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TSX-listed battery-materials company whose producing asset is the Molo graphite mine in southern Madagascar (Phase 1 capacity 11 ktpa flake-graphite concentrate, 94-97% fixed carbon); plans battery anode facilities.
Vision Blue Resources Ltd. is the largest reported shareholder; no controlling (>50%) stake and no parent reported to GLEIF (LEI 549300S6YVF98DSDHE80, lapsed).
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Binding multi-year offtake: NextSource supplies ~9,000 tpa of SuperFlake natural-graphite anode active material (Molo mine, Madagascar) to Mitsubishi Chemical Corporation, a 100%-owned subsidiary of this dossier's 4188.T group, which finishes it into final-form AAM for an unnamed North American EV OEM. No share-of-MCG-feedstock percentage disclosed. Re-checked 2026-10-03 (wake-minerals-buyers, step 0.5): source_url still live, still states the ~9,000 tpa binding offtake, 2026 qualification/2027 full-scale ramp-up -- confirmed, no change.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.