Westwater resources is a US domestic graphite producer for batter anodes who is in development of both a graphite refining plant (Kellyton) and ownership of 65 square miles ~70,000 acres of one of the richest graphite deposits in the world (the alabama graphite belt).
WWR also has recently completed the first phase of their Kellyton graphite processing plant which will allow them to ship off processed graphite to manufacturers in the MT-sample range.
Catalysts
- Tariffs on critical minerals from outside the US raise WWR's competitiveness.
- The graphite industry is expected to increase from 3.80B in 2025 to 4.85B in 2030.
- WWR has offtake agreements for processed graphite with Stellantis. Once the processed graphite is available, revenue-producing contracts are already in place.
Risks
- The demand for graphite could fall if alternatives for lithium-ion batteries are discovered
- WWR currently is not profitable and does not bring in revenue. They are financing the Kellyton graphite plant solely through debt.
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Disclaimer
The user rfdweeb has a position in NYSEAM:WWR. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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