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Anchorage Assembly quietly changes rules to let members work as legislative staffers; Anna Brawley quickly takes new job for Democrat legislator

In May, the Anchorage Assembly quietly approved an ordinance allowing its members to work simultaneously as partisan staffers for Alaska state legislators.

The change, enacted with little-to-no public discussion, quickly benefited one of their own: Assemblywoman Anna Brawley, who is now employed by Anchorage Rep. Andrew Gray.

The policy shift was accomplished through AO 2025-67, which passed unanimously in May after a similar February ordinance, AO 2025-20, ran into legal complications. Both ordinances addressed whether municipal employees, including elected officials like Assembly members, can hold political positions concurrently. The revised measure appeared on the Assembly’s consent agenda, typically reserved for routine or noncontroversial items, meaning it passed with minimal discussion or scrutiny.

Brawley, who voted in favor of the ordinance in May, accepted a job soon after with Rep. Gray, a Democrat representing Midtown Anchorage. The move has raised eyebrows in political circles, due to the troubling appearance of self-dealing and conflicts of interest.

The ordinance she voted on allows a municipal employee, and even an elected Assembly member, to also serve in a partisan political role, provided certain conditions are met.

According to the ordinance language, these roles are permissible if they are “clearly separable” and do not conflict in duties, hours, or compensation. Read Must Read Alaska‘s original report on why there may be a conflict of interest or double dealing explains some of the ethical issues raised:

The two legislative documents linked to the ordinance offer insight into the Assembly’s thinking. One memo justifies the move by citing a need to clarify municipal rules and align them with state ethics laws. The action gives insiders like Brawley a new path to consolidate political influence and pass confidential information back and forth between the two lawmaking bodies.

AO 2025-67 – Legal Framework Document 1

AO 2025-67 – Legal Framework Document 2

Those who argue that Dave Donley, who works as a deputy commissioner and also serves on the Anchorage School Board are ignoring the fact that he is in only one lawmaking body, while Brawley has a foot in each.

This move reeks of insider maneuvering as the Assembly changed the law, with the appearance that at least one of the Assembly members planned to benefit immediately.

The previous article from Must Read Alaska revealed that Brawley had quickly taken a position as a staffer in Rep. Gray’s office after the ordinance passed. Her dual roles give her influence in both Anchorage city government and the Alaska State Legislature, raising questions about divided loyalties, conflicting duties, and whether the public interest is being served.

It remains unclear how often Brawley will be able to balance the work of a city legislator with that of a state legislative aide. The Alaska Legislature is a full-time commitment during the session and often requires year-round constituent and committee work. Hours often go late into the night. Meanwhile, the Anchorage Assembly has its own demanding schedule, especially with budget cycles, land use decisions, and ongoing debates over homelessness and public safety. Assembly meetings often run past 11 pm, and there are multiple meetings per week.

The ordinance also raises concerns about precedent. With this legal door now open, other Assembly members may seek jobs within the Legislature, while retaining their elected municipal positions, potentially blurring lines between levels of government and dueling accountability.

The optics are difficult to ignore: A law was changed, a vote was cast, and a job was secured, seemingly in that order.

Tim Barto: Promoting a conservative social agenda by doing what’s right

By TIM BARTO

It often seems like we’re losing the culture war.

  • Boys are playing in – and winning – girls’ sports competitions across the country. 
  • June is upon us, meaning we will have to endure a month of people announcing their pride in not knowing what sex they are and demanding we applaud them for it.
  • Harvard University, founded in 1636 as a Christian college, is now a bastion of Christianophobia and anti-Semitism.
  • Here at home, Alaska Natives comprise 16 percent of the population but are responsible for 29 percent of aborted babies in the state. 
  • The Anchorage School District pushes for parental subservience in matters of morality, and increases their DEI spending while complaining about budget deficits and threatening to cut hockey programs.

These are all issues of social concern, and they were all discussed during two Alaska Family Council events last week, where social conservatives met to hear whether there is hope or if we should just go ahead move into our WTSHTF (when the stuff hits the fan) shelters already. 

While it often feels as though we’ve lost the battle against the Left’s all out assault on western civilization, basic biology, and Judeo-Christian values, there are glimmers of hope. 

For example, Representative Jamie Allard (R-Eagle River), who was in attendance at the Anchorage event on Thursday, introduced bills to 1) save girls’ sports for actual girls, and 2) even more audaciously, ban the display in government building of flags that represents political viewpoints, including viewpoints concerning race, sexual orientation, or gender; which means that public school teachers won’t be allowed to fly their multi-colored pride or Black Lives Matter banners in their classrooms. This will, of course, rain more hate and name calling down on Jamie, but that gal takes it as a compliment and converts into energy to push on and fight harder.

One of the guest speakers, Dr. Matt Heilala, a member of the State Medical Board who serves as their legislative liaison, informed the gathering that the Board is doing what they can to make statements of support for issues of morality, but doing so puts them in danger of lawsuits by those who oppose them. 

Nevertheless, in March, the Board unanimously passed a statement opposing hormonal and surgical treatments for gender dysphoria in minors. It included the bold announcement that the Board views these interventions as lacking legitimacy as standard medical practice for those under the age of 18 years old. The statement also indicated what they do support: promoting psychological support and counseling as safer alternatives. 

AFC’s keynote speaker was John Daniel Davidson, senior editor at The Federalist and author of Pagan America: The Decline of Christianity and the Dark Age to Come. Davidson used Harvard University as an example of formerly Christian and patriotic American organizations that have gone off the rails. Harvard, he said, is not salvageable, at least not in our lifetimes. They have strayed too far into the abyss, as have other institutions, notably public schools. 

While the Harvard faculty will not change course, we can change the course of how we educate our children. Make the Anchorage and other school districts powerless by homeschooling your children, advised Davidson. The homeschooling trend peaked during COVID and then receded a bit, only to come back roar back after parents got a reminder of the gross failings of the public schools (no matter how much money is thrown at them by legislators on both sides of the aisle who kowtow to unions). I

t is a way in which the citizenry can make changes by going an alternate route. Run the public schools out of business by not letting our children attend them. Let Harvard fail by not paying $87,000 a year to have your progeny brainwashed into thinking free enterprise is evil, all white people are racist, and Hamas is a righteous organization that welcomes homosexuals with open arms. 

Lastly, AFC president Jim Minnery announced a couple of collaborations that will bring meaningful and positive change to Alaskans. LifeWise Academy is set to open a ministry at Clark Middle School that will allow public school students to attend Bible lessons during school hours. It’s working in 11 other states, helps improve attendance, behavior, and academic performance. It’s perfectly legal and, of course, comes with the ubiquitous  gnashing of teeth and flailing of arms by the Left.

The second cooperative program is Honor The First Breath, a program to curb the high rate of abortions among Alaska Natives by promoting the pro-life legacy of Alaska’s oldest cultures. Supporters include Natives on both sides of the political aisle.

The two events were well attended and included former Lt. Gov. Loren Leman, Attorney General Treg Taylor, Sen. Shelley Hughes, Reps. Jamie Allard and Cathy Tilton, former Anchorage Mayor Dave Bronson, and the editors of Alaska’s two conservative media organizations – Suzanne Downing of Must Read Alaska, and Joel Davidson of Alaska Watchman (who is also the brother of John Davidson). 

Social conservatives can change a degenerate society by promoting that which is good, that which is moral: saving babies, protecting children, promoting biological differences of the sexes, and emboldening parental rights. 

Tim Barto is vice president of Alaska Family Council.

Double duty power play: Anchorage Assembly member joins legislator’s staff, raising questions

Alaska Rep. Andrew Gray of East Anchorage has hired Anchorage Assembly member Anna Brawley to join his staff, a decision sure to prompt debate over ethical boundaries, public accountability, and potential conflicts of interest between state and municipal governance.

Brawley, who represents District 3 Seat E on the Anchorage Assembly, will now simultaneously serve as a legislative aide to Gray, who represents House District 20 in the Alaska State Legislature — a district that includes much of the UMED area of Anchorage. The dual appointment creates an unusual convergence of municipal and state responsibilities, and with that, a host of ethical questions.

Brawley makes $50,000 or more off the Anchorage taxpayers and the average salary for legislative staff is $82,000.

As a sitting Assembly member since April 2023, Brawley helps shape Anchorage’s municipal budget, votes on city laws, and oversees policies related to housing, public safety, and economic development. In her new role as a staffer to Rep. Gray, she will advise on statewide policy. That includes legislation that could directly impact Anchorage, the very city she helps rule.

This overlap creates an environment ripe for conflicts of interest. For instance, Gray has championed housing and homelessness initiatives like Senate Bill 119, and proposals to incentivize housing for indigents. These same issues fall squarely within Brawley’s purview on the Assembly, where she votes on matters that affect zoning, funding for shelters, homelessness services, and municipal housing strategy.

If she is simultaneously advising on state policy and voting on city policy, often within the same issue areas, it raises the question: Which hat is she wearing when decisions are made? The one that pays the highest salary?

Even in the absence of a direct conflict, public perception matters. The arrangement may undermine public confidence, especially in light of previous scrutiny Brawley faced over her employment with Agnew::Beck Consulting. The firm received a $194,000 municipal contract in 2023, prompting concerns over her impartiality as an Assembly member, despite her promise to recuse herself from related votes.

Brawley has previously spoken about the importance of avoiding conflicts. During her 2023 campaign, she criticized her opponent, Brian Flynn, because his wife worked in the mayor’s administration.

Both Anchorage’s municipal ethics code and Alaska’s state ethics statutes place emphasis on avoiding situations where personal or financial interests might interfere with official duties. The Alaska Legislative Ethics Act (AS 24.60) specifically requires legislative staff to avoid conflicts of interest. The Anchorage Assembly mandates disclosure and recusal for members with potential conflicts.

In practice, however, enforcing ethical compliance in cases of overlapping roles is complicated. For example, if Rep. Gray sponsors legislation affecting municipal housing funding and Brawley contributes to that legislation while also voting on the city budget that would receive the funds, even full disclosure may not prevent the public from being alarmed.

Former Assembly member Amy Demboski frequently disclosed conflicts stemming from her husband’s employment with the fire department. Brawley’s situation may result in similar burdens, requiring frequent recusals that dilute her legislative and municipal contributions, in the same way that Rep. Meg Zaletel declared recusals due to her role as the head of the Anchorage homeless industrial complex.

Another concern centers around influence and access. As a legislative staffer, Brawley now has advance access to state-level strategy discussions, budget forecasts, and constituent casework, all privileged information that other Assembly members do not have. That access to privileged material could advantage her in city policymaking.

The concentration of political influence, especially in overlapping policy areas like homelessness and public safety, raises red flags, since Brawley can now shape Gray’s legislative agenda to reflect her own municipal priorities, thereby consolidating decision-making power.

Practical considerations add further weight to the controversy. The Assembly position, while technically part-time, demands considerable attention through multiple weekly meetings, budget sessions, and community engagement. Legislative staff roles, especially during the January-to-May session, are similarly intensive. How Brawley intends to balance both jobs, each paid with public funds, remains an open question, particularly since both may be considered full time.

Combined, the arrangement invites questions about the appropriateness of drawing two taxpayer-funded salaries for overlapping government roles.

This is not the first time the Anchorage Assembly has found itself in murky ethical territory. Member Zaletel has repeatedly recused herself from votes involving the nonprofit she runs, the Anchorage Coalition to End Homelessness, which receives substantial city funding. That precedent indicates a pattern where elected officials serve while managing overlapping organizational interests—an issue that remains largely unresolved.

Suzanne Downing: Conference observation — Alaska deserves legislators who want to build, not just spend

A few attendees at the Alaska Sustainable Energy Conference have been glum-looking Democrat legislators, some of whom have fought Gov. Mike Dunleavy since he was elected in 2018.

The contrast between vision and obstruction couldn’t be more apparent. The air was electric with announcements that could position Alaska at the forefront of America’s energy future, from Korean investment interest in our LNG to bold new surveys showing national support for resource development in the state.

While most of the 1,000 attendees are enthusiastic and hopeful, a few familiar Democrat Party faces in the crowd appeared unmoved. They’re the faces of long-serving Democrat legislators whose records read more like roadblocks than roadmaps. Add Bill Popp and the Anchorage Municipal leadership to that list of depressed Democrats — the positive energy is just killing them.

As business leaders, Trump Administration energy officials, and international investors have talked about infrastructure, permitting reform, and attracting capital, Democrats and their allies in the House and Senate seem detached from the urgency and opportunity of the moment. For years, these lawmakers have presented not a single comprehensive energy or investment agenda of their own. And still, the mainstream media gives them a free pass, never asks the question “Why have you presented no economic path forward?”

Let’s be honest: If these legislators have legislative initiatives that put Alaska on par with energy states like Texas or North Dakota, they’re keeping them very well hidden.

Collectively, the Democrat veterans in the Alaska Legislature has over 130 years of legislative experience. Yet over the past decade, what do they have to show for it? They presided over the depletion of Alaska’s savings, gutted the Permanent Fund dividend, and blocked pro-development policies that could have fueled job growth and diversified our economy.

Where is the landmark legislation that made Alaska more competitive? Where is the comprehensive tax or permitting reform package? Where is the legislative push to streamline natural resource development, open new markets, or support critical minerals? Where, frankly, is the leadership?

Instead, the legacy of this political class is defined by resistance. Not just resistance to federal overreach — resistance to anything that might bring jobs, energy security, or private investment. Their answer to every opportunity seems to be “no,” unless it involves more government spending or more federal dollars. It’s a defense posture, not a development one.

Gov. Mike Dunleavy, by contrast, has been left to shoulder the heavy lifting, pursuing partnerships, promoting the state abroad, and trying to rebuild investor confidence. And while he faces consistent attacks from the Left, they have yet to offer serious alternatives or a coherent economic vision of their own.

If you’re a Democrat lawmaker in Alaska who believes you have moved the state forward, then name the bill. Show the initiative. Point to something beyond opposition, inertia, and appropriation.

The future is being written by those who are bold enough to act. Alaska has abundant resources, national attention, and geopolitical importance. But without the political will to harness it, we’ll fall further behind our peers. It’s time our Legislature matched the ambition of our people and the potential of our land.

If our long-tenured lawmakers can’t lead Alaska forward, maybe it’s time we found some who will.

Suzanne Downing is founder and editor of Must Read Alaska. Her opinions are her own and do not reflect the opinions of the new owners of Must Read Alaska, Alaska Gold Communications Inc.

Conference gold: NOVAGOLD boosts stake as Paulson completes $1 billion Donlin Gold deal

NOVAGOLD Resources Inc. and Paulson Advisers LLC finalized a $1 billion acquisition of Barrick Mining Corporation’s 50% stake in the Donlin Gold project, reshaping the ownership and governance structure of one of the world’s most significant gold development ventures.

Under the terms of the deal, NOVAGOLD has acquired an additional 10% interest in Donlin Gold LLC for $200 million, increasing its total stake to 60%. Paulson Advisers acquired the remaining 40% for $800 million. The two partners now share equal governance rights over the project under a newly signed limited liability company agreement.

The announcement comes in the middle of the Alaska Sustainable Energy Conference, where over 1,000 leaders from around the world have gathered to reinvigorate Alaska’s resource economy. Other major announcements during the conference included advancement of Graphite One project near Nome, the US Gold Mining’s Whistler Gold-Copper project that is 105 miles west of Anchorage, and Tectonic’s Flat Gold Project.

Donlin Gold is located in southwestern Alaska and is considered one of the largest and highest-grade known undeveloped open-pit gold deposits globally. The project holds particular strategic value given its location in a geopolitically stable and mining-friendly jurisdiction.

“This constitutes a truly transformational transaction and an exciting new chapter for Donlin Gold as we advance one of the best and most jurisdictionally attractive gold development projects in the world,” said Greg Lang, president and CEO of NOVAGOLD.

The acquisition was financed through an upsized public offering and concurrent private placement completed May 9. As of March 1, NOVAGOLD held $327 million in cash earmarked for its increased ownership stake and its share of future development activities.

As new co-owners, NOVAGOLD and Paulson will soon begin a strategic review of the Donlin Gold 2025 budget, currently set at $43 million on a 100% basis. Key initiatives under the new partnership include:

  • Launching an updated feasibility study with a dedicated technical team
  • Continuing the 2025 drill program to convert and expand reserves and resources
  • Advancing engineering design and technical work
  • Supporting state permitting efforts and maintaining federal and state approvals
  • Conducting active stakeholder engagement across Alaska

Paulson Advisers, based in Florida, is a private global investment management advisory firm. The firm’s financial commitment to Donlin Gold represents a turning point in the development phase of the promising asset. With new capital, governance, and strategic focus, the Donlin Gold project is positioned to become a cornerstone of future US gold production.

Alaska’s reputation soars as nation backs resource development and energy future, new survey shows

A new national poll shows Americans are all-in for Alaska energy.

During the first day of the Alaska Sustainable Energy Conference, pollster and political analyst Matt Larkin, owner of Dittman Research, showed some of the top tabs from recent polling revealing Americans in general hold overwhelmingly positive views of Alaska and support increased development of its vast natural resources. The presentation, based on extensive public opinion research, puts wind in the sails of the state’s national standing as both a cultural icon and a strategic resource hub.

The result of the poll is not what you’ll hear in the mainstream media, however, which has parroted the talking points of the environmental litigation industry and tries to convince Americans that Alaska is for the birds.

  • 97% support geothermal energy.
  • 80% back wind, solar, and hydroelectric power.
  • 65% favor small modular nuclear reactors.
  • 60% support carbon capture and storage technology.

According to the Dittman data, 87% of Americans view Alaska positively, placing it ahead of every other state, including Hawaii (83%), Texas (58%), New York (58%), and California (57%).

Alaska is commonly associated with descriptors like “camping,” “individualistic,” and “willingly remote,” further reinforcing its image as a rugged, self-reliant frontier.

Alaska’s cultural presence remains strong, with three-quarters of Americans reporting they have watched television shows about the state, highlighting its continued visibility and appeal in popular media.

The survey results demonstrate overwhelming national support for expanding Alaska’s industrial sectors. Key findings include:

  • 77% of American support strengthening national security through development of Arctic infrastructure, including icebreakers.
  • 64% back mining expansion.
  • 62% support growth in the timber industry.
  • 61% favor oil and gas development.

There is also broad agreement among Americans that Alaska should have greater control over its own lands and resources, a long-running concern in a state where the federal government owns roughly 60% of the land.

Within the state, confidence in traditional energy development remains strong. Half of Alaskans view oil and gas as a major part of the state’s economy, with another 31% seeing it as moderately important. Just 8% believe it plays an insignificant role.

A key focus of the presentation was the proposed natural gas pipeline from Alaska’s North Slope—a project long discussed and now gaining new momentum. Support among Alaskans for the pipeline stands at 77%, with 27% expressing strong support. Even more telling, 70% of Alaskans believe the gasline project is closer to becoming a reality in 2025 than in past years.

Of note, interest in personal investment in the Alaska LNG gasline was also high.

While committed to traditional resource industries, Alaskans are also enthusiastic about a renewable energy future. The survey found:

These findings suggest that Alaskans see a complementary path forward, where both conventional and renewable energy sources contribute to economic development and energy security.

See the results from the poll here (may not be visible on mobile phones):

The research was conducted by Dittman Research, with national-level polling from Public Opinion Strategies and Alaska-specific polling supported by the Alaska Chamber. The overarching message from Larkin’s presentation was that Americans see Alaska not only as a unique and admired place but as a critical player in the nation’s resource and energy future. With growing public support for expanded development, increasing confidence in key infrastructure projects, and broad enthusiasm for renewable energy, Alaska appears well-positioned to lead in a balanced and strategic energy era.

Kevin McCabe: Missing link in Alaska’s resource strategy is Port MacKenzie rail spur to unlock supply chain

By REP. KEVIN MCCABE

At Gov. Mike Dunleavy’s Sustainable Energy Conference, leaders came from across the state and from many foreign countries to discuss our clean energy future, national security, and economic opportunity. The mining breakout had many who spoke of rare earth elements, copper, graphite, and cobalt, minerals that power everything from electric vehicles to fighter jets.

They pointed to Alaska’s vast potential, from the copper of the Ambler Mining District to the Antimony at the top of West Susitna to graphite deposits scattered across the Interior.

However, while the panelists were busy applauding our mineral reserves, and discussing new mining techniques, they forgot to answer the most basic question: How do we actually move these minerals from the rocks in our wilderness to the global markets that need them?

Resource development begins and ends with transportation and it’s time we had some focus on it.

Alaska is rich in resources, but poor in infrastructure. Many of our huge deposits lie hundreds of miles from any road or rail, buried deep in rugged Alaska terrain. The Ambler Mining District sits 200 miles northwest of Fairbanks, with no connection to tidewater. Estelle mine sits at the north end of Mount Susitna with no road or rail to tidewater. And even when we do move the minerals slurry, where does it go? Anchorage’s port is jam-packed; Seward is more of a cruise stop than a freight hub; and Valdez is built for oil, not ore.

We talk about becoming a mineral powerhouse, but until we solve the transportation gap, those minerals will stay buried. What we have right now are stranded assets; it’s like having gold in your safe with no key to open the door.

Moving minerals by truck or air is expensive and makes it hard to compete with global suppliers. Rail is a cost-effective, scalable, and environmentally sound solution. It reduces shipping costs by up to 70 percent, lowers emissions, and supports bulk exports to Asia, Europe, or the Lower 48.

And we already have a state-owned tool for the job, the Alaska Railroad Corporation. With 656 miles of track connecting Fairbanks, Anchorage, and our ports, the ARRC was created to grow our economy. Yet it hasn’t laid a mile of new track since 1985. Instead, it has prioritized cruise passengers over freight, pouring $137 million into a new dock in Seward while mineral wealth sits idle.We must shift this paradigm.

This is not a tourism problem; it’s a freight problem. And the solution has been sitting half-built in the Mat-Su for over a decade.

The Point MacKenzie Rail Spur is a 32-mile extension from Houston to Port MacKenzie, a deepwater port with 9,000 acres of developable land, built specifically to support large-scale exports. It is 75 percent complete. We’ve already spent $184 million to build 25 miles of embankment, all bridges, 110 culverts, and a one-mile loop. What’s missing? About $100 to $150 million for track and signaling. Yet the ARRC’s latest monetary request clocks in at $290 million; more than necessary, in the eyes of many.

 What is clear is this: the spur is the fastest, most practical way to get Alaska’s minerals to tidewater. Port MacKenzie can handle ships too big for Anchorage, reducing shipping costs and opening access to smelters in Asia. It’s ideal for Trilogy Metals’ copper and zinc concentrates from Ambler, up to 1.7 million tons annually. It could move rare earths from Estelle and support graphite from the Interior or even coal and fly ash from Usibelli or Canyon Creek.

The Alaska LNG Project would also benefit, saving hundreds of millions in logistics as it moves pipe and construction equipment to the North Slope. Even the US military would see gains, moving equipment, vehicles, and munitions more efficiently between Fort Greely, Eielson, and tidewater.

President Trump’s 2025 Executive Order specifically calls for expanded rail infrastructure to unlock American critical minerals. That’s a huge point of agreement between Alaska and the current administration. The order encourages streamlined permitting, funding support, and a focus on national security.

That puts the Point MacKenzie Rail Spur at the intersection of state potential and federal priority. It aligns with every goal discussed at the governor’s conference: energy independence, economic development, military readiness, and environmental responsibility.

We know what needs to happen:

  1. Finish the Spur: The ARRC must prioritize the final $100 to $150 million to complete the project. CRISI grants, state bonds, and private partnerships, especially with companies like Trilogy Metals or the Alaska Gasline Development Corporation, can get it done.
  2. Streamline Permitting: Use the Executive Order and reduced EPA regulation to expedite approvals and sideline groups like the Sierra Club, who delayed the spur before with frivolous and costly wetland lawsuits.
  3. Focus on Freight: The ARRC must pivot from cruise docks to freight expansion; the economy depends on it.
  4. Upgrade Port MacKenzie: It’s the only port with the scale, depth, and land to handle Alaska’s resource future. Public-private investment can build out handling and loading facilities.

Completing the Point MacKenzie Rail Spur will create up to 3,000 jobs and generate $300 million annually in royalties, fees, and taxes. A 2007 economic impact study projected $4.4 billion in benefits. This is not theory; this is what shovel-ready looks like.

We can wait another ten years and hold another conference to talk about Alaska’s untapped potential, or we can lay the last few miles of rail and actually unlock it. The choice is ours.

For the sake of our economy, our national security, and our future as a resource leader, it’s time to stop talking about what Alaska could do. Let’s finish the rail spur and prove what Alaska will do.

Rep. Kevin McCabe is in the Alaska House, representing Big Lake.

Big conference news: Lucid Motors locks in Alaska graphite to power EVs, aligns with Trump’s critical minerals drive for non-China sourcing

Lucid Group Inc. has signed a multi-year supply agreement with Graphite One Inc. to source Alaska’s natural graphite anode active material for its electric vehicle batteries, the companies announced Tuesday.

The announcement marks another step by Lucid to reinforce its domestic supply chain amid a global push for critical mineral independence from China.

“These agreements could lead to long lasting investment in Alaska. Alaska has the largest graphite find in North America and some of the largest in the entire world. This is good news for a great state,” said Gov. Mike Dunleavy.

In a move that reflects the Trump Administration’s renewed focus on American mineral independence and energy security, the announcement came as Lucid Motors representatives were in Anchorage for the Alaska Sustainable Energy Conference, where over 1,000 business and government officials are meeting this week to jumpstart the Alaska resource-based economy.

On Tuesday it was announced that the Graphite One project has been placed on the White House fast-track program for permitting. See this story exclusively from Must Read Alaska:

The graphite material for Lucid will come from Graphite One’s Graphite Creek deposit located near Nome, recognized by the US Geological Survey as the largest known graphite deposit in the country. Processing will take place at Graphite One’s proposed advanced manufacturing facility in Warren, Ohio, with production expected to begin in 2028.

Bering Straits Native Corp. is strategic investment partner in Graphite One to help us advance the Graphite Creek Project. 

The agreement follows earlier deals between Lucid and Graphite One in 2024 for synthetic graphite, as well as a separate agreement with a natural graphite processor in Louisiana.

“This supply deal is consistent with our commitment to building a resilient and secure supply chain that supports the long-term success of our vehicles,” Lucid said I’m a statement.

Lucid’s flagship luxury sedan, the Lucid Air, and its upcoming Lucid Gravity SUV rely on high-performance lithium-ion batteries that require advanced graphite-based anodes. The California-based EV maker has positioned itself at the forefront of the market with best-in-class range and efficiency, while continuing to ramp up production at its vertically integrated factory in Arizona.

The agreement outlines an initial supply of up to 5,000 tonnes per annum of natural graphite material, once Graphite One commences production. The initial term is five years, subject to early termination and standard commercial conditions. Pricing will be based on a market-linked formula, rather than fixed rates, allowing flexibility amid fluctuating raw material costs.

The deal remains contingent on several factors, including successful project financing and the launch of commercial production.

Graphite One aims to develop a fully integrated domestic supply chain for graphite, a material for which the United States is currently 100 percent import-dependent. The company’s Graphite One Project envisions a circular, vertically integrated production model, from mining at Graphite Creek, to processing in Alaska, to final anode manufacturing in Ohio.

The proposed Ohio facility will not only produce advanced battery materials but also include a recycling operation to reclaim graphite and other battery minerals—positioning Graphite One as a key player in sustainable materials sourcing.

Lucid Group Inc. is a California-based technology company focused on developing high-performance electric vehicles. The Lucid Air, starting at $69,900, has won numerous industry accolades, including MotorTrend’s 2022 Car of the Year and Car and Driver’s 10 Best. Lucid is preparing to launch the Lucid Gravity SUV later this year.

Graphite One Inc. is advancing the development of the Graphite One Project, aimed at becoming America’s first vertically integrated producer of natural and synthetic graphite materials for the EV battery market. The company plans to make a final investment decision following the completion of its feasibility study.

Two South Korea companies enter partnership selecting stage for Alaska LNG project

At least two South Korean companies have taken part in the initial phase of selecting strategic partners for the Alaska LNG project, according to Korea Times. The announcement came from Glenfarne, the lead private company developing the gasline for Alaska.

More than 50 companies from around the globe, including participants from Korea, the United States, Japan, Taiwan, Thailand, India, and the European Union, were involved in the first round of the selection process, which was managed by Glenfarne’s subsidiary, Glenfarne Alaska LNG LLC.

The companies formally expressed interest in various types of partnerships, including equipment and material supply, services, investment participation, and long-term customer agreements.

The proposed collaborations and investments represent a potential combined value of $115 billion for a project that is said to be the most ambitious infrastructure project in US history.

“Momentum behind this LNG project continues to build with each passing day as more entities entering into serious discussions about how they can partner and support the project, including direct investment and offtake of gas,” commented Alaska Gov. Mike Dunleavy.

The news about South Korea’s interest comes as over 1,000 government and business leaders from around the world have converged on Anchorage for the Alaska Sustainable Energy Conference, the fourth one organized by Dunleavy.

A Korean delegation of officials from the industry ministry and Korea Gas Corp., is at the conference at the invitation of Gov. Dunleavy.

The Alaska LNG project is being jointly developed by Glenfarne and the Alaska Gasline Development Corporation. It includes construction of an 807-mile, 42-inch pipeline to carry natural gas from the North Slope to a planned export facility in Nikiski on the Kenai Peninsula. A final investment decision for the in-state pipeline segment is expected in the fourth quarter of 2025.

Positioned to deliver natural gas to Asia at prices below those tied to US Gulf Coast Henry Hub benchmarks, the project is being promoted as a strategic advantage for buyers in East Asia due to Alaska’s closer proximity to the region.

“Just last week I met with leaders at the highest levels of Korean government and industry. The word was absolutely clear and consistent: They are excited about the opportunity to purchase the Alaskan energy and critical minerals necessary to power their homes and businesses,” said Congressman Nick Begich. “We have a longstanding allied relationship with Korea based on shared democratic values and a commitment to innovation and the free market. Development of Alaskan resources helps reduce exposure to Chinese supply chains and strengthen our economic ties with our friends, and I’m looking forward to Alaska playing an important role in extending this important relationship.”

Must Read Alaska reported earlier that Japan’s JERA and Taiwan’s CPC Corporation, both of which signed an agreement with AGDC in March, are also among the parties expressing interest in the project. Their involvement includes potential investment and LNG purchase agreements.

The Alaska LNG initiative is planned in two phases. Phase 1 involves a 765-mile pipeline reaching Anchorage, while Phase 2 extends the infrastructure to Nikiski with additional compression equipment and liquefaction facilities. Glenfarne has contracted global engineering firm Worley for final project design and engineering work.

The project benefits from strong bipartisan support across federal, state, and local governments. Its fully permitted status and alignment with U.S. strategic energy goals have added momentum to Glenfarne’s efforts to finalize partnerships and financing.

President Donald Trump’s administration has been pushing Seoul, Tokyo, and other Asian countries to invest in the Alaska LNG project, and for Korea, it is part of trade negotiations with the Trump Administration over tariffs and other economic issues.