- Graphite One (TSXV:GPH) has discovered rare earth elements in its Graphite Creek deposit in Nome, Alaska, which is identified by the United States Geological Survey as the largest natural graphite deposit in the country, placing it at the centre of EV, foundry and semiconductor technology
- Graphite Creek production is expected to average 175,000 tons per year of graphite concentrate over a 20-year mine life
- Graphite One stock last traded at C$1.26 and has added 72.60 per cent year-over-year and 152 per cent since 2020
Graphite One (TSXV:GPH) has discovered rare earth elements in its Graphite Creek deposit in Nome, Alaska, which is identified by the United States Geological Survey as the largest natural graphite deposit in the country, placing it at the centre of EV, foundry and semiconductor technology.
This content has been prepared as part of a partnership with Graphite One Inc. and is intended for informational purposes only.
The news is based on new geochemical analyses completed by Activation Laboratories, which revealed the rare earths – including neodymium, praseodymium, dysprosium, terbium and samarium – in drillcore samples within the anticipated pit delineated in the deposit’s 2025 feasibility study.
Additional test work is ongoing at the University of Alaska Fairbanks Advanced Instrumentation Laboratory and Activation Laboratories to quantify the rare earth elements. Concurrently, the company is in discussions with the Department of Energy to develop rare earth extraction pathways at Graphite Creek.
The discovery of rare earths expands Graphite Creek’s value proposition into additional commodities essential to modern technology, with rare earths at the heart of powerful magnets used in wind turbines, electric vehicles and mission-critical defense systems, including radar and precision-guided munitions. They are also found in fiber optics, lasers and the phosphors in displays and lighting, granting them a rapidly growing multi-billion-dollar market.
China, the world largest producer of rare earth elements, has proven to be an unreliable supplier as of late, instituting export limits on a range of critical minerals in 2024, including graphite, recently lifting them in November 2025 as a show of good faith, highlighting the value a deposit such as Graphite Creek could bring to national security.
“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,” Anthony Huston, president of Graphite One, said in Thursday’s news release. “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.”
Graphite Creek is estimated at a post-tax net present value of US$5 billion, with production expected to average 175,000 tons per year of graphite concentrate over a 20-year mine life, while accounting for only 12 per cent of the known 15.3-kilometre graphite mineralized zone.
The company is in the early stages of vertical integration, including mining, processing and anode active material manufacturing, with more than US$1 billion in funding working its way towards definitive agreements, making it one to watch for investors keen on leveraging growth in the lithium-ion battery and electric vehicle markets.
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