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Renascor Resources Limited (RNU) investor relations material
Renascor Resources Limited Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary7 Nov, 2025
Market trends, policy environment, and strategic positioning
Global graphite demand is rising due to lithium-ion battery and EV growth, with stationary storage and AI/data center needs emerging as key drivers.
China controls 80% of graphite concentrates and 99% of PSG supply, prompting Western markets to seek secure, non-Chinese supply chains as China expands export controls, with the latest restrictions suspended for one year from November 2025.
U.S. and Australian governments are implementing tariffs, trade measures, and funding to support critical minerals projects and reduce reliance on China, including a $4 billion Critical Minerals Facility and bilateral agreements.
Project status, development milestones, and competitive advantages
The Siviour project is development-ready, with all major regulatory approvals, a completed definitive feasibility study, and freehold land secured.
Siviour is the second largest proven graphite reserve globally and the largest outside Africa, with a total mineral resource of 123.6 Mt at 6.9% TGC, and is among the most capital-efficient ex-China graphite developments.
Construction of the PSG demonstration facility is underway, with major structural works complete, key equipment installed or in transit, and environmentally friendly, HF-free purification technology.
Vertical integration enables production of purified spherical graphite targeting high-growth battery sectors, offering cost and logistical advantages.
Bulk sample production from Siviour has yielded high-grade graphite concentrates for the PSG demonstration facility.
Offtake, financing, and market opportunities
Non-binding offtake agreements are in place with major anode makers like POSCO and Mitsubishi Chemical, supporting project financing and market access.
The Australian Government has provided a $185 million conditional loan and a $5 million grant to support project financing and demonstration facility construction.
U.S. trade actions, including tariffs and national security investigations, could double anode prices and open the market for ex-China producers.
Early site works, long-lead procurement, and power infrastructure upgrades have been completed to de-risk and accelerate construction.
What specific pricing structures are being discussed for binding offtake?
What is the timeline for PSG demo plant commissioning?
How does Renascor's low OPEX compare to competitors?
Quantify expected PSG price uplift from US tariffs
What is the primary risk of the PSG demo plant
Rationale for other commodity exploration ramp-up
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Next Renascor Resources Limited earnings date
AGM 202525 Nov, 2025
Next Renascor Resources Limited earnings date
AGM 202525 Nov, 2025
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Frequently asked questions
Renascor Resources Limited is an Australia-based company engaged in the development of the Siviour Graphite Project, aiming to establish a vertically integrated battery anode material manufacturing operation in South Australia. The company focuses on the development of economically viable deposits containing not only graphite but also gold, copper, and other minerals. Its portfolio includes the Siviour Battery Anode Materials project, the Carnding Gold project, the Marree project which is copper-prospective, and the Olary and Eastern Eyre projects. The Carnding Project, in particular, targets shallow, high-grade gold occurrences within South Australia’s Central Gawler Craton. The company is headquartered in Adelaide, South Australia, and its shares are listed on the Australian Securities Exchange.
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