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Index/AI & Data/Disruptors
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Beyond the Battery: Inside Quebec’s Mine-to-Refine Transformation

Disruptors · 2025-11-25 · 29 min

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Topics in this episode

GraphiteCritical mineralsQuebecmining

Episode notes

As the world electrifies - from cars and buses to datacentres and defence - demand for battery materials is exploding. Today, China refines more than 90% of the world’s graphite into the material used in virtually all EV battery anodes - that level of concentration is a strategic vulnerability Canada, and its allies, can’t ignore. But Canada is starting to respond. The federal Major Projects Office has just referred Nouveau Monde Graphite’s Phase-2 Matawinie Mine as a “Major Project of National Interest” - a move aimed at helping Quebec and Canada shift from exporting ore to building a full mine-to-refine graphite value chain at home, and with it, an entirely new strand of economic and industrial capacity. In this episode of Disruptors: The Canada Project , host John Stackhouse takes listeners into that story. With former Quebec premier Jean Charest and Eric Desaulniers , founder & CEO of NMG , he lifts the hood on what it means for a critical-minerals project to be treated as a “major project” in Canada - and what this could mean for Canada’s role as a trusted critical-minerals supplier to its G7 allies. Hosted by Simplecast, an AdsWizz company.

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  • Episode 131 - Canada Is Not One Market: The Recruitment Truth Nobody Tells YouTalent Titans · on Quebec47 / 100
  • Quebec's AI Revolution: Inside the CDAE-IA Transformation and Boast's Purpose-Built SolutionWhat The Tech? · on Quebec
  • Critical Tech, Critical Time | The Pair Program Ep74The Pair Program · on Critical minerals

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