- North America is actively developing domestic graphite supply as part of the EV revolution to reduce dependence upon China, the world’s top supplier
- Reflex Advanced Materials is executing on a “mine-to-market” strategy where it will have integrated domestic operations to supply high purity natural graphite for hi-tech applications, including EV batteries
- Reflex recently completed a TDEM and magnetic helicopter survey on its Ruby Graphite property, which will deliver additional data to map the depth and extent of mineral deposits planned to be drilled this summer
As it goes, China is currently the dominant player in the electric vehicle supply chain, but it is growing increasingly clear that some countries intend to change the paradigm, namely the U.S. and Canada. The plan is in motion to transition North America into a growing power for several metals integral to EV production, including graphite, a metal labeled as critical to national security by both Ottawa and Washington, D.C.
On May 4, 2023, U.S. Senator John Cornyn (R-TX) called attention to China’s control over the supply chain for batteries, including critical minerals, and outlined the issues that Congress should...
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