Slide 1: Fueling the Future: Graphite Solutions for Next-Gen Energy
TSX-V: GPH OTCQX: GPHOF Fueling the Future: Graphite Solutions for Next-Gen Energy CORPORATE PRESENTATION Q1 2026 GraphiteOneInc.com
Slide 2: Forward-Looking Statements
Forward-Looking Statements All statements in this presentation, other than statements of historical facts, including those related to the timing and completion of future production, establishment of a processing plant and a graphite manufacturing plant, and events or developments that the Company in
Slide 3: Key value drivers for Graphite One
Key value drivers for Graphite One Integrated Graphite supply chain – Developing a fully integrated supply chain to meet growing demand for battery grade graphite for EV, energy storage and defense applications in North America. Strategic resource location – Graphite Creek in Alaska is the largest k
Slide 4: Management with a track record of success
Management with a track record of success Doug Smith P.Eng., ICD.D Anthony Huston Executive Chair & Director Founder, CEO & Director 35+ years in international coal industry. Former President & CEO of Successful entrepreneur with a background in tech, business First Coal (acquired by Xstrata in 2011
Slide 5: Urgency of U.S. Graphite supply chain – critical supply challenges
Urgency of U.S. Graphite supply chain – critical supply challenges impacting national defense readiness Strategic Supply Chain Vulnerability • U.S. dependence on imported graphite, mainly from China, creates significant strategic risks amid global trade tensions. Critical Role in Clean Energy • Grap
Slide 6: China produces 97% of global supply of graphite – Graphite One's strategic solution
China produces 97% of global supply of graphite – Graphite One’s strategic solution to U.S. Graphite demand Largest U.S. Graphite deposit • Graphite One owns the largest known U.S. graphite deposit at Graphite Creek, supporting a 20-year mine-life. Strong federal support • The Company received $37.5
Slide 7: Outstanding Share Data
Outstanding Share Data Common shares issued and outstanding 182,595,225 Restricted share units 4,418,264 Performance share units 4,873,272 Stock options (WAEP1 - CA$1.08) 12,185,738 Share purchase warrants (WAEP1 - CA$1.05) 27,242,151 Broker warrants (WAEP1 - CA$1.00) 121,733 Fully Diluted 231,436,3
Slide 8: Graphite One Strategy
Graphite One Strategy 1. Develop artificial graphite facilities; Built in stages (backwards from the end of the process) a) Finishing & blending plant - Built close to battery manufacturing facilities in U.S. and Canada b) Graphitization plant – Built in areas with low cost/green energy c) Precursor
Slide 9: Complete U.S. Graphite Supply Chain
Graphite Creek, AK Complete U.S. Graphite Supply Chain AAM Plant, Ohio Natural graphite feedstock Artificial graphite feedstock Potential for Non-U.S. NG feedstock GraphiteOneInc.com | TSX-V: GPH OTCQX: GPHOF 9
Slide 10: Artificial Graphite AAM Manufacturing Facility Proven Commercial Design
Artificial Graphite AAM Manufacturing Facility Proven Commercial Design GraphiteOneInc.com | TSX-V: GPH OTCQX: GPHOF 10
Slide 11: Exclusive Access to Leading Anode Manufacturing Technology
Exclusive Access to Leading Anode Manufacturing Technology 1 2 3 Technology License Consulting Agreement with Supply Agreement Agreement Chenyu • Exclusive license to use certain • Advice and guidance in designing, • Provisions to enter into agreements for technologies in the U.S., Mexico and constr
Slide 12: Planned Artificial Graphite (AG) AAM Facility
Planned Artificial Graphite (AG) AAM Facility Phase 1 - Market Entry • Construct finishing/blending plant, initial capacity of 10,000 tpy: − produce AG AAM from strategically purchased AG and other materials − enables immediate production of AG AAM for testing and qualification • Commissioning by Q4
Slide 13: Ohio AG Manufacturing Facility
Ohio AG Manufacturing Facility In Millions US$ CAPEX End-2027 $73 Commissioning of 10,000 tpy AG AMM finishing and blending plant Mid-2028 $57 Commissioning of a graphitization plant, annual production expected at 10,000 tonnes End of 2029 $378 Commissioning of precursor line - 25,000-tonne annual p
Slide 14: Export-Import Bank Financing: $2.07 billion non-binding letters of interest
Export-Import Bank Financing: $2.07 billion non-binding letters of interest • Potential financing will facilitate the construction of Graphite Creek Mine ($670 million) and Ohio AAM Facility ($1.4 billion) • EXIM applications to be submitted in 2026 • Path to Revenue Generation – Sale of anode batte
Slide 15: Graphite Creek Property
Graphite Creek Property GraphiteOneInc.com | TSX-V: GPH OTCQX: GPHOF 15
Slide 16: Feasibility Study Highlights (Graphite Creek Mine & Secondary Treatment Plant)
Feasibility Study Highlights (GRAPHITE CREEK MINE & SECONDARY TREATMENT PLANT) • Annual production of graphite concentrate increases from 53,000 tpy (PFS) to 175,000 tpy • Pre-tax: $6.4 billion NPV; 30% IRR; 7.3-Year Payback Post tax: 5.0 billion NPV; 27% IRR; 7.5-Year Payback • Total Capex $5.0 bil
Slide 17: Graphite Creek: A Generational Resource
Graphite Creek: A Generational Resource • Supported by the US Government • Asset is located on 100% state-owned land and supported by the Alaska state government • Resource is cited as the “largest known graphite deposit in the U.S.” by the USGS. Deposit remains open to West, East and down dip. • Up
Slide 18: Strategic Investments from Alaska Native corporations
Strategic Investments from Alaska Native corporations “We at BSNC have watched for years as Graphite One has worked to advance the Graphite Creek project and become a friendly neighbor in the region. Graphite One has told us of its intent to develop an environmentally responsible project and provide
Slide 19: Approval for FAST-41 Federal Permitting Dashboard
Approval for FAST-41 Federal Permitting Dashboard • FAST-41 streamlines the permitting process by providing improved timeliness and predictability by establishing posted timelines and procedures for federal agency • Graphite One Project is the first Alaskan mining project listed on the Permitting Da
Slide 20: Contact
Anthony Huston Contact President & CEO 604-889-4251 Ahuston@graphiteoneinc.com Suite 600 777 Hornby Street Vancouver, British Columbia V6Z 1S4 GraphiteOneInc.com | TSX-V: GPH OTCQX: GPHOF 20