windrider323 Graphite is transitioning into an energy stock. Especially, the PSG material that RNU intend to supply.
So, you could say that fossil fuels energies' lunch is being consumed by the EV battery resurgence. These assets will become stranded because the business model is now broken.
SourceThe global electrify-everything theme is pervasive and has been exacerbated by recent geopolitical voices, such as the trade war between the United States and China.Since, China spearheaded this shift and established itself as the leading provider of critical minerals over decades, it would like to maintain its dominance, however, the West needs to diversify to safer jurisdictions to reduce reliance and the weaponising of trade, which was stepped up last week.
So, there's little chance that any predictions provided will get better from our small-minded toy dog friend.
RNU is well positioned to circumnavigate the trade wars for our offtakers' benefits. That a factor that should to be priced in, regardless.
AIMO, DYOR, GLTA(Patient)H
