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07/06/16
13:43
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Originally posted by ozblue
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RPaulson,
" plus the whole process is much more environmentally sustainable"
As I stated to another poster. I dare you to go into the Andean nearby villages without an armed escort and make that type of statement.
The climate is changing rapidly, there are scientists worried we have already stuffed it, the planet that is, hopefully they are wrong, but the record warm temperatures over the last year, with each month being a record, is screaming to governments "Stop using Fossil Fuels".
Those arid mountain environments might not be so arid soon. WE JUST DON'T KNOW.
If they start getting regular storms, it is all over for those brines in SA. The weather up there has been stable for hundreds of years, then there was a huge storm last year.
So some of you would have us bet our future on the weather staying OK in the mountains of South America. Every storm changes the opex of the brines, hopefully not the capex as well.
PLS should be talking to VW right now. That factory will get the go ahead as the government will want it built, so there are quality German batteries available. No -one else could provide them with quality product in 2-3 years time (factory build time) of 150,000t of LCE in any form, we could easily. We would just need a bigger processing plant.
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Brines being friendly to the environment is a myth. People can do their own research in South America and Tibet. It get's tiresome repeating issues here. But you are quite correct oz. In fact BYD better be careful they do not suffer from bad press over some of the damage being done in Tibet.