Sibanye can reprocess their Uranium tailings (worth more than the entire marketcap of Sibanye) at Cooke via either DRD's Farwest asset or connection into ERGO slurry pipeline 30-40km distance to either.
@@jussi3378 Next generation energy production models. Enhanced fusion or even perhaps a breakthrough on the fusion or other energy pathways. Energy is all around us and with AI models, we will be able, I think, to tap into new sources. Once you have near unlimited energy, lithium,copper, nickel actually become largely obsoleote for batteries and everything then goes towards Hydrogen generation. Of course this will kill the oil industry and many others including the plastics industry but its very important for the earth in the long run.
Sibanye can reprocess their Uranium tailings (worth more than the entire marketcap of Sibanye) at Cooke via either DRD's Farwest asset or connection into ERGO slurry pipeline 30-40km distance to either.
Big problems in the Lithium sector. Less interest in the "green transition". If anything, the future is in Hydrogen not Lithium based batterys.
If future is hydrogen, then PGMs soar, which I'd actually prefer over lithium
@@jussi3378 Next generation energy production models. Enhanced fusion or even perhaps a breakthrough on the fusion or other energy pathways. Energy is all around us and with AI models, we will be able, I think, to tap into new sources. Once you have near unlimited energy, lithium,copper, nickel actually become largely obsoleote for batteries and everything then goes towards Hydrogen generation. Of course this will kill the oil industry and many others including the plastics industry but its very important for the earth in the long run.
In two years things will look different. :)