{
  "commitment": {
    "id": "fin-ca-g7-2025-nmg-offtake",
    "eventId": "evt-ca-g7-cmpa-2025",
    "relationships": [],
    "instrument": "offtake",
    "valueRole": "commitment",
    "capitalSource": "public",
    "amount": null,
    "provider": "Government of Canada",
    "providerJurisdiction": "canada",
    "providerOrgIds": [
      "org-ca-government"
    ],
    "legalAuthority": null,
    "programmeId": null,
    "recipient": "Nouveau Monde Graphite",
    "recipientOrgIds": [
      "org-nouveau-monde-graphite"
    ],
    "project": "Matawinie Mine",
    "projectId": "prj-ca-nmg-matawinie",
    "facility": null,
    "locations": [],
    "stages": [
      "mining"
    ],
    "stageAllocation": "single_stage",
    "materialIds": [
      "graphite"
    ],
    "materialAttribution": "tracked_only",
    "untrackedMaterialsAsStated": [],
    "financialStatusHistory": [
      {
        "status": "announced",
        "date": "2025-10-31",
        "sourceId": "src-nrcan-g7-cmpa-2025",
        "note": "\"offtake arrangements with the Government of Canada, Panasonic (Japan), and Traxys (Luxembourg)\""
      },
      {
        "status": "contracted",
        "date": "2026-05-13",
        "sourceId": "src-nmg-canada-offtake-definitive-2026",
        "note": "NMG reports signing the definitive binding offtake and marketing agreements with Canada. No payment or delivery is evidenced by signing."
      }
    ],
    "implementationStatusHistory": [
      {
        "status": "construction",
        "date": "2026-04-13",
        "sourceId": "src-nmg-q2-mda-2026",
        "note": "NMG dates the start of Phase 2 Matawinie Mine construction to April 13, 2026 and reports ongoing civil works. This physical milestone is separate from the May 15 FID and May 19 ceremony; it does not state production or financing disbursement."
      }
    ],
    "terms": [
      {
        "kind": "quantity_covenant",
        "value": "30000",
        "qualifier": "exact",
        "currency": null,
        "unit": "tonnes per annum",
        "asStated": "30,000 tonnes per annum",
        "sourceId": "src-nmg-canada-offtake-definitive-2026",
        "note": "Graphite concentrate from the Phase 2 Matawinie Mine under the definitive agreement."
      },
      {
        "kind": "duration",
        "value": "7",
        "qualifier": "exact",
        "currency": null,
        "unit": "years",
        "asStated": "seven-year period as of the start of commercial production",
        "sourceId": "src-nmg-canada-offtake-definitive-2026",
        "note": "The term begins at the start of commercial production, not the agreement signing date; no calendar end date is inferred."
      }
    ],
    "outcomes": [],
    "evidence": [
      {
        "sourceId": "src-nrcan-g7-cmpa-2025",
        "supports": [
          "instrument",
          "value_role",
          "capital_source",
          "provider",
          "recipient",
          "status",
          "project",
          "materials",
          "stages"
        ],
        "evidence": "explicit",
        "locator": "First paragraph of the list",
        "note": null
      },
      {
        "sourceId": "src-nmg-canada-offtake-definitive-2026",
        "supports": [
          "instrument",
          "provider",
          "recipient",
          "project",
          "materials",
          "stages",
          "status",
          "terms"
        ],
        "evidence": "explicit",
        "locator": "Government of Canada Offtake Agreement",
        "note": "NMG reports the definitive binding agreement signed May 13, 2026, its annual volume, take-or-pay structure and seven-year term beginning with commercial production."
      },
      {
        "sourceId": "src-nmg-q2-mda-2026",
        "supports": [
          "project",
          "status"
        ],
        "evidence": "explicit",
        "locator": "Matawinie Mine Project (Phase 2), pages 9–10",
        "note": "NMG reports construction began April 13, 2026. Applies to the Phase 2 mine only; demonstration-plant activity and the separately financed Bécancour plant are not mine commercial operation."
      }
    ],
    "notes": "Definitive binding Government of Canada offtake signed May 13, 2026 for 30,000 tonnes per annum over seven years from commercial production. Take-or-pay at a fixed North American market price with an upside-sharing resale mechanism; no numeric price is disclosed. No payment or shipment is inferred. The Panasonic and Traxys offtakes are private and the Government of Japan investment intention is not a commitment; none is recorded as a row.",
    "lifecycleReview": {
      "financialStatusCheckedAt": "2026-10-02",
      "implementationStatusCheckedAt": "2026-10-02"
    }
  },
  "event": {
    "id": "evt-ca-g7-cmpa-2025",
    "date": "2025-10-31",
    "jurisdiction": "canada",
    "titleEn": "Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains (G7 Critical Minerals Production Alliance, first round)"
  },
  "parents": [],
  "children": [],
  "sources": [
    {
      "id": "src-nrcan-g7-cmpa-2025",
      "title": "Backgrounder: Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains",
      "publisher": "Natural Resources Canada",
      "url": "https://www.canada.ca/en/natural-resources-canada/news/2025/10/backgrounder-canada-unlocks-25-new-investments-and-partnerships-with-9-allied-countries-to-secure-critical-minerals-supply-chains.html",
      "language": "en",
      "datePublished": "2025-10-31",
      "dateAccessed": "2026-09-23",
      "sourceType": "official",
      "confidence": "primary",
      "notes": "NRCan backgrounder on the first round of projects under the G7 Critical Minerals Production Alliance, announced on 31 October 2025 at the G7 Energy and Environment Ministers' Meeting in Toronto. Read in full in a browser on 2026-09-23 (canada.ca times out for automated clients). Figures without a currency are Canadian dollars, read from the issuing government; figures in US dollars are printed as US$."
    },
    {
      "id": "src-nmg-canada-offtake-definitive-2026",
      "title": "NMG Announces Results of its Annual General and Special Meeting of Shareholders and Signature of a Definitive Binding Offtake Agreement with the Government of Canada",
      "publisher": "Nouveau Monde Graphite / SEC",
      "url": "https://www.sec.gov/Archives/edgar/data/1649752/000110465926060836/tm2614605d1_ex99-2.htm",
      "language": "en",
      "datePublished": "2026-05-13",
      "dateAccessed": "2026-10-02",
      "sourceType": "other",
      "confidence": "primary",
      "notes": "Issuer disclosure furnished to the SEC. Government of Canada Offtake Agreement section reports definitive signing, 30,000 tonnes per annum and seven years from commercial production; it does not evidence shipments or payments."
    },
    {
      "id": "src-nmg-q2-mda-2026",
      "title": "Management Discussion & Analysis for the six-month period ended June 30, 2026",
      "publisher": "Nouveau Monde Graphite / SEC",
      "url": "https://www.sec.gov/Archives/edgar/data/1649752/000110465926095007/nmg-20260630xex99d2.htm",
      "language": "en",
      "datePublished": "2026-08-12",
      "dateAccessed": "2026-10-02",
      "sourceType": "other",
      "confidence": "primary",
      "notes": "Complete issuer MD&A, signed August 12, 2026. Pages 9–10 date Phase 2 mine construction from April 13. Financing and liquidity sections describe a later US$335-million EDC/CIB debt commitment subject to conditions and final documentation. Physical implementation is attributed to the company; forecasts are not treated as completed milestones."
    }
  ]
}