Canada's Next Integrated Graphite Play
Homodeus Research speaks with Paul Ferguson, CEO of Metals Australia (ASX: MLS), about the company's flagship Lac Carheil Graphite Project in Quebec, Canada — positioned by management as the country's next fully integrated, mine-to-anode graphite play. Paul walks through both halves of the project: the upstream mine and flake graphite concentrate plant near Fermont, and the downstream Battery Anode Material (BAM) refinery planned for Baie-Comeau, the subject of a Preliminary Economic Assessment released on 28 April 2026. He frames the resource scale, the grade advantage over Canadian peer…
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