Nouveau Monde Graphite (NMG) Corporate presentation summary

Strategic positioning and market drivers

• Aims to be one of the largest, fully integrated natural graphite producers in the Western world, targeting energy, advanced technologies, and manufacturing sectors.

• Demand for graphite is driven by EVs, cleantech, renewable energy, AI/data centers, and strategic industrial applications.

• Offtake agreements secured with the Government of Canada, Panasonic Energy, and Traxys, with additional strategic investors including Investissement Quebec, Canada Growth Fund, Mitsui, and General Motors.

• Located in a tier-1 jurisdiction with access to infrastructure, low-cost hydroelectricity, and key permits, reducing development risks.

• Growth plan aligns with anticipated supply/demand gap, leveraging world-class graphite assets and advanced ESG principles.

Project portfolio and vertical integration

• Matawinie Mine and concentrator to produce 106 Ktpa of high-purity flake concentrate over a 25-year life, with a strategy for zero-emission operations.

• Bécancour Battery Material Plant to process graphite concentrate into active anode material, starting with 13 Ktpa and expanding to 44 Ktpa.

• Uatnan Mining Project targets 500 Ktpa of flake concentrate over 24 years, supporting future growth in North America and Europe.

• Fully integrated North American operations provide a turnkey, traceable alternative to concentrated global supply chains.

• Phase 1 demonstration facilities operational since 2018, with Phase 2 shovel-ready and Phase 3 under development.

Market outlook and supply chain dynamics

• Global graphite demand is expected to outstrip supply by 2036, with a projected deficit of 165,000 tonnes of active anode material.

• North American producers are onshoring supply chains amid tariffs and trade restrictions on Chinese graphite.

• Canada is positioned as the only active G7 graphite producer, with NMG potentially boosting its share to 28% with Phase 3.

• Long-term prices for high-energy anode material are expected to rise, with North American production valued for reduced geopolitical risk and carbon-neutral footprint.

• Offtake agreements with government and industry partners support commercialization and supply chain resilience.