Albany Graphite · Jan 2026
One result.
Four procurement channels.
Bench-scale FBR purification returned 99.9992% C and 2.60 ppm EBC — results consistent with published purity thresholds for four structurally independent markets. In each case, sourcing from non-aligned nations is restricted by law, policy, or strategic procurement requirements.
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Channel 01 of 04
Nuclear Energy
SMR Reactor
Moderators & Reflectors
HTGR and TRISO-fuelled SMRs use graphite as core moderator and reflector — a structural programme input, not a consumable. Each reactor requires a dedicated qualified supply relationship for its 40–60 year operational life. Albany tested at 2.60 ppm EBC, well inside the <5 ppm nuclear threshold. Nuclear graphite is not a commodity purchase — it is a qualification programme.
HTGR · MSR · TRISO
40–60 yr supply relationship
0 allied-nation 5N supply today
Sources: Verified Market Research (Jul 2025); NEA SMR Dashboard (Sept 2025)
Channel 02 of 04
Defence Industry
High-Performance
Defence Applications
$2–4B est. market
Defence & aerospace specialty graphite · 2025
Defence platforms require graphite that meets strict purity, traceability, and allied-nation origin requirements. Allied procurement frameworks legally exclude non-aligned sourced advanced materials — not by preference, but by statute. Albany's 5N grade is consistent with published defence specification thresholds. Once qualified for a defence programme, the supply relationship typically spans the life of the platform.
Allied-nation origin required
Non-aligned supply excluded by statute
10–11% CAGR
Channel 03 of 04
Military Batteries
ITAR-Controlled
Battery Anodes
$30–70K/tonne
Defence grade pricing
UAV, autonomous platform, and defence battery systems require MIL-SPEC purity graphite with ITAR-compliant supply chain traceability and allied-nation origin. Non-aligned sourced graphite is categorically excluded from ITAR-controlled supply chains by law. Albany's January 2026 result — 367 mAh/g reversible capacity, 99.9992% C — is consistent with the purity thresholds cited for this application.
ITAR-controlled supply chain
Non-aligned supply excluded by law
367 mAh/g confirmed
Channel 04 of 04
Aerospace
Aerospace & Satellite
Power Systems
$20–45K/tonne
Aerospace grade pricing
eVTOL aircraft, satellite power systems, and crewed aerospace applications require graphite with certified chain of custody and traceable allied-nation origin. Battery failure at altitude is not a quality issue — it is a safety event. Albany's preliminary results are consistent with commonly cited aerospace-relevant purity ranges. Canadian origin provides eligibility across Five Eyes, NATO, and allied aerospace procurement frameworks.
FAA / EASA airworthiness
Traceable allied-nation origin
12–24 month qualification moat
The opportunity
Currently alone
in North America.
One nation controls approximately 70% of global natural graphite supply and 85%+ of processing capacity. Export restrictions introduced in 2023 triggered over $1.8B in North American capacity announcements. No NATO-allied natural graphite source has published a comparable 5N result. The bench-scale result is the first step. Full qualification requires certification programmes, customer engagement, and a qualified processing facility.
2.60 ppm
EBC · limit <5ppm
Jan 2026 · Independent accredited US laboratory · bench-scale result
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