The Graphite Problem Nobody's Talking About | EV Battery CEO Interview
Автор: Stocktwits
Загружено: 2025-12-18
Просмотров: 91
Graphite is everywhere—EV batteries, steelmaking, thermal management in electronics—and yet it barely gets the spotlight. In this Stocktwits Executive Interview, Michele Steele sits down with Eric Desaulniers, CEO of Nouveau Monde Graphite (NMG), to break down why graphite matters right now, and why NMG is betting on vertical integration to move up the value chain—from concentrate to higher-priced active anode material and other specialized applications.
We also get into: NMG’s offtake landscape (including Panasonic, GM’s supply chain, and a refractory-brick customer), how the company thinks about competing with China’s dominance in the EV supply chain, what “project of national interest” status means in practice, and the key milestone Eric believes can unlock the next leg for shareholders.
Chapters below ⬇️
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