RE:RE:RE:RE:RE:RE:RE:RE:Uhmmm...Harley103,
As I discussed with MaterialsMan, for now the critical minerals comprised battery component materials are still flowing in support of the existence of a nascent North American battery materials supply chain. There will be a scheduled interval during which the flow of such critical minerals comprised battery component materials would become representative of a piece moved forward upon the chess board, so to speak.
You stated "Yes North American and EU member states will have to scramble to get their critical mineral supply chain up and running a bit quicker than expected but don't be fooled they will ramp up."
In fact, they won't really have to scramble all that much at first. After all the coming global economic contraction and the resulting recession would be designed to necessarily slow down and weaken China and also slow down the end consumer adoption of "full battery-electric" powered personal vehicles, thus necessarily shifting that adoption curve toward hybrid-electric powered personal vehicles.
Said shift alone would essentially reduce, by roughly half, the dependency of the North American EVs battery materials components and battery cells supply chain on specifically China produced battery materials components. It would also ultimately reduce North American consumption of fosil fuels type generated power. We note North America is going to need what would be the resulting and planned to be lower priced excess supply of fosil fuels type energy to be placed into storage. The U.S. Strategic Petroleum Reserve must be refilled and there is nothing like a global projected reduction in fosil fuels (gasoline and diesel) consumption, due to a would be resulting consumer led recession, to facilitate the reduction of costs associated with the refilling of that U.S. Strategic Petroleum Reserve and the costs of being far too beholden to the China associated Foreign Entities Of Concern, FEOCs for the very survival of the nascent North American battery component materials supply chain.
You stated "China relies on exports so who's economy will crash and burn first."
It's not so much about "who's economy begins to crash and burn first."
It's more about mutually assured economic destruction or "MAED" and just how much ROI can be generated and ultimately realized by and on behalf of those ensuring that an interval of global economic collapse is realized before China . . .
Anywho. I expect Nouveau Monde Graphite will immerge as the The New World Graphite champion, a company which would be infused with much more than just enought capital with which to become the necessary "consolidator" of most of the more advanced graphite bearing lands projects throughout Canada, the U.S., etc., during the clearly expected coming interval.
You stated "IMHO, the market is sending a clear message to NGC's BOD get rid of our CEO."
The clearest signal being sent is that many so called graphite bearing lands developers and aspiring would be fully integrated graphite miners simply will not survive during the coming long scheduled economic interval.
Nouveau Monde Graphite is going to be made to go on a industry consolidation spree, so as to become oh so much more important both within Canada, the U.S. and globally; hence the name New World Graphite or Nouveau Monde Graphite.
Finally, I will suggest that those persons operating within the world's graphite lands development and graphite mining industry consider Hugues Jacquemin to be a huge stain upon the underpants.
Hugues Jacquemin is as useless as a pimple on a donkey's rear end; and so too are all the Northern Graphite Corporation officers and directors, collectively "The Missionaries On Assignment".