# Tirupati Graphite positioned to capitalise on new tariff landscape

- Link: https://www.directorstalkinterviews.com/tirupati-graphite-positioned-to-capitalise-on-new-tariff-landscape/4121208515
- Published: 2025-07-21T13:31:00+01:00
- Author: Amilia Stone

A surge in demand for battery-grade graphite coupled with fresh US duties on Chinese
imports has opened a prime opportunity. With established African projects and integrated
processing hubs, Tirupati Graphite is set to capture redirected offtake and command
premium pricing in a tariff-free supply chain supporting the global energy transition.

The global shift towards electric mobility and energy storage has driven unprecedented
appetite for high-purity graphite. As lithium-ion battery production accelerates,
demand for anode materials is forecast to triple over the next decade. Meanwhile,
recent US trade measures have dramatically raised the cost of Chinese graphite imports,
compelling manufacturers to seek new, reliable sources.

Against this backdrop, Tirupati Graphite’s African expansion gains fresh momentum.
Its flagship project in Mozambique is on track to deliver commercial production 
in the coming months, with initial output destined for North American and European
battery facilities. Complementary processing capacity in Madagascar ensures the 
material is refined to meet stringent quality standards, positioning the business
as a turnkey supplier of premium anode-grade concentrate.

By securing all necessary permits for annual extraction of up to 158,000 tonnes 
in Mozambique and advancing downstream beneficiation in Madagascar, the group addresses
both raw feedstock and value-added processing needs. This integrated approach not
only smooths logistics but also enhances margins, as tariff-free graphite attracts
a significant premium over restricted Chinese alternatives.

Investor confidence has already been reflected in share price performance, driven
by contract wins with leading battery manufacturers and substantial offtake agreements.
Long-term partnerships with global offtakers underpin the revenue outlook, with 
combined annual volumes expected to exceed 50,000 tonnes within the next two years.

The interplay of robust underlying demand, strategic geographic positioning and 
newly imposed trade barriers on China creates an ideal environment for non-Chinese
producers. Tirupati Graphite’s diversified footprint across key battery-materials
hubs ensures close proximity to major markets, from the United States and Europe
to India and Japan. By offering reliable, cost-efficient supply, the operation is
poised to play a pivotal role in accelerating the transition to clean energy.

_**[Tirupati Graphite PLC](https://www.directorstalkinterviews.com/company/tirupati-graphite-plc/tgr.l)**(
[LON:TGR](https://www.directorstalkinterviews.com/company/tirupati-graphite-plc/tgr.l))
is a fully integrated specialist graphite and graphene producer, with operations
in Madagascar and Mozambique. The Company is delivering on this strategy by being
fully integrated from mine to graphene. Its global multi-location operations include
primary mining and processing in Madagascar, hi-tech graphite processing in India
to produce specialty graphite, and a state-of-art graphene and technology R&D center
to be established in India. _

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