Nouveau Monde Graphite Aktie

Canadian miner Nouveau Monde Graphite said on Thursday it has agreed to sign a multi-year supply agreement with a unit of General Motors and would receive $150 million in equity investment from the automaker.

Under the agreement, the Canadian firm would provide 18,000 tonnes per annum of refined graphite from the second phase of its Becancour plant to GM for an initial term of six years, once it reaches full production.
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>> https://money.usnews.com/investing/news/articles/2024-02-15/gm-to-invest-150-million-in-canadian-miner-agrees-supply-deal

Neue offtakes agreements mit Panasonic und GM.

https://www.investing.com/news/stock-market-news/nouveau-monde-secures-major-investments-and-offtake-deals-93CH-3304648

Kohle müsste also vorerst genug da sein.

Vorbörslich +100%

😎🤠🎵

Zu Uatnan aus der Präsentation "Projected to be North America’s largest, vertically integrated production of natural graphite to provide battery/EV manufacturers with carbon-neutral active anode material" January 2024: https://nmg.com/wp-content/uploads/2023/05/NMG-Corporate-Presentation.pdf

NMG Acquires Mason Resources’ Lac Guéret Graphite Deposit/Uatnan Mining Project – One of the World’s Largest Graphite Projects in Development

MONTRÉAL, CANADA, January 22, 2024 – Nouveau Monde Graphite Inc. (“NMG“ or the “Company”) (NYSE: NMG, TSX.V: NOU) has entered into an asset purchase agreement with Mason Resources Inc. (“Mason”) (TSX.V: LLG, OTCQX: MGPHF) for the acquisition of the entire Lac Guéret Property, targeted for the development of the Uatnan Mining Project. The transaction strengthens the Company’s long-term vision to be a dominant force in the supply of carbon-neutral anode material for the Western market. NMG’s active commercial discussions with tier-1 battery and electric vehicle (“EV”) manufacturers, including Panasonic Energy Co., Ltd. (“Panasonic Energy”), a wholly owned subsidiary of Panasonic Holdings Corporation (“Panasonic”) (TYO: 6752), confirm the strong projected demand by battery materials analysts for graphite. This acquisition of another major asset in Québec, Canada, reinforces NMG’s fully vertically integrated production model in North America with the highest ESG standards of the industry, as validated by Benchmark Mineral Intelligence’s Sustainability Index.

HIGHLIGHTS
- NMG has agreed to acquire 100% of Mason Resources’ Lac Guéret graphite deposit to secure a world-class asset which will underpin NMG’s planned Phase-3 expansion.

- Preliminary economic assessment of the Uatnan Mining Project has demonstrated attractive economics for a targeted production of approximately 500,000 tonnes of graphite concentrate per annum over a 24-year life of mine, making it one of the World’s largest graphite projects in development.

- NMG is committed to developing the asset in close collaboration with the Innu First Nation of Pessamit.

- As for its current operations, NMG is committed to promoting best-practice environmental assessment, ecoengineering, and stakeholder engagement.

- Acquisition to position NMG as a leading graphite producer with 100% ownership in North America’s two largest and most advanced projected natural graphite operations leveraging its knowledgeable workforce of over 100 employees, operational Phase-1 facilities, and clean extraction and processing technologies.

- Graphite demand for lithium-ion batteries is projected to grow to more than 10 million tonnes per annum by the end of the decade, a 537% increase according to Benchmark Mineral Intelligence with a significant portion within North America where a clear unbalanced supply and demand situation is anticipated (December 2023).

- With today’s transaction, NMG will have the ability to service customers for decades to come with battery-grade graphite extracted and refined with the exclusive use of hydropower, positioning the Company as an attractive, ESG-driven, and unique strategic source.

>> https://nmg.com/acquisition-lac-gueret/

Breaking News: Export Permits on Chinese Graphite

https://mailchi.mp/nmg.com/newsletter-battery-north-america-540993?e=b194c99e86

Graphite market outlook: Five key factors to watch - August 15, 2023

Graphite demand and prices enjoyed phenomenal growth last year, largely supported by expansion in the electric vehicle (EV) lithium-ion battery sector, where graphite is the key raw material consumed in EV battery anodes. While the long-term outlook for graphite remains strong, the industry is facing near-term obstacles. Here are Fastmarkets’ five key factors to watch in the graphite market.

1. The graphite long-term outlook remains strong

Natural graphite flake prices are forecast to rise significantly over the coming decade, propelled higher by exponential growth in the EV battery sector and underlying changes to global graphite supply. This is centered on the industry’s desire to diversify supply away from China, while also localizing supply in areas such as Europe and North America. As the industry targets local, diversified supply, the industry will also face a push for more environmentally friendly production and processing and utilization of green power sources. We expect to see this combination of factors increase the underlying natural graphite cost base, contributing to higher prices.

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https://www.fastmarkets.com/insights/graphite-market-outlook-five-key-factors-to-watch