2 STEPS BACK - OVERVIEW War strategy that never really sparks fullfledge war, triggers ?
War Act -------> permits one to buy critical resources based on national security.
What's the catch?
The cash comes with no strings attached — for now. This is free money, in the form of grants, to help companies get through final feasibility studies and permitting.
But in a national-security crisis, the U.S. military could demand these supplies — say in the event of a severe trade war, or worse, a shooting war in the Asia-Pacific.
That's made clear in a clause in Canada's own version of the Defence Production Act, which gives the government the power to buy raw materials on behalf of a NATO ally.
In other words, the U.S. military could leap to the front of the customer line.
https://www.cbc.ca/news/world/us-dpa-money-mines-canada-analysis-1.7214664
Throw in 25% tarriffs that won't activate till another 2 years out ?
Affords US to scramble, secure stockpiles.
On average.... ev battery requires 100 - 220 lbs of graphite.
If... NOU has a contract with ( US's GM + Panasonic ) how many vehicles would
18,000 tonnes service if say.... 140 lbs of graphite per ev vehicle ?
18k tonnes ~ 140 lbs
= 282,857 vehicles ( approx )
US has 278,870,463 cars and commercial vehicles
Diveded by, 282,857
= 985
x 18000 tonnes
= 17,730,000 graphite tonnes of graphite needed
Canada has 26 million vehicles
= 1,654,200 tonnes of graphite needed
Throw in, 2 yr buffer for US to stockpile / source rerouted Chinese graphite
Throw in B/S figures coming out of China who allots for, pet coke carbon
when petcoke ( needle crstaline ) is the preferred ) and China has to rely on
imports of quality crystaline graphiite + neddle petcoke ( minus ) unusable carbon
= China has nowhere near the wuality graphite it says it does....
This chart needs a retake...
Taking into consideration what China imports vs actually has.
https://natural-resources.canada.ca/our-natural-resources/minerals-mining/mining-data-statistics-and-analysis/minerals-metals-facts/graphite-facts/24027
PETCOKE
Petcoke ( oil industry / coal )
Does it make sense to use carbon from these indudtries that produce CO2 ?
lol EV cars using CO2 petroliums vs miners restricted with CO2 games.
Sums it up well.
There are at least four basic types of petroleum coke: needle coke, honeycomb coke, sponge coke and shot coke. Different types of petroleum coke have different microstructures due to differences in operating variables and nature of feedstock. Significant differences are also to be observed in the properties of the different types of coke, particularly ash and volatile matter contents.[4]
Needle coke, also called acicular coke, is a highly crystalline petroleum coke used in the production of electrodes for the steel and aluminium industries and is particularly valuable because the electrodes must be replaced regularly. Needle coke is produced exclusively from either fluid catalytic cracking (FCC) decant oil or coal tar pitch.
Honeycomb coke is an intermediate coke, with ellipsoidal pores that are uniformly distributed. Compared to needle coke, honeycomb coke has a lower coefficient of thermal expansion and a lower electrical conductivity.[4]
https://www.fastmarkets.com/insights/chinas-anode-market-tilts-toward-synthetic-graphite/
If you thought ( LMR ) deal with US DoD was an eye opener, then take a look at,
Fortune minerals....,
Fortune Minerals Limited (TSX: FT) (OTCQB: FTMDF) (“Fortune” or the “Company”) (www.fortuneminerals.com) is pleased to announce that the United States Department of Defense (“DoD”) has awarded the Company a US$6,380,555 (~C$8.74 million) grant under the Defense Production Act (“DPA”) Title III program to expand the domestic capacity and production of cobalt for the battery and high strength alloy supply chains.
Is it really about the battery minerals....or ?
Fortunes stash of coal ?
= Carbon.
Which is a junior graphite miner should take 2 steps back...
Assess the ev battery markets, see the moves being made ( even NOU )
Consider.... US's ( GM, Panasonic's ) recent moves with silicon anodes
Question,
Arizona's $40 billionsilicon chip plant...
which just became dated on the premise of.... Moissanite diamond tech.
And ask the obvious ?
Should we wait for large battery contracts or have they already secured
petcoke supplies / coal ?
Should we consider other energy sectors ?
- fuel cells ?
- carbon heat block thermal storage
- solar, roof tiles, siding ?
- nuclear shielding ?
- hydrogen electrodes ?
Should we disect the crystaline, crystalite structure a tad more to prove
( perhaps ) other mineral morphology -----> does contribute to the crystaline structure
assisting with more electron storage / flow ?
Has DoD helped.... or hindered LMR, FT valuations ?
I'm not seeing Dollar valuations - anone else ?
It's a wicked chess game being played.
Capital funding shut off.
Govt's and Stakeholders now fund and control
Which is why a graphite junior should take a side path.
Don't drill.
Apply for bulk several 1,000 tonnage sample.
You then have something to work with
Work on 3-4 diff techs.
Best path to avoid the petcoke / coal control.
Corp Path
vs
Consumer Path
- Solar roof tiles, siding, and acrylic drive sprays connected to home energy storage
- Solar block heat sinks
- nuclear graphite batteries ( laser enrichment )
- hybrid batteries for consumer ( added, sulphur, aluminum, boron )
- graphite wafers
- synthetic moissanite chips.
If a junior sits does nothing, play's market control, price victom ?
That's not investor friendly.
Retro video ( crystals goes to war )
- quartz crystals used during war time ( radio frquencies )
- fabrication of chips
- cut size dictated frequency ( too lg or sm, the'd modify by etching, grinding, doping )
- hence... silicon particles with in dictated energy ferequency )
if not enough... lol ---------> xray enrichment ( wink )
https://www.youtube.com/watch?v=duZlWWwxIPQ
Cheers....