NVX 7.19% 71.0¢ novonix limited

Huge Shortages....drive prices

  1. 1,908 Posts.
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    It's worth recapping at this time ....There will be huge shortages of Graphite and Nickel ,Lithium and Copper ...Despite what appears as reasonable supplies at present most car companies are now switching production to Electric and countries have set clear deadlines ...in the UK there will be only electric cars sold as new cars after 2030...This vast growth in EVs will demand the production of a massive increase in Green Electricity and of course a huge increase in all forms of Power Generation including Nuclear and part and parcel a huge increase in Power Storage Systems....sure AI will help power manufacturing but nothing will solve the shortages of critical materials except more mines ..Now it takes at least five years to ten years to develop new mines ...so even if more nickel and more Graphite and more Lithium and more copper can be found today we have a a Five to Ten years lag effect on supply added to this a massive increase in Demand Now in Progress.... All forms of Graphite including Synthetic graphite will be in huge demand and also nickel crystal production ...so NVX Cathodes and Anodes will be in huge demand...Demand will not be linear...Demand will become Exponential ...Driving Prices and Profits in the Resource Sector .... "China's demand cycle will NOT be required to lift economies" The huge changes in technology will drive the resources markets world wide So I believe NVX share price will respond accordingly....Clearly when price moves again it may move very quickly ...There will be NO Question ...Demand will outstrip Supply and Prices will move positively.It's Just a matter of Time before the Resource Sectors in the critical materials mentioned takes off into a very long strong growth period which may last ten years or more. The part that Synthetic Graphite and NVX patented Technologies will play will be crucial in this Growth Cycle.
    All the Best to All.
 
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