Alaska LNG Contractor Summit: See What’s Next
Dear Stakeholders,
Glenfarne recently gathered 175 professionals from Alaska’s top construction, engineering, and Native corporations to discuss contracting opportunities for Alaska LNG, the biggest Alaska economic opportunity in a generation.
The summit showcased Glenfarne’s growing partnerships with local contractors and communities to deliver this transformative project. The attached video with project leaders describes the scale, logistics, and collaboration required—and how Alaskans are stepping up to make it happen.
Take a look to learn more about our vision and the next steps for Alaska LNG.
Six Slides From the American Gas Association Winter Heating Outlook
Isaac Orr, Mitch Rolling, Energy Bady Boys, October 4, 2025
In September of 2025, the American Gas Association published its 2025-2026 Winter Heating Outlook. Here are six slides from their analysis that we thought offered some of the most interesting insights.
Natural gas demand and production continue to surge. According to AGA’s figures, the demand for natural gas has increased by approximately 66 percent since 2007, and production has essentially doubled in the same time frame.
Unreliable energy advocates who want to “electrify everything,” including home heating, need to take a good look at the graph below. It shows that the peak energy delivered by natural gas is nearly four times higher than the peak energy delivered by electricity.
Graphite One Welcomes Strategic Investment from Doyon Limited and Aleut
Graphite One, Inc. October 6, 2025
Doyon and Aleut have made an investment totaling US$5.0 million in Graphite One, fully supporting the development of the Graphite Creek Deposit
Doyon and Aleut Join Bering Straits Native Corporation as G1 investors
Graphite One, Inc, planning a complete domestic U.S. supply chain for advanced graphite materials, is pleased to announce the closing of a strategic investment from Doyon Limited and Aleut, both Alaska Native corporations, for aggregate gross proceeds of US$5.0 million (CDN$7.0 million) by way of a non-brokered private placement of 8,514,024 units at a price of CDN$0.82 per unit (the “Unit”).
Each Unit consists of one common share (a “Common Share”) and one full common share purchase warrant (a “Warrant”). Each Warrant entitles the warrant holder to acquire one Common Share of the Company at a price of CDN$1.03 per Common Share expiring three (3) years from the closing of the private placement and includes participation rights on future financings so long as the Warrants remain outstanding. The Company has received conditional approval for this private placement from the TSX Venture Exchange and the private placement is subject to final approval of the TSX Venture Exchange. All securities issued in connection with this private placement will have a restricted period that expires four months and one day following the date of issuance.
Gross proceeds from the private placement will be used to conduct environmental studies and other permitting related activities on the Graphite Creek property, and for general corporate purposes. There were no finder or broker fees paid in connection with the private placement.
“For Doyon, this is not just an investment in Graphite One, it is a long-term investment in Alaska,” said Aaron Schutt, President and CEO of Doyon Limited. “With decades of experience in responsible resource development, Doyon looks forward to working with Graphite One to bring the Graphite Creek Critical Minerals Project into production.”
“This investment reflects Aleut’s belief in renewable energy. Graphite is a critical resource in building that future and we believe Graphite One shares in our commitment for responsible development,” said Skoey Vergen, CEO & President of Aleut. “Not only does this create value for our shareholders, it opens up the potential for future opportunities in Alaska that could benefit our region.”
“All of us at Graphite One are grateful for these investments from Doyon and Aleut Corp, joining Bering Straits Native Corporation, which made its strategic investment in G1 in 2023. We are pleased and honored to be the first Critical Mineral project to have direct investment from three Alaska Native Regional Corporations” said Anthony Huston, President and CEO of Graphite One. “We greatly appreciate the trust placed in us through these partnerships, together with your support, seek to make Graphite Creek a model of responsible development that brings long-term benefits to your communities and the State of Alaska.”