25% US TARRIFFS China has readily avail carbon black for EV batteries.
BUT... will US use China's carbon or .... could there be another source ?
I had forgotten the name of company with recent oilsands news.
Searching out their name - i couldn't believe my eyes seeing the buzz around oilsands.
Lot's of activity.
Strathcona plans $2 billion in oilsands carbon-capture projects
The Canada Growth Fund will initially commit $500 million to the projects with the total rising to as much as $1 billion later on. Strathcona said its portion of the capital costs will be fully covered by federal carbon capture investment tax credits and other grants. The company expects a final investment decision on the first project in mid-2025, with operations commencing about a year later.
The driller says the project will capture as much as 2 million tonnes of CO2 a year.
https://financialpost.com/commodities/energy/oil-gas/strathcona-2-billion-oilsands-carbon-capture-projects
There's Canada's cue ---------> capture this carbon.... don't sequester.
= Use this kind of carbon for EV batteries.
And use Quebec ( premium graphite ) for high end tech.
Problem solved.
After seeing the British graphene video
proving they can make graphene at ------> scale.
And knowing how important diamond chips are for - quantum computing and
how graphite is a must for nuclear shielding. And the fact, nuclear enriched batteries
are making their debut... it would make perfect sense to purpose Quebecs quality
graphite for these and many more tech purposes.
Am i on mark ?
Would solve several issues at present and at same time
bring clarity to, Quebec's graphite junior's.
It would be a shame to use Quebec's premium allotrope graphite in, EV when technology
is screaming for the stuff. ( use the good stuff for technologies )
Smart management of, resources.
Crossed fingers.
What ever the path,
i hope the industry begins laying tracks.
Graphite Investors have been very patient, they need answers.