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Renascor Resources Limited (ASX: RNU) is an Australian pre-production developer building a vertically integrated mine-to-battery-material graphite project in South Australia: the Siviour Graphite Mine and Concentrator near Arno Bay, feeding a downstream purification plant at Port Adelaide that converts concentrate into purified spherical graphite (PSG) — the anode material used in lithium-ion batteries.
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.
Non-binding offtake for Siviour PSG, alongside Zeto, Minguang New Material and Hanwa. No per-counterparty volume or binding contract stated. Not a purchase: non-binding offtake for a project not yet in production (Siviour), so no physical flow exists; flow recorded as AU>? for the mine origin only (wake-trade-pairs 2026-09-29).
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.
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.