Member Info for Fingersxed

https://hotcopper.com.au/threads/not-gunna-be-enough-lithium.4689737/page-701?post_id=64130635

This sounds like they have made Final Investment Decision :
Lithium mining in Cínovec Implementation of lithium mining and processing in Cínovec for supply to the Gigafactory
Page 48 & 49
https://www.cez.cz/webpublic/file/edee/ospol/fileexport/investors/investment-stories/2022-09_investment-story_en.pdf

https://twitter.com/i/status/1578002892728016903

How slow are these people , I knew this six years ago when i invested .
https://www.linkedin.com/feed/update/urn:li:activity:6983798864503799808/

https://twitter.com/elonmusk/status/1578170980283076608
BOOM .

https://www.reuters.com/markets/commodities/europe-eats-into-chinas-lead-top-ev-growth-market-2022-10-05/

Starfox " to create surface for plant and facilities." not at all , crushing facilities are all underground and a slurry pipe taking ore down the hill to a small industrial town . Do not need surface space on the hill .
Mick 88 : DFS / Offtake are aligned : I think these B4 Xmas this year . FID has already been taken hence why the application for funds by Geomet , Construction will start 2023

CEZ is striving to obtain European funding for the Lithium Valley project worth CZK 11.1 billion and CZK 1.2 billion for the gigafactory.
https://www.patria.cz/zpravodajstvi/5164487/cnb-dnes-bude-jednat-o-sazbach-tabak-navysil-trzby-a-velka-britanie-bojuje-se-slabou-librou.html

This artical confirmed to be Geomet striving to obtain European funding for the Lithium Valley project worth CZK 11.1 billion . Via EIB . KC is off to Europe , Meetings with high level Governments and Critical Materials ACT

Umicore podcast
https://youtu.be/VWF5aN0sEH4

Lithium demand is poised to create a supercycle of supply deficits and lasting high prices
https://investorintel.com/markets/technology-metals/technology-metals-intel/lithium-demand-is-poised-to-create-a-supercycle-of-supply-deficits-and-lasting-high-prices/

Comment from UMICORE VW Partner
Fast-tracking supply of cathode active materials into UK and Europe
We are committed to becoming a global leader of CAM to UK and European markets, where demand is poised to outstrip supply.
The Battery Chemicals Complex has been designed with processing and production capacity to supply growth markets in strategic locations in UK and Europe. As part of our growth plan, we are also ACTIVELY EVALUATING OPPRTUNITIES to supply high purity cathode active materials from directly WITHIN THE EUROPEAN MARKET to meet ‘rule of origin’ regulatory demands for the geopolitical alignment of supply chains.
Vulcan has sold all production , EUR sold to BMW , Infinity may not get off the ground , only leaves EMH and Geomet
https://www.evmetalsgroup.com/cathode-active-materials-plant/

Not Gunna be enough Lithium
https://youtu.be/AHgAcbpsujI

In India
Tata Motors domestic sales up 40% in September to 55,988 units
• Hyundai Motor India domestic sales up 50% to 49,700 units in September
• Honda Cars sales up 29 pc to 8,714 units in September
• Skoda Auto domestic sales up 17% to 3,543 units in September
• MG Motor India retail sales up 17% in September to 3,808 units
• Hero MotoCorp posts 14.42% growth in sales of 2Ws at 28.18 lakh units in H1FY23
• Suzuki Motorcycle India registers highest ever monthly sales at 86,750 units in September
• TVS Motor September sales rise 9% YoY; e-scooter iQube scores over 6-fold growth
• Ather Energy retail sales jump to 7,435 units in September

https://www.sharecafe.com.au/2022/09/27/european-metals-asxemh-positioned-to-supply-lithium-to-the-eu/

fireball , KC has already said this in podcasts

It also means they have already made a Final investment decision

We are moving closer towards making secure project finance and long-term high quality off take agreements and take the project towards a final investment decision.
https://www.investi.com.au/api/announcements/emh/78257746-fc2.pdf

Volkswagen has set aside 20 billion euros ($20.38 billion) for investment in its battery cell business, with the PowerCo unit managing its battery production and research from MINING to recycling and projects including energy storage systems.

https://www.reuters.com/business/autos-transportation/volkswagen-cfo-ipo-battery-division-could-come-next-2022-09-29/

Note: the tonnage is for the duration of the offtake deal and pricing uses a formula-based referencing of MARKET Prices .
So it seems the buyers are warming to market prices . There was also a hint from EUR that their deal with BMW will also be linked to market price with a slight discount . Mmmmm makes for interest how Geomet will structure their offtake , which KC has been alluding Market price , very interesting .
https://www.marketindex.com.au/news/core-lithium-plans-to-sell-first-spodumene-shipment-via-auction

The commission is expected to submit a proposal on the critical raw material in the coming months.
https://worldnationnews.com/europe-wants-its-rare-earths-to-reduce-its-dependence/
Only a couple of years too late .

Volkswagen Warns of Production Shift From Germany Over Gas Shortage
https://www.supplychainbrain.com/articles/35747-volkswagen-warns-of-production-shift-from-germany-over-gas-shortage

Surely they have learned some lessons over the last few months , firstly chip shortage now gas shortage , will we be reading the same tones in four years time " LITHIUM SHORTAGE " Surly not . The JV with Umicore makes me think that Lithium might be next .