Falcon Energy Materials Advances Pilot Plant Construction with Three Major Customers Testing CSPG Samples

Falcon Energy Materials plc has reported significant construction progress for its pilot plant at Jorf Lasfar, Morocco, with completion and commissioning remaining on schedule for Q4 2025. The facility represents a strategic move to establish large-scale production of coated spherical purified graphite for the global battery industry outside of China, with three potential customers already initiating qualification processes using initial CSPG samples.

The pilot plant construction is advancing under Open Steel Structure Maroc S.A.R.L, the Moroccan subsidiary of Open Building Systems of China, leveraging extensive industrial infrastructure expertise. Fabrication of structural steel has been completed, with delivery to the site scheduled for late October. All major processing equipment has been installed at Hensen Graphite & Carbon Corporation in China, with shipment to Morocco expected in November 2025.

First CSPG samples have been produced for three potential customers to initiate large-scale qualification programs. The company has operated the pilot plant throughout October 2025 at Hensen's facility in China to ensure optimized performance before shipping the complete facility to Morocco for final commissioning. Two distinct specifications tailored to customer requirements have been produced, with 50kg sample batches currently under evaluation by major potential customers.

The strategic location within Fluoralpha S.A.'s industrial complex at Jorf Lasfar provides direct access to world-class port infrastructure, competitive operating costs, and proximity to both European and North American markets. This positioning could significantly impact global battery supply chains by creating a reliable non-Chinese source for critical anode materials. Civil construction is advancing steadily, with completion of the pilot plant building, offices and ancillary infrastructure remaining on track for late 2025.

Matthieu Bos, CEO of Falcon, stated that the pilot plant represents a pivotal milestone not just for producing CSPG samples but for advancing toward establishing a major anode production facility outside China. The company is confident in global availability of premium graphite feedstock and is actively testing several high-quality sources to ensure scalable, reliable supply for growing operations. Additional information about the project progress can be found at https://www.falconem.net.

The successful development of this facility could have substantial implications for the electric vehicle and energy storage industries by diversifying the global supply chain for battery anode materials. Currently, China dominates CSPG production, creating potential supply chain vulnerabilities for Western manufacturers. Falcon's progress toward its proposed 25,000 tonnes per annum commercial scale anode facility represents a key step toward securing long-term offtake agreements and establishing a resilient industrial value chain.

Bos emphasized that the strategic partnership with Hensen and Fluoralpha signifies the development of a comprehensive industrial value chain crafted to lead the global battery market for decades to come. The company's integrated business model aims to create a mine-to-market active anode material producer, combining a high-purity graphite production mine in Guinea with the value-added CSPG conversion facility in Morocco.

This development comes at a critical time as global demand for electric vehicle batteries continues to accelerate, creating urgent need for diversified and sustainable supply chains for critical battery materials. The successful qualification of Falcon's CSPG samples by potential customers could position the company as a significant player in the rapidly expanding battery materials market outside of China.