Yes I think there's geopolitical strategy involved with EV mineral mining now. How much of this is about 'securing' non-Chinese controlled graphite is a hard one to figure though. Unfortunately every battery mineral producer is very tempted to use this potential non-Chinese sourcing as a marketing bullet point.
HPA will be needed as a battery separator material in every high quality battery produced but the EV industry are already also aiming to make very long life batteries such that less batteries will need to be made. Short term prospects in this industry might be great but imo demand will stabilize.
AXE Price at posting:
$1.78 Sentiment: Hold Disclosure: Held
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