Hi Spid, yeh have been following Twiggys green steel/hydrogen ambitions due to another stock i hold that may have some natural hydrogen potential and also EGR potential to be involved with GreenRecarb.
Pretty sure if something happens in this area in WA then Twiggy and FMG will be involved in a leading capacity.
You probably know more about coating technologies than me with your holding and research in ATC, but EGR have announced collaboration with FYI, so gather likely developments in that area.
On cathode side, the announcement on 5/11/21 re new products indicated EcoCem had application on cathode and can side, whether this would be big enough to warrant another site I have no idea.
Perhaps somethings brewing.
Ann: Battery Anode Material Facility Development Approvals, page-66
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