
In our latest episode, I spoke with Eric Desaulnier, Founder, President & CEO of Nouveau Monde Graphite.
We covered a wide range of topics on the future of graphite supply chains and Nouveau Monde Graphite’s positioning including:
- How Nouveau Monde is advancing a vertically integrated operation in Québec, from mining to anode materials
- The effect of US tariffs on Chinese anode material and why Canada offers a best of both worlds zero tariff advantage
- China’s overcapacity and what it means for new projects outside Asia
- Opportunities beyond EVs, including energy storage, defense, and thermal applications
- Financing progress with $1B+ in letters of interest and customers pushing for faster tonnes to market
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