Another article related to the EV revolution in regards to Tesla...

Another article related to the EV revolution in regards to Tesla being the prettiest girl ( or boy) at the this dance, with Elon Musk in talks with the governments of Turkey, Mexico and Saudi Arabia wanting him to build his next factory in those countries.
I imagine there are a number of countries courting Elon Musk nowadays. All wanting to have the security of at least one of the big players making EVs in their country.
Within this article it is stated that " Tesla has a goal to sell 20 million vehicles a year by 2030, up from around 1.3 million in 2022."

I did some basic calcs for what that means for the quantity of PSG required to support that goal . And this is for just one Car Manufacturer!

2022 - Tesla built 1.3 million vehicles
Graphite PSG content / Vehicle approx 70 Kgs
Total Graphite PSG /Year = 91,000 tonnes

2030 - Tesla plan to build 20 million vehicles
Graphite PSG content / Vehicle approx 70 Kgs
Total Graphite PSG /Year = 1,400,000 tonnes

To put that into perspective. Siviour in stage 1 would have the capacity to supply Tesla its 2022 requirement. However by 2030 Tesla's requirement for 2030 will be 15 times Siviour's stage 1 production.
Imagine what total quantity of Graphite(PSG )will be required for all EV Manufacturers by 2030.
RNU is already in an enviable position in that they have a fully permitted mine in a tier 1 jurisdiction with some large players signing MOUs , 120 million in then bank , a government conditional loan on the table and an orebody that most miners can only dream of.
Do not let the institutions take your shares too cheaply. This story has a way to go yet.
Good luck to all shareholders.