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China battery related flake graphite spot prices were generally flat for the past month. Graphite market news - Depressed China graphite prices are due to oversupply. The global graphite market to grow from $14.6B in 2025 to $22.1B by 2030, CAGR of 8.7%. Graphite company news - NextSource Materials Updated FS results for Molo Mine expansion to 150k tpa, Pre-tax NPV8% of US$402.5M. EcoGraf German offtake partner to double volumes to 40,000 tpa.

SGL Carbon SE (SGLFF) Q2 2026 Earnings Call Transcript

SGL Carbon ETR: SGL reported lower first-half revenue for 2026 as the company's exit from loss-making carbon fiber operations and weak demand in certain industrial markets weighed on sales. However, the company said profitability, cash flow and its balance-sheet position remained resilient, supported in part by compensation payments tied to renegotiated semiconductor supply contracts.