General Discussions, page-12319

Fascinating discussion.

Simon Moores also goes on to say, ‘if you don’t own the mine, you can’t guarantee supply - it’s that basic. The next ten years is going to be the most competitive and cut-throat environment for the EV supply chain ever as we scale, so if you don’t own your mine, why would you as a [manufacturer] take that risk of waiting for supply.’ ~22:13 sec

Also, the whole narrative around friend-shoring and building ‘trade blocks communities’ is fascinating. Should the US legislate this into the senate which looks highly likely, it will be massive for Australian raw materials. We would effectively be seen as a domestic source of supply. And since, there is no other advanced graphite project in Australia that can offer secure supply at scale you’d expect RNU could be spoilt for choices.

The cheques are already starting. Panasonic may have provided the blueprint. Big weeks coming up!

All IMO, DYOR, GLTA(patient)H