In this episode, Eric Desaulniers, CEO of Nouveau Monde Graphite provides insights into the company's significant investments and development journey, including their $150 million expenditure on demonstration plants. He discusses the binding offtake agreements with GM and Panasonic, their updated feasibility study, and potential grant funding opportunities. Eric also covers the increasing traction of LFP Cathode technology, its impact on graphite usage, and anticipates a potential supply deficit in the graphite market within three years.

CHAPTERS 📖

(00:00 ) Introduction

(01:05 ) Summary Synopsis

(03:17 ) Recap of Ongoing Graphite Project Development

(06:16 ) Strategic Offtake Agreements with GM and Panasonic

(08:15 ) Details of the Updated Feasibility Study

(10:31 ) Role of Tax Credits in Improving Project Economics

(11:44 ) Government Support and Political Backing in Canada

(13:05 ) Cross-Border Trade and Tariff Considerations

(15:49 ) Status of Project Financing and Next Steps

(16:58 ) Potential New Customers and Market Expansion

(17:57 ) Impact of LFP Battery Growth on Graphite Demand

(19:24 ) Global Graphite Supply Outlook and Pricing Trends

(23:28 ) GM’s Strategic Role and Political Implications

(27:14 ) Canadian Election and Critical Mineral Policy

(32:12 ) Closing Remarks

_________________________________________________

Links 🌍

RK Equity Website: https://rkequity.com/

Patreon: https://www.patreon.com/rockstockchannel

Podcast:

  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172

  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648

X (Twitter):

  Howard: https://twitter.com/LithiumIonBull

  Rodney: https://twitter.com/RodneyHooper13

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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