Nouveau Monde’s Eric Desaulniers on China’s Decision to Restrict the Export of Graphite

In a recent episode of InvestorNews, Tracy Weslosky sat down with Eric Desaulniers, MSc, Géo, President & CEO of Nouveau Monde Graphite Inc. (NYSE: NMG | TSXV: NOU), to discuss China’s surprising decision to implement export permits for certain graphite products starting December 1st. Eric remarked, “Waking up to this news was unexpected, but not entirely surprising. China’s decision to restrict the export of battery materials, starting with graphite, comes sooner than many experts anticipated.”

With the booming demand for electric vehicles, which require five times more graphite than any other critical mineral, Tracy delved into the implications of China’s move on graphite supply. Eric highlighted China’s dominant position, controlling nearly 100% of natural graphite processing. “This strategic decision by China impacts many companies in the U.S. that are scaling up cell production,” he said. He was proud to mention that Nouveau Monde stands out, developing one of the largest and most sophisticated natural graphite operations outside of China.

The changing dynamics are also influencing Nouveau Monde’s partnerships, particularly with giants like Panasonic. The recent developments have intensified their ongoing discussions. As Eric pointed out, the challenge will be detaching from China’s supply chain, especially amid skyrocketing cell production demand. “Our goal is to be a viable alternative, and this current pricing scenario outside China underscores the need for that,” Eric emphasized.

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About Nouveau Monde Graphite Inc.

Nouveau Monde Graphite is striving to become a key contributor to the sustainable energy revolution. The Company is working towards developing a fully integrated source of carbon-neutral battery anode material in Québec, Canada, for the growing lithium-ion and fuel cell markets. With enviable ESG standards, NMG aspires to become a strategic supplier to the world’s leading battery and automobile manufacturers, providing high-performing and reliable advanced materials while promoting sustainability and supply chain traceability.

To know more about Nouveau Monde Graphite Inc., click here

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One response

  1. Hugh Sharman Avatar
    Hugh Sharman

    An invaluable interview! Thanks very much, Tracy!

    Graphite is surely the thin end of the wedge? not least for Europe where our politicians and bureaucrats are finding it almost impossible to utter the word “China” in connection with Europe’s legislation to “liberate” ourselves from our >70% dependence on fossil fuels last year, by or before 2050, and thus, also, saving the Globe from “boiling climate warming”!

    Europe + North America comprise roughly 14% of the Globe’s current population.

    Asia, Africa and South/Middle America, comprising 85%, are rightly primarily focused on poverty alleviation. The growth in their CO2 emissions, in particular from Asia, far outstrips reductions in North America and Europe. Last year, 2022, fossil fuels delivered 82% of Global primary energy demand.

    Global CO2 emissions will go on rising.

    At some point, in the early future, the “net zero CO2 emissions” policies pursued so single mindedly by only Europe and North America, at vast cost, and impovershing so many “ordinary” consumers and tax payers, must, surely, be perceived as technically infeasible as well as hugely uneconomic?

    What then for the “critical metal and minerals” businesses? Just a thought!

    Best wishes to you all and keep up the good work!

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