5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
LONDON - EnergyPathways plc (AIM:EPP) announced Wednesday it is commencing techno-commercial studies with Hazer Group Limited to produce battery-grade synthetic graphite as a by-product from its planned MESH low-carbon hydrogen production facility in Barrow-in-Furness.
The collaboration aims to establish MESH as an early entrant in UK battery-grade synthetic graphite production, potentially creating an additional revenue stream for the company. EnergyPathways secured exclusive rights to deploy Hazer’s hydrogen and graphite production technology in the UK through a strategic engagement and memorandum of understanding signed in July 2025.
The MESH facility is designed to deliver 90 MW of low-carbon hydrogen production capacity (approximately 20,000 tonnes annually) alongside up to 60,000 tonnes per year of synthetic graphite with an initial 95% purity, potentially upgradable to over 99.9%.
Graphite, classified as a Tier-1 critical mineral essential for lithium-ion batteries and electric vehicles, has been identified by the UK government as a critical mineral necessary for meeting net zero targets. The UK government has formally recognized the MESH project as a development of national significance under the Planning Act 2008.
The project comes amid growing concerns over China’s dominance in global graphite supply, which currently exceeds 80%. Recent export restrictions from China have intensified supply chain risks for industries dependent on graphite.
"EnergyPathways, with its flagship MESH project, continues to be a leading innovator in the UK’s energy transition and in offering affordable low-carbon energy solutions," said Ben Clube, CEO of EnergyPathways, in the press release.
The MESH project is targeted to be operational by 2030, subject to government approvals and financing, according to the company statement.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
