Status
Announced: Final investment decision pending
Product: Spheroidized + coated AAM. Capacity: 40.0 kt/yr (Legacy figure; not re-verified).
Vertically integrated Quebec graphite mine + processing; IRA FTA-eligible (CUSMA); GM anchor customer; hydro-powered low-carbon graphite - key sustainability differentiator vs Chinese coal-powered graphitization.
Customers and offtakers: GM / Panasonic.
Plant record
Plant record
| Company | Nouveau Monde Graphite |
| Plant | Matawinie Mine + Becancour Plant |
| City | Matawinie |
| State or province | Quebec |
| Country | Canada |
| Material | natural graphite |
| Product | Spheroidized + coated AAM |
| Capacity (kt/yr) | 40.0 |
| Capacity basis | Legacy figure; not re-verified |
| Status | announced |
| Status note | Final investment decision pending; Panasonic and GM offtakes; Canadian and Quebec government support; construction of the Becancour plant not confirmed |
| Scale | commercial |
| Start year | 2025 |
| Investment (US$ billion) | 1. |
| Customers and offtakers | GM / Panasonic |
| Carbon or silicon source | Quebec natural graphite |
| Geopolitical exposure | LOW |
| Record updated | 2026-10 |
Official site: nmg.com
In context
Where it fits
Listed in Anode Active Materials. Anode plants are compared on route (natural or synthetic graphite, silicon, hard carbon), the step they own (mining, graphitization, spheroidizing, coating), capacity and cell qualification; purification, graphitization and coating are the bottlenecks, not graphite itself.
| Plant | Country | Status |
|---|---|---|
| Lac des Iles Natural Graphite (Imerys) | Canada | operational |
Sources
Sources and scope
- Scope
- Matawinie Mine + Becancour Plant (Nouveau Monde Graphite)
- Sources
- ElectronsX anode dataset; company disclosures and filings
- Updated
- 2026-10