Graphite One advances US graphite supply strategy

Graphite One Inc. is advancing its strategy for a vertically integrated graphite supply chain in the United States, anchored by the Graphite Creek project. This project, with over 71 million tonnes of reserves at an average diluted grade of 5.22 percent graphite, is central to the company's supply chain plans, as reported by Mining.com.au on September 30, 2026.

The Graphite Creek resource contains 3.7 million tonnes of graphite, supporting a supply chain from mining and processing in Alaska to advanced materials manufacturing in Ohio. Graphite One's strategy focuses on producing natural and artificial graphite anode active materials for lithium-ion electric vehicles and energy storage systems.

The project's scale is underscored by its 71 million tonnes of reserves and a 5.22 percent average diluted graphite content. Currently in the development phase, Graphite One must address permitting, financing, and construction to transition the resource into production.

As of August 13, 2026, Graphite One reported 208,967,736 common shares outstanding, with a fully diluted total of 277,488,847 shares. This represents a 32.79 percent increase over the basic share count, due to options, restricted units, performance units, and warrants.

The company's investor page lists a market capitalization of CAD 186.0 million, with average exercise prices of CAD 1.09 for options and CAD 1.62 for warrants. These figures highlight the future capital structure and funding capacity alongside the project's geological potential.

In a release dated September 8, 2026, Graphite One noted that Alaska Governor Mike Dunleavy identified Graphite Creek as a potential domestic source of critical minerals. The company outlined a supply chain that includes Alaska, the Port of Nome, and an Ohio manufacturing facility. The investment case hinges on more than just the deposit size, requiring progress in federal permitting, project financing, and the technical execution of the Ohio plant to generate operating revenue.