Post by
EndZonefor7 on Jun 09, 2023 10:35am
Crux Interview
New Crux vid out. Matt pushes Mark hard on the delay. Lots of good stuff in here. The multi nationals have approached in a big way on CC. There is a very short list of where these companies can store their carbon for their customers. To approach them even before CNC has put out the design shows you the massive impact of CC.
Also Mark was just in Indonesia at a conference touring some new nickel mine operations and breaks down the big differences why North American nickel will be reign in the end for NA EV makers.
The head of the Indonesia geological agency is even skeptical of Indonesia to be able to supply what they say they will. That tells you something to not buy into the China nickel hype. Their ore grades are 15 to 20% lower from what they started with too.
https://www.youtube.com/watch?v=7VxOccADcX8&t=74s