Interesting that it's already expected that Australia will do the heavy lifting for the world's critical minerals needs. Bring it on!
On a different note, it was a nice presenation by DC.
The prevailing theme is Chinese domination.
3 - 4 minutes: Interesting that DC mentioned a number of Chinese anode companies have 'defaulted' which proves that prices are unsustainable and cracks have appeared.
6 minutes: Only 6 ex-China anode companies are in operation and they accounted for 97% of the supply chain. All are in our region (SE Asia).
It appears that Australian growth is expected in our sector!
All IMO, DYOR, GLTA(patient)H
On a different note, it was a nice presenation by DC.The...
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| RNU (ASX) Chart |