I think we are in for a very interesting time over the next...

I think we are in for a very interesting time over the next three months.

The current huge coal prices mean the 90% of global Mg sourced from Chinese Limestone burners will be very high cost (and off the table from a ESG view point for anyone with a social conscience) so where is the Mg going to come from?

As you can see from the crazy world wide scramble under way to secure battery supplies for EV's, everything swings on supply certainty.

How many groups do you think will want to talk about a green 100 kt per year supply of Magnesium from a politically stable USA free trade country?

Opportunity knocks IMO.

DYOR though