Barry’s promises, page-24

Some good points you make there @DDBB. Agree with the price mark ups within the economy which should ease.
Elon Musk has called for more investment in global lithium refining to ease shortages in battery materials in July. A two-week power shortage back in August in China’s Sichuan Province, which is the source of one-fifth of the nation’s lithium production, has hampered supply in an already tight market. The high lithium prices hurting Tesla's bottom line. Cathie Wood has made a number of bad calls and invested heavily in the tech sector. Seems they both have a personal interest in what the FED does.

Battery minerals sector really needs to ramp up investment, Take a look at what California has mandated.
25th Aug 2022 California Air Resources Board (CARB) approved a rule requiring 100 percent of new car sales in California to be zero-emission vehicles (ZEVs) by 2035. This plan’s yearly targets – 35 percent ZEV sales by 2026, 68 percent by 2030, and 100 percent by 2035.
According to the California Energy Commission, new ZEV sales in California have reached 1,135,387, and this year ZEV sales have accounted for 16.32 percent of all new vehicles sold in 2022 – up from 12.41 percent last year and 7.78 percent in 2020.

World is sleepwalking into a battery minerals supply crunch. California needs to double the ZEV(Zero Emmissions Vehicle) sales within 3 years

The economy of the State of California is the largest in the United States, with a $3.4 trillion gross state product (GSP) as of 2021. It is the largest sub-national economy in the world. If California were a sovereign nation (2022), it would rank as the world's fifth largest economy, behind Germany and ahead of India.

"it will just be a matter of how much longer will be the loan payback given our rates are going to be much higher. If this thing gets going, there will likely be more loans to cover start up costs for Maroochy and Nanadie - free cash flow might not be enough. But that might be a motivator for any lender."
Absolutely agree. Financiers would be queueing up to provide further loans. Is Barry playing his cards close to his chest? Seems likely.