Syrah Resources Limited Resumes Balama Graphite Production with 10kt Breakbulk Shipment, Lifts Force Majeure, and Eyes US Market Expansion

Wednesday, July 23, 2025
at
8:53 am
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Syrah Resources Limited has resumed natural graphite production and begun loading a 10kt breakbulk shipment at Mozambique’s ports, marking a key operational milestone. The company also lifted its force majeure, setting the stage for an upcoming U.S. shipment later this quarter.

Syrah Resources Limited has announced a significant operational milestone at its Balama Graphite Operation in Mozambique. The company has started loading a large-volume breakbulk shipment at Pemba port after resuming production last month at the Balama facility. Alongside this progress, container shipments of coarse flake, destined primarily for industrial customers, have recommenced at Nacala port. The current shipment, comprising 10,000 tonnes of Syrah fines natural graphite, is expected to be fully loaded this week before sailing to a market outside of China. The restoration of operations at Balama has followed a structured process, with site access being reinstated on 5 May 2025 and natural graphite production resuming on 19 June 2025. This sequence of events has supported the restocking of products and the reliable movement of products from the Balama site to both Pemba and Nacala ports. Furthermore, Syrah is preparing another breakbulk shipment for customers in the United States, scheduled for dispatch before the end of the September 2025 quarter. In parallel with these logistical developments, Syrah’s Mozambican subsidiary, Twigg Exploration and Mining, Limitada, has notified the Mozambican Government of its decision to lift the force majeure declaration under its Mining Agreement, underscoring the return to normal operational conditions. The recent activities reflect a robust restart of Syrah Resources Limited’s production and logistical capabilities in Mozambique. On the bullish side, the company’s clear progress in re-establishing shipping operations and resuming shipments to key global markets are promising signs for its supply chain resilience. The removal of the force majeure adds further confidence for investors by indicating that regulatory and operational hurdles are being successfully overcome. Conversely, while the production recommencement and shipment updates demonstrate positive momentum, potential bearish considerations include risks inherent in commodity markets. Factors such as fluctuating graphite prices, ongoing geopolitical challenges, and the typical uncertainties associated with restarting operations in resource-rich yet politically complex regions may temper investor enthusiasm. For beginner traders, these dynamics suggest a balanced view where operational recovery is a positive indicator, but market volatility remains a variable to watch.

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