This is a paid advertisement sponsored by Reflex Advanced Materials

Investors Take Note…

A Shortage of This
Under-Appreciated Mineral [NOT Lithium] Could Derail the $7 Trillion Electric Vehicle Transition

J. Daryl Thompson is a self-proclaimed stock trading “addict” who began his investment career by working for a legendary Houston billionaire investment counselor for 15 years. Early on during his professional career, Daryl designed systems for the analysis, testing, and presentation of data. Originally a country boy from the Deep South with a penchant for numbers, Daryl received a Mathematics degree from the University of Oklahoma. While he eats, lives, sleeps and breathes trading stocks, he also works as a financial and business consultant.

  • Few people realize that the single most-used mineral in electric vehicles is graphite – 644.9% more than lithium.[1]
  • There are currently NO graphite-producing mines in North America[2] – and communist China controls our graphite supply.
  • 97 more graphite mines will be needed by 2035 just to keep up with battery demand.[3]
  • The U.S. Government is investing billions of dollars to ensure an adequate domestic supply of graphite and other critical battery metals needed for national security and energy independence.[4]
  • Get to know REFLEX Advanced Materials Corp. (RFLXF) now – with its “Made in America for America” natural graphite project in Montana.*
By J. Daryl Thompson

This nondescript rock may not look like much…

But the drastic shortfall projected for this soft, charcoal-gray mineral could completely derail our electrified future.

A valuable future, to say the least…

BloombergNEF estimates that electric vehicles (EVs) will become a $7 trillion global market opportunity by 2030…[5]

And an astounding $46 trillion market by 2050.[6]

To be clear, this rock is NOT lithium, the mineral constantly in the news.

It’s actually a flaky mineral known as graphite.

And few people (including investors) realize that it’s actually the largest component of lithium-ion batteries.[7]

In fact, a single EV can contain around 146 pounds of graphite on average.[8]

Graphite makes up 95% of the anode – the negative electrode – of the lithium-ion batteries that power EVs.[9a]

Image Source [9b]

With graphite a critical part of the EV supply chain…

We must take steps to secure adequate domestic supplies of this mineral.

Because, while 2.5 million electric vehicles (EVs) cruise American roads today…[10]

By 2030, this number is expected to climb to a whopping 18.7 million EVs in the U.S. alone.[11]

And every one million EVs manufactured will need about 75,000 metric tons of natural graphite – just for their batteries.[12]

That’s why I’m telling investors to keep an eye on REFLEX Advanced Materials Corp. (RFLXF) – and its “Made in America for America” graphite project.

It’s not hyperbole to say that, without sufficient graphite, we wouldn’t have lithium-ion batteries at all.

Elon Musk knows how vital graphite is to Tesla’s future, stating matter-of-factly:

“Only 2% of a lithium-ion battery is lithium. They should really be called nickel-graphite batteries because they’re mostly nickel and graphite.[13]

But graphite isn’t just for EVs.

While many folks only associate graphite with pencil lead…

This under-appreciated mineral also helps power everything from energy storage systems to solar panels to military equipment, fuel cells, high-tech electronic devices, and so much more.[14][15]


The Great Graphite Apocalypse

Graphite, a form of carbon, is a relatively common mineral.[16]

So why should it be in short supply, especially in the U.S.?

Well, here’s big reason #1:

There are currently NO graphite-producing mines in North America.[17]

Seems hard to believe, doesn’t it?

But it means that, when it comes to graphite, the U.S. is 100% import-reliant – never a desirable situation.

Which brings us to big reason #2: 

We are a slave to China when it comes to our graphite supply.

China controls about 30 of the 45 graphite mines in operation worldwide – and supplies 64% of the world’s natural graphite.[18]

For the last 50 years, China has been a net exporter of graphite. But due to ore depletion and increasing pollution,[19] the communist nation has now become a net importer of graphite to feed its own battery supply chain.[20]

As you can imagine, this leaves the U.S. in a precarious position when China – our geopolitical foe – is hogging the graphite supply for itself.

The whole situation is dire, especially when you realize that:

We need 97 more graphite mines at an average size of 56,000 metric tons per year by 2035 just to keep up with battery demand.[21]

And that’s why today is a great time to look into junior mining exploration company REFLEX Advanced Materials Corp. (RFLXF) – and its flagship “mine to market” graphite project located in the U.S. of A.[22]

A Past Producer of Graphite in Mining-Friendly Montana

Mining has been an essential part of the economy in western Montana. 

And that’s where REFLEX (RFLXF) aims to reactivate domestic mining operations of flake and vein graphite, based on a USGS survey of their Ruby property. This survey has shown high-quality graphite material.[23]

The Ruby Graphite Project covers 1,865 acres in southwest Montana and contains 96 Federal lode mining claims.[24a]

Source [24b]

The project is located about 14 miles from the town of Dillon, Montana. Dillon is close to airports and rail lines and accessible by freeway from all major cities of Montana, Idaho, and Utah.[25]

And here’s something important: This is a previously-producing mine.

In fact, graphite was produced there from about 1902 to 1948.[26]

But with its history of production, REFLEX (RFLXF) considers the Ruby Graphite Project to be a “low-cost, rapid re-entry” project.[27]

And it has a decided advantage…

Ruby Graphite is the only known combined source of high-purity flake and vein graphite in the U.S.[28]

Vein graphite has greater density, making it more desirable for high-tech applications such as EV batteries and energy storage. Vein graphite also comes straight out of the ground in a more purified and valuable form than other natural deposits.[29]

With fewer steps involved, vein graphite is also much more environmentally friendly.[30]

This is critical since environmental, social, and governance (ESG) factors play a growing role in the battery and graphite mining industries.[31]

In general, natural graphite is far less environmentally damaging than a synthetic version of graphite that’s also used for battery anodes. Making anodes from synthetic graphite is not only more expensive but can use 4 times more fossil fuels than natural graphite anode production.[32a]

Image Source [32b]

A “Mine to Market” Graphite Solution

REFLEX (RFLXF) does not consider itself merely a mining company. 

It aims to custom process graphite products to exact customer specifications by working with carefully-selected partners, each of whom owns and operates world-class, industrial-scale processing facilities.[33]

With a four-year production goal targeting 10,000 tons per year of custom-processed graphite, REFLEX (RFLXF) has established relationships with over 25 key North American prospective customers.[34]

The company has entered into an agreement with the preeminent graphite laboratory in the U.S. – American Energy Technology Company (AETC) – as a metallurgical partner.[35]

USGS’s sample assays at 95.8% to 98.4% total carbon.[36] This means it can be upgraded to 99.9% purity,[37] cost effectively increasing its applications and value in commercial markets.

An NI 43-101 Technical Report on the Ruby Project has already been completed.[38] An initial drill program is planned for the summer of 2023.[39]

The timing is right…

The U.S. Government is Injecting Billions of Dollars to Ensure the Domestic Supply of Critical Minerals Such as Graphite

In 2022, President Biden directed the Defense Department to consider graphite, along with various other metals, essential to national security.

In his executive order, he also authorized steps to bolster domestic supplies so that the U.S. has sufficient metals needed for EV batteries, heat pumps, and large-capacity batteries used in the electric grid.[40]

The Bipartisan Infrastructure Law, CHIPS and Science Act, and the Inflation Reduction Act will invest over $135 billion to build America’s electrified transportation future. This includes sourcing and processing critical battery minerals, including graphite.[41]

Specifically, the 2022 Inflation Reduction Act offers incentives and subsidies to EV buyers and automakers. However, battery makers must use raw materials from North America or a country with which the U.S. has a trade agreement.[42]

This is good news for an American graphite project!

And here’s the icing on the cake…

With graphite still flying under the radar of most investors, REFLEX (RFLXF) is trading for under $1 a share as of April 2023.[43]

Finally, let me remind you why I see…

9 Reasons REFLEX (RFLXF) Could Be the Best “Made in America” Resource Play for 2023*

Of course, despite all these positive factors, mineral exploration remains a speculative and risky venture, and there is no assurance of success.*

Young companies with great stories can still carry significant risks, ranging from being underfunded to having a small number of shares available to the public.

Here are my rules for accepting microcap investing risk:

  • Never invest more than I can afford to lose.
  • Do not chase losses. If the prices slide, resist all temptation to “average down.”
  • Allocate risk capital among a handful of stocks rather than putting all of my dreams into a single microcap.

All that said, I think you and your financial advisor will agree on one thing. REFLEX (RFLXF) could be a headline-making domestic “mine to market solution” stock that deserves your attention.*

I wish you success in your investments.

– J. Daryl Thompson

P.S. Still want more information on Reflex Advanced Materials (RFLXF)?

I’d like to offer you access to Reflex Advanced Materials’ Investor Presentation, which you can have at no charge.

I’ll also begin a free subscription for you to our online investor newsletter, Edge On The Street.

Sign up below to learn about this investment opportunity.

By signing up above you will receive the Daily Trade Report newsletter and 3rd party advertisements. Expect up to 5 messages per week from us. You can unsubscribe at any time at the bottom of any of our emails.


* See our Important Notice and Disclaimer above for a detailed discussion on compensation, risks, atypical results, and more.

[1] https://www.iea.org/data-and-statistics/charts/minerals-used-in-electric-cars-compared-to-conventional-cars 

[2] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[3] https://www.mining.com/graphite-poised-to-do-a-lithium/#:~:text=Benchmark%20also%20tracks%20the%20price,to%20average%20%243%2C065%20a%20tonne

[4] https://www.whitehouse.gov/briefing-room/statements-releases/2022/10/19/fact-sheet-biden-harris-administration-driving-u-s-battery-manufacturing-and-good-paying-jobs/

[5] https://about.bnef.com/blog/electric-vehicle-sales-set-to-rise-faster-than-ever-but-more-policy-action-needed-to-get-on-track-for-net-zero/

[6] https://www.mining.com/ev-sales-expected-to-rise-by-2040-push-battery-metals-demand-report/

[7] https://elements.visualcapitalist.com/natural-graphite-the-material-for-a-green-economy/

[8] https://www.iea.org/data-and-statistics/charts/minerals-used-in-electric-cars-compared-to-conventional-cars

[9a] https://electrek.co/2021/12/20/graphite-will-be-in-deficit-from-2022-heres-what-ev-battery-makers-need-to-do-to-secure-the-critical-mineral/

[9b]  https://elements.visualcapitalist.com/natural-graphite-the-material-for-a-green-economy/

[10] https://earthweb.com/how-many-electric-cars-in-the-us/

[11] https://www.pwc.com/us/en/industries/industrial-products/library/ev-charging-infrastructure.html

[12] https://aheadoftheherd.com/graphite-vs-lithium/

[13] https://REFLEXmaterials.com/

[14] https://www.sglcarbon.com/en/everything-about-graphite/

[15] https://www.coidan.com/services/industries/military/

[16] https://geology.com/minerals/graphite.shtml

[17] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[18] https://www.mining.com/graphite-poised-to-do-a-lithium/#:~:text=Benchmark%20also%20tracks%20the%20price,to%20average%20%243%2C065%20a%20tonne

[19] https://www.innovationnewsnetwork.com/why-graphite-is-essential-to-the-electrification-of-north-america/29109/

[20] https://www.mining.com/graphite-poised-to-do-a-lithium/#:~:text=Benchmark%20also%20tracks%20the%20price,to%20average%20%243%2C065%20a%20tonne

[21] https://www.mining.com/graphite-poised-to-do-a-lithium/#:~:text=Benchmark%20also%20tracks%20the%20price,to%20average%20%243%2C065%20a%20tonne

[22] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[23] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[24a] https://REFLEXmaterials.com/projects/ruby-graphite-deposit-montana/

[24b] https://reflexmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[25] https://REFLEXmaterials.com/wp-content/uploads/2023/03/Ruby-Graphite-2022-Technical-Report_Feb-22-2023.pdf

[26] https://REFLEXmaterials.com/projects/ruby-graphite-deposit-montana/

[27a] https://REFLEXmaterials.com/projects/ruby-graphite-deposit-montana/

[27b] map – https://reflexmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[28] https://REFLEXmaterials.com/market/

[29] https://graphitecentral.com/graphite/vein-graphite-2/

[30] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[31] https://source.benchmarkminerals.com/article/what-to-expect-for-graphite-in-2023

[32a] https://source.benchmarkminerals.com/article/esg-of-graphite-how-do-synthetic-graphite-and-natural-graphite-compare

[32b] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[33] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[34] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[35] https://reflexmaterials.com/reflex-partners-with-american-energy-technologies-co-to-develop-technical-metallurgical-data-for-the-ruby-graphite-property-montana/

[36] https://REFLEXmaterials.com/wp-content/uploads/2023/03/Ruby-Graphite-2022-Technical-Report_Feb-22-2023.pdf

[37] https://geology.com/minerals/graphite.shtml

[38] https://REFLEXmaterials.com/wp-content/uploads/2023/03/Ruby-Graphite-2022-Technical-Report_Feb-22-2023.pdf

[39] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[40] https://www.pbs.org/newshour/politics/bidens-order-to-increase-mining-to-power-electric-vehicles-raises-contamination-concerns

[41] https://www.whitehouse.gov/briefing-room/statements-releases/2022/10/19/fact-sheet-biden-harris-administration-driving-u-s-battery-manufacturing-and-good-paying-jobs/

[42] https://www.nytimes.com/2022/09/20/business/electric-vehicles-lithium-quebec.html?smid=nytcore-ios-share&referringSource=articleShare

[43] https://finance.yahoo.com/quote/RFLXF/

[44] https://www.mining.com/ev-sales-expected-to-rise-by-2040-push-battery-metals-demand-report/

[45] https://electrek.co/2021/12/20/graphite-will-be-in-deficit-from-2022-heres-what-ev-battery-makers-need-to-do-to-secure-the-critical-mineral/

[46] https://resourceworld.com/the-race-to-build-a-u-s-domestic-graphite-supply-chain/

[47] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[48] https://www.mining.com/graphite-poised-to-do-a-lithium/#:~:text=Benchmark%20also%20tracks%20the%20price,to%20average%20%243%2C065%20a%20tonne

[49] https://REFLEXmaterials.com/market/

[50] https://REFLEXmaterials.com/projects/ruby-graphite-deposit-montana/

[51] https://elements.visualcapitalist.com/natural-graphite-the-material-for-a-green-economy/

[52] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

[53] https://www.sglcarbon.com/en/everything-about-graphite/

[54] https://www.coidan.com/services/industries/military/

[55] INN 4-pager https://docs.google.com/document/d/1qZW4S816wdTW2MO_yIarZ88N8nzHV4HxIV3sUMmXfl8/edit

[56] https://REFLEXmaterials.com/projects/zigzag-lithium-property/

[57] https://REFLEXmaterials.com/wp-content/uploads/2023/02/REFLEX_PPT_Deck_V12_Feb_22_2023.pdf

Ad References:

Graphite mining at turning point

Visualizing the Natural Graphite Supply Problem


Tesla turns to Australian company to secure material for its EVs