Ann: BMO Metals, Mining & Critical Minerals Conference, page-7

  1. 5,300 Posts.
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    Pretty short sighted with demand already outstripping supply. Adding BHP and like will almost certainly need to have full electrification. More than a few expressions of interest for 'Small Nuclear Reactors' for Mining sites is likely to be a flood when Carbon Equalization taxes Europe USA and others are implementing start.


    It takes how long for a new mine? Restarts by PDN and DYL .... and production increases by kazatrprom and Cameco will not be a dusting on the rapidly expanding demand.

    If BHP getting ready to make money or not? RIO bailed out as well. The Big Australian needs its skates on now!
 
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