This is from the Q1 2018 report;
Infrastructure at the Manono Lithium Project
- Initial company investigations have been commenced and road rehabilitation works commenced by China Railway and Engineering Company.
- Further investigation of the railway transport system will be initiated in the next quarter.
Most likely seems to be trucked to Lubumbashi and Train to Dar es Salaam. Road rehabilitation is estimated at 12-24 months. Project is huge and there will likely be others in the surrounding district further enhancing the cost efficiency of the project. Whoever controls this area will control the energy supply for the EV revolution due to the to the massive supply of raw material. Huge global incentive to the future energy source.
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- CATL’s IPO and reference to Manono
CATL’s IPO and reference to Manono, page-167
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