NOVONIX, a leading battery materials company, announced the delivery of a mass production qualification sample (“C-sample”) of synthetic graphite anode active material (“Synthetic Graphite AAM”) to its lead customer, Panasonic Energy.

This milestone marks the first known delivery of a Synthetic Graphite AAM C-sample produced in North America, representing a critical step towards establishing a U.S. supply chain in an industry currently dominated by China. The Company’s testing shows the material meets all Panasonic’s required specifications, though formal validation remains subject to Panasonic’s assessment over the coming months.  

Qualification of anode active materials is a rigorous process, and timelines can vary depending on customer-specific material requirements and qualification protocols. The Company’s delivery of a C-sample represents the achievement of a significant step in the final stages of the qualification process with Panasonic and underscores NOVONIX’s advancement toward full-scale commercial production.

“The delivery of a mass production C-sample to Panasonic is an important moment for NOVONIX and for the development of a secure North American battery materials supply chain,” said Mike O’Kronley, CEO of NOVONIX. “This Milestone was achieved as a result of our dedicated team working closely with Panasonic to develop a new source of this critical mineral.  We are now one step closer to realizing a fully domestic supply chain in the U.S.”

By achieving this milestone, the Company reaffirms earlier guidance that it expects commencement of mass production for Panasonic to begin in the second half of 2027, subject to successful completion of the qualification process by Panasonic and its customers. 

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