Natural Resource Stocks
Natural Resource Stocks
Panasonic GM and a Buyers Club NMG’s Offtake Wave
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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/

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