Excellent video! 3 years is nothing when you look at the big picture. I enjoyed listening to Eric's insight into the progress of NMG. As you said, there are a lot of big pieces to the puzzle, and little by little NMG has been acquiring the big pieces and is close to fully assembling it. The USA tarriffs on chinese vehicles and sourced chinese minerals will help the bull case for graphite. EV's and home energy storage systems will also continue to become more affordable as time goes by. I strongly believe that graphite along with many other resources will continue to gain traction and value in the next 5 to 10 years. Bullissssssh!!!
This is a story about graphite production in Canada and nothing about the EV transition in title. This deception will not grow the channel. I’m disappointed wasting 45 mins.
I’m sorry you feel deceived, that wasn’t my intention at all! To be clear about what the title means, I found the information and insights shared radically changed the way I think about how we are approaching the EV transition. It’s clear that we are not going to be able to move the needle on EV adoption as quickly as we would like without relying on the supply chain outside of North America. I did say that later on in the video, but perhaps I should have been more clear in connecting the dots. Your comment is noted and I’ll do my very best to avoid that type of confusion in the future!
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Excellent video! 3 years is nothing when you look at the big picture. I enjoyed listening to Eric's insight into the progress of NMG. As you said, there are a lot of big pieces to the puzzle, and little by little NMG has been acquiring the big pieces and is close to fully assembling it. The USA tarriffs on chinese vehicles and sourced chinese minerals will help the bull case for graphite. EV's and home energy storage systems will also continue to become more affordable as time goes by. I strongly believe that graphite along with many other resources will continue to gain traction and value in the next 5 to 10 years. Bullissssssh!!!
I really hope things work out for the best. We need to see some serious investment into the EV supply chain here in North America.
This is a story about graphite production in Canada and nothing about the EV transition in title. This deception will not grow the channel. I’m disappointed wasting 45 mins.
If you can’t connect the two I don’t know what to tell you …
@@belzvon You shouldn't need to connect the two. The subject was about graphite and not EV Transition. One more case of click-bait.
@@johnpoldo8817 you can’t have the transition without critical materials and minerals. It is essential.
Garbage post, by a modern day clown. The video was excellent.
I’m sorry you feel deceived, that wasn’t my intention at all!
To be clear about what the title means, I found the information and insights shared radically changed the way I think about how we are approaching the EV transition.
It’s clear that we are not going to be able to move the needle on EV adoption as quickly as we would like without relying on the supply chain outside of North America. I did say that later on in the video, but perhaps I should have been more clear in connecting the dots.
Your comment is noted and I’ll do my very best to avoid that type of confusion in the future!