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Disseminated on behalf of Graphite One Inc. ValueTheMarkets, a trading name of Digitonic Ltd., was compensated by Graphite One Inc. fifty thousand US dollars per month for a 12-month period starting 24 April 2024 until 23 April 2025 to produce and disseminate this. Digitonic Ltd. does not own a position in Graphite One Inc.

Investment Opportunity

Tech Demand Growth Drives Investors Toward Graphite Stocks

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Graphite One | Listed on: TSX-V: GPH | OTCQX: GPHOF

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Who is Graphite One?

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Tech Materials for Global Ingenuity

Graphite One Inc. (G1) (TSX-V: GPH) (OTCQX: GPHOF), a potential market leader in the US graphite space, anticipates developing a sophisticated supply chain for advanced graphite materials.

G1 stands as a visionary force, driving innovation through its distinctive business model.

Just as Tesla transforms energy solutions and Amazon reshapes logistics, Graphite One is anticipated to accelerate technological progress.

Harnessing a perfect pairing of industry leadership and innovation, G1’s strategic approach positions the company to revolutionize graphite's role in technology, from electric vehicles to foam fire suppressants and many more advanced electronics.

Graphite stands at the heart of the renewable energy revolution, proving essential to electric vehicle batteries and far beyond.

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Battery minerals most used in EV batteries.Figure 1: Battery minerals most used in EV batteries.

This pivotal mineral is used in solar panels, wind turbine generation, aerospace aircraft construction, marine vehicles, shipbuilding, personal mobility, and electronics.

As a tech enabler, Graphite One is in lockstep with technological advancements, fueling electric mobility and digital connectivity where graphite plays a vital role.

Building a Domestic Supply Chain

Critically, Graphite One’s business model leverages the United States’ largest natural flake graphite deposit¹, to build a domestic supply chain supporting the nation's clean energy and tech sectors.

G1’s large and potentially lucrative Graphite Creek property forms the basis of its goal of producing anode material for the lithium-ion electric vehicle battery market, energy storage systems and a multitude of graphite-hungry applications.

By controlling the full production cycle — from extraction at Graphite Creek to manufacturing battery anodes and recycling used materials in Ohio — Graphite One can ensure quality, reduce import dependency, and adhere to stringent environmental standards.

And this effort to ensure a high standard from the outset has not gone unnoticed.

G1 CEO and President Anthony Huston recently attended a White House meeting on investment and job creation, including the strategic Critical Mineral sector. Huston was among a select group of company leaders invited to the event by President Joseph R. Biden.

Graphite One's planned approach is not just about capturing the value chain from raw graphite to finished products. It's about positioning the company as a pivotal player in the green technology revolution, ensuring long-term viability and a calculated advantage in a competitive market, a position that secures the future of this graphite-focused tech enterprise while fostering domestic sustainability and economic growth.

The powerful backing of the United States Government validates G1's ambitious plans. In addition to a White House invitation, G1 has already received two significant government grants from the Department of Defense (DoD).

1. The first grant is an exceptional $37.5 million towards its feasibility study².

2. The second is an impressive $4.7 million to develop a graphite-based foam fire suppressant³.

Better still, substantial Federal support for the industry continues, which G1 plans to also tap into⁴.

Graphite One's triple-faceted domestic supply chain solution is strategically designed to reduce US dependency on China for graphite.

With its forward-thinking approach, Graphite One is not just planning to meet current market demands but also anticipating the future needs of a tech-driven world. Its high-quality graphite materials are anticipated to meet the growing demands of electrification, catalyze sustainable development, and pave the way for the next generation of technological breakthroughs.

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Why Invest

  • Mission to Lead the US Graphite Supply Chain

    With three integrated operational pillars, G1 is on a mission to become a significant player in the US graphite supply chain as it’s future plans are to mine, process, manufacture, and recycle graphite anode materials. It is anticipated that this will primarily supply the US lithium-ion EV battery market and energy storage systems.

  • Security of Supply

    The US is 100% reliant on imports of natural graphite, with around 70%⁵ coming from China. As the US intensifies efforts to challenge China's graphite market dominance, G1 is establishing the business and connections necessary to enhance supply chain security and economic competitiveness.

  • Dedicated to Lasting Succes

    G1 has assembled a team of individuals who are not just capable but are ready to drive business growth and deliver enduring value to stakeholders over the long term. G1’s management team excels in mine construction, process control design, and facility management. Their extensive expertise ensures efficient operations and a commitment to cost efficiency to maximize profitability.

  • Surging Market Demand

    Rapid EV market growth is fueling a surging demand for graphite. The World Bank Group⁶ projects a 494% increase in the graphite market by 2050, while Joe Biden's 100-day report anticipates a 2,500% surge in graphite demand by 2040. G1's Graphite Creek is anticipated to meet escalating material needs while enabling the technology revolution in the green transition. Graphite One is planning to support technological advancements in sustainable energy.

  • A Key Material for the Tech Revolution

    Graphite is a critical element in the making of lithium-ion batteries which power a wide range of modern technologies from smartphones to electric vehicles (EVs). It is also used in multiple military applications and as a foundation for graphene production.

  • Government Funding Boosts Investor Confidence

    Government funding and investments by local and indigenous communities underscore investor confidence in Graphite One's strategy. Department of Defense (DoD) grants and Bering Strait Native Corporation’s investment validate company initiatives. Taiga Mining's investment further highlights trust in G1’s mining projects.

USP/Competitive Advantage

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Graphite One’s unique selling point is undoubtedly the proposition of its integrated 100% US-based graphite supply chain.

Despite the presence of domestic graphite sources, the United States is currently entirely dependent on imports for its natural graphite supply.

Through G1’s planned facilities, this innovative company is setting the stage to mine and produce natural and artificial graphite and innovate in battery recycling. 

This robust approach will do more than streamline operations; the company hopes it will propel environmental sustainability to new heights and significantly bolster US energy independence and security.

G1 ensures unparalleled quality and efficiency by controlling the entire production line, from extraction to market.

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This isn't just a junior miner.

It is a company with a strategic advantage in the rapidly expanding digital and mobile connectivity and electric mobility markets, with a notable presence in the high-profile EV battery sector.

G1’s proposed integrated supply chain is a uniquely innovative concept for the US, making it both remarkably logical and timely.

Once G1 is in a position to produce graphite, G1 will have the ability and freedom to diversify and utilize all the material from the Graphite One project to develop new applications, opening new markets and revenue streams. Its graphite and graphene-based foam fire suppressant project is just one example of this potential. Having access to all the raw materials will allow G1 to explore a multitude of applications once their planned processing, manufacturing, and recycling operations are up and running.

As the demand for energy solutions surges, Graphite One’s integrated system positions it as a key, technologically advanced player in a critical industry. The scale of its ambition suggests the potential for supporting crucial environmental and national security goals.

Key Projects

  • • Graphite Creek Project

    • Advanced Anode Material Manufacturing Plant

    • Recycling Facility

    • Defense and Safety Applications

Graphite Creek Project

  • G1’s Graphite Creek site is the initial step in its proposed domestic supply chain.

    Spanning 176 mining claims covering more than 23.6K acres⁷, the United States Geological Survey (USGS) said it is among the largest graphite deposits in the world¹.

    In 2023, the company undertook an extensive drilling campaign at Graphite Creek⁸, near Nome, Alaska, and reported wide intercepts of high-grade graphite. In addition, the deposit remains open east, west and down dip of the existing mineral resource estimate thus allowing for further expansion of the deposit.

    "The high grade results are another indication that Graphite Creek is a truly generational strategic resource for a world hungry for graphite", said G1 CEO Anthony Huston.

  • Now, the project is accelerating towards finalizing a feasibility study thanks to Graphite One's $37.5 million grant from the US Department of Defense (DoD). This funding marks a significant government endorsement. A production decision will follow the completion of the feasibility study, which remains on schedule for completion by the end of 2024.

    ​​G1 CEO Anthony Huston commented:

    “As we near completion of the Feasibility Study, we feel confident that DoD’s support is anticipated to cut about two years off our previous Feasibility Study timeline.”

    For investors, graphite represents a strategic entry point into the booming green technology market.

    Yet, Graphite One is not just mining graphite but is leading an all-American initiative to sustain tech innovation on US shores.

Advanced Anode Material Manufacturing Plant

  • G1 is advancing its position in the graphite industry by strategically planning, subject to obtaining project financing, a cutting-edge processing facility in Ohio's emerging "Voltage Valley."

    Developing an American advanced anode material manufacturing plant is the second link in the company's comprehensive plan to create a fully domestic graphite supply chain.

    Here, G1 intends to become the first vertically integrated producer to serve the US EV battery market as it produces high-quality anode materials for lithium-ion batteries and energy storage systems.

    With an investment of approximately $435 million required, the initial phase of this facility in Trumbull County, Ohio⁹ is expected to create over 160 local jobs, signaling significant economic benefits for the region.

    Construction is slated to commence within the next 36 months, subject to the completion of project financing, which Graphite One is actively pursuing.

  • Getting the ball rolling, the company recently secured a 50-year lease on a strategically located brownfield site in Niles, Ohio, with an option to purchase.

    Once integral to storing a stockpile of critical minerals for national defense by the US government, this site benefits from its prior clearance through Ohio’s Environmental Protection Agency Voluntary Action Programme. It's ideally situated, with robust infrastructure, access to renewable power sources, extensive road and rail connections, and nearby barging facilities.

    Graphite One's selection of this site is strategic and symbolic. It marks a return to a historical graphite storage location used over 30 years ago when the US last mined graphite. This decision underpins the company's commitment to revitalizing and leveraging US resources for critical minerals essential to sustaining a tech-driven economy.

    Integrating this plant within the domestic US market aims to reduce reliance on imported graphite from China.

Recycling Facility

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With a focus on domestic operations, G1’s proposed supply chain strategy encompasses mining, manufacturing, and recycling.

Therefore, a battery materials recycling facility is the third key component in Graphite One’s domestic operations.

Also situated at Ohio's emerging "Voltage Valley” site, G1 intends to reclaim graphite and other components from used EV batteries.

This facility will further enhance Graphite One’s environmental credentials and support the circular economy in battery production.

G1’s advanced anode manufacturing and battery recycling facilities will be fueled by clean and renewable hydropower. The facility will also be expertly engineered to accept used EV batteries as feedstock.

The completion of the feasibility study and building of a recycling facility is subject to the company financing its share of the capital costs.

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Defense and Safety Applications

  • Beyond battery materials, Graphite One is also exploring other graphite-related avenues. 

    In response to a Congressional mandate requiring the update of harmful firefighting materials, Graphite One is developing a graphite and graphene-based foam fire suppressant³. This initiative, driven by the need to replace current PFAS fire-suppressant materials that are detrimental to human health and the environment, has earned G1 a $4.7 million grant from the Department of Defense (DoD).

    Notably, this initiative further underscores the rising demand for advanced graphite materials in sectors other than EVs and energy storage systems.

  • G1’s entrepreneurial approach to innovating beyond graphite mining is a strong asset to this market disruptor and should ultimately create multiple revenue streams.

    As the company's graphite and graphene-based foam fire suppressant project highlights, this is simply one of the many untapped uses for graphite, showcasing future opportunities for commercialization. 

    Together, these projects illustrate Graphite One’s strategic focus on becoming a vertically integrated producer of critical graphite materials essential for modern technologies and energy solutions.

    This approach suggests a significant economic impact by creating jobs and enhancing local economies. It also positions the company at the forefront of the US strategy to secure a domestic supply chain for critical minerals.

Sector Background

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Classified as a Critical Mineral, by the US Government¹⁰, graphite is indispensable in progressing and scaling emerging technologies. It is particularly critical to creating a more sustainable and climate-friendly world.

According to a 2023 World Intellectual Property Report¹¹, the landscape of graphite patent applications is rapidly evolving, with significant growth in areas of technological development such as biomedical applications, sensors, and conductive inks. This surge is propelled by breakthroughs in nanomaterials, expanding graphite's utility and impact across diverse industries.

The report paints a compelling picture of graphite's pivotal role in technological innovation over the last decade. With over 60,000 patent families filed between 2012 and 2021, graphite emerges as a linchpin in a variety of cutting-edge industries.

Additionally, the report serves as a proxy to illustrate the recent and future growth opportunities for new technologies and products that rely on graphite. A wealth of data highlights the continued growth in graphite demand required by ongoing innovation and new product development happening now.

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From EVs to Military Applications

Graphite is a critical anode material in lithium-ion batteries. That’s because graphite's excellent conductivity, thermal stability, and resistance to chemical degradation enhance battery efficiency and lifespan. Li-ion batteries are used in smartphones, laptops, EVs, power tools, wearable tech, energy storage systems, medical devices and cameras.

According to a World Bank report, graphite, used for the anode, accounts for nearly 53.8% of mineral demand⁶.

Share of Mineral Demand from Energy Storage under IEA 2DS through 2050Figure 2: Share of Mineral Demand from Energy Storage under IEA 2-degree scenario through 2050.

Our batteries should be called nickel-graphite, because they’re mostly nickel and graphite.

- Elon Musk, Code Conference 2016.

Electric Mobility Market

The electric mobility market is set to grow at a CAGR of 24.60% from 2023 to 2032, expanding from $384.71 billion to $2.785 trillion¹².

The electric mobility market encompasses a range of electric vehicles, including cars, buses, scooters, and bicycles, along with the necessary infrastructure and services like charging stations, advanced battery technology, and software solutions to support their use.

This projected growth is fueled by increasing global efforts toward sustainability, stringent emission regulations, and advancements in battery technology. As Asia Pacific and Europe lead the charge, with substantial investments in electric vehicle (EV) infrastructure and technology, the demand for critical materials like graphite is expected to surge.

Global electric car stock, 2013-2023 Last updated 30 Apr 2024 - China was the global top EV seller in 2023 (Blue) Figure 3: Global electric car stock, 2013-2023 Last updated 30 Apr 2024 - China was the global top EV seller in 2023 (Blue).

Military Applications

Notably, graphite is classified as a critical material in the supply chain due to geopolitical dependencies and regional production concentration. This designation emphasizes the severe supply chain vulnerabilities associated with graphite in the production of fighter aircraft, main battle tanks, submarines, drones, ammunition, and other military equipment. 

The high-risk status of graphite supply poses significant challenges, given its critical role in ensuring high-temperature tolerance, corrosion resistance, lightweight properties, and an ability to shield against electromagnetic detection in the design of military applications.

The following image illustrates the supply risk for critical raw materials used in various military applications.

Supply risk for critical raw materials in military applicationsFigure 4: Supply risk for critical raw materials in military applications.

US vs. China

As the US seeks to reduce its 100% reliance on imported natural graphite, predominantly sourced from China, the strategic implications of China's patent activity become even more pronounced.

Dominating the global landscape, China's extensive flake graphite patenting history reaffirms its position as the market leader and presents a significant reason for the US to tighten its strategic mineral policies and secure alternative sources of graphite.

World graphite reserves and mine production.Figure 5: World graphite reserves and mine production.

A significant concern is China's control over graphite exports, demonstrated when it imposed a de facto ban on graphite exports to Sweden in 2021¹³ and later restricted exports to other nations in late 2023. These actions are part of a broader pattern of Chinese restrictions on critical minerals, including the export of technology crucial for producing rare earth magnets. Such controls pose a direct threat to the US and its allies, who rely heavily on these imports, especially as China dominates the global supply.

In the broader context of US-China tech rivalry, securing a stable and diversified supply of essential materials like graphite becomes critical. Tensions continue to mount, creating an urgent need for the US to build robust partnerships and innovate in graphite production technologies. This will ensure resilience in its supply chain amid ongoing geopolitical challenges.

That’s why G1 moves to enhance US supply chain security and economic competitiveness by establishing critical business connections.

Supply Chain Security

The Inflation Reduction Act (IRA) of 2022 marks a prudent shift in US policy toward strengthening domestic supply chains for critical materials like graphite, essential for electric vehicle (EV) battery production.

By offering substantial incentives, including up to $7,500 in tax credits per EV and subsidizing up to 30% of battery cell assembly and pack production costs, the IRA encourages companies to source graphite domestically or from nations with US free trade agreements.

This move aims to reduce dependency on foreign sources, particularly given the complexities of global trade and heightened tensions with major suppliers like China. By encouraging local sourcing, the IRA seeks to enhance the resilience and security of US supply chains.

G1’s decision to invest in local graphite production and processing facilities is a direct response to the need for stable, secure access to vital materials. This move strategically positions G1 to ensure continuous, reliable access to essential materials. It also places the company at the forefront of supporting the US in maintaining a competitive edge in the rapidly growing EV market while safeguarding its economic interests and technological advancements.

Developing Domestic Resources

The critical objective to expand domestic mining operations and infrastructure for both flake and synthetic graphite cannot be overstated.

The risk of mineral shortages is now more pronounced than in the past, primarily due to three main factors: foreign export controls, increased military demands during rivalry and geopolitical tension between major world powers, and potential disruptions in maritime transport routes.

The projected demand for graphite by 2040 is expected to increase by 2,500%¹⁴.

This underscores the urgent need for the US to bolster its mining capabilities and infrastructure, reducing vulnerabilities in its supply chain and positioning itself as a leader in the global shift towards renewable energy technologies.

By expanding domestic graphite mining, the US can ensure a more stable, secure supply chain that supports the growth of high-tech industries and advances its clean energy objectives.

It also allows the US to circumvent geopolitical risks and economic dependencies that come with foreign-controlled raw materials.

That’s why Graphite One is relentlessly pursuing a forward-thinking approach to national security and economic prosperity by planning to build a vertically integrated enterprise to mine, process and manufacture anode materials.

Significant Investors, Political Backing, and Partnerships

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Graphite One's significant strides in securing essential backing from diverse quarters highlight its growing influence and important role in the US critical minerals sector. 

The company's alignment with major investors and strong political endorsement ensures that G1 is well-positioned to lead in the sustainable extraction and processing of graphite in the United States.

Graphite One is seeing the benefit of validation and support from:

• White House invitation from President Biden to participate in investment and jobs session

• Government Funding - Department of Defense (DoD) grants

• Taiga Mining - Significant investment in the company

• Bering Straits Native Corporation (BSNC) - Strategic investment and backing

• Political Support - Strong support from Governor Mike Dunleavy, US Senator Dan Sullivan, and Senator Lisa Murkowski

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  • G1 CEO and President, Anthony Huston, was thrilled to attend a White House meeting with President Biden.

    Speaking in the White House Rose Garden on Tuesday, May 14, 20241, President Biden discussed implementing tariffs on Chinese goods, investing in American manufacturing, and supporting union jobs to ensure fair trade practices and strengthen the United States economy.

    This event followed the President’s signing of an Executive Order for a 25% tariff on Chinese imports, including natural graphite.

    Addressing President Biden, G1 CEO Anthony Huston stated:

    “Projects like Graphite One’s are important in so many ways – from job creation and the renewable energy transition to technology development and national security.”

    President Biden’s administration is increasing tariffs on $18 billion of Chinese imports to counter China's unfair trade practices.

  • This move aims to protect American workers and businesses in key sectors while supporting Biden's broader economic agenda, which focuses on investing in American manufacturing and clean energy.

    Grouping graphite with rare earths – both sectors dominated by China – the White House Fact Sheet published on May 14, 2024¹⁵, reads that “The tariff rate on natural graphite and permanent magnets will increase from zero to 25% in 2026.”

    The administration has emphasized the risks to national security and clean energy goals due to China’s control over critical minerals, including graphite.

    For Graphite One, the White House meeting is the latest accolade in a series of political endorsements and notable investments from key industry players and influential bodies.

    Furthermore, it follows the announcement of a $72bn federal loan facility specifically earmarked for mining projects focused on extracting critical minerals like graphite, lithium, and cobalt. G1 is expected to apply for this facility.

  • Government Financing

    As previously mentioned, Graphite One has benefited from two significant Department of Defense (DoD) grants totaling $42.2 million, which includes $37.5 million² for a feasibility study and $4.7 million³ to develop a graphite-based foam fire suppressant. This financial support highlights the government's commitment to advancing domestic sourcing and processing of critical materials essential for national security and technological innovation.

    It has also applied for a Department of Energy grant and is confident it will be successful in applying for a piece of the $72bn federal loan facility⁴ designated by the Biden administration for critical mineral mining projects under Title 17's Clean Energy Financing Program to boost US supply chains.

    The substantial backing of Graphite One’s initiatives underscores the strategic military and commercial importance and confidence in G1's projects, reinforcing the company's ambitious plans in the critical minerals sector.

  • Significant Investor

    The continued support and investment by Taiga Mining Company Inc. (Taiga Mining) in Graphite One highlights strong confidence in G1's mining projects. On December 27, 2023, Graphite One became debt-free after Taiga Mining, its largest shareholder, converted a $5 million unsecured loan into a 1% Net Smelter Return (NSR) on 133 Alaska state claims. Earlier in June 2023, Graphite One had reacquired this 1% NSR by issuing 456,500 common shares valued at approximately $0.5 million¹⁶.

    Jerry Birch and Kevin Greenfield, co-owners of the successful and award-winning Taiga Mining, bring extensive experience and a solid track record in the Alaskan mining industry to this strategic investment.

  • Native Backing

    ​​In 2023, Bering Straits Native Corporation (BSNC) made a strategic investment in Graphite One, of an intiial $2 million¹⁷ with an option to invest a further $8.4 million, including the exercise of warrants. As one of the top Alaskan native regional corporations and the largest employer in Nome, BSNC's investment validates Graphite One's strategic initiatives, in addition to providing substantial financial backing.

    “This is not just an investment in Graphite One, it is a long-term investment in our region. We at BSNC have watched for years as Graphite One has worked to advance the Graphite Creek project and become a friendly neighbor in the region.

    Graphite One has told us of its intent to develop an environmentally responsible project and provide an exciting economic opportunity for the region that hopefully will play a crucial role in the nation’s transition to a clean energy future. This is at the heart of our Board’s unanimous support of the project.” - BSNC

    BSNC and Graphite One have committed to partnering on continued regional and community development, highlighting the importance of the investment for both the community and the strategic mineral sector.

  • Political Support

    Graphite One has also garnered significant support from both state and federal levels, demonstrating robust backing for its strategic initiatives.

    Governor Mike Dunleavy of Alaska highlighted Graphite Creek as the largest graphite deposit in the nation, essential for modern technologies like batteries and renewable energy.

    US Senator Dan Sullivan praised Graphite One for its comprehensive strategy to mine, refine, and recycle graphite within the United States, noting the project's potential to bolster national security and state economic opportunities.

    Congresswoman Mary Peltola emphasized the critical role of graphite in future technologies and the project's potential to create jobs and economic growth in rural Alaska.

    Additionally, Senator Lisa Murkowski, senior senator from Alaska, after visiting the Graphite Creek site, strongly supported the project, advocating for a complete domestic supply chain for natural graphite anchored by the Graphite Creek deposit and extending to a US-based battery anode material manufacturing facility¹⁸.

    This widespread support underscores the strategic and economic importance of Graphite One's overarching goal.

Leadership Team

The G1 management team have strong mining credentials, excelling in mine construction, process control design, and managing processing facilities, bringing a wealth of collective expertise to the table. This extensive experience ensures that operations run efficiently, with a keen emphasis on cost control to maximize operating profits. The skilled management team is poised to propel business growth and generate long-term value for stakeholders.

  • Anthony Huston

    Founder, CEO, Director

    Anthony Huston is a visionary entrepreneur with a robust background in technology, business development, and finance. As an experienced Managing Partner, he has been instrumental in securing over $150 million in funding for public and private companies, demonstrating his exceptional ability to navigate complex financial landscapes and drive substantial growth.

  • Doug Smith

    Executive Chair & Director

    Doug Smith brings over four decades of unparalleled expertise in the international coal industry. His dynamic leadership as former President and CEO led First Coal to its strategic acquisition by Xstrata in 2011. His proven track record includes his transformative role as President and Director of Andalex Resources, culminating in its acquisition in 2006. Smith's seasoned insight and robust industry experience make him a pivotal leader in steering corporate visions to fruition.

  • Gordon Jang

    Chief Financial Officer

    With over 25 years of senior management experience in the mining sector, Gordon Jang is a financial strategist, having significantly contributed to mid-to-large scale operations, including Fortuna Silver Mines, Lundin Mining, and Pan American Silver. His tenure at Augusta Resources, leading up to its acquisition by Hudbay in 2014, further underscores his strategic financial acumen and industry foresight.

  • Mike Schaffner

    Senior VP, Mining Operations

    Mike Schaffner is a distinguished leader in mining operations, recognized thrice as a winner of the National Mining Association’s Sentinels of Safety Award. Holder of two patents in bio-oxidation heap leaching, his innovative approach and technical expertise continually enhance operational safety and efficiency.

  • Andrew Tan

    VP, Advanced Graphite Materials

    Andrew Tan, with over 20 years of experience, is at the forefront of the graphite materials industry. As former General Manager at SGL Carbon Group’s graphite foil manufacturing plant, he specializes in the production of graphite anode materials and other advanced products, setting industry benchmarks in quality and innovation.

  • Kevin Torpy

    VP, Mining

    Kevin Torpy boasts twenty-seven years of expertise in developing, building, and operating mines, especially in remote northern regions including Alaska. His previous roles include Vice President of Operations at Ambler Metals and Titan Mining Corp, where he led significant operational improvements. Torpy also played key roles at Pretium Resources' Brucejack Mine and served in technical and engineering capacities at the Kensington and Pogo Mines in Alaska. He holds a Bachelor of Science in Mining Engineering from Montana Tech and has been recognized for his excellence in mine development.

Investment Summary

Graphite features on the official US Government list of 50 Critical Minerals because of its importance across a long list of sectors including tech, aerospace and defense. This recognition has sparked investor interest in graphite stocks and highlighted the importance of securing American supplies of this essential resource.

It’s increasingly understood that domestic production of both natural and synthetic graphite is crucial for strengthening critical US supply chains, reducing reliance on foreign sources, and enhancing national security.

With the largest graphite deposit in the United States, Graphite One Inc. is uniquely positioned to capitalize on increasing demand.

​​Its initiative to build a 100% US-based graphite supply chain exemplifies proactive leadership aligned with stakeholder expectations. This project addresses the reliance on imports for natural graphite, supporting the Biden administration's goal to reduce China's dominance in critical minerals. The planned graphite material and battery anode manufacturing plant, along with a recycling facility in Ohio, reflect a commitment to sustainable, circular economy strategies.

This initiative is timely as demand for graphite is projected to increase significantly¹⁴. By establishing a domestic supply chain, Graphite One is meeting a critical need and enhancing its reputation as a forward-thinking and responsible company.

The company’s integrated approach to managing a complete all-American supply chain aligns it with the government’s desire to reduce US reliance on imported materials. This strategy has captured significant political support, enabling Graphite One to secure government grants and enhance awareness of its commitment to onshoring tech production.

For Graphite One investors and stakeholders, this project is crucial for several reasons. Supply chain disruptions and access to goods and services are pressing issues in today's global economy, and Graphite One’s initiative directly addresses these concerns by ensuring a reliable, domestic source of graphite. Additionally, the proposed project supports the planned resurgence of manufacturing jobs in the US, contributing to economic growth and stability.

The global shift towards electric vehicles and renewable energy technologies is driving a surge in demand for graphite. Indeed, graphite demand is projected to skyrocket by 2,500% by 2040¹⁴. Graphite One’s production capabilities are set to address this demand, positioning it to benefit from projected market expansions and the critical role of graphite in these technologies.

Meanwhile, G1’s accomplished and determined management team has extensive expertise in mine construction and operations, ensuring efficiency and a focus on future profitability.

​​Graphite One aims to meaningfully contribute to shaping the tech landscape's future with advanced materials critical for modern innovations. 

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Sources

1. Springer. Insights into the metamorphic history and origin of flake graphite mineralization at the Graphite Creek graphite deposit, Seward Peninsula, Alaska, USA, February 27, 2023. https://link.springer.com/article/10.1007/s00126-023-01161-3

2. Graphite One Inc. Graphite One awarded $37.5 million Department of Defense grant under the Defense Production Act. July 17, 2023. https://www.graphiteoneinc.com/graphite-one-awarded-37-5-million-department-of-defense-grant-under-the-defense-production-act/

3. Graphite One Inc. Graphite One awarded US$4.7 million contract by U.S. Department of Defense's Defense Logistics Agency to develop graphite-based foam fire suppressant. September 11, 2023. https://www.graphiteoneinc.com/graphite-one-awarded-us4-7-million-contract-by-u-s-department-of-defenses-defense-logistics-agency-to-develop-graphite-based-foam-fire-suppressant

4. Murkowski Senate. U.S. Critical Mineral Projects Eligible for DOE Loan Guarantees After Push from Murkowski, December 2023. https://www.murkowski.senate.gov/press/release/us-ciritical-mineral-projects-eligible-for-doe-loan-guarantees-after-push-from-murkowski

5. S&P Global Mobility. BriefCASE: US facing challenges in its attempts to diversify its graphite supply chain, March 20, 2024. https://www.spglobal.com/mobility/en/research-analysis/us-graphite-supply-chain-expansion-dimming-import-needs.html

6. World Bank Group. Minerals for Climate Action: The Mineral Intensity of the Clean Energy Transition, 2020. https://pubdocs.worldbank.org/en/961711588875536384/Minerals-for-Climate-Action-The-Mineral-Intensity-of-the-Clean-Energy-Transition.pdf

7. Graphite One Inc. Roth Capital Research Report GPH, July 18, 2023. https://www.graphiteoneinc.com/wp-content/uploads/2023/07/2023-07-18-Roth-Capital-Research-Report-GPH.pdf

8. Graphite One Inc. Graphite One Completes Extensive 2023 Drilling Campaign, December 2023. https://www.graphiteoneinc.com/graphite-one-completes-extensive-2023/

9. Ahead of the Herd. Graphite One to Build Graphite Anode Manufacturing Plant in Ohio, May 2024. https://aheadoftheherd.com/graphite-one-to-build-graphite-anode-manufacturing-plant-in-ohio-on-site-previously-used-to-stockpile-critical-minerals-richard-mills/

10. Federal Register. 2022 final list of critical minerals. February 24, 2022. https://www.federalregister.gov/documents/2022/02/24/2022-04027/2022-final-list-of-critical-minerals

11. WIPO. 2023 World Intellectual Property Report - Patent Landscape Report - Graphite and its applications, February 2023. https://www.wipo.int/publications/en/details.jsp?id=4649

12. Precedence Research. Electric mobility market. March 13, 2024. https://www.precedenceresearch.com/press-release/electric-mobility-market

13. Carnegie Endowment. The U.S. Military and NATO Face Serious Risks of Mineral Shortages, February 2024. https://carnegieendowment.org/research/2024/02/the-us-military-and-nato-face-serious-risks-of-mineral-shortages?lang=en

14. Whitehouse.gov. Building Resilient Supply Chains, Revitalizing American Manufacturing, And Fostering Broad-Based Growth, June 2021. https://www.whitehouse.gov/wp-content/uploads/2021/06/100-day-supply-chain-review-report.pdf

15. The White House. Fact sheet: President Biden takes action to protect American workers and businesses from China’s unfair trade practices. May 14, 2024. https://www.whitehouse.gov/briefing-room/statements-releases/2024/05/14/fact-sheet-president-biden-takes-action-to-protect-american-workers-and-businesses-from-chinas-unfair-trade-practices/

16. Graphite One Inc. Graphite One Announces Taiga’s Purchase of NSR and Grants Long-Term Incentive Awards, December 27, 2023. https://www.graphiteoneinc.com/graphite-one-announces-taigas-purchase-of-nsr-and-grants-long-term-incentive-awards/

17. Graphite One Inc. Graphite One welcomes strategic investment from Bering Straits Native Corporation (BSNC), creates regional community development program. September 5, 2023. https://www.graphiteoneinc.com/graphite-one-welcomes-strategic-investment-from-bering-straits-native-corporation-bsnc-creates-regional-community-development-program/

18. YouTube. Senator Murkowski on the need for graphite and the Graphite One project in Alaska, July 17, 2023. https://www.youtube.com/watch?v=azVmWpQlmbg&t=1s

Image Sources:

Figure 1: Ahead of the Herd. Graphite One to Build Graphite Anode Manufacturing Plant in Ohio, May 2024. https://aheadoftheherd.com/graphite-one-to-build-graphite-anode-manufacturing-plant-in-ohio-on-site-previously-used-to-stockpile-critical-minerals-richard-mills/

Figure 2: World Bank Group. Minerals for Climate Action: The Mineral Intensity of the Clean Energy Transition, 2020. https://pubdocs.worldbank.org/en/961711588875536384/Minerals-for-Climate-Action-The-Mineral-Intensity-of-the-Clean-Energy-Transition.pdf

Figure 3: IEA. Global electric car stock 2013-2023, January 2024. https://www.iea.org/data-and-statistics/charts/global-electric-car-stock-2013-2023

Figure 4: Ahead of the Herd. U.S. Government Loosens Foreign Content Rules on EV Batteries, May 2024. https://aheadoftheherd.com/us-government-loosens-foreign-content-rules-on-ev-batteries-richard-mills/

Figure 5: WIPO. 2023 World Intellectual Property Report - Patent Landscape Report - Graphite and its applications, February 2023. https://www.wipo.int/publications/en/details.jsp?id=4649

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