What Makes Graphite One (TSXV:GPH) a Key Player in U.S. Battery Materials?

Highlights

• Graphite One is positioning the Graphite One Project as a leading producer of high-grade anode materials in the United States.
• Demand is surging due to graphite’s critical role in lithium-ion batteries and electrification.
• The Graphite One Project is a year-round, mining operation on Alaska’s Seward Peninsula, targeting annual production of 4 million tonnes of natural graphite concentrates.
• Graphite One’s listing as the first Alaskan mining project on the FAST-41 Dashboard highlights its strategic importance.
• The Graphite Creek deposit is now largest in the United States and among the world’s largest, according to U.S Geological Survey.

Graphite One Inc. (TSX-V: GPH; OTCQX: GPHOF) is advancing America’s ambitions for a domestic, integrated graphite supply chain through its Graphite One Project. The initiative aims to establish the U.S. as a key producer of high-grade anode material for lithium-ion batteries and energy storage systems in electric vehicles.

The Integrated Graphite One Project

Graphite One’s strategy revolves around vertical integration, connecting natural flake graphite mining at its Alaska-based Graphite Creek resource with an advanced manufacturing plant, set to be constructed in Warren, Ohio, subject to financing. This approach is designed to deliver a secure, homegrown supply of both natural and artificial graphite anode active materials to American battery makers and energy storage companies, reducing dependency on overseas sources.

• The Graphite One Project is planned as a year-round truck and shovel mining operation on Alaska’s Seward Peninsula, targeting 4 million tonnes of material extraction annually.​
• About 1 million tonnes of material, with an average graphite mineralization grade of 7% Cg, will be delivered each year to the adjacent Mineral Processing Plant, where it will be reduced to 60,000 tonnes of concentrate at 95% Cg.​
• The concentrate will be shipped to a dedicated Anode Active Manufacturing (AAM) Plant, where it will be pelletized, thermally purified to at least 99.95% Cg, then air-milled, spheroidized, coated, and graphitized for high-performance battery applications.​
• The process is expected to yield 41,850 tonnes of battery-grade CSG per year for EV and energy storage markets, while another 13,500 tonnes annually will serve broader industrial and technology manufacturing supply chains.

Regulatory Fast-Tracking and Strategic Alignment

Graphite One’s listing as the first Alaskan mining project on the FAST-41 Dashboard underscores its strategic importance. The project aligns closely with Presidential executive orders aimed at accelerating US mineral production and leveraging Alaska’s mineral wealth.

On August 28, 2025, the company welcomed the signing of a Memorandum of Understanding between Alaska and the Federal Permitting Improvement Steering Council, further streamlining permitting for key infrastructure. CEO Anthony Huston highlighted this agreement as evidence of Alaska’s and Graphite One’s leadership in critical mineral development.

Significant Resource Growth – 2024 Feasibility Study

The Graphite Creek deposit, as recognized by the U.S. Geological Survey, not only holds the distinction of being America’s largest but is now considered among the world’s largest following an updated feasibility study, as per the company update dated March 27, 2025.

The 2024 Feasibility Study (FS) updated the resource estimate for the Graphite Creek deposit, employing a 2% Cg cutoff and incorporating drilling data through 2024. The Mineral Resource Estimate (Measured & Indicated) now stands at:

Why Graphite One Matters: Meeting Soaring U.S. Demand

Demand for graphite is experiencing a dramatic surge, driven primarily by its indispensable role in lithium-ion batteries and the global shift toward electrification.

According to the World Bank Group, global graphite demand is projected to grow by an exceptional 494% by 2050 as clean energy technologies expand. In response to international climate goals, such as the Paris Accord, supply targets for graphite by 2040 are expected to be 25 times higher than current levels, based on analysis from the International Energy Agency. In stark contrast, current U.S. production of graphite remains at zero, highlighting the urgency for domestic supply solutions as demand accelerates at an unprecedented rate.

By integrating mining at Graphite Creek with downstream processing and manufacturing, the company aims to address critical supply gaps for lithium-ion batteries amid surging global demand. Tripling proven and probable reserves and fast-tracking federal permitting highlight both the scale and urgency of the project. These steps suggest Graphite One is not only advancing a commercially significant graphite operation but also advancing towards contributing to U.S. energy security and domestic critical mineral independence.

Shares of GPH last traded at CAD 1.10 on November 04, 2025.