Company Overview

Nouveau Monde Graphite Inc. (NMG) is a Canadian graphite development company focused on producing natural graphite materials for the lithium-ion battery and advanced materials supply chain. The company operates in the mining and battery materials industries, with activities spanning graphite extraction, processing, purification, and anode material production intended primarily for electric vehicle (EV) batteries and energy storage applications. NMG’s business model is centered on creating an integrated “mine-to-active-anode-material” platform in North America designed to serve battery manufacturers and automotive original equipment manufacturers (OEMs) seeking regionalized and lower-carbon supply chains.

The company’s principal assets include the Matawinie Mine Project in Québec and the Bécancour Battery Material Plant, which together are intended to support vertically integrated graphite production. NMG positions itself as a future supplier of carbon-neutral or low-emission graphite materials through the use of hydroelectric power and electrified mining concepts in Québec. Originally founded as a graphite exploration and development company, NMG evolved over time toward downstream battery material processing and strategic partnerships with automotive and battery-sector participants as demand for EV supply chain localization increased across North America and Europe.

Business Operations

NMG’s operations are organized around upstream mining and downstream battery material processing activities. The company’s primary operating assets include the Matawinie Project, a planned open-pit graphite mine and concentrator near Saint-Michel-des-Saints, Québec, and the Bécancour Battery Material Plant, which is designed to process graphite concentrate into purified graphite and active anode material for lithium-ion batteries. Revenue generation is currently tied primarily to development-stage activities, strategic investments, and future commercialization plans rather than large-scale commercial production, as several projects remain in development or construction phases according to public filings.

The company’s operations are concentrated in Canada but are strategically aligned with international EV supply chains serving North American and European battery markets. NMG controls mineral rights, processing technologies, and planned integrated production infrastructure tied to battery-grade graphite. Strategic commercial and development relationships have included agreements and investments involving companies such as General Motors, Panasonic Energy, and institutional investment entities tied to battery supply chain development. The company also works with Québec and Canadian governmental agencies supporting critical minerals and energy-transition manufacturing initiatives.

Strategic Position & Investments

NMG’s strategic direction is focused on becoming a vertically integrated supplier of natural graphite anode materials outside China, with an emphasis on supply chain traceability, ESG alignment, and regional battery manufacturing demand. The company has pursued phased development of mining, purification, and advanced processing capabilities intended to support long-term supply agreements with EV and battery manufacturers. Its growth strategy has emphasized integration across the graphite value chain rather than operating solely as a raw materials producer.

Major investments have included financing and development activities associated with the Matawinie Mine Project and the Bécancour Battery Material Plant. Public disclosures indicate participation from strategic and governmental stakeholders supporting North American critical mineral infrastructure. NMG has also highlighted investments in all-electric mining concepts, environmentally focused processing technologies, and low-carbon industrial operations powered by Québec hydroelectricity. The company operates within the emerging critical minerals and battery materials sector, which has become strategically important to governments and manufacturers seeking resilient supply chains for EV production.

Geographic Footprint

NMG is headquartered in Montréal, Québec, Canada, with core development operations located in the province of Québec. Its principal projects are situated near Saint-Michel-des-Saints and Bécancour, both strategically positioned within Québec’s growing battery manufacturing corridor. The company’s operational focus remains concentrated in Canada, though its commercial strategy targets broader North American and European battery and automotive markets.

The company’s market presence is linked to international EV supply chain development and critical minerals initiatives. NMG has engaged with customers, investors, and industrial stakeholders across North America and parts of Europe, reflecting increasing demand for non-Chinese graphite supply sources. Québec’s access to renewable hydroelectricity, transportation infrastructure, and proximity to emerging battery manufacturing facilities has been central to the company’s international positioning.

Leadership & Governance

NMG was founded by Eric Desaulniers, who has played a central role in shaping the company’s strategy toward vertically integrated graphite and battery material production. The company’s leadership has consistently emphasized sustainable development, localized battery supply chains, and long-term partnerships with automotive and energy-transition participants. Governance and strategic oversight are influenced by the company’s status as a publicly traded issuer listed in Canada and the United States, with disclosures supported through public securities filings including SEC filings and Canadian regulatory documents.

Key executives and leadership personnel include:

• Eric Desaulniers – Founder, President and Chief Executive Officer
• Mathieu Bettez – Chief Financial Officer
• Stéphane Leblanc – Chief Operating Officer
• Annie Gay – Chief Corporate Development and Strategy Officer
• Benoit Gascon – Chair of the Board of Directors

The company’s leadership strategy has emphasized integration across mining and battery materials processing, long-term ESG positioning, and collaboration with public-sector and industrial stakeholders to establish a North American graphite ecosystem.