Recent content by banana1234

My point re Lithium is the supply deficit that were pretty much every single lithium developers presentation. I believe there are plenty NdPr around for everyone at this stage (surely from China). Projection can be wrong or it can be right. As for ARU, "bifurcation" with government policy...

last year the world produced over 17m evs in which over 12m of them were made in China. Based on first slide with the US2.5T, that would give us 52.3m evs in 2030. That is 3 times more than 2024 total evs production. That is impressive but let's look at lithium sector prediction and the...

Aru did mention in contract negotiation with Japanese and European for about 23?? tonnes ndpr. The magnet producers in Japan are Hitachi and tdk But the likelihood of GE is possible

John, I just want to clarify this statement from dc. So basically fid is delayed by company choice (because there are more than enough equity ) but because there are better funding alternatives i.e jv so the company chose to delay the fid. Therefore if the jv turns to be a pear shape, will the...