# X-energy and SGL Carbon graphite supply partnership

> Live situation record from CLSTR: https://clstr.news/situations/x-energy-and-sgl-carbon-graphite-supply-partnership
> Updated: 2026-08-12T10:05:27.000Z. Sources: 3. Developments: 2.

X-energy and SGL Carbon have entered into a binding agreement to double the production capacity of medium-grain isotropic graphite (NBG-18), a material required for X-energy’s Xe-100 high-temperature gas-cooled reactors.

To support this expansion, X-energy will provide up to $8 million in milestone-based payments to upgrade SGL Carbon’s facility in Chedde, France. This upgrade is intended to enable the plant to produce enough graphite billets for up to eight Xe-100 reactors annually. The partnership also includes increasing U.S. machining capacity to improve supply-chain continuity, with the goal of doubling European NBG-18 manufacturing capacity by 2030.

The collaboration builds upon a ten-year framework agreement signed in January 2026, which includes an initial three-year award valued at over $100 million. The graphite produced is intended to support X-energy’s commercial pipeline, including projects such as the construction of four small reactors for Dow Chemical in Seadrift, Texas.

## Claims

- SGL Carbon is currently in the process of delivering graphite components. (corroborated by 2 sources)
- SGL Carbon and X-Energy are investing in the SGL site in Ceyze/Chedde in the French Alps. (corroborated by 2 sources)
- X-Energy is providing up to 8 million dollars to support new plant construction and infrastructure modernization. (corroborated by 2 sources)
- SGL Carbon intends to produce over 100 million dollars worth of graphite for X-Energy's first commercial projects within the first three years. (corroborated by 2 sources)
- X-Energy plans to build four small modular reactors for Dow Chemical in Seadrift, Texas. (corroborated by 2 sources)
- The four planned reactors will provide a total of 800 megawatts of thermal energy or 320 megawatts of electrical power. (corroborated by 2 sources)
- SGL Carbon and X-Energy have a ten-year framework agreement for the supply of graphite. (corroborated by 2 sources)

## Timeline

### 2026-08-12: SGL Carbon expands partnership with X-Energy for US reactor supply

SGL Carbon is expanding its partnership with X-Energy to supply graphite for small modular reactors in Texas, with a ten-year agreement worth over 100 million dollars in the first three years.

3 sources. https://clstr.news/cluster/sgl-carbon-expands-partnership-with-x-energy-for-us-reactor-supply

### 2026-08-03: X-energy, SGL Carbon double nuclear‑grade graphite capacity for Xe‑100 reactors

X-energy and SGL Carbon will double nuclear‑grade graphite capacity, investing up to $8 M to upgrade the French plant and expand U.S. machining, supporting up to eight Xe‑100 reactors per year and a 11 GW power

4 sources. https://clstr.news/cluster/x-energy-sgl-carbon-double-nucleargrade-graphite-capacity-for-xe100-reactors

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Cite as: X-energy and SGL Carbon graphite supply partnership. CLSTR, https://clstr.news/situations/x-energy-and-sgl-carbon-graphite-supply-partnership