Cost Study Supports Low-Cost PSG Purification Process

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Stock Renascor Resources Ltd (RNU.ASX)
Release Time 9 Jul 2026, 9:57 a.m.
Price Sensitive Yes
 Cost Study Supports Renascor's Low-Cost PSG Purification Process
Key Points
  • Renascor's HF-free purification process estimated at $459/t, competitive with HF-based methods
  • Process designed to reduce reagent costs and avoid HF handling complexities
  • Renascor commissioning PSG demonstration plant in South Australia for validation
Full Summary

Renascor Resources Limited (ASX: RNU) has announced the results of a cost study supporting the economic viability of its hydrofluoric acid (HF)-free method for purifying graphite to up to 99.99% carbon for use in lithium-ion battery anodes. The study estimates operating costs of approximately US$459 per tonne, positioning Renascor's process as competitive relative to HF-based purification methods. The HF-free process is designed to provide a cost-effective alternative by reducing reagent costs, enabling reagent recycling, and avoiding the higher health, safety, and environmental management costs associated with HF. The study incorporates engineering data and operating assumptions generated through extensive testwork, process optimization, and water treatment integration studies. Renascor is currently commissioning its Australian Government co-funded Purified Spherical Graphite (PSG) demonstration plant to validate engineering, operating, and process parameters. The demonstration plant program is also supporting customer qualification, offtake, and strategic investment discussions.

Guidance

Purification cost estimated at US$459/t (2026 dollars), financial year 2026

Outlook

Renascor aims to establish a commercially competitive ex-China source of battery-grade PSG using its HF-free purification process.