Slide 1: An All-American Battery Materials Supply Chain Solution
TSX-V: GPH OTCQX: GPHOF An All-American Battery Materials Supply Chain Solution OCTOBER 2024 INVESTOR PRESENTATION GRAPHITEONEINC.COM
Slide 2: Forward-Looking Statements
Forward-Looking Statements (All dollar amounts are in U.S. dollars, unless otherwise indicated) All statements in this presentation, other than statements of historical facts, including those related to the timing and completion of the anticipated Feasibility Study, future production, establishment
Slide 3: About Graphite One Inc.
About Graphite One Inc. Graphite One Inc. (“Graphite One” or the “Company”) is headquartered in Vancouver, B.C. and, through its wholly-owned subsidiary, Graphite One Alaska Inc., owns the Graphite Creek property situated on the Seward Peninsula about 60 kilometers north of Nome, Alaska. According t
Slide 4: Executive Team
Executive Team Doug Smith P.Eng., ICD.D Anthony Huston EXECUTIVE CHAIR & DIRECTOR FOUNDER, CEO & DIRECTOR 35+ years in international coal industry. Former President Successful entrepreneur with a background in tech, & CEO of First Coal (acquired by Xstrata in 2011). business development, and finance
Slide 5: Board of Directors
Board of Directors Independent Non-Independent Scott Packman MBA, LLB Bedi A. Singh ACA Patrick Smith CPG Brian Budd Anthony Huston Formerly, General Counsel A seasoned senior 40+ years in senior Extensive management and and Executive VP of Madison executive with decades of management, corporate dev
Slide 6: Capital Structure (as of October 21, 2024)
Capital Structure (as of October 21, 2024) TSX-V OTCQX Basic Shares outstanding 138,969,294 (CA$) (US$) Options (AEP(1) CA$1.06) 12,230,738 Share Price $0.88 $0.64 Warrants (AEP(1) CA$1.02) 5,307,873 Market Cap ($M) $122.3 $88.9 Broker Warrants (AEP(1) CA$1.50) 39,264 Average Daily Volume 45,690 37,
Slide 7: Demand for critical minerals is accelerating
Demand for critical minerals is accelerating GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 6
Slide 8: America's Graphite Crisis
America’s Graphite Crisis 100% 70% 95% U.S. import reliance on of the world’s graphite of anode materials in China as primary graphite supply comes from China lithium-ion batteries is import source based on graphite U.S. GEOLOGICAL SURVEY REUTERS EUROPEAN CARBON & GRAPHITE ASSOCIATION 494% 2,500% 15
Slide 9: AAM Supply Deficit
AAM SUPPLY DEFICIT GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 8
Slide 10: Graphite One's Supply Chain Solution
Graphite One’s Supply Chain Solution Meet graphite demand and decrease dependency on China Advance Create America’s first AK America’s largest advanced anode graphite deposit OH manufacturing facility • Production of natural graphite from Alaska • Plan to produce both natural graphite and artificial
Slide 11: 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. P
Slide 12: USGS: largest known graphite deposit in the United States
“The largest known graphite deposit in the United States is the Graphite Creek deposit in Alaska where recent industry exploration has identified a measured and indicated resource of more than 10 million metric tons of ore with 7.8 to 8.0 percent graphite.” USGS UPDATES MINERAL DATABASE WITH GRAPHIT
Slide 13: Graphite One & Ohio's Voltage Valley Partnership
Graphite One & Ohio’s “Voltage Valley” Partnership graphiteoneinc.com | 12 GRAPHITE ONE | TSX-V: GPH OTC: GPHOF 12
Slide 14: Lucid Supply Chain Agreement
LUCID SUPPLY CHAIN AGREEMENT EVENT AT THE U.S. CAPITAL GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 13
Slide 15: Strategic Investment from Bering Straits Native Corporation
Strategic Investment from Bering Straits Native Corporation • Initial Investment of $2 million and a one-year option to invest an additional $8.4 million, including exercise of warrants • Graphite One and Bering Straits to partner on continued regional and community development • Bering Straits, one
Slide 16: Advanced Anode Manufacturing Facility (Warren, Ohio)
Advanced Anode Manufacturing Facility (Warren, Ohio) Financial Economics • Annual production 25,000 tpy 100,000 tpy • Initial capital(1) $436 M $1,224 M • Average annual revenue (2) $236 M $ 944 M • Average annual cost of production $124 M $ 496 M • Average annual operating profit $112 M $ 448 M • A
Slide 17: Ohio Anode Material Manufacturing Plant (AMM)
Ohio Anode Material Manufacturing Plant (AMM) CAPEX(1) Mid 2027 $ 76 M • Commissioning of AMM finishing and blending plant Mid 2028 $150 M • Commissioning of a graphitization plant, production expected at 8,000 tons End of 2029 • Commissioning of precursor line - 25,000-tonne annual capacity plant $
Slide 18: Onshoring IP Processing Expertise
Onshoring IP Processing Expertise • Chenyu Technology License Agreement and Consulting Agreement • Experienced anode active material (AAM) manufacturer • Strictly fee-for-service • No equity, no Board seat and no influence on management or strategy • Provide consulting and advisory services in the d
Slide 19: Export-Import Bank Financing – G1 Ohio Production Plant
EXPORT-IMPORT BANK FINANCING – G1 OHIO PRODUCTION PLANT $325 MILLION NON-BINDING LETTER OF INTEREST • Financing will facilitate the build-out of our Ohio Anode Active Material Plant • G1 to submit application in 2025 • Path to Revenue Generation – Sale of anode battery materials Synthetic Graphite f
Slide 20: Government Grants
Government Grants Awarded $37.5 Million DPA Title III Grant • Awarded a Department of Defense Technology Investment Agreement grant of $37.5 million Grant under Title III of Defense Production Act, funded through IRA • Grant to fund accelerated Feasibility Study to modernize and expand domestic prod
Slide 21: Contact
TSX-V: GPH OTCQX: GPHOF CONTACT Anthony Huston, President & CEO AHuston@graphiteoneinc.com GRAPHITEONEINC.COM