Member Info for tomcat-14

neither is the way that governments generate revenue from their national resources… such as oil… https://www.gov.uk/government/statistics/government-revenues-from-uk-oil-and-gas-production--2/statistics-of-government-revenues-from-uk-oil-and-gas-production-july-2021 …

https://www2.bgs.ac.uk/mineralsuk/planning/legislation/mineralOwnership.html … if it’s national ownership and private exploitation in the same context as oil… it’s nothing unusual… what’s all the fuss about…

maybe now that he’s comparing his nationalised lithium to oil… any oilies here can try to explain how nations (uk for example) treat oil exploration extraction and processing… better than i can…

isn’t that the mexican lithium royalties (7.5%)… and corporation taxes… and all the other taxes they’ll receive… and accounted for in the dfs…

actually… scrub that… dev shipped 49,010t jun21…

48,331t… a new dev shipping record… but not quite ‘the’ record… maybe next time… what a difference 60mm makes…

$6,000 - $4,000 = $2,000 + inflation… i reckon they can go higher than gm…

me…

you mean like… in no particular order… mexico + china + another (not kdnc)…

focus bannor… it’s clear as day… 35 + 35 + 50… everyone’s happy…

ganfeng lithium confirmed that the sonora lithium project is under construction while noting that planned stage 2 production increased by 43% to 50,000 tonnes per annum of lithium hydroxide…
35 x 1.43 = 50…

initial production capacity of approximately 35,000 tonnes of lithium compounds… with scaling potential of up to 50,000 tonnes per annum… i’m sure i’ve read that somewhere recently… did someone have a crystal ball back then…

cough…
https://www.lse.co.uk/rns/KDNC/sonora-project-signs-lithium-supply-contract-5r092b3tau076c1.html …

looks like mexico… https://electrek.co/2023/01/31/tesla-build-factory-mexico-city-gov-official/ … ;)

that’s a very bold move having read the release… https://www.lithiumamericas.com/news/lithium-americas-provides-general-motors-transaction-details-and-update-on-construction-plan-for-thacker-pass … thacker pass now off the table for any remaining car manufacturers who don’t yet have enough lithium… there’s a queue forming… where next…

here… https://www.lse.co.uk/rns/KDNC/western-lithium-announces-merger-a8fabn408gqctqe.html …

you know… i was just thinking that myself… did we pick red and it landed on black… as i remember we had to sell our holdings when they went into jv with ganfeng in argentina… or something like that… can’t remember full details now… except we were forced to sell out for some reason…

yep… preparing to cast off… and draught 11.5m so they’ve brimmed her… see if she weighs in a bit more than the manganese… ;)

cdb mining…

wow… just noticed that last ship… amis ace… just shipped 49,535t manganese… that’s some record to beat…