Focus Graphite Inc.

National security starts long before the factory floor.

It starts with secure supply chains and the critical materials that make modern defence technology possible.

Graphite is a foundational material used in advanced composites, thermal management systems, energy storage, autonomous systems, and next-generation aerospace and defence applications. As governments work to reduce reliance on foreign-controlled supply chains, securing domestic and allied sources of critical minerals has become a strategic priority.

The recently introduced Decoupling from Foreign Adversarial Battery Dependence Act, which would prohibit the U.S. Department of Homeland Security from procuring batteries produced by certain Chinese-owned manufacturers beginning in 2027, is another clear signal that resilient, allied supply chains are becoming a matter of national security.

Canada has a unique opportunity to contribute.

Building a reliable North American graphite supply isn't just about mining—it's about supporting defence readiness, advanced manufacturing, and the technologies that will define the future.

Critical materials. National security. A stronger future.

🇨🇦 TSXV: FMS | 🇺🇸 OTCQB: FCSMF | 🇩🇪 FSE: FKC0

Critical mineral projects are built one milestone at a time.

We're pleased to announce that WSP has completed the Air Quality Assessment for our Lac Knife Graphite Project, one of the final technical workstreams supporting our ESIA submission process.

Every environmental and engineering milestone completed further de-risks the Project and strengthens our mission to build a secure North American supply chain for battery, defence, and advanced industrial applications.

The mission continues. Stay tuned for more updates.

Read more 🔗: https://www.newsfilecorp.com/release/300471/Focus-Graphite-Completes-Air-Quality-Assessment-for-the-Lac-Knife-Project-Advancing-Towards-ESIA-Completion

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Nations that control critical minerals control the technologies that depend on them.

We're grateful for the support of the Government of Canada and
Natural Resources Canada (NRCan) through the First and Last Mile Fund, which will provide up to C$1.38 million to advance road and power infrastructure planning for the Lac Knife Graphite Project.

As the Honourable Minister Timothy Hodgson stated:
"This is how we strengthen economic and supply chain security for decades to come."

Critical minerals don't become supply chains because they exist in the ground.

They become supply chains when infrastructure, permitting, and ex*****on come together.

One of the most significant advantages emerging at Lac Knife is infrastructure. With the newly developed Highway 389 (Société du Plan Nord) now passing within approximately 8 kilometres of the project boundary, access requirements have been dramatically reduced.

Roads. Power. Access.
Grade. Quality. Size.

The fundamentals that transform a resource into a strategic asset.

The fundamentals of Lac Knife.

Read More 🔗: https://www.newsfilecorp.com/release/299885/Focus-Graphite-Secures-Up-to-C1.38-Million-Under-Natural-Resource-Canadas-First-and-Last-Mile-Fund

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Every AI model and defence network ultimately lives inside a physical system.

Physical systems need shielding.

AI.
Data centres.
Communications.
Defence.

The more valuable the information, the more important it becomes to protect the hardware behind it.

Today, Focus Graphite Inc. signed an LOI for a natural -based electromagnetic shielding technology capable of blocking up to 99.99% of electromagnetic radiation.

The future may be digital.
But it still depends on the physical world.

Read More 🔗: https://www.newsfilecorp.com/release/299595/Focus-Graphite-Signs-LOI-for-HighPerformance-Natural-GraphiteBased-RF-Shielding-Technology

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A new research report from Fundamental Research Corp. authored by Siddharth Rajeev (Head of Research) and Nina Rose Coderis, B.Sc (Geology) (Equity Analyst) highlighted what we at Focus Graphite Inc. believe is becoming increasingly clear:

• Tétépisca is now positioned among the world’s largest and highest-grade graphite projects
• Lac Knife remains one of the highest-grade advanced graphite deposits globally
• Focus trades at a fraction of peer valuations despite two district-scale assets in Québec
• North American sovereign supply is rapidly becoming a strategic priority for EVs, defence, aerospace, and advanced technologies

The market is beginning to recognize the importance of secure supply chains.

Since FRC's initial coverage (March 19, 2026), the updated "Fair Value" reported increased +$0.76 from $1.27 to $2.03. This was driven by the material Lac Tetepisca MRE upgrade announcement dated May 7, 2026.

Read the full report 🔗: https://www.researchfrc.com/stocks/FMS.V/focus-graphite-inc

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Over the past week, Focus Graphite Inc. participated in the Economic Mission on Critical and Strategic Minerals across Germany, Belgium, and France — including roundtables at NATO Headquarters, the European Union, and the EIT RawMaterials Summit.

Across Europe, one theme was consistent: allied nations are urgently working to secure resilient critical mineral supply chains independent of adversarial jurisdictions.

Discussions with DG DEFIS, the European Commission’s and space directorate, reinforced the growing strategic importance of across defence, energy, advanced manufacturing, and supply chains.

At the EIT RawMaterials Summit, Jason Latkowcer, VP Corporate Development, participated in a well-attended panel focused on "Strengthening Québec-Europe Ties to Build Resilient EV and Defence Supply Chains".

Alongside government and institutional meetings, Focus Graphite Inc. held multiple B2B discussions related to future supply relationships, strategic partnerships, and potential opportunities tied to long-term graphite demand.

Europe is preparing for strategic stockpiling. Focus intends to deliver from Lac Knife — North America’s highest-grade graphite deposit with a completed 2023 feasibility study — alongside Lac Tétépisca, a double-digit grade graphite asset and one of the largest graphite deposits in the world.

Read More on the latest EU stockpile announcement 🔗: https://www.mining.com/eu-targets-tungsten-rare-earths-stockpile-to-counter-chinas-grip/

Thanks again to our friends at Investissement Québec and Ministère des Ressources naturelles et des Forêts (MRNF) for the invite and coordination efforts.

Sovereignty starts with supply 🇨🇦🤝🇪🇺.

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On a mission in Paris, Premier Christine Fréchette promoted Québec as a “trusted partner” for France and Europe in the critical and strategic minerals sector.

Christine Fréchette took part Monday in a roundtable discussion with representatives of the French government and economic stakeholders. The event was held at Québec’s delegation office in Paris. The Premier highlighted Québec’s “major advantages” when it comes to critical minerals.

“First, we have the resources in Québec’s ground. That is a very important element: we hold the largest share of Canada’s critical and strategic minerals — a significant portion of them. We have 28 in total,” she emphasized.

The Premier said she wants to develop the sector in a “sustainable” and “responsible” way, while highlighting Québec’s clean energy advantage.

With planning to invest €800 billion to rearm, the Québec government hopes the province can benefit and secure its share of -related contracts.

“We are in a movement where spending related to defence and critical and strategic minerals will continue to increase. That is the case here in Europe, but also in Canada, with a willingness to raise contributions to NATO’s budget target up to 5%. As a result, enormous spending tied to defence will follow,” the Premier explained.

Focus Graphite Inc. is in Europe this week alongside Invest Quebec | Investissement Québec International for the Québec Economic Mission on Critical Minerals and Strategic Minerals and the EIT RawMaterials Summit.

(🇨🇦 TSX.V: FMS | 🇺🇸 OTCQB: FCSMF | 🇩🇪 FSE: FKC0)

French Link 🔗: https://ici.radio-canada.ca/rci/fr/nouvelle/2254842/mission-christine-frechette-macron-quebec-france-mineraux-culture

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Next week, Focus Graphite will be joining ’s critical minerals trade mission across Munich, Brussels, and Paris to engage directly with European industry leaders, investors, and policymakers focused on securing resilient allied supply chains.

The Company will present on stage at the EIT RawMaterials Summit as discussions accelerate around energy security, defence readiness, and strategic mineral independence.

As Europe and North America move to secure long-term critical mineral supply, projects capable of delivering scale, quality, and jurisdictional security will matter most.

The time to build allied supply chains is now.

Sovereignty starts with supply 🇨🇦🤝🇪🇺.

A big thank you to the team at Invest Quebec | Investissement Québec International for their leadership and coordination efforts in bringing this mission together.

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