Episode Ep 408 October 8, 2026 50 min 29s

What Still Needs to Happen Before NMG Reaches Production?

From Rock Stock Channel rockstockchannel

Nouveau Monde Graphite (NYSE: NMG, TSX: NOU) CEO Eric Desaulniers joins Howard Klein and Matt Fernley to discuss the company’s path to graphite production in Quebec, construction at the Matawinie Mine, financing for the Bécancour anode material plant, and partnerships with Panasonic and Eni.

We also explore graphite prices, China’s dominance of the supply chain, U.S. tariffs and export controls, growing demand for natural graphite, and a potential sulfur byproduct opportunity that could add significant value to the project.

Follow Nouveau Monde Graphite:
LinkedIn (Eric Desaulniers) - https://www.linkedin.com/in/edesaulniers/
LinkedIn (Company) - https://www.linkedin.com/company/nouveaumondegraphite/
X (Company) - https://x.com/NYSE_NMG

Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley

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Chapters

(00:00) NMG’s Path To Full Production
(05:18) NMG’s Mine-To-Anode Strategy
(08:27) Matawinie Construction Stays On Track
(10:44) Diversified Offtakes Reduce Market Risk
(13:05) Battery Demand Improves Mine Economics
(19:14) Bécancour Funding Moves Toward FID
(21:39) Eni Opens Door To Europe
(25:11) Natural Graphite Gains On Synthetic Costs
(29:54) Canadian Graphite Finds Global Demand
(31:38) Sulfur Byproduct Could Lift Cash Flow
(35:52) U.S. Steel Strengthens Refractory Demand
(38:18) Graphite Tariffs Face A Trade-Off
(43:53) China Export Controls Raise Supply Risk
(46:03) Canada-U.S. Tensions Look Temporary

Links

Questions:
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Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
Ben: https://x.com/benjihammond
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NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.