mine · Mozambique

Balama

The largest natural flake graphite operation outside China.

OperatingIntermittentProject score 63
Operator
Syrah Resources
Country
Mozambique
Mine life
50 yrs
Capex
Profile

Resource, economics and jurisdiction

Resource
Very large, high-grade graphite resource.
Production
Capacity of 350 kt of graphite concentrate annually.
Economics
Operations are sensitive to Chinese graphite pricing and regional security.
Infrastructure
Road haulage to Nacala port; local power supply constraints.
Jurisdiction
High risk
Ownership
Syrah Resources 100%
Region
Cabo Delgado
Overview

What this asset is

The largest natural flake graphite operation outside China.

Methodology

Earthern Project Score 63

Version v0.1

Resource Quality
72 (weight 1.2) — Grade, continuity and metallurgical complexity of the resource.
Project Scale
62 (weight 1) — Annual output potential relative to the global market for its primary mineral.
Development Stage
65 (weight 0.9) — How far the asset has advanced toward or through production.
Jurisdiction
68 (weight 1.1) — Political stability, permitting predictability and rule of law.
Infrastructure
60 (weight 0.9) — Access to power, water, transport and processing capacity.
Economics
59 (weight 1.2) — Cost position and margin resilience through the price cycle.
Strategic Importance
74 (weight 1) — Relevance to national critical mineral strategies and allied supply chains.
Supply-Chain Value
60 (weight 1) — Whether the asset relieves a genuine downstream bottleneck.
Sustainability
66 (weight 0.9) — Carbon intensity, water use, tailings approach and community standing.
Execution Risk
65 (weight 1) — Technical, financing and schedule risk to reaching nameplate output. Higher is lower risk.
Materials

Minerals produced

Assets

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