Sector Expert: Benoit Gascon
Benoit Gascon of Mason Graphite has over 20 years of experience in the graphite and carbon industries. He was the CEO of Stratmin Graphite, which operates the Lac-des-Iles deposit, one of North America's only producing graphite mines. Gascon was responsible for the complete takeover of Stratmin Graphite by Imerys SA, a world leader in industrial minerals, to form Timcal Graphite and Carbon.
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India. Gascon, who argues that the graphite markets of the 1990s are gone for good, has thrown his hat back into the ring, this time as CEO of a junior player, Mason Graphite. In this interview with The Metals Report, Gascon gives us an inside look at the graphite space and explains why the cliché "the customer is always right" has extra resonance in this "inverted" market.