RE:Question to the BoardsIOC will have the green energy card, but it will be a long game because there is not sufficient capacity available in Lab City. Muskrat Falls has surplus power for sale and can get it to Churchill with the new connection, however that leaves about 250 kms of new transmission line to be able to feed Lab City. Someone is going to step up with the financing. IOC is about to pilot test 4 electric plasma burners in one of the 6 pellet lines in 2022. They just ordered the 4 torches. It is only 4 because that is all they can power at the moment. Dont expect them to remove all of the bunker C burners before another 3 to 5 years.
Do not expect Nalcor to buy power from Hydro Quebec.
Apart from that there is a possibility to make briquettes. Whether that would be alongside the actual pellets or in place of them I do not know. Having green power to produce a green product may be enough to encourage a production increase. Only time will tell and it will not be in the short term.
I regard the price at this time to be a buyers opportunity because they can sell all that they produce due to the high quality. The fourth quarter could turn out to be a pleasant surprise as it has been in the past.
Do some DD and look into some of my past posts and check out the torches by PYR.