GEM SHOULD TRY SHIFTING TO 2nd 3rd GEAR.... The
U.S. and Western Europe have
lagged behind in building out their own critical-mineral and rare-earth supply chains.
The U.S., for example, is
100 per cent net import-dependent for 17 minerals, and more than 50 per cent reliant on an additional 30 of them.
https://www.theglobeandmail.com/opinion/article-what-is-canadas-place-in-the-new-great-game-over-the-control-of/
Nouveau Mode and GM deal The agreement, which begins on an initial six-year term, will see NMG supply 18 tonnes of the material per year when production is fully ramped up.Feb 19, 2024 https://www.automotivelogistics.media/battery-supply-chain/nmg-to-supply-gm-with-graphite-anode-material-for-ev-battery-production/45235.article
18 tonnes per year for 6 years ????
omg - i thought it would be far more tonnage.
States, Panasonic, GM, Mercedes etc shift to silicon snd .... what would that do ?
Crushes the graphite industry.
But is this a mere chess game of strategic brilliance ?
Is silica the prize or is graphite really in the crosshairs ...?
Graphite = what they really desire
Hence - graphite juniors shifting to any one sector below assigns a higher end tech to the graphite deposit ensuring a safeguard value of deposit. Such is imperitive... otherwise graphite is left wide open for plunder sinking in the
switch from graphite to silicon anode game... while the truth of matter is....
Graphite for numerous nuclear fields is where its at.
An opinion.
Are Canadian jrs awake ...?
Can they couter act with their own chess move ?
Assign their deposit to one of the following sectors ?
If not... then are juniors on the same team ?
Study a few critical mineral juniors - some stories will make one cringe.
GEM's too silent.
beta batteries, AI graphite silicon chips, synthetic diamond chips + boron fusion,
graphite electrolysis - hydrogen, solar graphite, graphite roof tiles graphite paint sun's beta
nuclear graphite shielding