Novonix Drops Following Termination of Supply Agreement with Stellantis

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Nov 04 2025

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Source: SeekingAlpha

Novonix's Deal Termination: Novonix (NVX) shares fell 11.9% pre-market after Stellantis (STLA) canceled a deal to purchase synthetic graphite due to disagreements on product specifications.
Details of the Agreement: The terminated agreement, established in November 2024, included a minimum supply of 86,250 metric tons of battery-grade graphite over six years starting in 2026, with a potential increase to 115,000 tons.
Future Production Plans: Novonix plans to begin mass production of battery materials next year at its Riverside plant in Chattanooga, Tennessee, with a second plant also planned, aiming for a combined capacity of over 50,000 tons per year.
Other Partnerships: Despite the setback with Stellantis, Novonix has secured supply agreements with Panasonic Energy and Volkswagen's PowerCo battery unit.

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About NVX

NOVONIX Limited is a battery materials and technology company. The Company manufactures battery cell testing equipment, is growing its high-performance synthetic graphite material manufacturing operations, and has developed a patented all-dry, zero-waste cathode synthesis process. The Company's segments include Battery Materials and Battery Technology. The Battery Materials segment develops and manufactures battery anode materials. The Battery Technology segment develops battery cell testing equipment, performs consulting services and carries out research and development in battery development (inclusive of cathode technology). The Company's Riverside facility, located in Chattanooga, Tennessee, is a production site focused on high-performance synthetic graphite for the battery sector in North America. The Company's battery technology solutions include battery testing equipment and research and development services. It provides ultra-high precision coulometry systems.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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