Linamar and Regen Resources Form Alliance to Advance Battery-Grade Graphite Development in Ontario

Executive Summary

• Linamar Corporation and Regen Resources announced a strategic alliance to commercialize graphite assets in Welland, Ontario, creating an integrated supply chain for battery‑grade graphite.
• The partnership combines Regen’s ~340,000 t upstream graphite reserve with Linamar’s downstream processing capability and identifies an initial offtake partner for early commercial demand.
• Development will proceed in phased stages focusing on technical validation, operational readiness, and market alignment; financial terms are not disclosed at this time.

Key Details

• Resource Base: Regen Resources holds an upstream graphite reserve of approximately 340,000 tonnes.
• Processing Capability: Linamar provides downstream processing capacity to produce battery‑grade graphite for industrial and automotive applications.
• Integrated Pathway: The alliance creates a full value chain from resource development through to processed material tailored to end‑customer specifications.
• Initial Offtake Partner: An early commercial offtake partner has been identified to support initial demand (partner not named).
• Phased Development Plan:
• Phase 1 – Technical validation of the graphite resource and processing methods.
• Phase 2 – Operational readiness, including pilot‑scale production and quality verification.
• Phase 3 – Scale‑up aligned with market needs and customer contracts.
• Commercial Terms: Valuation assumptions, pricing, and processing economics are confidential pending regulatory disclosure requirements.
• Regulatory Disclosure: Further details will be released in accordance with applicable securities regulations.

Notable Quotes

“This alliance reflects an execution‑focused approach to developing domestic and North American origin supply of this and other critical minerals that are imperative in the current climate,” – Jim Jarrell, President & CEO, Linamar Corporation.

“The partnership connects a validated resource with established processing capacity and market demand,” – Steve Charest, CEO, Regen Resources.