Securing the Dough: E-Power Resources’ Approach to Graphite Supply

In our latest episode, I spoke with James Cross, CEO of E-Power Resources. E-Power’s strategy is simple: prove up in-ground graphite value in Quebec and position the project to be sold to the right acquirer, rather than chasing costly downstream ambitions.We dug into E-Power’s approach, covering: Phase 1 results from their 2025 Tetepisca exploration program Why E-Power is focused on “graphite in the ground” - the dough - rather than baking the bread with costly downstream facilities The salt analogy: graphite is as essential as salt in a restaurant - without it, the entire menu falls apart. Even if the price rises significantly, it’s such a small fraction of the total cost that manufacturers will pay whatever it takes to secure supply. The importance of Canada and Quebec as tier-1 jurisdictions for graphite supply and export to Europe/North America How alternative markets like defense and industrial applications may be even more critical than EV batteries The challenges of dilution, educating industry, and why North America urgently needs more graphite projects This was produced in partnership with E-Power and is marked as sponsored content. Disclaimer I am not a financial advisor. The content presented on this channel does not constitute financial advice. These are intended solely for educational purposes and should be used as a preliminary resource for conducting your own research. The opinions expressed here are entirely my own. Some of these may be sponsored, and in those cases, monetary compensation may be received. Sponsored content will always be clearly disclosed. This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. The information shared should not be the sole basis for making any investment decisions regarding stocks or other assets. This represents my personal views, informed by sources considered reliable at the time of discussion. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.