Perspectives

Lac des Iles Graphite Mine Marks 35 Years: Evolving with a Changing World

This special report on Northern’s cornerstone asset, the Lac des Iles (“LDI”) graphite mine in Quebec, tracks LDI’s trajectory from its first shovel-full of graphite bearing ore in 1989 through to supplying more than 20 percent of the US industrial market for graphite today. It also explores Northern’s plan to evolve into also suppling battery-grade graphite with a low carbon footprint to support the global energy transition and EV evolution.

Snapshot: Tariffs in Perspective

Well, that was a close one.

It seems that, at least for the next 30 days, Canada, Mexico and the United States have hit pause on what was shaping up to be a trade war that would have been difficult to end. President Trump’s planned tariffs have been shelved for now, offering a brief window for cooler heads to prevail. Northern CEO Hugues Jacquemin shares his thoughts.

Could Canadian Port Become Global Graphite Gateway?

Plans by Northern Graphite to build one of the world’s largest Battery Anode Material plants in Baie-Comeau would help drive Canada’s ambitions to be a leading player in the EV revolution. Guy Simard, Director of industrial development for Innovation et Development Manicouagan, talks about how Northern’s BAM plans would invigorate  Baie-Comeau’s port status as a gateway of Canadian goods to global markets

Hedging for the Gigafactory Boom

Northern Graphite’s chief salesman, Marco Zvanik, is interviewed regarding the coming graphite constraints and what clients can do to ensure supply ahead of a global graphite deficit that is forecast for 2025.

Pioneering Battery Anode Material Production

Northern Graphite recently announced the establishment of its Battery Materials Group. “We’re not just a graphite miner anymore,” says Hugues Jacquemin. Learn more about how the new group sets Northern apart as a mine-to-market-to battery company. 

EIU: Graphite Prices to Surge

In a special presentation during Northern Graphite’s inaugural Investor Day, EIU (Economist Intelligence Unit) Lead Commodities Analyst Matt Sherwood explored how the evolving dynamics of the US-China trade tit-for-tat is turning into a battle over critical minerals, including graphite.

Graphite: To the Top of the List

Northern Graphite Chief Executive Hugues Jacquemin outlines the impact on graphite from the proposed measures by the Biden administration to hold back tax credits under the Inflation Reduction Act (“IRA”) to vehicles made using battery components or raw materials sourced in Foreign Entities of Concern (“FEOC”).

Natural Vs Synthetic Graphite

In the latest in our Perspectives series, Northern Graphite Chief Executive Hugues Jacquemin wades into the growing debate about whether it will be natural or synthetic graphite that leads Lithium-Ion batteries into the future, and whether this is an either/or, or an AND conversation.

A Tale of Two Markets

Will Graphite Prices Bifurcate?: The days when the fortunes of global graphite markets waxed and waned with the amount of graphite China sold into the global market will recede into the rearview mirror. In our second Perspectives piece, A Tale of Two Markets, Hugues Jacquemin outlines why.

Preparing for Higher Graphite Prices

Conversation with a Graphite Salesman: Graphite’s current low prices may have lulled users into a false sense of security, but multiple demand drivers are on the horizon and prices will rise, considerably and sooner than later. In this interview Marco Zvanik looks at how, when and why coming graphite demand growth will impact industries ranging from traditional market like steelmaking and construction to the fast-growing market for electric vehicles and Lithium-Ion Batteries.

Perspectives is researched, written and produced by Northern Graphite.

From time to time, Northern Graphite will share information with shareholders, investors and analysts on our projects and our plans for the future. Please note these newsletters were created as of the dates listed and reflected management views as of those dates. Investors should not assume that statements made in these materials remain operative at a later time.