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General Discussions, page-31148

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    @kiara

    I would add to the mix, how the Chinese will view POSCO eventually taking a ~20% stake in BKT - given that 2 Chinese companies have long form off take agreements for 30 ktpa of large flake concentrate (>+100 mesh). They like having control what.png

    But yes, much more graphite is needed world wide and we need cheaper / cleaner power here in AU - bring down the OPEX costs !!!!

    After WW2, the French recognised that cheap power was vital to having a "manufacturing" base in their country which is why they now export ~30% of their nuclear power to Europe. And what do the clowns here do, sell it all off and don't invest in any thing new for many decades !!!!
    Last edited by CowsWithGuns: 03/09/24
 
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