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Rock Stock Channel™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.
Episodes
Tuesday Apr 08, 2025
Tuesday Apr 08, 2025
In this episode, Eric Desaulniers, CEO of Nouveau Monde Graphite provides insights into the company's significant investments and development journey, including their $150 million expenditure on demonstration plants. He discusses the binding offtake agreements with GM and Panasonic, their updated feasibility study, and potential grant funding opportunities. Eric also covers the increasing traction of LFP Cathode technology, its impact on graphite usage, and anticipates a potential supply deficit in the graphite market within three years.
CHAPTERS đź“–
(00:00) Introduction
(01:05) Summary Synopsis
(03:17) Recap of Ongoing Graphite Project Development
(06:16) Strategic Offtake Agreements with GM and Panasonic
(08:15) Details of the Updated Feasibility Study
(10:31) Role of Tax Credits in Improving Project Economics
(11:44) Government Support and Political Backing in Canada
(13:05) Cross-Border Trade and Tariff Considerations
(15:49) Status of Project Financing and Next Steps
(16:58) Potential New Customers and Market Expansion
(17:57) Impact of LFP Battery Growth on Graphite Demand
(19:24) Global Graphite Supply Outlook and Pricing Trends
(23:28) GM’s Strategic Role and Political Implications
(27:14) Canadian Election and Critical Mineral Policy
(32:12) Closing Remarks
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Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
 Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
 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
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