ASM australian strategic materials limited

Talk about anything, ASM or otherwise., page-330

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    What I do see is massive plans for Wind power both in Australia and more importantly in India. See links. Far more than I would have dreamed of. Even if they achieve 1/4 of that I suspect the projections of Light REE supply requirements are wrong to the low side. We see what's happened with Li, which is holding up better than I would have thought as bubble-like. It's technically much harder to bring REE's as individual elements on stream.



    https://www.planning.vic.gov.au/permits-and-applications/specific-permit-topics/wind-energy-facilities/wind-energy-projects-planning

    All IMVHO.https://www.economist.com/briefing/2022/10/20/will-india-become-a-green-superpower
    Last edited by arsenic: 22/10/22
 
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