Metals Australia plans $2.05B graphite refinery for Baie-Comeau

• •75,000 tonnes of flake graphite concentrate annually is a significant amount and could really help shore up the supply chain.
• •The upfront cost is hefty, but if they get the governmental support and off-take agreements, it could be a game-changer.
• •What are your thoughts on this?

Just read this article over on mining.com about Metals Australia planning a $2.05B graphite refinery in Baie-Comeau: https://www.mining.com/metals-australia-plans-2-05b-graphite-refinery-for-baie-comeau/

This is pretty interesting, especially with the push for EV battery manufacturing here in North America. 75,000 tonnes of flake graphite concentrate annually is a significant amount and could really help shore up the supply chain. I've been looking at some junior miners in the graphite space for my portfolio, trying to get ahead of the curve as the demand for EVs really ramps up. My wife and I are thinking about retirement in the next 10-15 years, and getting into these critical minerals feels like a smart play for long-term growth, rather than just chasing the latest tech fad.

The upfront cost is hefty, but if they get the governmental support and off-take agreements, it could be a game-changer. What are your thoughts on this? Anyone else invested in the graphite or critical mineral space? Curious to hear if you guys think this kind of large-scale Canadian refinery can compete globally and really make a dent in reducing our reliance on overseas processing.