Disruptors · 2026-08-04 · 30 min
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. RBC Thought Leadership Hosted by Simplecast, an AdsWizz company.
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