..”Lets buy a graphite company, and a copper mine or two, cobalt too. Eat or be eaten. Lets have a battery factory. Why not. we certainly could have the feedstock.”
And ..where, are you planning, to find your new PLs, “Li Battery Scientists” from..? Centrelink..???
And, how do you plan to ..build Batteries, at scale, ..cheaper than China ..already, does..???
And, as for buying a “graphite company” and “a copper mine or two, cobalt too”, what you have to remember is that Li Battery Chemistry, is a ..constantly ..evolving ..thing, with literally shite-loads of US-$$$$$ being thrown at that issue already by shite-loads of ..very smart people, ..globally, ..all trying to squeeze, even more, Watts, of storage, and power delivery, out of every single gram of Li used in their production.
Hence, the bottom line, is that while graphite and cobalt are the ..current, ..flavours of the month, in the Li Battery making ..recipe mix, that ..doesn’t mean that they are going to remain so, ..forever, and I am aware of at least another Li Battery ..recipe mix, that ..may..? prove, to be ..far superior, to the current high NMC, NMAC, chemistries.
”May be”..? Being the operative words, at least at this stage, and ..if, that new recipe mix does prove to be successful, then there are likely going to be a few, ..suddenly, ..cheap, other, minerals mines going up for sale.
The one ..essential, ..mineral, in the recipe mix, ..remains, ..Lithium…!
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