Silver - It's about this... ( where is it ? )
Jun 6, 2023 — Quebec is keen to invest in battery metal exploration to become a major supplier to North American automakers
https://www.mining.com/gms-quebec-touts-funding-from-300-billion-pension-for-battery-metal-projects/
It's about Graphite Junior's commenting on US 25% tarriffs
Nouveau Monde
Mason ( tied to Nouveau )
Northern
Focus
GEM
Is that not lipstick service ?
Were Canadian graphite juniors told hopeful US future plans ?
Each junior ommending on US's 25% Chinese tarriffs ?
I find it odd, anyone else ?
Is this reason to why several graphite juniors sit -------> do nothing ?
25% tarriffs 2 yrs out .. affords US 2 more years to perhaps stockpile graphite ?
2 yrs out -------> is that friendly, look after US interests ?
Canadian juniors should've commented with the words...
" Why not full graphite ban -------> forces US to crack CDN deals now -----> correct ?
Close bank funding to CDN juniors.
Introduce Stakeholder methodology
Speak about battery metals support - Canadian grants but.... delay funding
Open doors to foreign funding
= leaves resources wide open to crack ( sh show ) deals with desparate CDN juniors.
Which is why...
Canadian graphite juniors have to get wise,
improvise
don't play the US wait game - waiting for funding game
2 yrs -----> more rug pulls could happen
out smart US
US is extremely intelligent at deal making ( ensuring they always have vantage )
Canadian's are too soft
Are these plants breaking ground ?
Sep 29, 2023 — Quebec is in talks with battery makers and automobile companies looking to invest about C$15 billion ($11 billion) in the Canadian province
Has lithium markets dived ?
Nickel ?
Is there other preferred battery metal competition
that can replace nickel, lithium ?
Yes.
How are EV North American sales ?
Is there more chatter about energy storage vs ev's ?
Yes.
Has AI consumed too much electrical energy ? ( must read )
Yes....
https://www.msn.com/en-us/money/technology/ai-is-exhausting-the-power-grid-tech-firms-are-seeking-a-miracle-solution/ar-BB1oDl5z
Which is why i've emphasided -----------> CARBON
It caters to numerous markets.
Versus just ----------> graphite which boxes the junior to graphite anodes.
Blowing graphite, keeping just lumps or large flake -------> still has impurities.
As mentioned ------> graphite most likely comprises carbon 14 family non metals,
tin, lead, etc.....hence spawned from morphed carbon. ( non metals )
If US has already spoken --------> dismond chips / silicon anodes ( moissanite )
Juniors had better pay attention to the ( market shift ) or get left holding the graphite bag.
An opinion.
Carbon
Turned to Active Carbon
$$$$$$$$$$
- Moissanite diamonds / wafers
- nuclear carbon 14 batteries
- roof solar / siding ( carbon accepts +/- electrons )
- cube thermal energy storage
- Methanol Fuels
- Hydrogen Fuel cells
- Electrodes
- etc....
A junior who seaparates their carbon from graphitics
Converts it to --------> activated Carbon
= miles ahead of the pack ( who'll still be waiting 2 yrs ) 25% US tarriff
I've offered a few suggestions to GEM.
All i can do.
Oil sands carbon ( 80% - 82% )
What would 2km x 2km x 50m deep of 80% carbon amass ?
2000m x 2000m x 50m x 2.5 resource weight
= 500,000,000 million tonnes
x 80% carbon
= 400,000,000 millioncarbon tonnes
Produce one thing
= Activated Carbon
Let others figure out the tech uses.
= simplifies things for junior
Activated Carbon prices come down ?
It's then jr jumps into making own product or jv's portion of deposit.
Suppose Methanol ?
Tack on ( hydro and oxygen weight bonds )
= resource inceases exponentially