Graphite One Highlights Strategic Alignment with White House Executive Order Reinforcing U.S. Critical Minerals Supply Chain

Graphite One Inc. (GPH) released a statement on July 22, 2026, highlighting its strategic alignment with President Trump’s July 20, 2026 Executive Order aimed at securing domestic critical mineral supply chains. The company reiterated its position as the only entity developing a fully integrated U.S. graphite supply chain, which spans the Graphite Creek mine in Alaska, the Ohio Advanced Anode Materials (AAM) facility, and future recycling operations.

Management emphasized existing government support, including two Department of War grants under the Defense Production Act, listing on the FAST-41 permitting dashboard, and receiving two non-binding Letters of Interest (LOIs) totaling $2.07 billion from the EXIM Bank. No new operational milestones, financial results, or updated project timelines were disclosed in this release.

Graphite One Inc. (GPH) released a follow-up statement regarding previously disclosed government support and policy tailwinds. The company referenced $2.07 billion in EXIM Letters of Intent and Department of Defense grants, which were originally announced in December 2025 and included in earlier updates from July 2026.

An Executive Order reinforcing the long-term macro thesis for domestic graphite does not alter the company's near-term execution roadmap or capital requirements. Graphite One’s stock has declined from $2.52 in January 2026 to $0.79 in July 2026. Given this downtrend, the policy alignment is unlikely to serve as a near-term catalyst for a sustained reversal. The market has already priced in the critical minerals narrative, and without concrete financing commitments or permitting breakthroughs, the impact remains incremental.

The news is expected and aligns with management's ongoing investor relations messaging. It does not represent a material shift in fundamentals or valuation drivers.

Graphite One Inc. is developing a vertically integrated, 100% U.S.-based graphite supply chain centered on its flagship Graphite Creek Project in Alaska, which the USGS has identified as the largest known natural graphite deposit in the country. A feasibility study released in February 2025 outlines a facility with a capacity of 175,000 tonnes per year of graphite concentrate, projecting a 20-year mine life, a 27% post-tax internal rate of return, a $5.03 billion net present value, and a 7.5-year payback period.

The company plans to process ore transported via the Port of Nome at a downstream Active Anode Materials (AAM) facility in Conneaut, Ohio. This processing plant is scheduled to begin operations with an initial capacity of 10,000 tonnes per year in the fourth quarter of 2027, expanding to 25,000 tonnes per year by the fourth quarter of 2028. A co-located recycling facility is also planned as part of the supply chain logistics.

Additionally, independent testing has confirmed the presence of elevated heavy rare earth elements and magnet elements within the garnet material from the deposit, offering potential dual-product revenue streams.