Totally agree Oz. Luni is the only deposit that can challenge Araxa. Like I stated before they could ramp up and flood the market any time.
Luni sits higher than CMOCs (worlds 3rd best known) deposit, for CBMM to ramp up and drop the price it will hurt their Chinese friends before hurting Luni.
CBMM will allow Luni to enter the world stage, my bet is allocating 30kt of the world supply to them by 2030. But if these Niobium batteries take off and become the standard then CBMM will need Luni to make Niobium a viable substitute.
Maybe you could crunch some numbers if we replaced 30% of EVs being sold to contain niobium in their batteries?
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