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In our latest episode, I spoke with Peter Wright, CEO of Greenwing Resources. Greenwing is a critical minerals company with a graphite mine in Madagascar, a lithium project in Argentina, and a polymetallic asset in Tasmania. The company operated its Graphmada graphite mine from 2018 to 2020, producing qualified commercial concentrates sold into the US, Europe, and India with no penalties or rejections.
We cover:
- How Greenwing is planning the restart of Graphmada, scaling from 6,000 tpa to a 60,000 tpa
- Why Peter sees sovereign states, not battery makers or OEMs, as the next major driver of graphite demand
- The resource growth from 5Mt to 60Mt+, with potential to exceed 100Mt
- Madagascar's political landscape, the new government, and the permitting bottleneck holding back - other projects on the island
- Why Greenwing is focused purely on upstream mining and won't pursue downstream processing
- US, EU, and Japanese policy signals and why graphite is the US's number two critical mineral priority
- The search for a strategic partner and why Peter believes the environment for that is improving rapidly
- How Graphmada's tenure, production record, and logistics compare to its Madagascar peers
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