Here's the mention:
While the TECH is now sitting in the background, some positives are building IMO:
* New Caledonia reconstruction costs are already estimated in the hundreds of million euros. Macron could allay future local livelihood concerns with a similar investment in the country's nickel industry, with some help from Australia. This link is also a good reminder of NC's importance to France.
* Minister King still to thrash out details of the tax credits announced in this month's budget. Already being mentioned is the question of whether Chinese ownership will disqualify eligibility. Perhaps there will be a similar IRA FEOC threshold? No concerns there for QPM.
* Earlier this month, EFA released a joint Quad statement, which includes the Export-Import Bank of the United States, opening perhaps another avenue of ECA funding from our Compact partner.
* Electricity consumption figures just released in the US counter the EV slowdown theme, just as GM seems to have sorted their Ultium woes.
* BTW, SG continues his F/T work on the TECH behind the scenes:
- Forums
- ASX - By Stock
- Associated News
Here's the mention:While the TECH is now sitting in the...
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