Oleblue
6月前
Tech Materials for Global Ingenuity.
A U.S.-based Supply Chain Solution to Meet the Tech Sectors’ Rising Graphite Demand
https://www.graphiteoneinc.com/wp-content/uploads/2025/10/2025-Q4-Investor-Presentation-Deck-2025-10-20.pdf
Graphite One’s feasibility study shows a pre-tax NPV of $6.4 billion, 30% IRR, 7.3 years payback, and 20-year mine life.
https://www.graphiteoneinc.com/wp-content/uploads/2025/04/NI-43101_FS_Report_20250422_Final.pdf
Graphite One Confirms the Presence of Rare Earth Elements at its Graphite Creek Deposit
https://www.graphiteoneinc.com/graphite-one-confirms-the-presence-of-rare-earth-elements-at-its-graphite-creek-deposit/
CEO: “The presence of two Defense Production Act Title III materials – graphite and REEs – in a single deposit further underscores Graphite Creek as a generational deposit.”
Initial test work identifies all five of the principal permanent magnet REEs at Graphite Creek
G1’s Rare Earths recovery plan will include independent testing and process development with a DOE National Lab
November 13, 2025 – Vancouver, British Columbia – Graphite One Inc. (TSX-V: GPH; OTCQX: GPHOF) (“Graphite One”, “G1” or the “Company”) announced today that it has identified the presence of Rare Earth Elements (“REEs”) in its Graphite Creek deposit, north of Nome, Alaska. Geochemical analyses completed by Activation Laboratories Ltd (“ActLabs”) found rare earths in drillcore samples of garnet-bearing ore rock within the anticipated pit outlined in G1’s Feasibility Study (“FS”), completed in February 2025. Already recognized by the United States Geological Survey as the largest known natural graphite deposit in the U.S.[1], G1’s FS resource estimate tripled previous projections. The FS pit and it’s anticipated 20-year mine life comprises just 12% of the 15.3 km (9.5 mile) long graphite- and garnet-bearing mineralized zone.
“The presence of two Defense Production Act Title III materials – graphite and REEs – in a single deposit further underscores Graphite Creek’s position as a truly generational deposit,” said Anthony Huston, President of Graphite One. “Given the robust economics of our planned complete graphite materials supply chain, the presence of Rare Earths at Graphite Creek suggests that recovery as a by-product to our graphite production will maximize the value.”
Rare Earth Elements are vital to 21st Century technology, with neodymium, praseodymium, dysprosium, terbium and samarium forming essential building blocks of powerful permanent magnets used in wind turbines, electric vehicles and advanced defense systems such as precision-guided munitions and radar. REEs further enable high-performance fiber optics, lasers, catalysts, and phosphors in displays and lighting. Their distinct magnetic, optical and catalytic properties make them indispensable across military applications and commercial electronics, renewable energy, and telecommunications – underscoring their strategic importance to U.S industry and national security.
China, the world’s largest producer of the full range of REEs, imposed export limits on the magnet REEs in February 2024 and tightened graphite exports in December 2024, highlighting the importance of the development of G1’s Graphite Creek Mine. A recent UBS Evidence Labs report indicates that dependence on China for a select group of Critical Minerals is most severe for graphite and REE.
Test work on 21 representative samples from quartz-biotite-garnet-sillimanite schist units throughout the FS pit indicate elevated levels of the Heavy Rare Earths (“HREEs”) and the presence of the five principle REE magnet elements – Neodymium, Praseodymium as well as HREEs Dysprosium and Terbium – in addition to Samarium, which is used in Samarium Cobalt (“SmCo”) permanent magnets. Aside from the Lanthanide HREEs, the Graphite Creek garnet-bearing ore rock contains Scandium and elevated Yttrium. “Garnets are known for their ability to uptake Heavy Rare Earths and Yttrium into their mineral structure,” said Dr. Kirsten Fristad, G1 Chief Geologist.
Building on the initial bulk rock analyses, additional test work is being completed at the University of Alaska Fairbanks Advanced Instrumentation Laboratory and Activation Laboratories Ltd to quantify the REE inventory within the host mineralogy. G1 is in discussions with a Department of Energy National Lab to develop extraction methods and separation pathways for the individual REEs in the Graphite Creek ore.
The Graphite Creek Feasibility Study was completed more than 12 months ahead of schedule with the support from the Department of War (then DoD) via a $37.5 million Defense Production Act Title III grant. In September 2025, G1 received a non-binding Letter of Interest from the EXIM Bank for $570 million in funding for the Graphite Creek Mine, the second EXIM Letter of Interest G1 has received, after a $325 million letter for the development of the Company’s Ohio advanced graphite materials facility. G1 is in ongoing discussions with senior officials at all relevant federal departments and agencies on the Company’s complete supply chain strategy for advanced graphite products. “We will now be adding updates on our Rare Earth by-product potential,” said Mr. Huston.
Graphite One’s Domestic Supply Chain Strategy
With the United States currently 100% import-dependent for natural graphite, Graphite One is developing a complete U.S.-based, advanced graphite supply chain solution anchored by the Graphite Creek deposit, recognized by the US Geological Survey as the largest graphite deposit in the U.S. “and among the largest in the world.” The Graphite One Project supply chain strategy involves transporting material to the lower 48 via the Port of Nome to an advanced graphite material and battery anode material manufacturing plant located in Warren, Ohio. The plan also includes a recycling facility to reclaim graphite and the other battery materials, to be co-located at the Ohio site, the third link in Graphite One’s circular economy strategy.
Qualified Person
Mr. Rob Retherford, P. Geo, with Alaska Earth Sciences, Inc. provided oversite to the 2022-2024 drilling, sampling, and QA/QC programs. Mr. Retherford is a independent Qualified Person as defined under NI 43-101 and has reviewed and approved the technical content of this release.
About Graphite One Inc.
GRAPHITE ONE INC. continues to develop its Graphite One Project (the “Project”), with the goal of becoming an American producer of high grade anode materials that is integrated with a domestic graphite resource. The Project is proposed as a vertically integrated enterprise to mine and process natural graphite and to manufacture artificial and natural graphite anode active materials primarily for the lithium-ion electric vehicle battery and energy storage markets.
On Behalf of the Board of Directors
“Anthony Huston” (signed)
For more information on Graphite One Inc., please visit the Company’s website, www.GraphiteOneInc.com or contact:
Anthony Huston
CEO, President & Director
Tel: (604) 889-4251
Email: AHuston@GraphiteOneInc.com
Investor Relations Contact
Tel: (604) 684-6730
GPH@kincommunications.com
On X @GraphiteOne
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.All statements in this release, other than statements of historical facts, including those related to the quantity and quality of and ability to economically extract the rare earth elements from the deposit, timing and completion of permitting, future production, establishment of a processing plant and a graphite manufacturing plant, establishment of a battery materials recycling facility, and events or developments that the Company intends, expects, plans, or proposes are forward-looking statements Generally, forward-looking information can be identified by the use of forward-looking terminology such as “proposes”, “expects”, “is expected”, “scheduled”, “estimates”, “projects”, “plans”, “is planning”, “intends”, “assumes”, “believes”, “indicates”, “to be” or variations of such words and phrases that state that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “occur” or “be achieved”. The Company cautions that there is no certainty that rare earth elements will be extracted from the Project, that rare earth elements extracted will be economically feasible, , the tests of the Company’s material will be successful or that such tests will result in the development of successful products. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in the forward-looking statements. Factors that could cause actual results to differ materially from those in forward-looking statements include market prices, exploitation and exploration successes, continuity of mineralization, uncertainties related to the ability to obtain necessary permits, licenses and title and delays due to third party opposition, changes in government policies regarding mining and natural resource exploration and exploitation, and continued availability of capital and financing, and general economic, market or business conditions. Readers are cautioned not to place undue reliance on this forward-looking information, which is given as of the date it is expressed in this press release, and the Company undertakes no obligation to update publicly or revise any forward-looking information, except as required by applicable securities laws. For more information on the Company, investors should review the Company’s continuous disclosure filings that are available at http://www.sedarplus.ca.
Oleblue
6月前
Sure looks like it.....
https://www.msn.com/en-us/money/markets/new-arctic-discovery-could-deal-massive-blow-to-chinese-dominance-of-rare-earth-minerals/ar-AA1QGsug?ocid=msedgntp&pc=DCTS&cvid=691cd49f9b6747808fad1d15e4885f26&ei=64
New Arctic discovery could deal massive blow to Chinese dominance of rare earth minerals
Story by Charles Creitz
A project heralded by Alaska Gov. Mike Dunleavy and accelerated by President Donald Trump stands to deal a huge blow to China’s dominance in the nanotechnology, energy and automotive sectors as the GraphiteOne project near Nome uncovered vast reserves -- for which Beijing previously accounted for 90% of production.
As of 2024, the U.S. was at least 93% import-dependent on both rare earth elements (REEs) and graphite itself, according to the International Energy Agency, and the Graphite Creek deposit near Nome has already been dubbed the largest such tranche in the U.S.
But, this week’s announcement that REEs were discovered in addition to the graphite lode portends a step-up that the U.S. can take against the CCP through Trump’s "American energy dominance" agenda, according to a source familiar with the situation.
Batteries, renewable energy technology, fiberoptics, lights, magnets and consumer electronics like phones and tablets rely on REEs, which often places the U.S. at a manufacturing disadvantage – accentuated by China’s 2024 export limits on magnet-related REEs, according to PRNewswire.
GraphiteOne President Anthony Huston said the Nome discovery is proof of a "truly generational deposit" at the Graphite Creek site. Some of the materials from the site will be shipped to an advanced graphite and battery anode material plant in Ohio.
Huston confirmed the presence of two Defense Production Act-qualifying materials and said that given the "robust economics of our planned complete graphite materials supply chain, the presence of Rare Earths at Graphite Creek suggests that recovery as a by-product to our graphite production will maximize the value."
REEs found include neodymium, praseodymium, dysprosium, and terbium, along with ore rock containing garnet deposits. The site’s chief geologist noted that garnets can absorb certain REEs into their mineral structure.
In his State of the State address earlier this year, Dunleavy praised the GraphiteOne project as the largest such in North America and encouraged it to continue moving forward with the support of both Juneau and Washington.
Huston said Dunleavy rightly understood the role of Alaska as a crucial American source of metals and minerals "transforming the 21st century" and making the U.S. less reliant on foreign sources, including "entities of concern."
Outside of Alaska, REEs have been discovered in Pennsylvania, with then-Rep. Lou Barletta, a Republican, trying to draw attention to them during his time in Congress in the 2010s.
Antracite coal deposits of Appalachian Pennsylvania have been found to contain as many as 17 different REEs, which could strike another blow to Chinese dominance.
Barletta told Fox News in 2018 that funding had been secured for a pilot program to look into extracting REEs from coal wastewater, as long-abandoned mines dot the landscape from Shamokin to Audenried, the latter falling in the aptly-named Carbon County.
While little has been done in Pennsylvania when it comes to extracting such minerals, compared to Alaskan efforts in the time since, researchers at Penn State said in September they had developed methods to recover cobalt, manganese and nickel from acid mine drainage and fly ash.
Weekly Chart
https://schrts.co/QTjstiJB
Pisd
12月前
Graphite One Cited as Federal Permitting Council Prioritizes FAST-41 Critical Mineral Projects
07:00:00 AM ET, 06/17/2025 - PR Newswire
Company Supports U.S. Government Leveraging Efforts to Strengthen Domestic Critical Mineral Supply Chains
G1's Graphite Creek Project first Alaska mining project to be listed on FAST-41 Transparency Dashboard, and one of six mining projects overall
VANCOUVER, BC, June 17, 2025 /PRNewswire/ - Graphite One Inc. (TSX–V: GPH; OTCQX: GPHOF) ("Graphite One", "G1" or the "Company"), welcomes the U.S. Government's leveraging of the Fixing America's Surface Transportation Act, known as "FAST-41," to streamline the permitting process for critical resource and infrastructure projects as it works to implement the March 20, 2025 Executive Order "Immediate Measures to Increase Domestic Mineral Production."
G1 has been cited in recent news coverage as a developer of one of six mining projects to be listed on the FAST-41 Permitting Dashboard, administered by the Federal Permitting Improvement Steering Council ("Permitting Council"). The Company announced its move into the FAST-41 permitting process's 60-day period to develop Graphite Creek's Coordinated Project Plan ("CPP") and detailed permitting timetable earlier this week.
The Washington Examiner quotes Emily Domenech, "the newly appointed head of the {Permitting} Council…" describing its role as "a 'sherpa' for businesses seeking to initiate projects. My goal would be to move as many projects to construction in the first two years of the Trump Administration as is humanly possible".
The Fast-41 Federal Permitting Dashboard and related announcements can be accessed here.
"The Administration's use and expansion of the FAST-41 program demonstrates its commitment to move expeditiously to bolster U.S. domestic critical mineral supply chains," said Graphite One CEO Anthony Huston. "We are proud to be the first Alaskan mining project listed on the Federal Permitting Dashboard. We believe that this emphasis on streamlining the permitting process will expedite our efforts to establish a vertically integrated domestic supply chain for graphite as the United States is faced with the growing demand and global market volatility."
Graphite One's inclusion on the Federal Permitting list follows the recent announcement that the Company has entered into a second non-binding supply agreement for anode active materials ("AAM") with Lucid Group, Inc. (NASDAQ: LCID), a manufacturer of advanced electric vehicles, marking another significant step towards establishing a fully domestic graphite supply chain to meet market demands and enhance U.S. industry and national defense.
The Company had published its feasibility study prepared in accordance with National Instrument 43-101 earlier this spring, which with the support of Defense Production Act Title III funding, was completed 15 months ahead of schedule and showed a tripling of the Company's proven and probable reserves.
Added Huston: "The momentum we are currently generating to end more than three decades of zero domestic graphite production could not come at a better time. With China's control over graphite materials higher than even the stranglehold it has over Rare Earth production, and Beijing no stranger to weaponizing its leverage, the time to act is now. Between greater predictability and accountability for our project via the Fast-41 program, our new non-binding supply agreement with Lucid and a tripled resource at Graphite Creek, we are well-positioned to move forward."
Graphite One's Supply Chain Strategy
With the United States currently 100 percent import dependent for synthetic and natural graphite, Graphite One is developing a complete U.S.-based, advanced graphite supply chain solution anchored by the Graphite Creek deposit, recognized by the US Geological Survey as the largest graphite deposit in the U.S. "and among the largest in the world." The Graphite One Project plan includes building an advanced graphite material and battery anode material manufacturing plant located in Warren, Ohio. The plan also includes a recycling facility to reclaim graphite and the other battery materials, to be co-located at the Ohio site, the third link in Graphite One's circular economy strategy.
About Graphite One Inc.
GRAPHITE ONE INC. continues to develop its Graphite One Project (the "Project"), with the goal of becoming an American producer of high grade anode materials that is integrated with a domestic graphite resource. The Project is proposed as a vertically integrated enterprise to mine, process and manufacture high grade anode materials primarily for the lithium–ion electric vehicle battery market.
On Behalf of the Board of Directors
"Anthony Huston" (signed)
For more information on Graphite One Inc., please visit the Company's website, www.GraphiteOneInc.com or contact:
On X (FormerlyTwitter) @Graphite One
Pisd
3年前
Senator Lisa Murkowski Speaks in Favour of Graphite Creek Development
7:00 AM ET, 07/13/2023 - PR Newswire
VANCOUVER, BC, July 13, 2023 /PRNewswire/ - Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) ("Graphite One" or the "Company"), is pleased to comment on statements made by United States Senator Lisa Murkowski, Representative from Alaska, during a July 11, 2023 Senate Session, in support of Graphite One and its development of the Graphite Creek deposit near Nome, Alaska.
In her address, Senator Lisa Murkowski stated, "I've always supported Graphite One and what they're doing in Alaska, but really after my site visit there on Saturday, I'm convinced that this is a project that every one of us, those of us here in the Congress, the Biden Administration, all of us needs to support," stated Senator Murkowski. "Graphite One's vision is to build a complete domestic supply chain for natural graphite. Their project would be anchored by responsible mining of the Graphite Creek deposit producing tens of thousands of metric tons a year, but it would also extend to a battery anode manufacturing facility in Washington State which would be co-located with a battery recycling plant, which is why their CEO Anthony Huston often describes Graphite One as a technology company that mines graphite. This, Mr. President, is a major opportunity for us".
The full addresss can be found here.
"Senator Murkowski has been a key supporter of Graphite One as we aim to develop a 100 per cent U.S.-based graphite supply chain," stated Anthony Huston, President and CEO of Graphite One. "She is a very large proponent of clean energy, and responsible development of resources to encourage economic growth in United States. We are honored to have her support and will continue to drive forward with our ambition to develop the United States' first graphite mine and supply chain solution".
Graphite One's Supply Chain Strategy
With the United States currently 100 percent import dependent for natural graphite, Graphite One is planning to develop a complete U.S.-based, advanced graphite supply chain solution anchored by the Graphite Creek resource. The Graphite One project plan includes an advanced graphite material and battery anode manufacturing plant expected to be sited in Washington State integrated with the development of the Graphite Creek Property. The plan includes a recycling facility to reclaim graphite and the other battery materials, to be co-located at the Washington State site, the third link in Graphite One's circular economy strategy.
About Graphite One Inc.
GRAPHITE ONE INC. is developing its Graphite One Project (the "Project") to become an American producer of high-grade anode materials on a commercial scale integrated with a domestic graphite resource. The Project is proposed as a vertically integrated enterprise to mine, process and manufacture anode materials primarily for the lithium-ion electric vehicle battery market. As set forth in the Company's 2022 Pre-Feasibility Study, graphite mineralization mined from the Company's Graphite Creek Property, situated on the Seward Peninsula approximately 35 miles north of Nome, Alaska, would be processed into concentrate at an adjacent processing plant. Natural and artificial graphite anode materials and other value-added graphite products would be manufactured from the concentrate and other materials at the Company's proposed advanced graphite materials manufacturing facility expected to be located in Washington State. The Company intends to make a production decision on the Project upon the completion of a Feasibility Study.
On Behalf of the Board of Directors
"Anthony Huston" (signed)
For more information on Graphite One Inc., please visit the Company's website, www.GraphiteOneInc.com
On Twitter @GraphiteOne
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