MAJOR INVESTMENT OPPORTUNITY:
J. Daryl Thompson is a self-proclaimed stock trading “addict” who began his investment career by working for a legendary Houston billionaire investment counselor for 15 years. Early on during his professional career, Daryl designed systems for the analysis, testing, and presentation of data. Originally a country boy from the Deep South with a penchant for numbers, Daryl received a Mathematics degree from the University of Oklahoma. While he eats, lives, sleeps and breathes trading stocks, he also works as a financial and business consultant.
While the mainstream media harps on about a shortage of lithium, an even bigger shortage could threaten another key battery material.
According to CNBC, the average fully electric vehicle uses around 220 pounds of graphite.[1] More than lithium… more than copper… more than aluminum. And the projected growth in demand for graphite dwarfs all these other ingredients… by FAR.
I may be a country boy from the Deep South, but I have an unusual knack for spotting emerging trends supported by huge numbers. And something is strikingly clear to me right now…
If you don’t own an EV yet, chances are you will soon…
And so will all your children and grandchildren.
Forbes claims, “The Electric Vehicle Market Has Hit Its Turning Point.”[2]
And Bloomberg reports, “One in Six New Cars in the World Will Be Electric By 2025.”[3]
Just a few years ago, you could drive from one end of your town to the other without laying your eyes on an electric vehicle.
Today there are 1.4 million EV’s on American roads.
That number is expected to climb to 18.7 million by 2030.[4]
No wonder the Financial Times says…
It’s not some future possibility. IT’S HERE NOW!
That’s why I’m telling investors to keep their eyes on Graphite One (GPHOF).
BREAKING: This little-known exploration company has defined America’s largest high-quality graphite deposit – Graphite Creek, situated on the Seward Peninsula about 60 kilometers north of Nome, Alaska.[6]
And if a lack of EV charging points has been holding you back, that’s all about to change.
The number of charging stations is set to multiply by 39.8% per year.[8]
President Biden’s Bipartisan Infrastructure Law includes a total of $7.5 billion to build out a nationwide network of 500,000 electric vehicle chargers. This law proposes grants to state and local governments — as well as the private sector — to install 500,000 EV chargers by 2030. These plans could give the national charging network a needed boost.[9]
In fact, the Department of Energy just unveiled a projection for its “National Fast-Charging Coverage” plan which would include installing 8,000 fast-charging stations along major highways across America…[10]
But so far, one thing has gotten in our way…
On March 31, 2022, President Biden made a bold move…
By invoking the Defense Production Act (DPA) of 1950, the U.S. Government classified graphite – the single largest component of Electric Vehicle batteries – as a “critical need” technology.[12]
In one fell swoop, the administration landed a huge blow against China…
Making it clear we hope to limit our dependence on foreign oil and untrustworthy foreign suppliers.
“We need to end our long-term reliance on China and other countries for inputs that will power the future,” Mr. Biden said during remarks at the White House.[13]
This unique combination makes graphite a “go-to” mineral for a wide variety of industrial uses. It’s a main ingredient in paint, steel manufacturing, defense applications, and even inside complex electronics like your smartphone.[17]
But today, this humble mineral is at the center of the electric car revolution. What most people don’t know is today’s large-capacity EV batteries contain more graphite in volume terms than any other essential mineral …
More than lithium…
More than copper…
And more than aluminium…
More than nickel or cobalt…
According to CNBC, the average fully electric vehicle uses around 220 pounds of graphite.[19]
And the projected growth in demand for graphite outpaces all these other ingredients… by FAR.
With such a promising long-term opportunity, many investors are looking to the USA for a homegrown graphite producer.[21] But up until now, they’ve run into a brick wall because the U.S. currently produces no graphite.
ZERO.
Moreover, America hasn’t produced any graphite for the last 30 years!
But thanks to President Biden’s bold directive, things are about to change.
IMPORTANT:
That’s why I have my eyes on a small North American exploration company called Graphite One (GPHOF), which is positioned for the coming boom. They are in the early stages of exploiting North America’s largest high-quality graphite deposit near Nome, Alaska.
The truth is no new phone, tablet, EV battery, or satellite transferring your data at lightning speed can be made without certain minerals and metals that are buried in a surprisingly small number of countries.[22]
And when it comes to graphite, only about 20 countries make up the world’s supply, many of which produce insignificant amounts (<10,000 metric tons a year).
Within North America, only Canada (10,000 metric tons) and Mexico (8,000 metric tons) produced any graphite in 2020, accounting for a combined 2 percent of global supply; meanwhile, the US produced none at all.[23]
I don’t know about you, but I HATE seeing a map like this where the USA is so pitifully underperforming…
Today, China provides up to 60% of the global graphite annually.[25]
Fact is, once China seized control of the industry (thanks to cheap labor, dubious practices, and weak environmental regulations), no one else stands a chance.
China also controls almost all graphite processing, establishing itself as a dominant player in every stage of the supply chain.[26]
That’s a shame, and it’s just not right!
This dependence on China puts our supply chain at risk of political disruptions and makes it unsustainable for the long term. Furthermore, concentrated production in China means that all this graphite must travel huge distances before reaching Western markets like the United States. As we have learned all too well these past two years, these extensive shipping distances further exacerbate the risk of disruptions.
Such a level of mineral dependence means we will remain “under the thumb” of our biggest rival, unless we develop a reliable and sustainable supply chain of our own.
And that’s why I am sharing this urgent update with you today.
As a result of this bold move by President Biden, the advantage is swinging back to homegrown producers of this critical mining material.
Finally, for the first time in decades…
It’s my privilege to announce some big news…
A tiny, little-known company called Graphite One (GPHOF) is on its way to becoming the first fully-integrated “Made In America” graphite producer in the country.
As I’ll tell you in a minute, Graphite One holds North America’s biggest graphite deposits about 60 miles from Nome, Alaska. The preliminary feasibility study is complete and will soon embark on a feasibility study to become an American producer of high-grade anode materials for the lithium-ion electric vehicle battery market, and even recycle used graphite from end-of-life EV batteries.
Graphite One is developing a full US-based supply chain to do just that.
This is HUGE news.
Because let’s face it, no one wants to be under China’s thumb.
What caused President Biden to issue his latest high-stakes directive?
Only his administration knows. But there can be no doubt that the onset of inflation, the war in Ukraine, national security and the possibility of a recession are throwing rocket fuel on a difficult situation.
According to Bloomberg, an already voracious commodity “supercycle” is now facing even greater momentum amid fears of major supply-chain disruption and fallout from ongoing geopolitical conflicts.[28]
With EV sales expected to double this year,[29] auto giants are desperate to avoid battery supply chain disruptions and soaring costs of raw materials. While the mainstream media has focused its attention on lithium, an even bigger shortage could threaten another key battery material: [30]
GRAPHITE.
For some weird reason, they call these things lithium-ion batteries. And yet, if you look at the breakdown of the materials used in batteries, lithium is one of the smaller amounts by quantity.
The fact is that the amount of lithium in a lithium-ion battery is about 2% of its total volume. Each battery contains 10 to 30 times more graphite than lithium![31]
Even Elon Musk is driving that point home…
“Our batteries should be called Nickel-Graphite, because it’s mostly nickel and graphite.”[32]
This is why I can’t wait to tell you about Graphite One (GPHOF).
And remember, EV batteries won’t just replace gasoline or diesel…
They will power EVERYTHING inside your car. From cameras, sensors, video screens, power seats, window screens, and more.[33]
No wonder all of the world’s automakers are falling over themselves shopping for the BEST battery out there.
Toyota, Mercedes, BMW, and other foreign car giants jumped out to an early lead…
But now, American car makers are getting in on the act. GM just announced it’s boosting spending on electric (EV) and autonomous vehicles to $27 billion by 2025.[35]
Their goal is to launch 30 all-electric models by 2025. Including:
This is just the start… and I suspect Graphite One (GPHOF) could have a major role to play in making the EV revolution happen.*
After all, it is going global…
Almost every major world government from China to Great Britain to Germany and Japan is getting behind this new technology, too.
My point is, this isn’t something that might or might not happen…
The Electric Vehicle megatrend is kicking into HIGH GEAR right now. This is good news for a company like Graphite One (GPHOF).
It’s a tsunami-like phenomenon, crushing everything in its path.
Children a few years from now will probably think of gasoline-powered cars—and gas stations—the same way millennials now think of landline telephones…
In other words…
Not at all.
So how do you, as a smart investor… get positioned?
With a major supply crunch now on the horizon… And political uncertainties ratcheting up demands for a “Made in America” solution…
I strongly urge you to see what Graphite One (GPHOF) has to offer smart investors at this crucial moment.
(Hint: As of January 2023, it’s currently trading for around $1.)
Now let me be clear…
This is so much bigger than just cars…
When you sit back and think about it, pretty much every technological megatrend out there today requires rechargeable batteries to power it.
Electric vehicles? They run on lithium-ion batteries.
Energy storage systems? They, too, run on batteries.
Artificial intelligence? Built on software, which is run on computers, which are powered by… you guessed it… batteries.
What about smartphones? VR headsets? Charging stations? All those require batteries, too.
Think about defense systems. Drones. Special operators’ gear. Satellites. Silent-running surface vessels and submersibles.
Morgan Stanley summed it up in a research note just a while back by saying:
“We need batteries. Literally everywhere.”[37]
Demand will increase at exponential rates in the 2020s. Unfortunately, we are constrained by a finite supply of batteries – and the essential minerals inside them.
Therefore, I predict there will be a battery spending boom over the next decade, and companies all along the battery manufacturing supply chain could make a lot of money.
Which is why Graphite One (GPHOF) is one of my favorite hi-tech investment opportunities today.
It could literally be at the heart of the booming EV and clean energy revolutions!
For EV batteries, graphite will be the material of choice for the next decade or two because other materials have downfalls that prevent their use in batteries.
For example, silicon is great for moving energy, but it expands and contracts during charging and discharging, which makes it unsuitable for batteries.
Without graphite, we would not have any lithium-ion batteries at all!
Why? It’s simple: Graphite comprises 95% of the anode (negative electrode) of lithium-ion batteries that power EVs, whereas the cathode (positive electrode) is made up of various materials such as nickel and cobalt.[41]
The anode materials, are manufactured from flake graphite concentrate produced by graphite mines and from synthetic/artificial graphite. Flake graphite is transformed into coated, spherical graphite purified to 99.95% purity for use in EV batteries.
Demand is growing FAST!
According to Bloomberg, the global graphite market is projected to be worth $50 billion by the end of this decade.[42]
The fact that 13 battery “gigafactories” are being planned in the United States alone could cause a disruption along the supply chain.[44]
It’s a ticking time bomb for the U.S., which is 100% dependent on foreign imports of graphite…
If a domestic solution is not found, it could completely derail the nation’s EV plans.
As a result, a lot of money is being invested into the battery storage industry at large. UBS estimates that the U.S. energy storage market could grow to $426 billion over the next decade.[45] Including large-scale battery storage solutions for solar and wind power to counter the intermittent nature of these clean energy sources.
Not only that…
But test work indicates that Graphite One’s graphite can be processed into industrial diamonds for semiconductor substrates and a range of applications in 5G network cell towers. [46]
None of it happens without graphite. And bringing this technology home could save manufacturers a lot of money.
Just more reasons why Graphite One (GPHOF) deserves your immediate consideration.*
Recently, the U.S. Geographical Survey cited the Graphite Creek resource near Nome, Alaska, as the largest known graphite deposit in the country. It’s part of an integrated project proposed by Graphite One (GPHOF), which plans to mine and process the graphite and build an advanced materials and battery manufacturing plant in Washington State. Graphite One is also planning to build a battery material recycling plant there – to recapture graphite and other valuable metals and minerals that power the tech revolution.
According to the USGS, this particular area of Alaska contains an abundance of graphite minerals, much of which remains underexplored to this day. It also has the potential to provide decades of material to mine.
Graphite One (GPHOF) holds the Graphite Creek property and is developing the project in Alaska.
The Property’s graphite mineralization has been discovered to be exceptionally unique and distinct from other known graphite materials because it naturally exhibits the morphological characteristics of an already processed material. To highlight these unique properties, the Company has branded Graphite Creek graphite as “STAX GRAPHITE” and designated it as “S” as in Spheroidal; “T” as in Thin; “A” as in Aggregate; and “X” as in eXpanded. The Company registered the Trademark “STAX®” in the United States and Canada in association with Graphite Creek graphite.
But Graphite One is more than just a mine. Leveraging its vertically-integrated approach from mine to material manufacturing, Graphite One (GPHOF) intends to produce high-grade anode material for the lithium-ion Electric Vehicle battery market and Energy Storage Systems with significant additional production for a range of value-added graphite applications.
The Graphite One (GPHOF) Project could potentially increase North American supply of battery anode materials that could, depending on the mining process, meet or exceed current requirements for electric vehicle battery anodes and other critical applications at a time when demand for graphite is skyrocketing.[48]
Here is a quick overview of the Graphite One (GPHOF) plan:
Mining
1
Mineral Processing
2
On an annual basis, the Mineral Processing Plant would reduce the 1 million metric tonnes of graphite mineralization to about 52,000 tonnes of graphite concentrate at 95% Cg. The dried concentrate would be packaged and transported to the Port of Nome, Alaska, and shipped on a seasonal schedule to the Manufacturing Plant.
Purification & Manufacturing
3
The Product Manufacturing Plant would process graphite concentrate and other specialized materials into a range of purified battery anode materials and graphite products.
Advanced Graphite Materials Yield
4
Graphite One estimates that its process would deliver 75,000 tonnes of products annually including 50,000 tonnes of battery grade anode materials per year for uses in EV and lithium-ion batteries as well as Energy Storage Systems. About 7,400 tonnes of purified, sized graphite products would go to the specialized graphite market and 18,000 tonnes of unpurified graphite to the traditional graphite market both feeding a range of industrial and tech manufacturing supply chains.
FOR OPPORTUNITY-MINDED INVESTORS:
Graphite One (GPHOF) shares are available for around $1 as of January 2023
A Preliminary Feasibility Study on Graphite Creek supports a 23-year operation with a mineral processing plant capable of producing on average about 52,000 metric tons of graphite concentrate per year.
Once in full production, Graphite One’s proposed graphite materials manufacturing plant is projected to turn graphite concentrate and other materials into 50,000 metric tons of battery anode materials per year.
This level of prospective production would cover the entire amount of U.S. imports in most years.
With exploration to date outlining only 20% of the projected trend of graphite mineralization, the mine only represents a portion of Graphite Creek’s potential to offer a secure supply of domestic graphite for decades to come.[50]
“Given the demand growth every end-user mentions to me and their concerns about surety of supply, we’re putting a priority on demonstrating that Graphite Creek is a robust, low-risk source for graphite far into the 21st century,” said Graphite One CEO Anthony Huston.[51]
Graphite One (GPHOF) is continuing to move its flagship project further along.
This year, Graphite One (GPHOF) advanced its proposed strategy by selecting Washington state for its graphite manufacturing plant.
And plans for a proposed state-of-the-art recycling facility represents the final link in Graphite One’s (GPHOF) 100% US-based, graphite supply chain strategy. The recycling facility would be located next to the Washington manufacturing facility and engineered to accept used EV batteries for feedstock.
“With this new proposed recycling division joining our Graphite Creek mine and advanced graphite materials manufacturing plant as the third link, Graphite One plans to bring the full circular economy to the US graphite supply chain,” Graphite One’s President and CEO Anthony Huston commented.
In essence, Graphite One (GPHOF) can close the loop on its “full circular economy” blueprint – much like the one being advocated by the Biden administration.[53]
As Graphite One pursues its ambitious goals, it is providing the template for a brand-new circular economy that merges mine production of battery-grade graphite, with processing and recycling of lithium-ion battery anode material needed for the future green economy.[54]
Also imprinted on this template is a model for environmental, social, and governance (ESG), considered essential for any modern-day exploration and mining company.[55]
Among its ESG initiatives, Graphite One (GPHOF) has consistently met with tribal, city, and corporate leaders of the local communities of Teller, Mary’s Igloo, and Brevig Mission, and has consulted with key leadership, the general public, and various community groups in the City of Nome. Regular meetings have also been held with regional organizations and governing bodies.
Since 2014, environmental baseline studies have been ongoing to ensure that the Graphite Greek project meets or exceeds all regulatory standards regarding its impact on fish, plants, game, air, land, and water upon which surrounding Iñupiaq communities depend.
“Only when the communities surrounding our efforts feel engaged, heard, respected, informed, and understood, can we develop win-win solutions for everyone involved,” Huston states.
After decades of relying on a foreign supply of critical minerals, the U.S. is finally waking up to the reality that it needs to mine and even process its OWN graphite to help the nation reach its ambitious EV and climate goals.
With the majority of the world’s graphite coming from China, and most anodes in EV batteries or energy storage components requiring graphite, a homegrown producer like Graphite One (GPHOF), with expansion plans in the works, could benefit greatly – and could reward investors in the process.
Now that the USGS has recognized Graphite One’s Alaska deposit as being America’s largest known graphite deposit… Adding to that, their plan to produce battery-ready anode material, the Company is positioning itself to answer the nation’s call to create a complete advanced graphite supply chain solution for the U.S.
Graphite One’s CEO, Anthony Huston, notes that President Joe Biden’s April 1st announcement carries the full force of law.
“With this new defense designation under U.S. law, graphite joins a select group of ‘super-critical minerals’ that are essential to commercial technology and national security applications,” Huston said. “This action by President Biden validates Graphite One’s strategy of creating a full supply chain for advanced graphite materials located in the United States.”[56]
Based on my research, Graphite One (GPHOF) could become a key link in the supply chain not only for EV batteries… but also for the technology manufacturing sector, renewable energy, and even America’s national security and defense applications.*
I haven’t seen a more bullish graphite play than this…
With 13 gigafactories on the way in the U.S. alone, and large-scale energy storage solutions raking in billions in development money, bringing graphite home may be one of the most attractive investment opportunities out there.
Are you starting to see why I’m so excited about Graphite One (GPHOF)? Not only do they intend to produce and process graphite concentrate for use in lithium-ion batteries – including EV Batteries – but they also intend to produce other forms of advanced graphite for industrial and technology manufacturing.[57]
Graphite One (GPHOF) is the ONLY American battery materials project actively pursuing a vertically-integrated approach to harness graphite extraction… manufacturing… and recycling!
And here’s the icing on the cake…
You can invest in Graphite One for about $1 a share as of January 2023.
Finally, let me remind you why I see…
Based on my research, the exciting mineral company, GRAPHITE ONE (GPHOF), is worthy of your consideration, and here are some major reasons why:
Graphite and several other battery minerals join rare earth materials as the only U.S. Government-listed Critical Minerals eligible for the comprehensive support offered by the Defense Production Act. Unlike Presidential Executive Orders, designations under the DPA, first passed during the Korean War, carry the full force of U.S. federal law.[58]
Graphite Creek, situated on the Seward Peninsula, about 60 kilometers north of Nome, is projected to be a long-life source of supply for advanced graphite materials.[59]
Graphite is the LARGEST SINGLE COMPONENT in volume terms than any other EV battery ingredient. According to CNBC, the average fully electric vehicle uses around 220 pounds of graphite.[60]
New applications for graphite – some of which are currently in test programs at Graphite One (GPHOF) – include fuel cells, nuclear engineering, fire suppressant graphite foam, industrial diamonds for next-gen semiconductor substrates, and a range of uses in 5G network cell towers.[61] Graphite will always be needed!
The demand for top-grade graphite will increase at exponential rates in the 2020s due to our increasing reliance on all sorts of battery-powered technology. The World Bank Group projects that graphite demand will grow by 494% by 2050.[62]
The threats of higher inflation, recession, and Russia’s invasion of Ukraine make it even more urgent that the U.S. end its dependence on foreign resources for industry, clean energy, and the rollout of EVs across the nation.
Senators Lisa Murkowski (R-AK) and Joe Manchin (D-WV), former and current chairs of the Senate Energy and Natural Resource Committee, sent a letter to President Biden urging him to make a DPA Title III designation to “invoke the Defense Production Act to accelerate domestic production of lithium-ion battery materials,” including graphite.[63]
“Designating the Graphite Creek project as a high-priority infrastructure project will send a strong signal that the U.S. intends to end the days of our 100% import-dependency for this increasingly critical mineral,” said Alaska Governor Mike Dunleavy.
The distinct natural morphological characteristics of Graphite One’s graphite mineralization — STAX® Advantage — make it an ideal fit for lithium-ion batteries and other high-tech uses.
Pursuing a three-prong strategy of mining graphite in Nome, Alaska, plus manufacturing in Washington state. The recycling facility represents the third and final link in Graphite One’s 100% U.S.-based graphite supply chain strategy. The recycling facility will be located next to the Washington manufacturing facility and engineered to accept used EV batteries for feedstock.
The Company is committed to early and ongoing community engagement, best practices in environmental stewardship, a strong health and safety culture, and delivering solutions for a better, more sustainable future for all.[64]
June 2022 => Drill results are showing consistent, near-surface, high-grade intercepts with numerous holes returning grades greater than 10% and up to 35.78% graphitic carbon.[65] (Investors: Note that drilling near the surface is much more economical than underground mines.)[66]
BOTTOM LINE:
I believe Graphite One (GPHOF) is positioned to become America’s first fully-integrated graphite supply chain.*
If you wish to have an opportunity to be among the early bird big winners in the coming graphite-based EV boom*, you should show this report to your investment advisor or broker immediately.
Graphite One (GPHOF) is engaged in the acquisition, exploration, and development of graphite projects used in green technologies and the renewable energy sector. The Company is currently focused on the exploration of its flagship Graphite Creek Project near Nome, Alaska, and development of complementary manufacturing and recycling facilities in Washington state.
While investing in their company has a potential for higher rewards than other larger mining operations, it also comes with higher risk. And, of course, past performance is no guarantee of future results.*
I am not an investment advisor. But my rule and caution to all my readers is to never invest more than you can afford to lose. And do not chase losses. If prices slide, it’s important to resist the temptation to “average down.”*
And to minimize your risk, any investment you might make in Graphite One (GPHOF) should be part of a wider asset allocation strategy in your portfolio.
Regardless, I believe my analysis of the potentially huge reward of Graphite One (GPHOF) is a good one.*
I wish you much success in all your investments.
– J. Daryl Thompson
EdgeOnTheStreet.com
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1 – https://www.cnbc.com/2021/12/02/tesla-seeks-tariff-exemption-for-graphite-from-china-for-batteries.html
2 – https://www.forbes.com/sites/andystone/2020/10/25/ev-market-hits-its-tipping-point/?sh=17c65f1a7dad
3 – https://www.bloomberg.com/news/articles/2017-11-28/rise-of-electric-cars-quickens-pace-to-tesla-s-benefit?utm_source=google&utm_medium=cpc&utm_campaign=dsa&utm_term=&gclid=CjwKCAiAiML-BRAAEiwAuWVggl9pZ4tarlu4GKrE1qSb_auqyVnrx-BX9UvlJ96SR0-UwtPNLbFNGBoCpjoQAvD_BwE
4 – https://www.pwc.com/us/en/industries/industrial-products/library/ev-charging-infrastructure.html
5 – https://www.ft.com/content/fb4d1d64-5d90-4e27-b77f-6e221bc02696
6 – https://www.graphiteoneinc.com/
7 – Image: https://www.shutterstock.com/image-photo/ev-charging-station-electric-car-concept-2021600951
8 – https://www.globenewswire.com/news-release/2020/12/02/2138302/0/en/Electric-Vehicle-Charging-Stations-Market-to-Reach-29-7-Billion-by-2027-Growing-at-a-CAGR-of-39-8-from-2020-With-COVID-19-Impact-Meticulous-Research-Analysis.html
9 – https://www.pwc.com/us/en/industries/industrial-products/library/ev-charging-infrastructure.html
10 – https://www.energy.gov/eere/articles/future-electric-charging-stations-projected-4-simple-maps
11 – https://www.energy.gov/eere/articles/future-electric-charging-stations-projected-4-simple-maps
12 – https://www.nytimes.com/2022/03/31/business/economy/biden-minerals-defense-production-act.html
13 – https://www.whitehouse.gov/briefing-room/speeches-remarks/2022/03/31/remarks-by-president-biden-on-actions-to-lower-gas-prices-at-the-pump-for-american-families/
14 – https://www.benchmarkminerals.com/benchmarks-minerals-simon-moores-warns-senate-us-a-bystander-in-battery-raw-materials
15 – https://www.engineeringchoice.com/uses-of-graphite/
16 – https://elements.visualcapitalist.com/natural-graphite-the-material-for-a-green-economy/
17 – https://www.engineeringchoice.com/uses-of-graphite/
18 – IMAGE: https://elements.visualcapitalist.com/the-key-minerals-in-an-ev-battery/
19 – https://www.cnbc.com/2021/12/02/tesla-seeks-tariff-exemption-for-graphite-from-china-for-batteries.html
20 – IMAGE: https://elements.visualcapitalist.com/natural-graphite-the-material-for-a-green-economy/
21 – https://investingnews.com/daily/resource-investing/battery-metals-investing/graphite-investing/graphite-mining-in-the-us/
22 – https://www.afr.com/companies/mining/how-china-will-rule-the-next-industrial-revolution-20190515-p51ngs
[24] https://elements.visualcapitalist.com/visualizing-the-natural-graphite-supply-problem/
[25] https://www.graphiteoneinc.com/applications-technology/
[26] https://aheadoftheherd.com/graphite-vs-lithium/
[27] Image: https://www.graphiteoneinc.com/wp-content/uploads/2022/02/G1-C_OV-PPT-11152021-02.pdf
[28] https://www.bloomberg.com/press-releases/2022-03-15/the-supply-shortage-that-could-derail-the-electric-car-boom
[29] https://cleantechnica.com/2022/02/07/us-electric-vehicle-sales-might-nearly-double-in-2022/
[30] Box quote: https://www.cnbc.com/2021/07/13/volkswagen-wants-half-of-its-vehicle-sales-to-be-electric-by-2030.html
[31] https://investingnews.com/daily/resource-investing/battery-metals-investing/graphite-investing/graphite-mining-in-the-us/
[32] https://greenbatteryminerals.com/elon-musk-stated-our-batteries-should-be-called-nickel-graphite-because-its-mostly-nickel-and-graphite/
[34] Image: https://www.shutterstock.com/image-photo/driverless-car-interior-futuristic-dashboard-autonomous-1794303016
[35] https://www.argusmedia.com/en/news/2162230-gm-increases-ev-spend-outlines-new-battery
[36] https://www.shutterstock.com/image-photo/person-holding-phone-their-hand-dead-1052574380
[37] https://www.cnbc.com/2022/04/08/we-need-batteries-says-morgan-stanley-here-are-stocks-to-ride-the-boom.html#:~:text=Sullivan%20%7C%20Getty%20Images-,%22We%20need%20batteries.,chain%20is%20unsustainable%20and%20insecure.%22
[38] Image: https://www.visualcapitalist.com/portfoliothe-lithium-ion-battery-a-potential-growth-driver-for-graphite/
[39] Image source: https://www.graphiteoneinc.com/
[40] https://www.axios.com/2021/06/28/batteries-new-oil-electric-vehicles
[41] https://electrek.co/2021/12/20/graphite-will-be-in-deficit-from-2022-heres-what-ev-battery-makers-need-to-do-to-secure-the-critical-mineral/
[42] https://www.bloomberg.com/press-releases/2022-03-15/the-supply-shortage-that-could-derail-the-electric-car-boom
[43] https://elements.visualcapitalist.com/visualizing-the-natural-graphite-supply-problem/
[44] https://oilprice.com/Energy/Energy-General/Graphite-Could-Be-The-Biggest-Winner-In-The-3-Trillion-EV-Boom.html
[45] https://www.cnbc.com/2019/12/30/battery-developments-in-the-last-decade-created-a-seismic-shift-that-will-play-out-in-the-next-10-years.html
[46] https://www.graphiteoneinc.com/applications-technology/
[47] https://www.graphiteoneinc.com/u-s-government-cites-graphite-ones-graphite-creek-as-the-largest-graphite-deposit-in-the-united-states/ – Note- source for image and facts.
[48] https://www.graphiteoneinc.com/mine-to-material-manufacturing/
[49] Image: https://www.miningnewsnorth.com/story/2021/12/31/news/graphite-one-builds-momentum-into-2022/7131.html
[50] https://aheadoftheherd.com/graphite-one-aiming-to-publish-prefeasibility-study-in-q2/
[51] https://www.miningnewsnorth.com/story/2021/12/31/news/graphite-one-builds-momentum-into-2022/7131.html
[52] Image: https://aheadoftheherd.com/poster-child-of-government-industry-cooperation-graphite-one-builds-circular-economy/
[53] https://aheadoftheherd.com/poster-child-of-government-industry-cooperation-graphite-one-builds-circular-economy/
[54] https://aheadoftheherd.com/poster-child-of-government-industry-cooperation-graphite-one-builds-circular-economy/
[55] https://aheadoftheherd.com/poster-child-of-government-industry-cooperation-graphite-one-builds-circular-economy/
[56] https://www.graphiteoneinc.com/graphite-one-comments-on-white-house-defense-directive-designating-graphite-as-essential-to-national-defense/
[57] https://www.graphiteoneinc.com/wp-content/uploads/2022/02/G1-C_OV-PPT-11152021-02.pdf
[58] https://www.graphiteoneinc.com/graphite-one-comments-on-white-house-defense-directive-designating-graphite-as-essential-to-national-defense/
[59] There is no assurance that the mining will be successful*
[60] https://www.cnbc.com/2021/12/02/tesla-seeks-tariff-exemption-for-graphite-from-china-for-batteries.html
[61] https://www.graphiteoneinc.com/investors/
[62] https://www.graphiteoneinc.com/wp-content/uploads/2022/02/G1-C_OV-PPT-11152021-02.pdf
[63] https://aheadoftheherd.com/graphite-one-releases-high-grade-near-surface-drill-intercepts-prefeasibility-study-expected-in-1-5-months/
[64] https://www.graphiteoneinc.com/company/#esg
[65] https://www.graphiteoneinc.com/graphite-one-drills-numerous-high-grade-near-surface-intercepts-at-graphite-creek-project-alaska-including-15-2m-of-22-2-cg/
[66] https://www.miningnewsnorth.com/story/2021/12/31/news/graphite-one-builds-momentum-into-2022/7131.html
[67] https://www.graphiteoneinc.com/graphite-one-drills-numerous-high-grade-near-surface-intercepts-at-graphite-creek-project-alaska-including-15-2m-of-22-2-cg/
AD REFERENCES:
https://elements.visualcapitalist.com/visualizing-the-natural-graphite-supply-problem/
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/electric-power/072820-evs-to-make-up-third-of-new-cars-sold-globally-by-2030-deloitte
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/energy-transition/021622-global-light-duty-ev-sales-to-rise-to-268-mil-by-2030-platts-analytics#:~:text=16%3A46%20UTC-,Global%20light%20duty%20EV%20sales%20to%20rise,mil%20by%202030%3A%20Platts%20Analytics&text=Global%20light%20duty%20electric%20vehicle,from%20S%26P%20Global%20Platts%20Analytics.
https://www.bloomberg.com/press-releases/2022-03-15/the-supply-shortage-that-could-derail-the-electric-
car-boom
https://www.cnbc.com/2021/12/02/tesla-seeks-tariff-exemption-for-graphite-from-china-for-batteries.html
https://www.bloomberg.com/news/articles/2017-11-28/rise-of-electric-cars-quickens-pace-to-tesla-s-benefit?utm_source=google&utm_medium=cpc&utm_campaign=dsa&utm_term=&gclid=CjwKCAiAiML-BRAAEiwAuWVggl9pZ4tarlu4GKrE1qSb_auqyVnrx-BX9UvlJ96SR0-UwtPNLbFNGBoCpjoQAvD_BwE
https://www.nytimes.com/2022/03/31/business/economy/biden-minerals-defense-production-act.html
https://www.axios.com/2021/06/28/batteries-new-oil-electric-vehicles
https://oilprice.com/Energy/Energy-General/Graphite-Could-Be-The-Biggest-Winner-In-The-3-Trillion-EV-Boom.html
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/energy-transition/021622-global-light-duty-ev-sales-to-rise-to-268-mil-by-2030-platts-analytics#:~:text=16%3A46%20UTC-,Global%20light%20duty%20EV%20sales%20to%20rise,mil%20by%202030%3A%20Platts%20Analytics&text=Global%20light%20duty%20electric%20vehicle,from%20S%26P%20Global%20Platts%20Analytics.
https://www2.deloitte.com/us/en/insights/focus/future-of-mobility/electric-vehicle-trends-2030.html
Based on my research, the exciting mineral company, GRAPHITE ONE (GPHOF), is worthy of your consideration, and here are some major reasons why:
Graphite and several other battery minerals join rare earth materials as the only U.S. Government-listed Critical Minerals eligible for the comprehensive support offered by the Defense Production Act. Unlike Presidential Executive Orders, designations under the DPA, first passed during the Korean War, carry the full force of U.S. federal law.[58]
Graphite Creek, situated on the Seward Peninsula, about 60 kilometers north of Nome, is projected to be a long-life source of supply for advanced graphite materials.[59]
Graphite is the LARGEST SINGLE COMPONENT in volume terms than any other EV battery ingredient. According to CNBC, the average fully electric vehicle uses around 220 pounds of graphite.[60]
New applications for graphite – some of which are currently in test programs at Graphite One (GPHOF) – include fuel cells, nuclear engineering, fire suppressant graphite foam, industrial diamonds for next-gen semiconductor substrates, and a range of uses in 5G network cell towers.[61] Graphite will always be needed!
The demand for top-grade graphite will increase at exponential rates in the 2020s due to our increasing reliance on all sorts of battery-powered technology. The World Bank Group projects that graphite demand will grow by 494% by 2050.[62]
The threats of higher inflation, recession, and Russia’s invasion of Ukraine make it even more urgent that the U.S. end its dependence on foreign resources for industry, clean energy, and the rollout of EVs across the nation.
Senators Lisa Murkowski (R-AK) and Joe Manchin (D-WV), former and current chairs of the Senate Energy and Natural Resource Committee, sent a letter to President Biden urging him to make a DPA Title III designation to “invoke the Defense Production Act to accelerate domestic production of lithium-ion battery materials,” including graphite.[63]
“Designating the Graphite Creek project as a high-priority infrastructure project will send a strong signal that the U.S. intends to end the days of our 100% import-dependency for this increasingly critical mineral,” said Alaska Governor Mike Dunleavy.
The distinct natural morphological characteristics of Graphite One’s graphite mineralization — STAX® Advantage — make it an ideal fit for lithium-ion batteries and other high-tech uses.
Pursuing a three-prong strategy of mining graphite in Nome, Alaska, plus manufacturing in Washington state. The recycling facility represents the third and final link in Graphite One’s 100% U.S.-based graphite supply chain strategy. The recycling facility will be located next to the Washington manufacturing facility and engineered to accept used EV batteries for feedstock.
The Company is committed to early and ongoing community engagement, best practices in environmental stewardship, a strong health and safety culture, and delivering solutions for a better, more sustainable future for all.[64]
June 2022 => Drill results are showing consistent, near-surface, high-grade intercepts with numerous holes returning grades greater than 10% and up to 35.78% graphitic carbon.[65] (Investors: Note that drilling near the surface is much more economical than underground mines.)[66]
BOTTOM LINE: I believe Graphite One (GPHOF) is positioned to become America’s first fully-integrated graphite supply chain.*