Thank you for that. One aspect of defense is much like USA ban on Russian uranium and nuclear fuel. USA buried its ability to create nuclear fuels and is now scrambling to resurrect it. SLX will/may be the biggest winner in that on via Global Laser Enrichment!
New Tech, smarter Tech and vital technology is in that example a template for antinomy. The prior post on this included
"Electrolytic refining
Electrolysis, or electrolytic refining, is a technique that is already in use for the extraction and purification of metals, and it is a much more cost-effective and efficient technique than traditional heat-based smelting methods. Indeed, it was the discovery of the Hall-Héroult electrolytic process more than a hundred years ago that transformed aluminium from a precious metal more valuable than silver into a widely used, inexpensive commodity.
" and
"“In 1997, a process to produce tantalum metal was reported. Since then, it has been scaled-up to provide 3% to 4% of the worldwide tantalum supply.”"
Australia has a poor history of value adding excluding Silex and Lynas and others of course. What we do have is many outstanding scientists who frequently make seismic shifts in technology such as SILEX and others.
Not predicting this for antinomy. It is an area that requires both Business and Government policy support to exploit.
LRV is my side hustle. Enjoying the possibility from both the gold and antinomy. It's not often large gold resources play second fiddle to what would have been a side hustle for LRV just a few years ago.
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