Rock Stock Channel Nouveau Monde Graphite: Securing North America's Battery Materials w/ Eric Desaulniers
CHAPTERS đź“–
(00:00) Introduction and Overview of Graphite Market
(03:53) NMG’s Mission and Key Projects
(05:54) Partnerships with GM and Panasonic
(06:51) China Export Bans and Geopolitical Impact
(09:33) Competitive Advantages of Quebec for Graphite Production
(12:13) Graphite Demand Across Battery Technologies
(14:04) Geopolitical Volatility and Tariffs
(17:02) Securing Project Funding and Future Milestones
(20:27) Timeline for Production and Market Demand Forecast
(22:30) North American vs. Global Graphite Markets
(24:12) Government Support and Capital Structure Updates
(26:53) Strategic Shareholders and Equity Structure
(28:45) Uatnan Mining Project and Future Expansion Plans
(31:32) Financial Overview and Runway to FID
(32:42) Phase One Achievements: Vertical Integration to Anode Material
(34:45) Global Partnerships and Export Credit Agencies
(39:02) Synthetic vs. Natural Graphite in Battery Applications
(41:07) Potential for Partnerships with Global Companies
(44:10) Closing Remarks
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Links 🌍
RK Equity Website: https://rkequity.com/
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Podcast:
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Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein