gg cox,
I do agree that solar has large potential. For example, recently developed tandem perovskite PV's have reached 34.5% efficiency which is over a 50% gain from existing panels, and that is a game changer for not only rapidly increasing solar adoption, but also for utlility storage to handle peak periods of power consumption, increased overall power demand and provide grid stability. Here is a paper that provides insight into tandem perovskite PV adoption:
The resource demands of multi-terawatt-scale perovskite tandem photovoltaics
sciencedirect.com
One of the key elements for tandem perovskite PV's is cesium. Availibility of cesium is holding back commercial deployment on a global scale. There are no cesium deposits anywhere in the world in production as they have all been mined out, and cesium chemical processors are producing from nearly depleted stockpiles of cesium bearing pollucite ore, however, the largest cesium deposits ever known anywhere world wide were recently discovered in northern Quebec by a junior resource company, PMET Resources.
The deposit could supply current and growing demand for well over a century. This company also has the 8th largest hard rock lithium deposit world wide, and is in the permitting stage with production scheduled for 2029. The market for lithium is projected to be in deficit from 2026 forward.
If you want exposure to the only upstream source of cesium for the global supply chain, and first to market in North America for a large hard rock lithium deposit, PMET looks to be a good speculative bet, especially with backing by VW, and most likely, Quebec, Canadian and German gov't support if needed. Disclosure: I hold PMET shares. |
