Share
24 Posts.
lightbulb Created with Sketch. 25
clock Created with Sketch.
11/09/18
13:22
Share
Originally posted by stakx
↑
Not forgetting Mt Cattlin. How many years left digging there? Likely by the time James Bay gets up and running Mt Cat will be depleted.
In all these EV timelines where is all the data for Electric Ships, Buses, Tesla Trucks(yet to be manufactured), Battery storage (ie stranded asset peaker plants replaced by storage), home storage, scooters, bikes, so on and so forth? Not forgetting PC processors becoming more powerful all the time in laptops therefore requiring larger more efficient batteries. Entire countries projecting timelines till they go fully EV? Where are the analysts deducing all their claims from? Looks to be well and truely insufficiently analysed.
There may be small retracements along the way till 2025-2030 but for sure at some point the demand will far outstretch supply. Still early days yet and AVZ will be in the spotlight going forward. Worldwide demand including the Chinese will be optically focused on large lithium bearing deposits with low deleterious elements and consistent quality.
Expand
“Right now, when everyone is doing their lithium supply analysis they are making the mistake of saying that all lithium is equal in its ability to supply the battery sector; and it absolutely is not,” according to AirGuide.
https://unauthorised investment adv...ated-equal-why-avzs-congo-project-stands-out/
Great post for AVZ from * today!