Non China Inc Having SHELL as a JV partner ? Doors open once a...

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PASBOZ

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14/03/19

14:08

Post #: 37761701
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Originally posted by Mining8 ↑

Added to that our tier one tin resource is set to become even more valuable with the upcoming electric vehicle/energy storage revolution and the need for tin in new technologies. Electric vehicles have way more electrical componentry than vehicles with internal combustion engines and thus require a lot more solder(tin).

Not only that, but this:

"The International Tin Association (ITA) has just released a report on the use of tin in lithium-ion batteries. The headline takeaway is that this additional use beyond soldering and packaging could generate a demand surge of up to 60,000 tonnes a year by 2030!"

There is also an ongoing restriction in the tin supply chain because of a shortage of supply(resource deficits and exhaustion/government restrictions) that can only bode well for AVZ for this situation will increase the price of tin going forward!go HERE

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Non China Inc
Having SHELL as a JV partner ? Doors open once a DFS completed.
selling white oil?
Size and quality will matter.

https://www.ft.com/content/87cfc31e-44e7-11e9-b168-96a37d002cd3

By 2020, Shell plans to be investing $1bn-$2bn a year in new energy technologies including electricity. This is still a fraction of the group’s annual capital expenditure of about $25bn, but Mr Wetselaar said the early spending was for “proving this hypothesis” that Shell could succeed in electricity.
ALL IMO

AVZ Price at posting: 4.1¢ Sentiment: Buy Disclosure: Held
16 Upvote

2 Great analysis

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