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Building the Future of Graphite: Insights from POSCO International and Black Rock Mining

18 Aug 2025

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In this episode, we are joined by John de Vries, MD and CEO of Black Rock Mining, and Tae-Sun Yeom, Senior Manager at POSCO International - two key players in the global battery supply chain.John discusses the significance of Black Rock’s recent milestones, including this week’s announcements regarding the Special Mining Licence and power supply agreement, and what these mean for the project’s future. He explains why Black Rock is maintaining its focus on high-purity flake production rather than moving downstream, and how the company is building a resilient, China-independent business model.Tae-Sun shares why POSCO International selected Mahenge as a strategic investment - citing its scale, flake size, purity, logistics, and management strength - and outlines POSCO’s goal of reducing reliance on China by developing a fully integrated supply chain. This includes the company’s recent $277 million investment into domestic spherical graphite production, reinforcing POSCO’s position as the largest anode producer outside China.We also explore the evolving conversation around natural vs. synthetic graphite, feedstock economics, and why natural graphite is increasingly seen as a strong fit for silicon-rich battery chemistries.Published 13 May 2025DisclaimerI am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own and are not affiliated with any companies mentioned. No exchange in benefits such as monetary payment has been exchanged for the production of this. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. These represent my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

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12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

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10:00H | 21 DIC 2025 | Fin de Semana

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13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

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12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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GraphiteHub

Building the Future of Graphite: Insights from POSCO International and Black Rock Mining

This episode hasn't been transcribed yet

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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