$NMG 👀 Could November 2026 be a major catalyst for NMG? 🇨🇦⚡
China’s suspension of certain graphite export restrictions is scheduled to expire around November 10, 2026. If those restrictions return without an extension, global graphite supply chains could tighten, potentially pushing prices higher and increasing demand for non-Chinese suppliers.
That could put Nouveau Monde Graphite ($NOU.TO) on investors’ radar, especially with its Québec Matawinie mine advancing and its strategic Canadian supply agreements. 📈
The big question: could renewed Chinese restrictions trigger a major re-rating for NOU.TO? A potential upside catalyst, but not a guarantee — execution, financing, graphite prices, and how much the market has already priced in will all matter.
Is anyone positioning ahead of November? Bullish or cautious? 🚀📊
#NOU #NOU.TO
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