Well i guess we need a little bit more persuasion than
It‘s all about demand and supply these days,isn‘t it?
Everbody’s talking Lithium,Cobalt,Nickel etc. …
but what about the Anode Material?
38 planned Battery Factories will need a lot of that and Talga and Northvolt are not gonna feed those Monsters.
African Projects still need time and China still is hungry as hell.
But let‘s say there‘s an 80 years old operating mine in the middle of nowhere having exactly this Material to produce your Anodes. How fast can you get it from Nomansland to your facility?
https://www.railfreight.com/beltandroad/2021/05/31/new-railway-line-links-to-mega-terminal-hungary/?gdpr=deny
2 days by train!
Samsung SDI, Sk Innovation , Lg Chem, Inobat… all around the corner and all desperately looking for supply. Germany is in that range too.
Even if you sell to China it‘ll only take 9 days to get your stuff there and that is really fast as f***
Infrastructure is everything
FUTURE POTENTIAL, page-38
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