( INN , interview with Benchmark Minerals key analyst, at the Vancouver conference )
Confirmation yet again , re: Battery grade Nickel being imperative to bring more mining production on !
Take away from being —
Predicted shortages , or issues supply — in order of lack :
1. ** Nickel
2. (Cobalt -due mainly to issues in ethical sources of ) and
3. Graphite .
4. Lithium
(For future needed production , these are the most problematic battery minerals , as yet not enough , in consistent quality for projected longterm supply chain . )
NICKEL is still projected as the most undersourced battery mineral .
Still insufficient supply setup from mines for out to 2030 in the battery minerals supply chain .
Battery minerals huge demand required for EV and energy storage , is still not understood by countries & governments .
Much greater battery minerals supply and production is longterm required.
There are already operating (46 ) and projected overall to be ( 75) massive giga-factories,.. so far .
Good relationships are needed .
Endusers are having to step up and form partnerships in supply and even join in the development and financing - this we all know .
St George - the Miner , will supply highest quality Nickel sulphide , as well as Cobalt .
SGQ Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held