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Tesla's Master Plan - Graphite: The Powerhouse Behind The Battery

Tesla defined their energy goals in their 'Tesla Master Plan Part 3' stating that out of all critical minerals, graphite will be highest in demand with over 353,000,000 tonnes of it being needed over the coming years for the transition to sustainable energy. Join this event to navigate the intricacies of graphite extraction and production with mining magnates, and learn why it's such a pivotal component in our sustainable energy journey.

Tue, December 12, 2023 at 1:00 PMendedReplay
Tesla's Master Plan - Graphite: The Powerhouse Behind The Battery

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Speaker profile Sasha Jacob

Sasha Jacob

Founder & CEO at Ceylon Graphite Corp

Sasha Jacob brings 23 years of experience in the finance sector, including founding and leading a full service investment dealer focused on the renewable power and infrastructure sectors. He has managed over 100 transactions in the renewable sector and has participated in renewable financings valued at more than $7 billion. Mr. Jacob was recognized by Institutional Investor as one of the “5 Most Influential Emerging Players in Renewable Energy” globally. Sasha is the Chair of Maritime Launch Services (NEO:MAXQ), Chair of Nature United, Chair of Plan Catalyst and former Vice Chair of World Wildlife Fund and Director of Plan International.

Speaker profile Brent Nykoliation

Brent Nykoliation

Executive Vice President at NextSource Materials

Mr. Nykoliation joined the senior management team at NextSource Materials as Vice President in 2007 and leads the development and implementation of strategic partnerships and offtakes with supply chain customers. In addition, Mr. Nykoliation oversees all communications with institutional investors and analysts for the Company. He brings over 20 years of senior management experience, having held marketing and strategic development positions with several Fortune 500 corporations in Canada, notably Nestlé, Home Depot and Whirlpool. Mr. Nykoliation holds a Bachelor of Commerce with Honours degree from Queen’s University.

Richard Pearce

CEO & Director at South Star Battery Metals

Mr. Pearce is an entrepreneur and founding partner with more than 20 years of experience in planning and managing complex operations throughout the Americas. He has a wide range of consulting, advisory and capital markets experience including technical services, project & asset development, business administration & incorporation services, deal origination, M&A advisory, market & benchmark studies, valuation services, corporate advisory services and risk assessment. Richard has been based in Sao Paulo, Brazil since 2008, and is a native speaker of English as well as being fluent in Portuguese and Spanish. Country experience includes Canada, United States and most countries throughout Latin America. He is also a Qualified Person (QP) as defined by NI 43-101.

Replay transcript excerpt

Let's get going. My name is Matthew McElborough. I host the Junior Resource Investing Podcast. I'll be guest moderating this panel today on graphite. A couple of disclaimers before we get going. Standard forward-looking statements here. This will be recorded so everybody in the room is aware of that. And there will be a Q&A at the end, so I do encourage you if you're listening and if you've got questions along the way, please feel free to fire them off and if they fit into the flow of the conversation I'll get them in. Otherwise I'll make sure to carve off 10 or 15 minutes for viewer questions at the end. But our topic today is graphite. Despite a rough 2023 in terms of pricing, the future for graphite remains unquestionably bright, with consensus expectation that we will see graphite demand growing powerfully and outstrip existing supply sometime over the coming years. Graphite is obviously a critical mineral for any green energy revolution. It has unique properties that makes it useful for a wide variety of high-tech and low-tech uses. However, the primary driver of future demand is the coming green energy revolution and the electrical vehicle revolution itself, where graphite plays a key role as anode material in the batteries. It is a practical certainty that the next generation of EVs being built will be using 100 to 200 pounds of graphite in each battery as their add-on material. Add-on geopolitical complexities where China tightly controls the graphite market and you have the conditions for strong positive price discovery in the future graphite markets. Joining me to discuss this topic today are 3 CEOs, 3 near-term graphic producers. We have Richard Pierce, CEO of Southstar Battery Metals. We've got Sasha Jacob, who is the CEO of Ceylon Graphite and Brent Nico...

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