Pensana Metals (ASX:PM8) - Diversified Supply Chain for Chinese Critical to this Thesis

Matthew Gordon,
Ptolemy Capital

43:55

China controls 87% of the rare earths market which is making Electric Vehicle (EV) Brands nervous. They have asked Chinese EV manufacturers to diversify the supply chain and source some of the rare earths required from outside China, says Pensana. No-one is clear about the precise nature of the demands or conversations and timing, volumes and details are not known at this point. The rare earth market is fragmented so it will be interesting to see how the demands by the EV Brands will be met.

#Pensana Metals #Rare Earths #Battery Metal #ASX #Tim George

View Our
Pensana Metals
Company Profile
About Us
Crux Investor is a new market insight channel for those interested in understanding the junior mining world and opportunities to invest. Its purpose is to cut through a lot of the jargon, bias and bluster that is prevalent in this sector and hone-in on the most important factors that can indicate whether a company has a strong footing for growth and success.
Find Out More
Subscribe
Get an insight into how institutional investors evaluate the natural resource market. Hear from some of the most influential and successful people in the industry about how they made money investing in public markets. Learn key strategies, tactics and questions to allow you to make better, informed, comparative assessments.
Subscribe

Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situations or needs. You should not rely on any advice and / or information contained in this website or via any digital Crux communications. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.

Crux Investor does not verify information provided by contributors or video interviewees on this site, and makes no assurance as to the adequacy, completeness or accuracy of any such information. Crux Investor steadfastly disclaims any liability or responsibility for the outcome of any investments made by users of this site or our branded affiliates. Users of this site (and our branded affiliates) should consult with their own financial advisors to assist them in making investment decisions. By accessing this site and our branded affiliates, you agree to the terms of service and privacy policy.