Placing my bets on Nyobolt to boost the Tungsten price well before Fusion energy, but "end of the century???" The new energy crisis will drive fusion development. If 1924 if you said a single bomb would be developed in the next 20 years that could wipe out an entire city you would have been laughed at.
In my lifetime I do believe fusion will remain in the lab however as whilst it is a tungsten intensive application the number and size of installations will be small. Nyobolt on the other hand indicate commercial production of tungsten lithium batteries is very close, before the end of June. Supply from Solara would have fewer overhead costs to get to the Masan plant in Germany so even without EU subsides/tariffs would be competitive with Asian supplies.
And Rob, before you become the keyboard warrior you are, if you think this is one of my fantasies go and read your posts on G6M. And don't call be one of the cheer leaders, still believe high risk high return investment although I think risk has been lessened by CR, but unfortunately so has the return due to dilution.
EQR Price at posting:
4.5¢ Sentiment: None Disclosure: Held
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