Graphite

Planned and under-construction graphite projects with a publicly announced capital cost, public financial backing, or both. Each line is one statement by the named publisher on the given date; the atlas adds nothing to it.

• Talga Natural Graphite ONE (Vittangi Anode Project)PlannedMine and processing

  Talga AB · northern Sweden · Sweden · Graphite

  “FINANCIAL CLOSE DATE 31 January, 2028; ENTRY INTO OPERATION DATE 31 December, 2030 (Innovation Fund fiche for the anode refinery part)” · status as printed on 2026-10-02European Climate, Infrastructure and Environment Executive Agency

  Announced capital cost

  EUR 560 M2024-04-15Talga Group Ltd

  capital costs for the construction of the vertically integrated operation (excluding €39m contingency) · Talga Group Ltd

  The publisher's words: “capital costs for the construction of the vertically integrated operation are now estimated at €560 million (excluding €39m contingency)”

  Public backing

  • no amount statedStrategic project status · “recognised as Strategic Project (Commission Decision C(2025) 1904, annex item 44)” · 2025-03-25European Commission

    European Commission

    The publisher's words: “Talga Natural Graphite ONE is an ongoing extraction project in Sweden. The project promoted by Talga AB”

  • EUR 150 MLoan · “board has approved (EIB project page: Approved | 15/06/2023; amount 'not disclosed' there)” · 2023-06-20Talga Group Ltd

    European Investment Bank

    The publisher's words: “board has approved €150 million senior debt funding”

  • EUR 70 MGrant · “AMOUNT OF INNOVATION FUND GRANT (project TalnodeONE, starting date 01 April, 2025)” · 2026-10-02European Climate, Infrastructure and Environment Executive Agency

    EU Innovation Fund

    The publisher's words: “AMOUNT OF INNOVATION FUND GRANT EUR 70,000,000”

  Linked, not quoted (the publisher's terms forbid reuse, so no figure is taken from the page): European Investment Bank

• Graphite Creek ProjectPlannedMine

  Graphite One Inc. · north of Nome, Alaska · United States · Graphite

  “Management’s current plan is for graphite to be mined” · status as printed on 2025-11-13Graphite One Inc.

  Announced capital cost

  No announced capital cost was read.

  Public backing

  • USD 670 MLetter of interest · “Letter of Interest” · 2026-01-05Export-Import Bank of the United States

    Export-Import Bank of the United States

    The publisher's words: “approving a $670 million Letter of Interest for Graphite One Inc. (G1) to support financing of the Company's Graphite Creek Project”

  • no amount statedLetter of interest · “non-binding and conditional and does not represent a financing commitment” · 2025-12-18Graphite One Inc.

    Export-Import Bank of the United States

    The publisher's words: “Investors should be aware that the LoI is non-binding and conditional and does not represent a financing commitment.”

  • USD 37.5 MGrant · “drew down the remaining” · 2025-11-13Graphite One Inc.

    U.S. Department of Defense (Defense Production Act)

    The publisher's words: “the U.S. Department of Defense’s $37.5 million Technology Investment Agreement grant under the Defense Production Act”

A short, hand-read list, not a census: 19 projects in all. Announced amounts are not spending, a letter of interest or a conditional commitment is not a loan, and amounts stay in the currency of the announcement.

Stockpiles, price floors, offtake and purchasing programmes and public funds whose source names graphite, and general critical-minerals instruments (marked). Each is one statement by its publisher.

1. 2024-05-23in force from · European UnionJoint purchasingin forceOfficial Journal of the European Union

   The Critical Raw Materials Act obliges the Commission to run a demand-aggregation and joint-purchasing system for strategic raw materials and to set a benchmark for strategic stocks.

   Covers: “strategic raw materials” · Materials: Cobalt, Copper, Gallium, Germanium, Lithium, Graphite, Nickel, Rare earths, Tungsten

   The publisher's words: “The Commission shall set up and operate a system to aggregate the demand of interested undertakings consuming strategic raw materials established in the Union”

   2 further statements from the source

   joint negotiation of purchases allowed (Article 25(5))Official Journal of the European Union

   The publisher's words: “may, on a transparent basis, jointly negotiate the purchase, including the prices or other terms and conditions of the purchasing agreement”

   coordination of strategic stocks (Article 23)Official Journal of the European Union

   The publisher's words: “shall adopt a benchmark indicating a safe level of Union strategic stocks of strategic raw materials”

2. 2025-06-17announced · G7Other supportannouncedPrime Minister of Canada

   G7 leaders launched a Critical Minerals Action Plan with a roadmap for standards-based markets and a call for more public and private capital for critical minerals projects.

   Covers: “critical minerals”

   critical minerals in general; the source does not name graphite

   The publisher's words: “We will develop a roadmap to promote standards-based markets for critical minerals”

   3 further statements from the source

   launch of the planPrime Minister of Canada

   The publisher's words: “We are launching a G7 Critical Minerals Action Plan”

   roadmap contentPrime Minister of Canada

   The publisher's words: “The roadmap will establish a set of criteria that constitute a minimum threshold for standards-based markets”

   capital mobilisationPrime Minister of Canada

   The publisher's words: “We encourage our export credit agencies and development finance institutions (DFIs) to identify more opportunities for collaboration”

3. 2025-11-04published · CanadaFundannouncedDepartment of Finance Canada

   Budget 2025 proposes a Critical Minerals Sovereign Fund at Natural Resources Canada for equity investments, loan guarantees and offtake agreements, and a First and Last Mile Fund.

   CAD 2 bn · “$2 billion over five years, on a cash basis, starting in 2026-27”

   Covers: “critical minerals projects and companies”

   critical minerals in general; the source does not name graphite

   The publisher's words: “provide $2 billion over five years, on a cash basis, starting in 2026-27, to Natural Resources Canada to create the Critical Minerals Sovereign Fund”

   3 further statements from the source

   tools of the fundDepartment of Finance Canada

   The publisher's words: “including equity investments, loan guarantees, and offtake agreements”

   First and Last Mile FundDepartment of Finance Canada

   The publisher's words: “provide $371.8 million over four years, starting in 2026-27, to Natural Resources Canada to create the First and Last Mile Fund”

   absorbs the Critical Minerals Infrastructure FundDepartment of Finance Canada

   The publisher's words: “would absorb the Critical Minerals Infrastructure Fund and leverage its existing funding envelope to provide up to $1.5 billion in support through 2029-30”

4. 2025-11-22published · United KingdomFundannouncedDepartment for Business and Trade

   The UK critical minerals strategy Vision 2035 announces public funding for critical mineral projects and says stockpiling through procurement will be considered for the defence sector.

   GBP 50 M · “up to £50 million”

   Covers: “critical mineral projects in the UK”

   critical minerals in general; the source does not name graphite

   The publisher's words: “funding of up to £50 million will be made available by DBT to support critical mineral projects”

   2 further statements from the source

   stockpiling under considerationDepartment for Business and Trade

   The publisher's words: “Measures could include stockpiling, including through procurement mechanisms”

   later programme page (published 22 June 2026): grant shareDepartment for Business and Trade

   The publisher's words: “with £45 million of this available as grant funding”

5. 2026-01-14signed · United StatesPrice floorannouncedThe White House

   Presidential proclamation under section 232 directing negotiations on imports of processed critical minerals, in which price floors for trade in critical minerals are to be considered.

   Covers: “processed critical minerals and their derivative products (PCMDPs)”

   critical minerals in general; the source does not name graphite

   The publisher's words: “the Secretary and the Trade Representative should consider price floors for trade in critical minerals and other trade-restricting measures”

6. 2026-02-02announced · United StatesStockpileannouncedExport-Import Bank of the United States

   The Export-Import Bank approved a direct loan for Project Vault, a public-private partnership that is to establish a U.S. Strategic Critical Minerals Reserve storing raw materials for manufacturers.

   USD 10 bn · “a Direct Loan of up to $10 billion”

   Covers: “essential raw materials”

   critical minerals in general; the source does not name graphite

   The publisher's words: “the EXIM Board of Directors approved a Direct Loan of up to $10 billion to Project Vault”

   4 further statements from the source

   what it establishesExport-Import Bank of the United States

   The publisher's words: “a supply chain security initiative establishing the U.S. Strategic Critical Minerals Reserve”

   storageExport-Import Bank of the United States

   The publisher's words: “that will store essential raw materials in facilities across the United States”

   borrower structureExport-Import Bank of the United States

   The publisher's words: “providing long-term financing to a partnership between original equipment manufacturers and private sector capital providers”

   later EXIM release of May 4, 2026 restating the loanExport-Import Bank of the United States

   The publisher's words: “The transaction includes a direct loan of up to $10 billion”

There is no open price series for graphite, so these instruments are listed without a chart.