ASX:SYRMetals and Mining
Is Syrah Resources (ASX:SYR) Using Long-Term Graphite Contracts To Recast Its Competitive Moat?
In March 2026, NextSource Materials announced a binding agreement for Syrah Resources to supply approximately 34,000–68,000 tonnes of natural graphite fines over seven years to feed NextSource’s planned battery anode facility in Abu Dhabi, with pricing linked to an independent graphite fines index and subject to production and qualification milestones.
This long-term supply deal highlights Syrah’s growing role in global battery material supply chains, potentially reinforcing its positioning...