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Nouveau Monde Graphite Inc.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Offtake of 13 ktpy of high-capacity active anode material from the first-stage Becancour plant, seven-year term from commencement of production, subject to conditions precedent and qualification (announced Feb 2024 at 18 ktpy; FY2025 Form 40-F states 13 ktpy). Panasonic is also a shareholder. GM supply agreement terminated effective 2025-11-30. The offtake had not started as of the FY2025 filing (the plant is not yet producing), so this is not yet a purchase. Material would ship from Becancour, Quebec (CA); the filing gives no destination plant.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
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.