Research analysts covering Nouveau Monde Graphite.
Recent press releases and 8-K filings for NMG.
Nouveau Monde Graphite Inc. Announces Positive Feasibility Study Results for Matawinie Mine
NMG
New Projects/Investments
Guidance Update
- Nouveau Monde Graphite Inc. released the results of a segregated and updated feasibility study for its Phase-2 Matawinie Mine on November 12, 2025.
- The study confirmed the technical and economic viability of the mine, projecting an after-tax Net Present Value (NPV) of US$238 million (8% discount rate) and an after-tax Internal Rate of Return (IRR) of 15.8%.
- Key operational highlights include a 25-year Life of Mine and a nominal annual graphite concentrate production of 105,882 tonnes, with initial capital expenditures (CAPEX) estimated at US$421 million.
- The Mineral Reserve Estimate for the West Zone, effective November 12, 2025, indicates 61.7 Mt of Proven & Probable tonnage with a 4.23% Graphitic Carbon (C(g)) grade.
Nov 20, 2025, 2:16 PM
Nouveau Monde Graphite Updates Matawinie Mine Feasibility Study with Increased Production and Positive Financials
NMG
New Projects/Investments
Guidance Update
- Nouveau Monde Graphite (NMG) published an updated Feasibility Study for its Phase-2 Matawinie Mine in Québec, Canada, which is wholly owned by NMG and aims to develop a fully integrated source of carbon-neutral active anode materials.
- The study indicates an increase in the Matawinie Mine's graphite production capacity to 106,000 tonnes per year (tpy).
- Financial projections for the project's base case include an after-tax Net Present Value (NPV) of $238 million at an 8% discount rate and an after-tax Internal Rate of Return (IRR) of 15.8%, with initial capital costs estimated at $421 million.
- The mine has a projected life of 31.8 years.
- The project targets high-growth markets such as Li-ion batteries, with global graphite demand for Li-ion batteries projected to increase from 3,787,000 tonnes in 2024 to 11,243,000 tonnes in 2035.
Nov 18, 2025, 4:57 PM
NMG Finalizes Commercial Arrangements and Updates Project Financing
NMG
New Projects/Investments
Guidance Update
- Nouveau Monde Graphite Inc. (NMG) announced the finalization of multiple commercial arrangements on October 31, 2025, potentially covering almost 100% of the future flake graphite volumes of Phase-2 of the Matawinie Mine.
- Key agreements include binding term sheets with the Government of Canada for an aggregate 30,000 tpa of graphite concentrate (including a 15,000 tpa take-or-pay commitment) and an amended offtake agreement with Traxys North America LLC for 20,000 tpa (including a 10,000 tpa take-or-pay component).
- NMG and Panasonic Energy Co., Ltd. revised their offtake agreement to 13,000 tpa of active anode material, which requires an estimated 25,000 tpa of graphite concentrate from the Matawinie Mine.
- NMG and General Motors Holdings LLC (GM) agreed to terminate their prior agreements effective November 30, 2025, with NMG now negotiating with a third-party anode manufacturer to supply up to 30,000 tpa of graphite concentrate, potentially for GM's needs.
- An updated Feasibility Study for the Phase-2 Matawinie Mine indicates a CAPEX of US$421M and an After-tax NPV (8% discount rate) of US$238M, with the project financing process significantly advanced as of Q3 2025.
Nov 13, 2025, 2:31 AM
Nouveau Monde Graphite Advances Matawinie Mine Project with G7 Alliance Support
NMG
New Projects/Investments
Guidance Update
- Nouveau Monde Graphite Inc. is advancing its Phase-2 Matawinie Mine project with updated feasibility studies and refined financial parameters, aiming to produce natural graphite for North American, European, and G7 markets.
- The company is working towards finalizing investment decisions, supported by the G7 Critical Minerals Alliance and Canadian government initiatives, to secure critical mineral supply chains.
- Nouveau Monde has reserved potentially 100% of its future Phase-2 production and is engaged in procurement and financing activities to support its development goals.
Nov 12, 2025, 12:38 PM
Nouveau Monde Graphite Inc. Reports Q3 2025 Financials and Advances Commercial Agreements
NMG
Earnings
New Projects/Investments
- Nouveau Monde Graphite Inc. reported a net loss of (110,165) thousand Canadian dollars for the nine-month period ended September 30, 2025, with cash and cash equivalents at 61,767 thousand Canadian dollars as of that date.
- The company has secured significant commercial interest for its Phase-2 production, including a revised binding offtake agreement with Panasonic Energy for 13,000 tpa of active anode material and a binding term sheet with the Government of Canada for 30,000 tpa of graphite concentrate.
- Negotiations are ongoing with an established anode manufacturer for up to 30,000 tpa of graphite concentrate, while the previous agreements with General Motors Holding will terminate on November 30, 2025.
- The Matawinie Mine Project financing process is progressing well, with due diligence nearing completion and long-form term sheet negotiations ongoing for the Phase-2 Matawinie Mine and Bécancour Battery Material Plant.
Nov 12, 2025, 12:10 PM
NMG Finalizes Multiple Offtake Agreements for Phase-2 Graphite Production
NMG
New Projects/Investments
Revenue Acceleration/Inflection
- Nouveau Monde Graphite (NMG) has secured multiple binding offtake agreements and is in advanced negotiations for its Phase-2 graphite production, potentially covering nearly 100% of the future flake graphite output from the Matawinie Mine.
- Key agreements include a seven-year offtake with the Government of Canada for 30,000 tonnes per annum (tpa) of graphite concentrate, with a 15,000 tpa take-or-pay commitment.
- A revised agreement with Panasonic Energy will fast-track the production of 13,000 tpa of active anode material, requiring an estimated 25,000 tpa of NMG's graphite concentrate.
- NMG also updated its agreement with Traxys for up to 20,000 tpa of graphite concentrate, including a 10,000 tpa take-or-pay volume, pending Traxys board approval.
- Negotiations are ongoing with an established anode manufacturer for up to 30,000 tpa of graphite concentrate, with an expected 15,000 tpa take-or-pay portion, potentially supporting GM's active anode material needs.
Nov 3, 2025, 1:00 PM
Nouveau Monde Graphite Secures Offtake Agreements for Phase-2 Matawinie Mine Production
NMG
New Projects/Investments
Revenue Acceleration/Inflection
- Nouveau Monde Graphite (NMG) has secured several binding supply and marketing agreements for its Phase-2 Matawinie Mine operations, significantly advancing its graphite value chain in North America.
- Key agreements include a seven-year offtake with the Government of Canada for 30,000 tonnes of graphite concentrate annually, an updated agreement with Panasonic Energy requiring an estimated 25,000 tonnes annually, and a binding agreement with Traxys North America LLC for 20,000 tonnes per annum.
- These agreements collectively allocate nearly 100% of the future production capacity from the Phase-2 Matawinie Mine, significantly reducing project risks and supporting financing and final investment decisions.
- Despite these strategic advances, NMG faces financial challenges, including persistent losses and no current revenue, which impact investor sentiment.
Nov 1, 2025, 4:11 AM
Nouveau Monde Graphite and Panasonic Energy Update Offtake Agreement
NMG
New Projects/Investments
- Nouveau Monde Graphite (NMG) and Panasonic Energy Co., Ltd. have revised their binding multi-year offtake agreement to advance active anode material production.
- The updated "Panasonic Energy 2025 Binding Offtake Agreement" is for 13,000 tonnes per annum (tpa) of NMG's active anode material for an initial seven-year term, commencing with Phase 2 production.
- Approximately 25,000 tpa of graphite concentrate from NMG's Phase 2 Matawinie mine production is reserved to fulfill this volume for Panasonic Energy.
- Panasonic Energy intends to support NMG's Phase 2 facilities development, potentially including a capital investment at the Final Investment Decision (FID) for the Bécancour battery material plant.
- NMG has now potentially allocated nearly 100% of the future graphite concentrate production from its Phase 2 Matawinie mine to multiple customers.
Oct 31, 2025, 7:00 PM
Nouveau Monde Graphite and Panasonic Energy Update Commercial Agreement
NMG
New Projects/Investments
Product Launch
- Nouveau Monde Graphite (NMG) and Panasonic Energy have updated their multiyear binding offtake agreement to advance the production of active anode material.
- The 2025 Panasonic Energy Binding Offtake Agreement covers 13,000 tonnes per annum (tpa) of NMG active anode material for an initial seven-year term from the commencement of NMG's Phase-2 production.
- This agreement reserves approximately 25,000 tpa of graphite concentrate from NMG's future Phase-2 Matawinie Mine production.
- Panasonic Energy intends to support NMG's Phase-2 facilities development, including a potential equity investment at the final investment decision (FID) for the Bécancour Battery Material Plant.
Oct 31, 2025, 7:00 PM
NMG Finalizes Offtake and Marketing Agreement with Traxys
NMG
New Projects/Investments
Revenue Acceleration/Inflection
- Nouveau Monde Graphite (NMG) and Traxys have finalized an updated joint marketing and offtake agreement for natural flake graphite.
- The agreement covers 20,000 tonnes per annum (tpa) of graphite concentrate from NMG's Phase-2 Matawinie Mine, including a 10,000 tpa firm take-or-pay volume.
- This initial seven-year term agreement targets the North American and European refractory markets, a US$45-billion global market projected to grow at a 9.1% compound annual growth rate to 2033.
- The execution of the agreement is subject to the approval of the Traxys board and, combined with other commercial agreements, potentially allocates 100% of NMG's future Phase-2 Matawinie Mine production.
Oct 31, 2025, 7:00 PM
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more