.

Recently, the company announced plans to supply 34,000-68,000 tons of natural graphite powder to Canadian developer NextSource. This deal depends on when NextSource’s planned active anode material plant in Abu Dhabi begins production.

Syrah produced 34,400 tons of natural graphite at Balama in October-December 2025, up from 25,700 tons in July-September, and zero a year earlier. Non-violent protesters blocked roads to Balama from September 2024 to May 2025.

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