Welcome to our dedicated page for Northern Graphite news (Ticker: NGPHF), a resource for investors and traders seeking the latest updates and insights on Northern Graphite stock.
Northern Graphite Corporation (OTCQB: NGPHF), referred to here as NORTHERN GRAPHITE ORD, generates news that spans mining operations, critical minerals policy, and advanced battery materials development. As a Canadian TSX Venture Exchange listed company and the only flake graphite producing company in North America, its updates often focus on the Lac des Îles graphite mine in Quebec, development projects in Canada and Namibia, and its broader mine-to-battery strategy.
News items frequently cover operational developments at Lac des Îles, including pit extension work, overburden stripping programs, temporary care and maintenance decisions for maintenance and upgrades, and federal government financial support intended to extend mine life and maintain production from what the company describes as North America’s only operating graphite mine. These releases provide context on production levels, maintenance activities, and permitting steps.
Another major theme in Northern’s news flow is its expansion into battery anode materials (BAM) and downstream processing. Investors can follow announcements about planned BAM plants in Baie‑Comeau, Quebec and France, the selection of a French project under the European Union’s Critical Raw Materials Act, and a term sheet for a large-scale BAM facility in Yanbu Industrial City in the Kingdom of Saudi Arabia through a joint venture with Al Obeikan Group for Investment Company. These stories highlight how Northern intends to link its upstream graphite assets with global battery supply chains.
Northern also issues news on technology and R&D partnerships, such as its letter of intent with Alkeemia S.p.A. for graphite purification in Italy and its funded collaboration with Rain Carbon Canada to upcycle graphite byproducts into battery-grade anode material. Corporate updates, including quarterly results, financing arrangements, stock option grants to directors, and executive appointments, round out the coverage. For investors tracking NGPHF, this news page offers a consolidated view of how operational performance, project development, partnerships, and policy developments interact in the company’s graphite and battery materials business.
Northern Graphite (OTCQB: NGPHF) commented on the March 12, 2026 U.S. International Trade Commission decision that overturned Commerce's earlier finding and removed the 160% duties on Chinese graphite active anode material (AAM). The company said it is disappointed but remains optimistic about growing a North American graphite supply chain.
Northern reiterated plans to expand production and build downstream AAM processing capacity in North America, Europe and the Middle East, and noted its role as a founding member of the North American Graphite Alliance (NAGA) to advocate policy and investment that support domestic supply chains.
Northern Graphite (OTCQB: NGPHF) granted 2.0 million Deferred Share Units (DSUs) and 2.0 million stock options to a senior executive on March 9, 2026. Options are exercisable at $0.25 per share for five years and vest immediately. DSUs are performance-based and vest no earlier than one year, tied to debt restructuring, final investment decisions to restart Okanjande Mine, construction of a battery anode materials plant in Saudi Arabia, and market capitalization growth. Upon vesting, each DSU converts to one common share or cash at the Board's discretion. Grants are subject to the Company's DSU and Stock Option plans.
Northern Graphite (OTCQB: NGPHF) is partnering with Metalshub to run online auctions for four natural flake graphite grades from its Lac des Iles mine and processing plant in Quebec. The move aims to digitalize spot sales, increase transparency, enable market-driven price discovery, and connect Northern with global qualified buyers.
Auctions will cover 20x50, 50x80, 80x150 and M100 grades using structured request-for-bid workflows and auditable bidding processes on Metalshub's platform.
Northern Graphite (OTCQB: NGPHF) granted a total of 4.85 million restricted share units (RSUs) and 2.5 million stock options on February 9, 2026, as part of its long-term incentive program.
Options are exercisable at $0.25 per share for five years and RSUs and options generally vest one-third on each of the first three anniversaries. Of the RSUs, 3.7 million were granted to officers and executives; consultants received 1.0 million options vesting on performance milestones. Grants are subject to the company's RSU and Stock Option plans.
Northern Graphite (OTCQB: NGPHF) and partners launched USE-G, a three-year, €1.70 million R&D program (Jan 1, 2026–Dec 31, 2029) largely funded by the German Federal Ministry of Economic Affairs and Energy (€1.14 million).
The project aims to develop European, HF-free graphite purification, sustainable carbon coatings, and recovery of graphite from battery black mass to reduce Chinese supply-chain reliance and enable circular anode materials.
Northern Graphite (OTCQB: NGPHF) and Al Obeikan Group signed a term sheet (Jan 14, 2026) to form a JV (51% Obeikan / 49% Northern) to build a US$200 million Battery Anode Material (BAM) plant in Yanbu, Saudi Arabia. Phase I capacity is 25,000 tpy with scalable expansion; first‑phase production is forecast for 2028. The JV aims to secure long‑term offtake agreements with global battery makers for 25,000 tpy and will contract to buy up to 50,000 tpy of graphite concentrate from Northern's Okanjande mine in Namibia. A Final Feasibility Study is targeted by June 30, 2026; completion is subject to definitive agreements, offtakes, permits and financing.
Northern Graphite (OTCQB: NGPHF) granted a total of 2,860,000 stock options to its Non-Executive Directors as part of their compensation on December 9, 2025. The options vest immediately, are exercisable at $0.20 per share, and expire on December 5, 2030. The company said the grant recognizes the board's support as Northern pursues its integrated mine-to-battery strategy.
Northern Graphite (OTCQB: NGPHF) reported Q3 2025 operating and financial results and a corporate update on Dec 2, 2025. Production fell amid intermittent shutdowns, with concentrate output of 2,325 t in the quarter and revenue of $6.5M (down 4% YoY) partially offset by 32% higher selling prices. The company secured a $6.225M federal interest-free loan covering 75% of Lac des Îles pit-extension eligible costs and completed overburden pre-stripping. Subsequent to quarter-end Northern closed a C$1.4426M private placement and placed LDI on temporary care and maintenance to complete upgrades ahead of expected restart and ramp to 20,000–25,000 tpy.
Northern Graphite (OTCQB: NGPHF) has placed the Lac des Iles mine and mill into temporary care and maintenance after a mill bearing failure and to accelerate scheduled maintenance ahead of a planned 2026 pit expansion. A replacement bearing has a lead time of ~4–6 weeks. Pre-stripping for Phase 1 is underway on a continuous basis over an estimated two-month period.
The expansion project has up to $6.2M of interest-free, repayable funding covering 75% of eligible costs from NRCan/CED. The company expects to start production from the expanded pit in Q2 next year, but a minor over‑blast near the 209m depth may cause a 2–3 month production gap while regulators areengaged and an amendment is sought.
Northern Graphite (OTCQB: NGPHF) signed a Letter of Intent to take up to 50% (100 tpa) of a 200 tpa pilot graphite purification plant being built by Alkeemia in Porto Marghera, Italy, with a planned Start of Production in Q1 2026. The Alkeemia process targets 99.96% graphite for Li‑ion batteries and is described as lower carbon, faster, simpler, and less toxic than competing methods. Northern will toll process feedstock from its Okanjande (Namibia) and Lac des Iles (Quebec) mines and is discussing scaling the technology to 5,000–10,000 tpa for planned BAM facilities in Baie‑Comeau and France. The deal is framed as strengthening Western supply‑chain independence amid recent Chinese export controls effective November 8, 2025.