Hazer Files Patents for >99.9% Pure Graphite Amid Surging Battery Demand

Hazer’s Patent Breakthrough in Graphite Purification

Hazer Group Limited has announced a significant milestone with the filing of patents protecting its novel electrochemical process that purifies graphite to ultra-high purity levels exceeding 99.9%. This process preserves the graphite’s unique morphology, a critical factor for its performance in advanced applications such as lithium-ion batteries.

The company’s patent family has been filed across more than 20 jurisdictions, reinforcing Hazer’s position as a leader in methane pyrolysis technology for producing low-emission hydrogen and high-quality graphite. This intellectual property move not only safeguards Hazer’s innovation but also opens the door to high-value markets that demand battery-grade graphite.

Strategic Market Positioning Amid Global Supply Challenges

Graphite is a critical mineral essential to the energy transition, with its demand skyrocketing due to its role in electric vehicles and renewable energy storage. However, the global supply chain is heavily concentrated, with China controlling over 80% of production. This concentration poses sovereign risks and has prompted tariffs, such as the US’s 93.5% tariff on Chinese graphite imports, intensifying supply constraints.

Hazer’s low-emission, domestically produced graphite offers a compelling alternative to these concentrated sources. The company is strategically targeting both established high-volume markets; like steelmaking, cement, and asphalt; and premium battery-grade applications that command higher margins. This dual approach aims to balance steady revenue streams with growth opportunities in the rapidly expanding battery materials sector.

Commercial and Revenue Implications

Battery-grade synthetic graphite prices have surged to over US$10,000 per tonne, reflecting the tightening market and high demand. Hazer’s process could produce graphite at competitive purity and emissions standards, appealing to battery and anode manufacturers seeking secure and sustainable supply chains.

Indicative revenue estimates suggest that a 50,000-tonne per annum hydrogen project producing graphite could generate approximately US$83 million annually at industrial graphite pricing. The addition of battery-grade graphite sales offers significant upside potential, supported by growing inbound interest and strategic partnerships, including with Mitsui.

Looking Ahead

Hazer’s patent filings mark a pivotal step in its commercialisation journey, positioning the company to capitalize on the evolving graphite market dynamics. As global demand for battery materials intensifies and supply chain security becomes paramount, Hazer’s technology and IP portfolio could become increasingly valuable.

Investors and industry watchers will be keen to monitor the progress of patent grants, commercial agreements with battery manufacturers, and the company’s scale-up of production capabilities in the coming months.