TSX NOU NYSE NMG
Recorded on November 3 2025.
Natural Resource Stocks host Steve Yang sits down with Eric Desaulniers, Founder, President and Chief Executive Officer of Nouveau Monde Graphite (NMG). This in-depth discussion covers how NMG is building North America’s first fully integrated graphite operation — from its permitted Matawinie mine and concentrator in Saint-Michel-des-Saints to its Bécancour battery-material plant that will produce active anode material for electric vehicles and energy-storage markets.
Eric explains how NMG secured strategic agreements with Panasonic Energy, Traxys, and a Canadian government-backed buyers club to diversify critical minerals supply chains away from China. He discusses project financing progress supported by the Canada Growth Fund and Investissement Québec, plus a floor-price structure that protects the downside without limiting upside. The conversation also covers defense and industrial applications for graphite, the path to construction readiness in Q1 2026, and how Québec’s hydropower and infrastructure position the project as a low-carbon source of anode material for the G7 economies.
Company Links
Nouveau Monde Graphite — https://nmg.com
Newsroom — https://nmg.com/news
Investor Page — https://nmg.com/investors
LinkedIn — https://www.linkedin.com/company/nouveau-monde-graphite
YouTube — https://www.youtube.com/c/NouveauMondeGraphite
Host and Channel Links
Natural Resource Stocks — https://www.NaturalResourceStocks.net
YouTube — https://www.youtube.com/@NaturalResourceStocks
X — https://twitter.com/NRS_Stocks
LinkedIn — https://www.linkedin.com/company/natural-resource-stocks
Andy Millette — https://twitter.com/AndyMillette
| https://www.linkedin.com/in/andymillette/
Steve Yang — https://twitter.com/SteveYang_Market
| https://www.linkedin.com/in/steveyang88/
Timestamps
00 00 Introduction – Why graphite supply matters
02 18 Panasonic Energy offtake and AAM plan (verify volume before posting)
03 03 GM relationship update and North American anode chain (verify structure)
04 00 Traxys marketing for industrial markets
07 53 Price protection with a floor but no ceiling
09 24 Permitting complete and construction readiness
10 39 Financing progress with government and export-credit support
15 54 Why G7 governments support NMG projects
18 08 Defense and non-EV applications
19 27 Final remarks and company outlook
Disclosure
Editorial interview. Eric Desaulniers did not pay for this interview. At the time of recording, the hosts did not hold positions in Nouveau Monde Graphite. Statements express personal opinions and should not be interpreted as investment advice or recommendations. All viewers are encouraged to conduct their own due diligence.
