Great article Namvo, IMO MLS is rising from the ashes. Aside from LPD bringing a renewed interest to Manindi being adjacent to this land in the article, hopefully it brings a great deal for an off take or sale, I particularly liked this part of the article and what it means for the graphite supply chain.“In only 14 months ago we have gone from 17 lithium-ion battery megafactories to 70. In gigawatt hour-terms we have gone from 289 GWh to 1,549 GWh, that’s the equivalent of 22 million pure electric vehicles worth of battery capacity in the pipeline.”
“The scale and speed of the growth in the lithium-ion battery sector is unprecedented and it will have a profound impact on the raw materials that fuel these battery plants.”
Cheers
D
