Graphite One Stock Price, News & Analysis

Graphite One (GPHOF) has entered the FAST-41 60-day planning period for its Graphite Creek project, requiring a Coordinated Project Plan to be posted on the Federal Permitting Dashboard by August 1st, 2025. FAST-41 projects typically achieve Record of Decision 25% faster than non-FAST-41 projects. The project, led by the U.S. Army Corps of Engineers, is the first Alaska mining project on FAST-41 and comes as IEA reports China controls 97% of global graphite market, exceeding its 93% control of Rare Earths. Graphite One aims to develop a complete U.S.-based graphite supply chain, including the Graphite Creek deposit in Alaska and a manufacturing plant in Warren, Ohio, addressing U.S.'s 100% import dependence on graphite.

Graphite One (GPHOF) has signed a second non-binding supply agreement with Lucid Group for natural graphite anode active materials (AAM), complementing their 2024 synthetic graphite agreement. This makes Graphite One the first company to provide both natural and synthetic graphite materials to a U.S. EV manufacturer. The 5-year agreement follows Graphite One's listing on the Federal Fast-41 Permitting Dashboard and completion of its NI 43-101 feasibility study, funded by a $37.3M Department of Defense award. The company plans to produce graphite concentrate from Alaska's Graphite Creek deposit and process AAM at a facility in Warren, Ohio. The feasibility study, completed 15 months ahead of schedule, revealed a tripling of proven and probable reserves.

Graphite One (GPHOF) has achieved a significant milestone as its Graphite Creek project becomes the first Alaskan mining project approved for the FAST-41 Federal Permitting Dashboard. This follows the completion of their Feasibility Study, funded by a $37.3M Defense Production Act award. The study revealed impressive metrics: annual graphite concentrate capacity increased to 175,000 tpy, a post-tax IRR of 27%, NPV of $5.03 billion, and a 7.5-year payback period. The project includes a mine in Alaska and a manufacturing facility in Warren, Ohio, supported by a $325M EXIM Bank Letter of Interest. The FAST-41 status streamlines the federal permitting process, providing improved timeline predictability and public tracking capabilities. The project is strategically positioned to address U.S. critical mineral needs, with USGS recognizing it as America's largest natural graphite deposit.

Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) has announced the approval of 583,015 restricted share units (RSUs) to directors under its Omnibus Plan. The RSUs will convert to common shares on April 14, 2026. An additional 583,014 RSUs are planned for July 2025, pending shareholder approval at the upcoming Annual General Meeting on June 27, 2025.

Following this grant, the company has 146,269,376 common shares outstanding, along with 5,489,854 RSUs and 3,200,436 performance share units under its Omnibus Plan. The company is developing a U.S.-based graphite supply chain solution, centered around the Graphite Creek deposit, which the US Geological Survey recognizes as the largest in the U.S. The project includes plans for a manufacturing plant in Warren, Ohio, and a recycling facility for graphite and battery materials.

Graphite One (GPHOF) has announced significant updates to its Graphite Creek Project, with the completion of 2023 and 2024 drilling programs supported by DOD funding. The company will file a NI 43-101 compliant Feasibility Study in April 2025, revealing a tripled production rate compared to their 2022 pre-feasibility report.

Key highlights include:

• Proven/Probable Mineral Reserve tonnage increased to 317% of the PFS estimate
• Contained graphite reached 296% of the PFS estimate
• 71.219 million tonnes of Proven and Probable material at 5.22% graphite grade
• 3.7 million tonnes of contained graphite

The results come from just 1.2 miles of the total 9.5-mile long geophysical anomaly. The company plans to develop a complete U.S.-based graphite supply chain, including an advanced material manufacturing plant in Warren, Ohio, and a recycling facility.

Graphite One (GPHOF) welcomes President Trump's new Executive Order on critical minerals, issued March 20, 2025, aimed at accelerating domestic mineral production. The order expands authorities of the Defense Production Act and EXIM Bank, both currently supporting Graphite One's projects.

The company has received a DPA grant for its feasibility study (expected April 2025) and a $325 million non-binding Letter of Interest from EXIM Bank for its Ohio-based anode manufacturing plant. The EO requires actions from Defense, Energy, and Interior Secretaries within 10-45 days.

Graphite One is developing a U.S.-based graphite supply chain anchored by the Graphite Creek deposit, recognized by USGS as the largest in North America. The project includes an advanced material manufacturing plant in Warren, Ohio, and a planned recycling facility. According to Alaska's Governor, construction could begin by 2027 with production potentially starting in 2029.

Graphite One (TSXV: GPH) (OTCQX: GPHOF) responds to Senator Lisa Murkowski's address at Benchmark Week 2024, where she emphasized minerals as a important policy priority for U.S. leadership in advanced technologies and national security. Murkowski specifically mentioned Graphite One's project in Alaska as critical for building mineral supply chains. The company is developing a complete U.S.-based graphite supply chain solution, including the Graphite Creek deposit - the largest in the U.S. - and plans for manufacturing and recycling facilities in Warren, Ohio, subject to financing.

Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) has announced that its subsidiary, Graphite One Products Inc., has signed a technology license agreement and a consulting agreement with Hunan Chenyu Fuji New Energy Technology Co. , a Chinese Anode Active Material (AAM) manufacturer. These agreements provide exclusive access to AAM technology for the North American market, marking a important step in creating a domestic U.S. supply chain for advanced graphite materials.

The agreements include:

• An exclusive license for AAM technologies in exchange for royalties
• Consulting services for designing, constructing, and operating an Ohio AAM plant
• Rights of first negotiation for next-generation products and additional markets

Graphite One plans to construct a commercial AAM facility in Warren, Ohio, subject to financing. The company views these agreements as critical for bringing leading AAM manufacturing technology to the U.S. domestic supply chain for battery materials.

Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) has received a non-binding Letter of Interest from the U.S. Export-Import Bank for potential debt financing of up to $325 million for its U.S.-based advanced graphite materials supply chain project. The financing, if approved, could provide a 15-year repayment tenor under EXIM's Make More In America initiative and may be eligible for special consideration under the China and Transformational Exports Program.

This potential funding supports Graphite One's strategy to develop a complete U.S.-based graphite supply chain, with benefits to the national economy and defense. The company plans to make a production decision upon completion of its Feasibility Study, expected in Q1 2025. Graphite One's project includes a graphite deposit in Alaska and plans for an advanced graphite material and battery anode manufacturing plant in Warren, Ohio, along with a recycling facility.