Nouveau Monde Graphite: Pionero de la Revolución del Grafito en América del Norte
Liderazgo y Visión Estratégica
Nouveau Monde Graphite (NMG) está liderado por un equipo de gestión dinámico comprometido a reconfigurar la cadena de suministro global de materiales de batería. El fundador, presidente y CEO Eric Desaulniers ha liderado la visión de NMG de convertirse en el principal productor integrado de materiales de ánodo de grafito neutral en carbono en América del Norte. Bajo su liderazgo, la empresa ha asegurado asociaciones estratégicas con gigantes de la industria como Panasonic y General Motors (GM), posicionando a NMG como un jugador clave en los mercados de vehículos eléctricos (EV) y almacenamiento de energía. El presidente Arne H. Frandsen complementa esta visión con un enfoque en el crecimiento impulsado por ESG, enfatizando la estabilidad geopolítica y prácticas sostenibles. El nombramiento reciente de Karine Doucet como Vicepresidenta de Recursos Humanos destaca el compromiso de NMG con el desarrollo del talento a medida que avanza hacia operaciones comerciales.
Proyectos Emblemáticos: Fase 2 y Más Allá
Los proyectos principales de NMG giran en torno a sus operaciones integradas de Fase 2, que comprenden la Mina Matawinie y la Planta de Material de Batería Bécancour, ubicadas en Québec, Canadá.
Mina Matawinie
Una mina a cielo abierto proyectada para producir 105,882 toneladas por año (tpa) de concentrado de grafito de alta pureza.
Totalmente autorizada y "lista para concretarse," con trabajos preparatorios completados, incluyendo accesos viales e infraestructura eléctrica.
Emplea métodos convencionales de minería y gestión de relaves de co-disposición para minimizar el impacto ambiental.
Planta de Material de Batería Bécancour
Procesa el concentrado de Matawinie en material de ánodo activo de grado de batería, adaptado a las especificaciones del cliente.
Ubicada en el "valle de la batería" de Québec, junto a la planta de demostración de la Fase 1 de NMG, aprovechando la energía hidroeléctrica local y la infraestructura industrial.
Adopta tecnología de purificación prevalente para reducir los riesgos operativos y alinearse con los estándares globales.
El Estudio de Viabilidad Actualizado (marzo de 2025) confirma una economía sólida: una TIR después de impuestos del 17.5% y un VAN de $1.053 mil millones, respaldado por acuerdos de compra que cubren >80% de la producción de la Fase 2 con Panasonic y GM.
Expansión a Largo Plazo (Fase 3):
NMG adquirió la Propiedad Lac Guéret en 2024, apuntando al Proyecto Minero Uatnan para producir 500,000 tpa de concentrado de grafito. Esto posiciona a NMG para abordar los déficits de suministro proyectados en América del Norte y Europa a medida que aumenta la demanda de vehículos eléctricos.
Resiliencia Financiera y Estrategia de Capital
La posición financiera de NMG refleja una planificación disciplinada y la confianza estratégica de los inversores:
Posición de Efectivo: 106 millones a diciembre de 2024, reforzados por 100 millones en inversiones de capital de Panasonic, GM y fondos gubernamentales, además de 37.5 millones de Mitsui y Pallinghurst.
Financiamiento de Proyectos: $1.6 mil millones en expresiones de interés de prestamistas e inversores, apuntando a una Decisión Final de Inversión (DFI) en 2025.
Incentivos Gubernamentales: Elegibilidad para un crédito fiscal reembolsable de $350 millones bajo el programa de Manufactura de Tecnología Limpia de Canadá.
Consumo de Efectivo y Horizonte de Tiempo:
Aunque NMG no ha revelado tasas de consumo explícitas, su liquidez de 106 millones, junto con el avance del financiamiento del proyecto, proporciona un horizonte de tiempo para mantener las operaciones hasta la DFI y la construcción inicial. Post-DFI, NMG espera asegurar los restantes 106 millones de liquidez, junto con el avance del financiamiento del proyecto,proporciona un horizonte de tiempo para mantener las operaciones hasta la DFI y la construcción inicial. Posterior a la DFI, NMG espera asegurar los restantes 1.6 mil millones para financiar la construcción, con la producción comercial prevista en tres años.
Catalizadores a Corto Plazo
Decisión Final de Inversión (DFI): NMG está en conversaciones avanzadas con prestamistas y clientes ancla para finalizar los términos, con la construcción esperada para comenzar inmediatamente después de la DFI.
Localización de la Cadena de Suministro: Las colaboraciones con Caterpillar para equipos de minería sin emisiones y ABB para infraestructura de electrificación destacan la preparación de NMG para satisfacer la demanda de materiales de batería localizados en América del Norte.
Permisos y Adquisiciones: La ingeniería detallada y la adquisición de artículos de plomo largo están en marcha, con licitaciones de construcción listas para ser lanzadas.
Ambiciones a Largo Plazo
Operaciones Net-Zero: NMG tiene como objetivo lograr emisiones netas cero para 2030, construyendo sobre su estatus neutro en carbono mediante la adopción de energía hidroeléctrica, reducción de emisiones y créditos de carbono verificados.
Liderazgo en el Mercado: Para 2030, NMG planea suplir el 10% de la demanda global de material de ánodo natural, capitalizando el crecimiento proyectado del 300% en la demanda de grafito en América del Norte.
Economía Circular: Las inversiones en tecnologías de reciclaje de grafito y las asociaciones con gigafábricas tienen como objetivo cerrar el ciclo de los materiales de batería.
Riesgos y Mitigaciones
Dependencia de la DFI: Los retras
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!
Mine$tockers Mission
The Project Mission
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Mine$tockers ESG
We believe that getting our ESG proposition right is the right thing to do and will help us with higher value creation.
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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