A Crisis in the Making: The United States Graphite Shortage

Wealth Whisperer Team

Guess how much graphite the United States mines in any given year?


Unless you said zero, you were too high.

The last graphite mine closed its doors in Montana back in 1990.

Who cares, right?


It’s not like we are running out of pencils.

But you know who should care?

Joe Biden.

And he should care a lot.

Not only does his new trillion-dollar-plus green energy investment hinge on graphite, but so does our national security.

But instead, he’s up waddling down a picket line, trying to jam up industry with bloated employment contracts.

Folks, this is a problem no one sees…no one except for George Gilder.

Because as a technology thought leader and investor, he has identified an industry capable of revolutionizing nearly everything we touch…

…from health care to housing…

…sports to our food supply…

…and as his SPECIAL REPORT lays out, it all relies on graphite, a resource we take for granted.

You see, all those electric vehicles we plan to make — their batteries require large amounts of graphite.

No joke: about 25% of an electric vehicle (EV) battery is comprised of graphite. In an individual cell, it’s close to 45%.

In fact, EVs account for more than half of the global graphite demand.

Here’s some basic math:

  • Each EV needs 50-100kg of graphite in its battery pack, about twice the amount of lithium.
  • By 2030, EV sales are expected to 35 million.
  • The total deficit expected by 2030 is forecast to hit 777,000 tons.
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Experts say we’ll need $12 billion invested by 2030 and 97 new mines by 2035 to meet demand.

Oh, and guess who produces the majority of the graphite right now?

Yep, our good friends in China account for 61% of global natural graphite and 98% of the final processed material.

Now, there is a workaround.

Back in the late 19th century, folks invented synthetic graphite made from petroleum products.

The irony.

Like the U.S. graphite mining industry, it was long forgotten until the current crisis reared its ugly head.

Companies like Anovion are building a synthetic graphite plant in Bainbridge, Georgia, as is Novonix (NVX) in Chattanooga, Tennessee.

Other companies, including Norks Hydro and Elkem, aim to build plants in the United States and Europe over the next few years.

While synthetic graphite is all good and well, it’s far more cost-effective to directly mine from proven areas in Alaska and elsewhere.

The good news is that some folks are starting to take notice.

Graphite mining has been approved and incentivized in Alaska and Washington state.

In fact, the Department of Defense approved a grant under the Cold War-era Defense Production Act to help Graphite One Inc. (OTC: GPHOF) mine for graphite near Nome, Alaska.

There’s also Westwater Resources (WWR), which is building a $202 million graphite plant in Alabama capable of processing 7,500 metric tons of refined, battery-grade graphite each year.

Not only do these plants shore up our national security, but they revitalize areas of the country in need of quality paying jobs.

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However, there’s one technology that could reduce our reliance on large-scale graphite… ironically derived from graphite.

As George Gilder discusses in his LATEST REPORT, graphene has been considered a wonder material for its ability to transform various industries, including electric vehicles.

Graphene batteries not only charge faster but store 500% more energy in the same space as a lithium-ion battery.

Plus, it would be safer, more stable and capable of handling more adverse conditions.

Naysayers like to point out that we’re years away from anything resembling a graphene battery.

And they’re right.

However, layering in graphene to the manufacturing process of electric vehicle batteries and components, even fractionally, can improve performance exponentially.

Already, companies like Stellantis are investing heavily in tunable graphene, including Lyten’s Lithium-Sulfur battery, which forgoes nickel, cobalt and manganese, resulting in a 60% lower carbon footprint.

Best of all, the materials can be directly sourced within the United States.

While the deficit in graphite supply presents immediate challenges for green technologies and national security, it also opens a door for the United States to reclaim its former global leadership in technological innovation.

We are at a pivotal moment where investing in graphite mining and graphene technologies can yield strategic advantages that will echo for decades to come.

As the green revolution accelerates, early investment in these sectors will not only mitigate risks but also position the United States for extraordinary economic and technological gains.

The graphite crisis doesn’t have to be a breaking point; it can be our turning point — one that could usher in a graphene technological revolution that could rival the rise of the internet.

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George Gilder’s illuminating report outlines how he expects this to play out, along with a specific blueprint you can follow to seize this timely opportunity.

Click Here to Access Your Copy of George Gilder’s Special Report!

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