What Still Needs to Happen Before NMG Reaches Production?

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/LithiumIonBullX (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) NMG’s Path To Full Production(05:14) NMG’s Mine-To-Anode Strategy(08:23) Matawinie Construction Stays On Track(10:36) Diversified Offtakes Reduce Market Risk(12:58) Battery Demand Improves Mine Economics(19:08) Bécancour Funding Moves Toward FID(21:32) Eni Opens Door To Europe(25:03) Natural Graphite Gains On Synthetic Costs(29:46) Canadian Graphite Finds Global Demand(31:30) Sulfur Byproduct Could Lift Cash Flow(35:46) U.S. Steel Strengthens Refractory Demand(38:10) Graphite Tariffs Face A Trade-Off(43:45) China Export Controls Raise Supply Risk(45:56) Canada-U.S. Tensions Look Temporary Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein