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Highlights
- Graphite One (TSX-V: GPH) is advancing plans to establish a fully integrated U.S. supply chain for advanced graphite materials.
- Alaska Governor has highlighted Graphite One as a key critical mineral project in his 2025 State of the State Address.
- Technology collaboration with Hunan Chenyu Fuji supports the development of U.S. Anode Active Material production capability.
- The Graphite Creek Project is the first mining initiative in Alaska to receive the FAST-41 federal permitting designation.
- The Feasibility Study has highlighted a US$6.4B pre-tax NPV, 30% IRR, and 317% increase in reserves for the integrated project.
Graphite One Inc. (TSX‐V:GPH) continues to advance its vision of building a fully integrated U.S.-based supply chain for advanced graphite materials. Through a series of strategic agreements, regulatory recognitions, and collaborations, the company is aligning its operations with the growing national priority to secure domestic sources of critical minerals, particularly graphite — a key component in lithium-ion battery production.
The company’s momentum has gained notable state-level attention. In January 2025, Alaska Governor Mike Dunleavy cited Graphite One in his State of the State Address. Governor Dunleavy emphasized the economic and national security significance of critical mineral projects, citing Graphite One as one of only two projects highlighted by name.
Technology Collaboration to Build U.S. Anode Active Material Capability
Last year, Graphite One announced that its subsidiary, Graphite One Products Inc., had signed a technology license agreement and a consulting agreement with Hunan Chenyu Fuji New Energy Technology Co. Ltd., a leading Anode Active Material (AAM) manufacturer based in Changsha City, China.
Such agreements mark an important step in establishing the technical foundation for AAM manufacturing at Graphite One’s planned facility in Ohio. Under the terms, Chenyu granted Graphite One an exclusive license for the North American market, enabling the company to integrate proven AAM production technology into its future U.S. operations.
This collaboration is intended to help Graphite One establish domestic AAM production capability that aligns with the company’s integrated supply chain strategy — from mine to manufacturing — supporting the broader U.S. transition to electric vehicles and renewable energy technologies.
FAST-41 Designation Streamlines Permitting for Graphite Creek Project
Graphite Creek Project became the first mining initiative in Alaska to be listed on the FAST-41 Transparency Dashboard, administered by the Federal Permitting Improvement Steering Council. The project is among six mining developments nationwide to receive this designation.
The inclusion enables Graphite One to progress through a coordinated 60-day period to develop a detailed permitting timetable and Coordinated Project Plan, improving regulatory efficiency as the company moves toward production readiness. The FAST-41 designation also supports federal coordination across agencies, helping streamline the permitting process for critical mineral projects of national importance.
MINAC Initiative Strengthens Automotive Supply Chain Independence
Furthering its role in the domestic mineral strategy, Graphite One revealed in July 2025 that it entered into a Memorandum of Understanding with Lucid Group, Inc., a leading electric vehicle manufacturer. The agreement forms part of the newly launched Minerals for National Automotive Competitiveness (“MINAC”) initiative — a coalition uniting miners and processors to enhance U.S. competitiveness in the EV and battery sectors.
Feasibility Study Highlights
Graphite One announced the results of its Feasibility Study for the U.S.-based Anode Active Material Supply Chain Project in April 2025. The study outlined a pre-tax NPV of US$6.4 billion (8%) and an internal rate of return (IRR) of 30%, with a 7.3-year payback period on the integrated project. Supported by Defense Production Act Title III funding, the Feasibility Study was completed 15 months ahead of schedule.
The project’s phased development combines the Graphite Creek Mine in Alaska and an AAM manufacturing facility in Ohio, aligning with the Presidential Executive Order to “Increase American Mineral Production.” The study also reported a 317% increase in Proven and Probable Reserves, underscoring the project’s expanded production potential.
Key Highlights:
• Pre-tax NPV: US$6.4 billion (8%)
• IRR: 30%
• Payback period: 7.3 years
• Proven and Probable Reserves increased by 317%
• Feasibility Study completed 15 months ahead of schedule
Through its integrated mine-to-market approach, strategic partnerships, and participation in government-backed initiatives, Graphite One continues to progress toward establishing a self-reliant supply chain for advanced graphite materials, addressing the U.S. graphite shortage, and supporting the domestic energy transition.
Shares of GPH last traded at CAD 2.06 on January 12, 2026.
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