So, there are a number of prospective #lithium #vanadium #graphite etc resources that are sitting there right now stalled and waiting for finance to the stage where investors believe they are invested in a lifestyle company that never moves. This is the reality of small cap miners and why many are valued so low right now. The question is, who really wants to create and mine and create it fast and how is that possible in the normal snail's pace that most move? The reality is that almost all resources need China for either offtake, finance, JV, sale etc. Most investors and management of small cap resource stocks have no idea of how #China works and why it can be so exciting for investors and management. The fact is that they can make things happen. but it takes SUBSTANTIAL commitment from management to gain their trust. It also takes a management that is pro-active and actually wants to mine rather than create a personal lifestyle. I will talk more on the China model in coming months because I see so many stalled resources out there that it's alarming. However, to give you one example. We all know ScopingS , PFS, DFS, BFS and the multitude of studies before most think they can mine. In China you can forget that. Even if you are at scoping study stage, good resources can find a Chinese partner because they don't care for the rest. They want a scoping study and a committed management. If you would like some insight, you can watch the video below which is a HMS resource that found a Chinese partner. It shows how everything can change. There are other advantages not mentioned but the advantages are many and particularly in Africa which will be the next resource hotspot. youtube.com/watch?app=deskto…

The U.S and Europe are getting slaughtered in the EV market. Thats what you get when leaders and industry titans are asleep at the wheel and chasing short term gains. They allowed China into the auto market and u can bet they have been sucking Tesla tech. eenews.net/articles/biden-ra…

imo the Chinese were always going to beat @Tesla & the big Euro brands. To think after China failed at its big export push in ICE they would fail at the #EV market is unfathomable. Western business making it easy for China for decades. Greed & alure of 🇨🇳 theguardian.com/technology/2…

2024 JAN-MAR power and other batteries statistics Output of 184.6 GWh a YoY increase of 33.5% Sales of 167.7 GWh a YoY increase of 35.5% Exports of 28.9 GWh a YoY decrease of 2.2% Installed volume of power batteries 85.2GWh YoY +29.4% LFP accounting for 63.8% of total YoY +20.9%

When will investors and miners understand that #CHINA are the processing experts whether #lithium #graphite or #vanadium Real world experience and often with sub-standard local feed. Chinese technicians parachuted in to fix ailing WA lithium plant afr.com/companies/mining/chi…

Yet another one Joe. Those that think the Chinese are not all over using foreign companies to get around future issues are dreaming. They are joining forces with western entities as a way of circumventing possible trade restrictions. China's BTR currently joining up with $EV1

A valuable lesson for investors currently hurting in new energy. NEVER believe it when miners talk up supply shortages. Totally disregard it They invariably never last because the market reacts with new supply or alternatives. Go for quality resources & management with low opex

We are seeing a rout in the #battery metals sector & in most cases for good reason. So many rubbish stocks were beat up by investors for no good reason. Insane valuations. #lithium #graphite #vanadium However, there are some jewels there in the dust that may come back hard

I've been spending countless hours rsearching #sodium ion #batteries & what #CATL and #BYD are doing on the #EV from. I found this snapshot & put a red border around what's dubbed as the Cherry QQ Icecream. Looks like being the first of CATL powered sodium ion. LT Implications?

You are no longer just a mining investor but also a technology investor. You may like the sound of that but it carries big risks of a market shift. Whether it's #lithium #vanadium #graphite or others you are now fully exposed to technology advancement. Better to stay informed.