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- Thread starter cosors
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Any idea if this includes Niska?
blondeaussie
Emerged
blondeaussie
Emerged
Hope this link works. Not Talga specific but relevant...
Semmel
Top 20
Courtesy to GVan:
www.linkedin.com
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
#graphite #criticalminerals #automotive #supplychain | Roger Atkins
I know what YOU want to hear about - SOLUTIONS NOT PROBLEMS... So when it comes to re-balancing the global critical mineral supply chain, in this instance…
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
cosors
👀
China has withdrawn its ambitions with the insolvency of NV. Job done.Courtesy to GVan:
#graphite #criticalminerals #automotive #supplychain | Roger Atkins
I know what YOU want to hear about - SOLUTIONS NOT PROBLEMS... So when it comes to re-balancing the global critical mineral supply chain, in this instance…
* Shows ore from the mine
* Mark: "Probably within 12 month you can start construction. It would take about 2 years to finish building [...] So within 1 to 3 years until you are producing material in scale, with 3 years before you are fully developed." --- I understand that as start of production at low volume in 2028, and full volume in 2031.
* "Ultimately, who are your customers?" .. Mark: "Battery manufacturers." (*dhuuu*)
* Mark (paraphrasing): Chinese export restrictions will drive customers to us, in combination with green laws and support from EU regulations such as the battery passport.
Must say.. the timeline is a bit disappointing.. I was hoping it would be faster. Thx Sweden for making this as hard and long as possible I guess.. I bet China (with all its flaws) will take less than 3 years where we need 10 to 12. Europe doesn't stand a chance in the battery business if CRMA doesn't have the desired impact. This includes the Sami.
Sweden has also built up a bulwark against the Chinese anode plant.
If I trust the statements of employees, I can assume that China sabotaged NV with their machines and the poor installation (NV's quality problems...).
In the general thread I posted another possibility with Bosh or Mercedes.
_____
"Probably within 12 month you can start construction. It would take about 2 years to finish building ..."
There will be a ramp-up. And one of the three identical production lines in the new facility is already in operation at Swerim.
He has become very careful. Only understandable.
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