Capitalize on the Tungsten Boom: Almonty’s Path to Global Market Leadership

Graphite One Inc. (TSXV:GPH) is developing the largest graphite deposit in the United States, positioning itself as a key player in the domestic supply chain for this critical mineral.

With the increasing demand for graphite, particularly for use in electric vehicle (EV) batteries and other clean energy technologies, investors have a unique opportunity to benefit from this burgeoning market.

Advancing the largest graphite deposit in the U.S.

Graphite One is advancing the development of its Graphite Creek property, located approximately 60 kilometers north of Nome, Alaska. This site is home to the U.S.’ largest known graphite deposit. The company’s 2022 Pre-Feasibility Study outlines plans to mine graphite mineralization from this property and process it into concentrate at an adjacent processing plant.

The concentrate will then be used to produce natural and artificial graphite anode materials and other value-added graphite products at a planned advanced graphite materials production facility in Warren, Ohio. A production decision is expected once the feasibility study is complete in Q1 2025.

Government support and financial incentives

Graphite One has already received two significant grants from the U.S. Department of Defense, highlighting the strategic importance of its project. The company has also received a letter of interest from the U.S. Export-Import Bank, further supporting its potential for financial support.

The U.S. administration’s efforts to strengthen domestic supply chains for critical minerals, including graphite, present additional opportunities for Graphite One. The U.S. Department of Energy has announced that mining projects for critical minerals are eligible for its US$72 billion Title 17 clean energy financing program. This program aims to support projects that contribute to the energy transition and enhance national security by reducing reliance on foreign sources of critical minerals.

Executive Orders to enhance domestic critical mineral production

The company gave its support to the recent Executive Orders issued in January by the U.S. Administration, focusing on energy, critical minerals, and the significance of Alaska for the development and American energy independence.

The Energy Emergency Executive Order aims to enhance the identification, leasing, development, production, transportation, refining, and generation capacity of energy and critical minerals in the United States. This is to support the energy supply necessary for manufacturing, transportation, agriculture, and defense industries, as well as to maintain the essentials of modern life and military readiness.

The United States Geological Survey has recognized this project as the nation’s largest graphite deposit and one of the largest globally.

The Administration wants to optimize the development and production of natural resources on both Federal and State lands in the state.

Building on the Department of Defense grants and a US$325 million Letter of Interest from the EXIM Bank, the team is evaluating these new Executive Orders to determine how to further expedite the project.

Market potential and investment opportunities

The U.S. currently does not produce graphite domestically, making Graphite One’s project crucial for establishing a reliable domestic supply chain. The U.S. government has announced US$2.8 billion in grants to strengthen the domestic supply chain for electric batteries, further emphasizing the importance of projects like Graphite One’s.

Compared to other battery raw materials such as lithium, graphite prices have only risen moderately so far, indicating significant potential for price increases as demand grows.

This is sponsored content issued on behalf of Graphite One Inc., see full disclaimer.

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Written by: Trevor Abes, The Market Online · 7 min read

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TSX: AII | NASDAQ: ALM | ASX: AII

Tungsten is omnipresent, serving as a key component in products across many major industries thanks to its hardness, temperature resistance and high energy density. Key applications span EV battery anodes and cathodes, semiconductors, heavy machinery, as well as military armor and ammunition, granting the metal a US$5 billion market expected to grow steadily into the 2030s, as well as critical metal designations from the European Union, United States, Australia, Canada and South Korea, the latter being the largest global tungsten consumer per capita.

At present, the tungsten market’s number one threat is China, which controls over 80 per cent of production and over 50 per cent of global reserves, enforces production and export controls on the metal, along with 24 others, and disrupts global supply chains with its outsized influence. South Korea, for example, imports 94.7 per cent of its tungsten from China.

The United States, which relies on China for about 37 per cent of its tungsten, will ban tungsten products for military procurement from the communist country, as well as from other adversarial nations, beginning in 2027, leaving the economic superpower’s supply of the critical metal in jeopardy.

This dynamic creates a significant unmet need for tungsten sourced from politically stable nations to meet expected rising demand.

Enter Almonty Industries (TSX:AII), a global tungsten concentrate producer based in conflict-free countries, which is mining and processing the critical metal at a profit and generating shareholder value. Investors have earned an over 6x return since 2020 thanks to strong tungsten prices and diligent development, with decades of production upside on the horizon driven by a globally relevant portfolio housing a combined 339 kilotons (kt) in estimated WO3 resources and 56,000 kilotons in reserves. Here’s a breakdown:

• The Panasqueira mine in Portugal, profitable from ore at 0.14 per cent tungsten, is the world's longest-producing mine at 136 years and counting. Production is expected to reach 124,000 metric ton units (MTU) of WO3 by 2027, up from 56,000 MTUs expected in 2025, growing revenue by 2.5x from an estimated US$15.9 million to US$39.5 million, respectively.
• The construction-stage Sangdong mine in South Korea houses the largest inferred tungsten deposit in the world, grading 0.51 per cent WO3, or three times higher than Chinese product and the global average. The mine is slated to begin an over 90-year production life in 2025 at a low cost of US$110/MTU, with the MTU price averaging US$355 as of March 14, well within the profitable zone depicted in Almonty’s February 2025 investor presentation. Management expects Sangdong to generate about US$150 million in EBITDA between 2025 and 2028, with contributions from:
  • A 15-year, US$580 million offtake agreement with The Plansee Group, a global tungsten product major.
  • A significant molybdenum deposit on the property under offtake with South Korea’s SeAH Group - the world’s second-largest molybdenum oxide smelter - to supply the steel industry’s growing US$1.5 trillion market.
• The pre-feasibility-stage Valtreixal project in Spain, where permitting is ongoing to potentially build Almonty’s third tungsten mine, which is estimated to produce 600-800 tons of WO3 and 400 tons of tin per year for over 20 years.
• Finally, the Los Santos mine in Spain, under care and maintenance, offers over 7,000 kt in resources and reserves at 0.13 per cent WO3 and significant cost savings thanks to operational synergies with the Valtreixal project located only 250 km away.

Guided by a management team that brings over two decades of tungsten mining experience to the table, Almonty is targeting 2027 production equivalent to 7 per cent of global supply and over 40 per cent of supply outside of China, placing it on a near-term path to becoming a major tungsten producer.

The company, aligned with U.S. interests, offers differentiated exposure to a multi-generational business plan, one where commodities essential to global industry, produced in countries with transparent markets, optimize shareholder value creation through the pricing power that comes with increasing scale.

Despite being a six-bagger since 2020, Almonty epitomizes the notion of watering your flowers, as opposed to cutting the weeds, when it comes to portfolio allocation.

This is sponsored content issued on behalf of Almonty Industries Inc., see full disclaimer.
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The Sangdong tungsten and molybdenum mine in South Korea. (Source: Almonty Industries)