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Novonix manufactures synthetic graphite anode active material (AAM) for lithium-ion batteries, produced at its Riverside facility in Chattanooga, Tennessee — intended to be the first large-scale synthetic graphite production site in North America.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Binding offtake, Nov 2024: minimum 32,000 tonnes synthetic graphite anode material, 2027-2031, subject to Novonix mass-production qualification and financing milestones. No share-of-revenue figure given.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Binding offtake agreement (announced 2024-11-26) for a minimum 86,250t / target 115,000t of high-performance synthetic graphite anode material over a 6-year term, supply starting 2026, to 'Stellantis' cell manufacturing partners in North America' — the specific cell JV/maker is not named in this filing. First named graphite raw-material counterparty found for Stellantis, closing part of the gap flagged 2026-09-11/12/18.
Terminated by Stellantis effective 2025-11-04, per Novonix's own account relayed by trade press: the parties could not agree on battery-cell product specifications and mass-production-qualification milestones. Second vintage of the same counterparty per R164 — a status/termination change, not a percentage share, so no delta computed. Source swapped 2026-09-23: the original electrive.com citation now returns HTTP 403; clubalfa.it reports the same three-agreement termination round (Alliance Nickel, Novonix, Westwater).
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.