Panasonic's U.S. Operations Looking To Canada For Supply That is correct.
I read that Panasonic is looking to Canada to in part fill the battery materials supply void which is going to be created when China Foreign Entities of Concern are to have products imported into the U.S. targeted for immensely much higher - i.e. most certainly immensely higher than the merely suggested initial straight across the board 25% import tariff which the Donald said Canada and Mexico will be facing from day one - U.S. Government imposed import tariffs than any other countries.
Sure. There is such high demand for graphite and graphite anode material being mined and process manufactured anywhere other than China.
If you really want to know what few are saying could be possible, it would be "that the Donald" could eventually, following intense negotiations of course, provide Canada in particular with a straight across the board and yet most specifically defined and limited initial exemption to the incoming U.S. Government administration policy of applying import tariffs on everything imported from day one.
Following such intense negotiations, should Donald J. Trump ultimately toss such a superiorly executed "changeup" type pitch in said respect, it could be that everything about Canadian based graphite bearing lands developers and graphite comprised battery materals or anything else either synthetic or natural graphite (e.g. graphene) would perhaps once gain become golden.
I believe Eric Sprott "Sprott" had previously most seriously considered such a particular outcome and would be/is taking full advantage of and capitalizing upon what is clearly being engineered to develop during what could necessarily be the interm consolidation of equity control of various graphite bearing lands projects (in both Ontario and Quebec) and any graphite processing facility assets period.
Nevr theless, I don't know about NGC being or becoming in play; and yet, I certainly know that Nouveau Monde Graphite and said company's share price in particular is in play.