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America’s anode push accelerates with Nouveau Monde GM deal ","north-americas-anode-push-accelerates-with-nouveau-monde-gm-deal","article/north-americas-anode-push-accelerates-with-nouveau-monde-gm-deal",{"_uid":557,"date":558,"tags":559,"editor":563,"content":573,"excerpt":783,"featured":51,"reporter":784,"_editable":788,"component":789,"seo_title":553,"categories":790,"visibility":805,"author_company":49,"featured_image":806,"seo_description":783,"author_full_name":49,"author_job_title":49,"formattedDate":810,"formattedArticleDate":811},"09695d3d-7458-4693-b60b-86761fa4798f","2024-02-21 00:00",[560],{"slug":561,"name":562},"north-america","North America",[564],{"slug":565,"name":566,"content":567},"matthew-bird","Matthew Bird",{"job_title":568,"image":569,"bio":571,"linkedin":572},"Senior Editor - Supply Chains & Data Visualisation",{"filename":570},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":574,"content":575},"doc",[576,593,613,618,631,636,645,658,669,674,681,686,698,703,715,720,725,730,735,740,745,765,770],{"type":577,"attrs":578,"content":579},"paragraph",{"textAlign":49},[580,583,591],{"text":581,"type":582},"Nouveau Monde Graphite’s (NMG) multi-year offtake agreements with General Motors (GM) and ","text",{"text":584,"type":582,"marks":585},"Panasonic",[586],{"type":587,"attrs":588},"link",{"href":589,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/panasonics-canadian-graphite-deal-highlights-north-american-opportunity","url",{"text":592,"type":582}," for natural graphite active anode material is set to support North America’s anode push as the incentives in the US Inflation Reduction Act (IRA) spur local sourcing and reduce dependency on China. ",{"type":577,"attrs":594,"content":595},{"textAlign":49},[596,598,603,605,611],{"text":597,"type":582},"NMG’s twin offtake deals with Tier 1 customers ",{"text":599,"type":582,"marks":600},"comes",[601],{"type":587,"attrs":602},{"href":589,"uuid":49,"anchor":49,"target":49,"linktype":590},{"text":604,"type":582}," as a reassurance for the anode company at a time when ",{"text":606,"type":582,"marks":607},"prices",[608],{"type":587,"attrs":609},{"href":610,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/growing-demand-for-ex-china-graphite-drives-need-for-new-pricing-data",{"text":612,"type":582}," of the critical battery materials have reached new lows. ",{"type":577,"attrs":614,"content":615},{"textAlign":49},[616],{"text":617,"type":582},"“It is clear that western downstream players are seeking to secure anode material from outside of China, which has become an increasingly pressing target given China’s dominance in the graphite value chain against the backdrop of the IRA,” said Daisy Jennings-Gray, Head of Prices at Benchmark.",{"type":577,"attrs":619,"content":620},{"textAlign":49},[621,623,629],{"text":622,"type":582},"North America’s anode capacity is set to grow almost five fold to over 900,000 tonnes in 2035 from over 95,000 tonnes in 2025, according to data from the ",{"text":624,"type":582,"marks":625},"Benchmark Anode Price Assessment",[626],{"type":587,"attrs":627},{"href":628,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://www.benchmarkminerals.com/price-assessments/natural-graphite/reports/",{"text":630,"type":582},". In terms of market share that would represent over 4% of the global anode capacity share in 2035.",{"type":577,"attrs":632,"content":633},{"textAlign":49},[634],{"text":635,"type":582},"North America would also emerge as the leading region outside China to have the largest anode capacity by 2035. In contrast, China’s anode capacity is expected to reach 18.7 million tonnes in 2035 from 6.4 million tonnes in 2025.",{"type":577,"attrs":637,"content":638},{"textAlign":49},[639],{"type":640,"attrs":641},"image",{"id":49,"alt":642,"src":643,"title":49,"source":49,"copyright":49,"meta_data":644},"","https://a.storyblok.com/f/287943243085208/d12bdd0768/bm-na-anode-capacity-chart-edited-2.png",{},{"type":577,"attrs":646,"content":647},{"textAlign":49},[648,650,656],{"text":649,"type":582},"“The graphite market is approaching a tipping point in its dissociation from China’s historical near monopoly. With new trade regulations like Chinese export restrictions and the US’ IRA, it’s critical for North American battery and EV makers to find meaningful and sizable alternatives,” ",{"text":651,"type":582,"marks":652},"Eric Desaulniers",[653],{"type":587,"attrs":654},{"href":655,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/oems-are-ready-to-pay-the-price-needed-to-finance-projects-qa-with-nouveau-monde-ceo-eric-desaulniers",{"text":657,"type":582},", chief executive officer of NMG, told Benchmark Source.",{"type":577,"attrs":659,"content":660},{"textAlign":49},[661,667],{"text":662,"type":582,"marks":663},"Benchmark Flake Graphite Price Index",[664],{"type":587,"attrs":665},{"href":666,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://www.benchmarkminerals.com/price-assessments/natural-graphite/portal/?tab=chart",{"text":668,"type":582}," has declined 1.3% so far this year and is down 28.2% on a year-on-year basis.",{"type":577,"attrs":670,"content":671},{"textAlign":49},[672],{"text":673,"type":582},"Desaulniers said there is a growing call for a local, ESG-compliant, carbon-neutral supply chain in North America and that he expects a disconnect from China’s prices.",{"type":675,"attrs":676,"content":678},"heading",{"level":677,"textAlign":49},4,[679],{"text":680,"type":582},"Growing call for ex-China anode material",{"type":577,"attrs":682,"content":683},{"textAlign":49},[684],{"text":685,"type":582},"“Despite low prices for graphite in recent months, there is an appetite for material that is not associated with the Chinese anode value chain, which dominates the industry,” said Jennings-Gray.",{"type":577,"attrs":687,"content":688},{"textAlign":49},[689,691,696],{"text":690,"type":582},"Jennings-Gray expects more such localised demand hubs to ",{"text":692,"type":582,"marks":693},"drive price premiums for material ",[694],{"type":587,"attrs":695},{"href":610,"uuid":49,"anchor":49,"target":49,"linktype":590},{"text":697,"type":582},"that meets certain standards as legislation such as the IRA comes into force.",{"type":577,"attrs":699,"content":700},{"textAlign":49},[701],{"text":702,"type":582},"“A number of ex-China graphite players are already looking to settle supply contracts against price indexes that are not linked to transactions in the China market,” she added.",{"type":577,"attrs":704,"content":705},{"textAlign":49},[706,708,713],{"text":707,"type":582},"Benchmark has been tracking the graphite price trends in North America as the need for an ex-China anode value chain gains strength. Benchmark ",{"text":709,"type":582,"marks":710},"now publishes",[711],{"type":587,"attrs":712},{"href":610,"uuid":49,"anchor":49,"target":49,"linktype":590},{"text":714,"type":582}," a -100 mesh, 94-95% carbon, CIF North America flake graphite concentrate price in response to the growing demand for tracking ex-China supply developments.",{"type":675,"attrs":716,"content":717},{"level":677,"textAlign":49},[718],{"text":719,"type":582},"NMG’s plan ",{"type":577,"attrs":721,"content":722},{"textAlign":49},[723],{"text":724,"type":582},"NMG will supply GM and Panasonic each 18,000 tonnes of anode material annually, spread over six and seven years respectively. The deals cover 85% of Montreal-based NMG’s 42,000 tonnes a year of planned anode materials from its facility in Bécancour where it will use graphite from its nearby Matawinie mine.",{"type":577,"attrs":726,"content":727},{"textAlign":49},[728],{"text":729,"type":582},"Desaulniers said the locked supplies provide NMG visibility and support from investment-grade manufacturers and that the company is in talks with potential customers for the rest of the production. ",{"type":577,"attrs":731,"content":732},{"textAlign":49},[733],{"text":734,"type":582},"GM will also invest $150 million in the plant, an initial equity investment of $25 million to support NMG’s Phase 2 operations and a further $125 million equity on approval following the final investment decision. Panasonic, a key Tesla supplier, will make an initial equity investment of $25 million and aims to further finance with potential co-investors an amount valued at about $150 million as part of construction funding for the Phase 2 facilities. ",{"type":577,"attrs":736,"content":737},{"textAlign":49},[738],{"text":739,"type":582},"NMG is also looking to start the next phase of expansion at its Uatnan mining project, which has an estimated production target of 500,000 tonnes a year of graphite concentrate.",{"type":675,"attrs":741,"content":742},{"level":677,"textAlign":49},[743],{"text":744,"type":582},"Wave of moves in North America’s anode space",{"type":577,"attrs":746,"content":747},{"textAlign":49},[748,750,756,758,763],{"text":749,"type":582},"A number of other anode making companies have been moving ahead with projects and inked offtake deals in North America. In February, ",{"text":751,"type":582,"marks":752},"Syrah Resources became",[753],{"type":587,"attrs":754},{"href":755,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/syrahs-anode-material-production-start-in-us-sets-stage-for-localised-supply",{"text":757,"type":582}," the first commercial scale vertically integrated natural graphite anode maker outside China with the start of production at its Vidalia plant in Louisiana. ",{"text":584,"type":582,"marks":759},[760],{"type":587,"attrs":761},{"href":762,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/panasonic-to-double-us-battery-production-capacity-with-kansas-plant",{"text":764,"type":582}," has also signed an offtake deal with Novonix to supply 10,000 tonnes a year of graphite material for four years starting in 2025 from its plant in Tennessee.",{"type":577,"attrs":766,"content":767},{"textAlign":49},[768],{"text":769,"type":582},"In addition, Westwater revealed earlier this month its first off-take deal with South Korean battery maker SK On’s battery plants in the US. SK On counts Ford, Volkswagen, Hyundai and others as its customers. Westwater will supply SK On CSPG-10 natural graphite anode products and the latter will buy a fixed percentage of the anode maker’s forecasted volume on an annual basis. ",{"type":577,"attrs":771,"content":772},{"textAlign":49},[773,775,781],{"text":774,"type":582},"In January, OneD Battery Sciences said it has teamed up with Koch Modular to build an anode production facility in North America to produce their ",{"text":776,"type":582,"marks":777},"silicon-graphite anode material",[778],{"type":587,"attrs":779},{"href":780,"uuid":49,"anchor":49,"target":49,"linktype":590},"https://source.benchmarkminerals.com/article/us-silicon-anode-scene-starts-2024-with-a-wave-of-announcements",{"text":782,"type":582},". Koch will build a co-located silane production facility.","Nouveau Monde Graphite’s (NMG) multi-year offtake agreements with General Motors (GM) and Panasonic for natural graphite active anode material is set to support North America’s anode push as the incentives in the US Inflation Reduction Act (IRA) spur local sourcing and reduce dependency on China. NMG’s twin offtake deals with Tier 1 customers comes as […]",[785],{"slug":565,"name":566,"content":786},{"job_title":568,"image":787,"bio":571,"linkedin":572},{"filename":570},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"09695d3d-7458-4693-b60b-86761fa4798f\", \"id\": \"\"}-->","article",[791,793,796,799,802],{"slug":792,"name":263},"anode",{"slug":794,"name":795},"batteries","Batteries",{"slug":797,"name":798},"critical-minerals","Critical Minerals",{"slug":800,"name":801},"geopolitics","Geopolitics",{"slug":803,"name":804},"graphite","Graphite","private",{"id":49,"alt":642,"name":642,"focus":642,"title":642,"source":642,"filename":807,"copyright":642,"fieldtype":808,"meta_data":809,"is_external_url":51},"https://wp-admin.benchmarkminerals.com/app/uploads/NMG-Becancour-site-aerial-Ultium-scaled.jpg","asset",{"alt":642,"title":642,"source":642,"copyright":642},"Feb 21, 2024","21st February 2024",[],[],1792688576607]