Graphite One advances on two fronts as Ohio permit review begins and Alaska study proceeds
Published on 07/17/2026 at 05:44 | Redaktion boerse-global.de
Graphite One’s buildout is moving along two separate regulatory tracks at once. In Ohio, state regulators have accepted the company’s air-emissions permit application for technical review, a formal step on the road to construction in Conneaut. In Alaska, the U.S. Army Corps of Engineers is pressing ahead with a full Environmental Impact Statement for Graphite Creek, the company’s flagship natural graphite project.
The Ohio EPA confirmed on 16 July that the application is complete and now under detailed examination. That does not amount to final approval, but it does clear an essential hurdle. Without it, Graphite One cannot build the planned facility in Conneaut.
The plant is intended to produce synthetic Active Anode Materials for lithium-ion batteries used in electric vehicles and stationary storage. Initial output is expected to be around 10,000 tonnes a year, with a later expansion to 25,000 tonnes. Graphite One says the Ohio operation is designed to move independently of Graphite Creek, allowing production to begin before the Alaska mine comes online.
That sequencing is central to the company’s pitch. The long-term goal is a fully integrated U.S. graphite supply chain, running from mine to finished battery material entirely within the country. The idea is to reduce reliance on imported graphite, which the United States currently sources almost entirely from abroad.
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In Alaska, the company has backed the Army Corps’ decision to carry out the more comprehensive environmental review. Graphite One said the permitting path had been planned for this level of scrutiny from the outset. CEO Anthony Huston has said the schedule was built to account for local communities, indigenous groups and regulators, and that the timeline is meant to align with Alaska’s own permitting requirements without delaying the planned start-up.
Support has also come from the Bering Straits Native Corporation, a Graphite One investor that has endorsed the broader review. The importance of the project is underscored by the fact that the U.S. currently imports all of its natural graphite, a critical material for battery anodes. Graphite Creek is intended to help change that.
The company still expects first production at Graphite Creek in 2029. Ohio remains slated to begin in the fourth quarter of 2027, subject to additional permits and financing. That leaves both projects dependent on the next rounds of approvals and capital.
Graphite Creek is described by the U.S. Geological Survey as the largest known natural graphite deposit in the United States. Even so, the permitting path is not a quick one, and the Alaska process is now entering a more detailed phase.
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Investors have shown little patience with the story so far. The shares last closed at EUR 0.4885, down 17.90 percent over the past week and 58.43 percent since the start of the year. That leaves the stock 69.37 percent below its January high of EUR 1.59. The 14-day RSI stands at 24.7, while the secondary source cited a reading of 29.4 and said the shares were moving closer to oversold territory.
The latest figures still leave the stock under pressure, despite the progress on both projects. S&P Global Mobility forecasts strong growth in the U.S. battery-graphite market by 2030, but Graphite One’s ability to benefit will depend on whether it can secure final approvals in Ohio, keep the Alaska review on schedule and fund the buildout.
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