Hi Trapper.
The issue is to go with existing technologies until such time as they develop a suitable alternative. If, for example, hydrogen was proven to be a more efficient and cheaper alternative that can give the range then it will be adopted but that will take a few years for testing, compliance, approval, tooling etc. In the meantime battery suppliers are using the NMC mix in the race to get into the market. The Nokia effect comes into play here - keep up with the Jones or become extinct. Plus they have the emission standards to meet.
Im sure this will keep evolving but time is of the essence. This time imperative could be to SGQs advantage - even small pods of shallow ore become economic if Ni is over $20,000 a tonne and Pd $3500 an oz
;-)
Hi Trapper. The issue is to go with existing technologies until...
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