General Discussions, page-2908

Also, from that interview, I thought DC made another good point about the Chinese needing ‘ESG’ responsible supply particularly from HF free purification sources. Obviously, one way of doing that is to buy supply from someone who has high ESG credentials like the one our Siviour project plans to be.

Therefore, our ESG credentials is an add-value (asset) that all Tier1 Anode companies will desire. As major vehicle manufacturers protect their brands they will need to show and track sources of their supply. So, what added ‘brand value’ do you put on Siviour’s PSG material is a question only Anode companies can answer – an intangible value but a real value nonetheless.

Globally, ESG responsible investment will create a level playing field for all suppliers in this sector. Therefore, RNU’s HF free process together with Australia’s high ESG credentials and best practice will not only be an added value for anode products but ultimately could be one of the reason for recent PSG price jump.

Ultimately, it could leave RNU’s OPEX by far the most economical of all projects.

All IMO, DYOR, GLTA(Patient)H