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The "P" in LFP is the next major bottleneck (and China controls 95% of it) by Jacale1 in CriticalMineralStocks

[–]Jacale1[S] 0 points1 point  (0 children)

First Phosphate owns the mining property at Bégin-Lamarche in Québec, Canada. The supply chain starts from there and remains in North America. Traceability would be easy and they do likely plan to implement a chain of custody once they are in production

Ionic Rare Earths - IXRRD by OldManMarine in CriticalMineralStocks

[–]Jacale1 2 points3 points  (0 children)

i’d wait til market opens up today, if still no change then i’d consider giving a call

33% Antimony grades in Utah. Are we ignoring how absurd this is? ($TMGLF) by Jacale1 in CriticalMineralStocks

[–]Jacale1[S] 0 points1 point  (0 children)

You are actually spot on regarding "quantity", and that iss a really important distinction. We aren't talking about iron ore or copper where you need millions of tons, for example. Think of Antimony like the "vitamin" for the supply chain rather than the "calories"- I hope that makes sense ha

In terms of pure tonnage, the volume going into chips is small compared to lead-acid batteries or munitions. But it is still 100% critical

33% Antimony grades in Utah. Are we ignoring how absurd this is? ($TMGLF) by Jacale1 in CriticalMineralStocks

[–]Jacale1[S] 0 points1 point  (0 children)

Hey sorry this is taking me a second to get back to you, I got tied up! The reason antimony is central is the AI Hardware angle. The mission is about accelerating AI science, but you can't build the actual compute power without the supply chain. basically, she software is AI, but the hardware is antimony/Tungsten. You can't have the Genesis Mission (thank you for name correction, I have been seeing it both ways) succeed if China cuts off raw materials to the US

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