TBC then in play
a BIG project that cuts out BHP & China & Indonesian NPI altogether.
Kalgoorlie ev boom to begin.
refining will give POS a leading role
This is the start of a way larger project than anyone imagined
NCM811 will mean the Ni content will be pre-emminent
BHP will be furious.
China excluded & dimminuted again.
Western backers will see this as visionary & critical to future supply guarantees next 30 years.
A $6B project imho but almost inevitable.
in meantime, pos sp to boom.
PLS did a 20 x MBer just for finding & producing Li, whats refining of briquettes worth ?
$2 Club, page-270
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