Buyers, page-3

  1. 1,069 Posts.
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    This company is a real sleeper with the Kalman deposit.  I am now thinking molybdenum given Elcorp's revelation on the DTM thread.  I copy my response here.

    http://cumoproject.com/wp-content/uploads/2018/02/CuMo-Moly-Battery.pdf

    Wow @Elcorp, you have researched well.  Good work mate.  I just have to quote their conclusion.

    "Conclusion
    Overwhelming scientific research makes the case for the addition of molybdenum to existing battery technology. It clearly demonstrates that the next generation of electric batteries will integrate the use of a combination of molybdenum and graphene/graphite. It is projected that there will be increasing supply constraints and associated increases in prices for molybdenum, as a result of the demand for molybdenum in battery requirements, which will coincide with the upcoming increase in demand from steel mills.

    Molybdenum-based electrodes and advancements in battery technology may lead to large shortfalls in the global molybdenum supply. Currently, molybdenum prices are depressed but the upcoming increase in demand will result in serious price appreciation in the short term. An examination of the battery industry demand for cobalt shows that it has affected all aspects of the production and development of cobalt.

    Based on this research, molybdenum technology could replace cobalt and deliver at least 4 to 5 times more power than the cobalt-based batteries. The impact of molybdenum on the battery industry is still developing but all research is projecting favorable outcomes."

    As for the depressed prices, mentioned in the article as @IronAwe has now drawn our attention rising to prices.  Awesome.

    Moly Prices.jpg
    Great position to be in with cobalt and molybdenum, not to mention rhenium, gold, copper etc.  This should jump out of the blocks if permitted and further results come in.  Accumulators are hush , hush at the moment.
 
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