Nouveau Monde Graphite, Northern Graphite surge as U.S. set to slap tariff on Chinese supply
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 17 2025
0mins
Source: SeekingAlpha
U.S. Tariffs on Chinese Graphite: The U.S. Commerce Department has imposed preliminary anti-dumping tariffs of 93.5% on Chinese graphite imports, which will increase the effective tariff to 160%, impacting companies like Nouveau Monde Graphite and Northern Graphite positively in the stock market.
Supply Risks and Diversification Needs: China holds a dominant position in graphite processing, with the International Energy Agency highlighting the material's vulnerability to supply risks and calling for urgent diversification efforts; a final ruling on the tariffs is expected by December 5.
Analyst Views on NMG
Wall Street analysts forecast NMG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NMG is 5.02 USD with a low forecast of 3.59 USD and a high forecast of 7.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.050
Low
3.59
Averages
5.02
High
7.50
Current: 3.050
Low
3.59
Averages
5.02
High
7.50
About NMG
Nouveau Monde Graphite Inc. is a Canada-based integrated company. The Company is engaged in developing responsible mining and advanced processing operations to supply the global economy with carbon-neutral active anode material to power electric vehicle (EV) and renewable energy storage systems. The Company is developing a fully integrated ore-to-battery-material source of graphite-based active anode material in Quebec, Canada. It is advancing the development of its Matawinie graphite property, in which the Company has a 100% interest, to produce about 106,000 tons per annum (tpa) of graphite concentrate. The Becancour Battery Material Plant is approximately 150 kilometers (km) northeast of Montreal on the Saint Lawrence River. Its Uatnan Mining Project is located in the Cote-Nord administrative region, Quebec, Canada, approximately 220 km as the crow flies, north northwest of the closest community, the city of Baie-Comeau.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
