Mason Resources Highlights Nouveau Monde Graphite's Groundbreaking Announcements

Core Insights - Mason Resources Inc. congratulates Nouveau Monde Graphite Inc. (NMG) on transformative agreements that enhance its position in the global energy transition and Canada's critical minerals strategy [1] Group 1: NMG's Announcements - NMG finalized an offtake and marketing agreement with Traxys for natural flake graphite targeting refractory markets in North America and Europe [2] - Multiple offtake agreements for Phase-2 graphite production have been secured, demonstrating strong support from the Canadian government and customers [2] - NMG updated its commercial agreement with Panasonic Energy to launch dedicated production capacity for active anode material [2] Group 2: Traxys Agreement Details - The updated agreement with Traxys includes an offtake of 20,000 tonnes per annum of graphite concentrate, with a firm take-or-pay commitment of 10,000 tonnes per year from NMG's Phase-2 Matawinie Mine [3] - This partnership will leverage Traxys' market intelligence and logistics to integrate NMG's flake graphite into established supply chains [3] - The agreements collectively cover up to 100% of NMG's anticipated future output from the Phase-2 Matawinie Mine [3] Group 3: Government and Panasonic Agreements - NMG executed binding supply agreements with the Government of Canada for 30,000 tonnes per annum of graphite concentrate over a seven-year term [4] - The revised agreement with Panasonic Energy aims to accelerate the production of 13,000 tonnes per annum of active anode material [4] - Ongoing negotiations with a leading anode manufacturer could lead to a supply of up to 30,000 tonnes per annum of graphite concentrate [4] Group 4: Mason's Strategic Outlook - Mason Resources views these developments as enhancing the value of its investment in NMG and highlights the importance of Canadian graphite assets in global supply chains [6] - The integrated approach of NMG, from mining to battery material production, positions it as a key player in North America's clean-energy supply chain [6]