Feb. 3 at 4:59 AM
$GPHOF
The real story here isn't the huge graphite mine--not yet. It's the advanced graphite material and battery anode manufacturing plant in a Warren, Ohio, facility that will produce synthetic graphite later this year or in 2027.
It will be a U.S.-based supply chain for lithium-ion battery anodes used in electric vehicles (EVs) and energy storage.
Site is a former U.S. government stockpile depot (old Warren Depot) that once stored critical minerals including graphite.
Phased production starts at ~25,000 tons per year, scaling to 100,000 tons.
Graphite One already has a supply agreement with Lucid Motors. It's reasonable to assume they're going to do a deal with a much larger manufacturer, given that they'll also be phasing in natural graphite from Alaska.
A great 12-24 month investment, and maybe much sooner than that with announcements. Buying over time usually works out well.
