Creating a portfolio of strategic and high returning investments in metal and mineral resource companies essential to the clean energy transition
Joined February 2021
- Tweets206
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- Followers335
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Vision Blue retweeted
Vision Blue grants Cornish Metals £7 million backing
@CornishMetals (TSXV, LSE: $CUSN) secures a £7M credit facility from @VisionBlueres to support the reopening of the South Crofty tin mine in southwest England, advancing its tin production plans.
#tin
northernminer.com/news/visio…
Vision Blue retweeted
NextSource lands World Bank support for Molo graphite expansion
@NextSourcemat (TSX: $NEXT; OTC: $NSRCF) signs a mandate letter with @intfinancecorp for a US$91M senior debt facility to fund the expansion of its Molo graphite project.
#mining #MiningNews
northernminer.com/news/nexts…
Vision Blue retweeted
We're pleased to announce progress with the development of our Battery Anode Facility in the Freeport Zone of the port of Port-Louis, Mauritius. Please click on the link to find out more!
nextsourcematerials.com/next…
Vision Blue retweeted
Andrew Trahar, Partner and Co-Founder of
@visionblueres told FMF TV how Saudi Arabia has been amazingly supportive and that its combination of clear vision with financial power and effective resolve in the mining sector is impressive.
#FutureMineralsForum
#FMF24
Vision Blue retweeted
Writing in Time magazine Ian Bremner, leading political risk analyst, ranked the “fight for critical minerals” as one of the top 10 global risks. NextSource is well positioned to deliver the materials that the world needs.time.com/6552898/top-10-glob…
Vision Blue retweeted
In 2023, the US imported 100% of its natural graphite according to the USGS Mineral Commodity Summary 2024, will supply mostly from China.
US reliant on imports for 29 of its 50 critical metals: USGS (mining-journal.com)
Vision Blue retweeted
Macquarie Research are forecasting graphite deficits to begin in 2024 and increase each year to 2030.
investornews.com/critical-mi….
#graphite #demand #intergrated #lithiumionbattery
Vision Blue retweeted
Day 2 How the Green Energy Transition is Fuelling Demand at 121 Mining Investment Cape Town.
To learn more about 121 Mining Investment Cape Town and to sign up, please click here: hubs.la/Q02jrCjm0
#121MiningInvestment #CapeTown @afreximbank @VisionBlueRes @TataIntl
Vision Blue retweeted
Serra Verde says it has started commercial production of mixed rare earth concentrate from Phase I of its Pela Ema deposit in Brazil. At full capacity, Serra Verde will produce at least 5,000 tonnes per year of rare earth oxide used to make permanent magnets for EV, wind turbines
Vision Blue retweeted
Our CEO Craig Scherba presenting the developments in natural and synthetic graphite markets.
#graphite #criticalminerals #anode #BenchmarkWeek2023
Vision Blue retweeted
#FAR is pleased to announce the conversion of the outstanding convertible loan notes held by @VisionBlueRes into 33,520,088 ordinary shares of no par value in the Company.
Full details of the CLN conversion can be found here: londonstockexchange.com/news…
Vision Blue retweeted
#Graphite freebie: China is once again flexing its proverbial muscles, imposing export controls on graphite and giving the Western world a reminder that it remains years ahead for certain aspects of the energy transition fastmarkets.com/insights/gra…
Vision Blue retweeted
The announcement of new restrictions on #graphite exports by the Chinese government has caused strong industry reaction across the world.
Security and quality of supply is under an even brighter spotlight than before - Benchmark data below illustrates why.
🌏 2023 global #anode capacity - China accounts for 92.6%.
🌏 2035 global anode capacity - China accounts for 90.2%.
Graphite supply dynamics and international government policy across the #battery supply chain will be a central focus at Graphite + Anodes 2023 during Benchmark Week coming to Los Angeles on 14-16 November.
View the full agenda for Graphite + Anodes 2023 ➡ benchmarkevents.benchmarkmin…
New for #BenchmarkWeek 2023 - One Ticket, Three Days, Access All Areas.
Secure your tickets here ➡ benchmarkevents.benchmarkmin…
ALT Benchmark Anode Price Assessment Data
Vision Blue retweeted
We are pleased to announce the first bulk #shipment of SuperFlake® #graphite from the Molo Graphite mine in Madagascar and that #commissioning of the #solar and #battery facility for the mine’s hybrid power plant has been completed
Vision Blue retweeted
🚨 China and #graphite
This sums up the main issue the rest of the world faces with graphite and anode material.
There is a lot of anode capacity planned but hardly any for the rest of the world.
2023: China dominates with 93%
2035: China dominates with 90%
The issue isn’t an overall capacity and cost one but a supply security, supply quality, and a sustainability one.
As the biggest input into a lithium ion battery, If you don’t have graphite at volume and quality, your gigafactory will stall.
Localising supply chains should really start with graphite.
@benchmarkmin
Join us for Graphite + Anodes 2023 in LA, 14-16 November: benchmarkevents.benchmarkmin…
🌍 Benchmark’s Anode Price Assessment benchmarkminerals.com/price-…
Vision Blue retweeted
Our CEO, Craig Scherba is speaking at #BenchmarkWeek 2023, the leading gathering for the world’s #lithiumionbattery #supplychain and the wider energy transition to discuss the challenges facing battery material supply chains, focusing on graphite as the critical anode material.
Vision Blue retweeted
NextSource Materials in MoU with South Korea’s POSCO Intl for strategic collaboration that could involve an equity investment into NextSource plus a 10-year offtake agreement for spheronized and purified #graphite (10,000-15,000 tpy) and 30,000 tpy graphite concentrate
Vision Blue retweeted
Vision Blue Bolsters Lime Project with US$40M Investment
U.K. investment fund @VisionBlueRes will invest $40M in @MayurResources' (ASX: $MRL) Central lime project in Papua New Guinea, acquiring a 49% equity stake.
#mining #miningnews #batterymetals northernminer.com/news/visio…
