In the first two articles of this series, we explored the essential nature of graphite—its role in powering electric vehicles, renewable energy storage, and high-tech manufacturing—and examined its strategic importance to national security and military readiness. Now, we turn our attention to a company at the forefront of addressing North America’s graphite dependency: Graphite One Inc. (TSXV:GPH).
A strategic asset in Alaska: The Graphite Creek Project
Graphite One’s flagship initiative, the Graphite Creek Project, is located on the Seward Peninsula in Alaska, approximately 60 kilometers north of Nome. Recognized by the U.S. Geological Survey as the largest known flake graphite deposit in the United States, Graphite Creek is now considered among the largest in the world.
Recent updates from the company reveal a dramatic expansion in the project’s scope. The 2025 feasibility study, completed 15 months ahead of schedule with support from the U.S. Department of Defense under the Defense Production Act Title III, shows a 317 per cent increase in proven and probable reserves and a 322 per cent increase in measured and indicated resources compared to the 2022 Pre-Feasibility Study.
Vertical integration: From mine to battery-grade material
Graphite One’s vision extends far beyond mining. The company is executing a fully integrated supply chain strategy—from raw graphite extraction at Graphite Creek to the production of anode active material at a planned secondary treatment plant in Ohio.
This vertical integration is critical. The U.S. currently imports 100 per cent of its natural graphite, a vulnerability in the face of rising demand for lithium-ion batteries and electric vehicles. By producing battery-grade graphite domestically, Graphite One aims to eliminate a key supply chain bottleneck and support the U.S. transition to clean energy and advanced manufacturing.
Milestones and momentum
Graphite One has achieved several key milestones in 2025:
- Feasibility study completion: Validated a 20-year mine life with a projected annual output of 175,000 tonnes of graphite concentrate.
- Federal support: Received funding and strategic backing from the Department of Defense.
- Permitting phase: Entered permitting with strong momentum, supported by a recent Executive Order prioritizing domestic mineral production.
- Economic viability: The feasibility study projects a pre-tax NPV of $6.4 billion and a 30 per cent internal rate of return, with commercial anode active material production expected by 2028.
Economic and ESG impact
Graphite One’s project is in a position to deliver significant economic and environmental benefits:
- Job creation: The project will generate high-quality jobs in Alaska and Ohio, supporting local economies and Indigenous communities.
- Environmental stewardship: The company is committed to responsible development, with environmental planning integrated into every phase.
- Community engagement: Graphite One is working closely with local stakeholders to ensure long-term, shared value.
A pillar of U.S. mineral independence
In a world increasingly defined by geopolitical competition and technological transformation, Graphite One’s project is more than a business venture—it’s a strategic imperative. As the U.S. seeks to reduce reliance on foreign critical minerals, particularly from China, Graphite One offers a homegrown solution that aligns with national priorities in energy security, defense, and green technology leadership.
Investor’s corner
As we’ve explored in this series, graphite is not just a material—it’s a cornerstone of the 21st-century economy. From its indispensable role in batteries and electronics to its strategic value in defense, the case for domestic graphite production is clear.
Graphite One Inc. stands at the nexus of this opportunity. With a world-class deposit, a vertically integrated strategy, strong government support, and a compelling economic profile, the company is uniquely positioned to lead North America’s graphite renaissance.
For investors seeking exposure to the future of energy, technology, and national resilience, Graphite One deserves a closer look. We encourage you to deepen your due diligence, revisit the earlier articles in this series, and consider how this emerging leader fits into your long-term investment strategy.
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