Li-ion Battery Graphite Shortage in 2025? + Synthetic vs Natural Graphite

Northern Graphite CEO Hugues Jacquemin shares some valuable perspective on China's recent move to tighten export controls on graphite product that are crucial for manufacturing Lithium Ion Batteries. In addition, he explained the difference between natural flake graphite and synthetic graphite when it comes to battery performance.

***This video is SPONSORED by Northern Graphite**

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DISCLAIMER: All of the content found in this video should NOT be regarded as financial advice. I am not a financial advisor, and this is NOT in any way a recommendation or offer to buy or sell securities. While the information in this video is believed to be accurate at the time of recording, no guarantees are being made about the accuracy of the information presented in the video. As of the recording of this video, I am NOT invested in Northern Graphite stock or securities, nor any other company mentioned in this video.

[slowercuber]

I feel like I’ve learned something important. Thank you for this excellent video.

[lloydmanchester]

Great interview...Jacquemin is very knowledgable. No place to go but up with this company.

[gregehrmantraut]

Awesome interview for us science geeks, it's all in the details. Thanks Jon. Please seek out more experts in the industry, very useful knowledge for retail investors in the space.

[jasonwidegren]

Really appreciated the detailed comparison of synthetic and natural graphite.

[michelglemaud]

WE NEED ALL OF THE GRAPHITE IN THE WORLD. I FOLLOW THIS STOCK FOR MORE THEN 12 YEARS. THEY ARE THE LEADERS!!! IN NORTH AMERICA!!!

[Urgelt]

Very useful interview, Jonathan. Kudos!

[tgdomnemo]

Great vid !
Fantastic "guest profeessor" providing REAL insight
🙏🏼🙂🖖🏻

[dannyames]

Thank you Cleanerwatt for bringing Hugues Jacquemin to the channel. On TSE it list as NGC, my search for it on NYSE shows NGPHF (Northern Graphite Co). Down over 53% YTD. That might change with these nebulous dynamic export controls & licensing restrictions starting. I wonder can this company eventually scale to mine enough graphite to replace what the Chinese supplies to the world if it receives the investment capital necessary? Would Tesla buy it?

[eugeniustheodidactus]

*Processing is the hard part* ! Nouveau Monde Graphite _(Quebec)_ has been moving towards battery grade spherical graphite for years and they may soon have offtake agreements and might be selling final product within a couple years. That said.... according to my understanding as a previous investor .... they are apparently _many years ahead of Northern Graphite, _ ( who is at least 5 years from production ) with *Panasonic already testing NMG's final, anode grade spherical graphite.* You should interview NMG's CEO !

[georgepelton]

We need more North American supply of graphite. I hope Northern Graphite gets funding to start these projects ASAP.

[spadjustersshubert]

Great job very informative video thank you for sharing this information

[sandmehlig]

I wonder what hurdles are going to take for Plant-derived Hard Carbon to come to market.

[WalterBlochle]

Are we sure graphite for batteries is the future?

[jackcoats]

It could mean that oil companies get a slight reprieve to be able to do synthetic graphite for the outside of china market.

[klauszinser]

Is Graphite needed for LiFePO4. I think, yes.
But, is there Graphite needed for other chemistries?

[whitehelmetinhawaii]

Why does he say he is the only North American graphite mine when there is NMG in Canada who is actually mining and producing graphite and manufacturing anodes?

[klauszinser]

Have been looking where Graphite is coming from. The HS or Customs code for natural Graphite is 2504. On the Harvard map (I think links don't work) the global exporters (I don't think quantities processed within the country show up) we get China 48%, US 9%, Madagascar 7%, Germany 6%. 
As there was more in the past it seems China has got rid of some competitors because of their (maybe) low pricing. These quantities could be reactivated relatively easy.

[anydaynow]

Graphene Manufacturing Group hopefully will start scaling up soon. Their tech has the most promise until solid state batteries becomes a thing.

[mogeking]

Those damn cyber trucks no more number two pencils damn 🤬

[TheZackrambo]

So this is why Tesla is trying to get silicone into the anode