Extract - Transformative Energy Technologies TER: Chris, what...

Extract - Transformative Energy Technologies

TER: Chris, what companies fit into this growth story?



CB: I'm focusing on just a few energy metals right now: uranium, scandium and cobalt. I like scandium, as it is one of those metals for which China doesn't dominate production. Global production, such that it exists, is miniscule and there are a number of future uses—specifically solid oxide fuel cells—that could absolutely take off if a reliable and secure supply of scandium could be found. I have been watching EMC Metals Corp. (EMC:TSX) and Metallica Minerals Ltd. (MLM:ASX)in particular, as they are among the most advanced scandium exploration plays. The lack of scandium availability is a great example of industry being held back by a lack of secure supply. Let's also not forget the potential military applications.

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