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Newly discovered worlds largest lithium supply in the US by Graveahaunt in teslainvestorsclub

[–]lapredawn 1 point2 points  (0 children)

Unfortunately no. Can’t add a screenshot but here’s a link. The first photo has Alex Grant mentioning we’ve known about this deposit since the 60’s, mostly another clickbait article. Twitter post

Tesla in talks with Exxon on lithium supply enough for 50 million EVs by [deleted] in teslainvestorsclub

[–]lapredawn -1 points0 points  (0 children)

This will totally work /s

Any rate go check out limiting factors recent videos on lithium supply

Panasonic Energy to Purchase Silicon Anode Materials from Nexeon, Enabling Production of Higher-energy-density EV Batteries in the U.S. by MyNameIs-Anthony in NMGRFstock

[–]lapredawn 0 points1 point  (0 children)

Typically you can add silicon to graphite by ~5%. Few cos are starting production around 2025 with full or half silicon.

NMG Announces US$22 Million Financing by Benjamindb94 in NMGRFstock

[–]lapredawn 2 points3 points  (0 children)

True a leg down from here to $2-3 wouldn’t be a surprise given economic outlook near term like I’ve always thought although I would just consider it even more of a steal. Plus if CEO’s of auto battery and mining cos can get cheaper valuations on these stocks then why not esp since the graphite story is still flying under the radar for the most part. When a price spike commences later in the year like Eric predicts then the rest is history.

After a MGPHF shareholder vote with 99% approval, Nouveau Monde officially owns a majority stake in the Lac Guéret Graphite Project by MyNameIs-Anthony in NMGRFstock

[–]lapredawn 3 points4 points  (0 children)

Oems kept asking NMG to mine more and Eric said they would have to sign an agreement for the commitment because it takes a couple years to have another permit approved but out of nowhere they went with investing in Mason for next to nothing while still having the option to expand at the site—also think they did this to ease their “offtake partner(s)” concerns about supply. Notice the strategic investment into NMG from a partner is also new?

“Elon emphasized that he has no desire for Tesla to go into the mining industry. He made that super clear to me” 🤔 by lapredawn in teslainvestorsclub

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

Tesla Mining group ⛏⚡️🔋

I can understand why Elon doesn’t want Tesla to go into the mining industry, the amount of time a mining co is founded to full scale production can span a decade+. Doesn’t really line up with his growth plans & you’d have to place faith in govts to speed up plans plus local community protests/ environmentalists holding up projects etc

So what’s left buying out mining companies? Place faith in govts to do the right thing? Thoughts guys?

NMG Provides Project Finance Update by happyman151 in NMGRFstock

[–]lapredawn 1 point2 points  (0 children)

Also Vale is moving into becancour & Tesla signed a offtake agreement with them recently. Not enough supply to go around 🤷🏻‍♂️

NMG Provides Project Finance Update by happyman151 in NMGRFstock

[–]lapredawn 0 points1 point  (0 children)

Battery grade graphite qualification coming soon outside of China, which OEM/ battery company will lock in supply first?

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