NOVONIX shares surge 11.33% intraday after achieving key U.S. production milestones for profitable anode materials.

NOVONIX surged 11.33% intraday on September 15, 2025, driven by announcements of key milestones advancing its U.S. anode material production. The battery technology firm disclosed progress toward profitable artificial graphite anode manufacturing, with reports highlighting a clear pathway to commercial-scale operations. This followed earlier news of a joint development agreement with LG Energy Solution in June and a recent joint venture in the MENA region, but the immediate catalyst appeared to be the September 14–15 updates emphasizing U.S. production readiness and reduced operational costs. Analysts noted the developments reinforced Novonix’s strategic positioning in the lithium-ion battery supply chain, despite prior volatility linked to production delays and losses. The intraday rally aligned with media headlines citing "supercharged" momentum and a reinvigorated investor outlook.