Nouveau Monde Graphite: Pionnier de la Révolution du Graphite en Amérique du Nord
Leadership et Vision Stratégique
Nouveau Monde Graphite (NMG) est dirigé par une équipe de direction dynamique engagée dans la refonte de la chaîne d'approvisionnement mondiale en matériaux de batterie. Le fondateur, président et directeur général Eric Desaulniers a dirigé la vision de NMG pour devenir le principal producteur intégré nord-américain de matériaux d'anode de graphite neutres en carbone. Sous sa direction, l'entreprise a conclu des partenariats stratégiques avec des géants de l'industrie comme Panasonic et General Motors (GM), positionnant NMG comme un acteur essentiel sur les marchés des véhicules électriques (VE) et du stockage d'énergie. Le président Arne H. Frandsen complète cette vision en mettant l'accent sur une croissance axée sur l'ESG, en soulignant la stabilité géopolitique et les pratiques durables. La récente nomination de Karine Doucet au poste de vice-présidente des ressources humaines souligne l'engagement de NMG envers le développement des talents alors qu'elle se dirige vers des opérations commerciales.
Projets phares: Phase 2 et au-delà
Les principaux projets de NMG tournent autour de ses opérations intégrées de phase 2, comprenant la Mine Matawinie et l'Usine de matériau de batterie de Bécancour, situées toutes deux au Québec, Canada.
Mine Matawinie
Une mine à ciel ouvert de 25 ans prévoyant de produire 105 882 tonnes par an de concentré de graphite de haute pureté.
Entièrement autorisée et "prête pour le béton", avec des travaux préparatoires achevés, y compris des routes d'accès et des infrastructures électriques.
Emploie des méthodes d'exploitation minière conventionnelles et une gestion des stériles par co-élimination pour minimiser l'impact environnemental.
Usine de matériau de batterie de Bécancour
Transforme le concentré de Matawinie en matériau d'anode actif de qualité batterie, adapté aux spécifications des clients.
Située dans la "vallée de la batterie" du Québec, à proximité de l'usine de démonstration de la phase 1 de NMG, tirant parti de l'énergie hydroélectrique locale et des infrastructures industrielles.
Adopte une technologie de purification prédominante pour réduire les risques opérationnels et respecter les normes mondiales.
L'Étude de faisabilité mise à jour (mars 2025) confirme des économies solides : un TRI après impôt de 17,5 % et une VAN de 1,053 milliard de dollars, soutenue par des accords de commercialisation couvrant plus de 80 % de la production de la phase 2 avec Panasonic et GM.
Expansion à long terme (Phase 3) :
NMG a acquis la Propriété Lac Guéret en 2024, ciblant le Projet minier Uatnan pour produire 500 000 tonnes par an de concentré de graphite. Cela positionne NMG pour répondre aux déficits d'approvisionnement prévus en Amérique du Nord et en Europe à mesure que la demande de VE augmente.
Résilience financière et Stratégie de capital
La position financière de NMG reflète une planification disciplinée et la confiance des investisseurs stratégiques :
Position de trésorerie : 106 millions au 31 décembre 2024, renforcée par 100 millions d'investissements en actions de Panasonic, GM et de fonds gouvernementaux, plus 37,5 millions de Mitsui et Pallinghurst.
Financement de projet : 1,6 milliard de dollars d'expressions d'intérêt de prêteurs et d'investisseurs, avec pour objectif une Décision d'Investissement Finale (FID) en 2025.
Incentives gouvernementaux : Éligibilité à un crédit d'impôt remboursable de 350 millions de dollars dans le cadre du programme de fabrication de technologies propres du Canada.
Épuisement de trésorerie et durer :
Bien que NMG n'ait pas divulgué de taux de combustion explicites, sa liquidité de 106 millions, associée à la progression du financement du projet, offre une durée de vie opérationnelle jusqu'à la FID et la construction initiale. Post?FID, NMG prévoit de sécuriser les 106 millions restants de liquidités, couplés à la progression du financement du projet, fournit une durée de vie opérationnelle jusqu'à la FID et la construction initiale.Post?FID , NMG prévoit de sécuriser les 1,6 milliard restants pour financer la construction, la production commerciale étant visée dans les trois ans.
Catalyseurs à court terme
Décision d'Investissement Finale (FID) : NMG est en discussions avancées avec des prêteurs et des clients ancrés pour finaliser les modalités, la construction étant prévue de commencer immédiatement après la FID.
Localisation de la chaîne d'approvisionnement : Les collaborations avec Caterpillar pour des équipements miniers à zéro émission et ABB pour l'infrastructure d'électrification soulignent la préparation de NMG à répondre à la demande d'Amérique du Nord en matériaux de batterie locaux.
Permis et Approvisionnement : L'ingénierie détaillée et l'approvisionnement en articles à délai long sont en cours, avec des appels d'offres de construction prêts à être lancés.
Ambitions à long terme
Opérations Net-Zéro : NMG vise à atteindre zéro émission nette d'ici 2030, en s'appuyant sur son statut neutre en carbone grâce à l'adoption de l'hydroélectricité, des réductions d'émissions et des crédits carbone vérifiés.
Leadership du Marché : D'ici 2030, NMG prévoit de fournir 10 % de la demande mondiale d'anode naturelle, en capitalisant sur la croissance projetée de 300 % de la demande de graphite en Amérique du Nord.
Économie Circulaire : Les investissements dans les technologies de recyclage du graphite et les partenariats avec les gigaf
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$tockers' as they embark on a thrilling international quest. Venturing into rugged and often perilous mining territories, they investigate publicly traded mining companies, from gold to base metals, seeking profitable investments and making critical investment decisions.
Their journey digs deep into the lives of local communities and complex relationships between mining operations, environmental stewardship, and Indigenous peoples. With insights from geologists, experts, and Indigenous partners, Kevin and Robynne evaluate each company's environmental and social governance, revealing the intricate balance of industry standards and ethical practices.
Travel alongside them in diverse modes, from RVs to seaplanes, as they uncover the hidden stories and histories of the mining world, offering a unique perspective on the challenges and beauties of the global mining landscape.
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Robynne Eaton
Veteran Filmmaker Explores the Mining World
With over 20 years of experience in the film industry as both a producer and actor, Robynne Eaton brings her keen eye and storytelling expertise to Mine$tockers. She'll investigate the history surrounding ESG (Environmental, Social, and Governance) practices and help tell the story of the mining world through her unique perspective.
Unearthing the Details
Robynne's passion for uncovering the truth shines as she delves into the intricacies of mining operations. Her professional film production background and engaging personality allow her to present an unbiased and captivating view of the industry.
Kevin Dwyer
Street Savvy
Former Bay Street trader, Kevin Dwyer, has transitioned from his role as an over-the-counter stock trader in the resource sector to a private investor and adventurer. He now visits mining properties to gain firsthand insights.
Smart Investments
The Mine$tockers believe in making informed investment decisions in the mining industry. They carefully evaluate established and up-and-coming mining stocks, interact with local communities and base their trades on their findings.
Adventure Seeker
With a wealth of experience in the great outdoors, Kevin has traveled to diverse destinations, from the northern wilderness to the southern deserts. He is an avid sportsman, hiker, and adventurer.
Bali(Blue Frenchie)
Where's the Beef?
MineStocker Bali loves to get details of lunch firsthand.
Mines & Travel
Bali will examine the local food highlights while checking out local canine!
Bali Meets The Miners
Who are the people on-site, in the mine office as well as in town? Meet them with Bali, see them from her eyes.
World Travel
Bali has traveled to many fantastic and exciting places for lunch and will lead the way!
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The Challenge
Like all businesses, are closely linked to environmental, social, and governance (ESG) issues. Despite the ESG difficulties in operating in many developing and emerging countries, we aim to advance sustainable, fair, and diverse communities through engaging entertainment and technology solutions. This dedication encompasses every aspect of our business, including project development, investment management, and stakeholder engagement.Given the pressing global challenges such as climate change, pollution, inequality, and poverty, it is more crucial than ever for responsible businesses like ours to prioritize ESG in their operations. Investors and the public see ESG considerations as a means of gaining a comprehensive view of the companies they invest in. Therefore, Mine$tockers will assess and disclose the ESG of each business we encounter before making any investments.
Summer of 2024
Explore the coming mining boom that's going on in one of the world's mining locations.
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