Feb. 17 at 5:50 AM
$NILIF We’ve been saying for months: EVs hitting full parity + explosive ESS growth = structural demand that supply simply can’t match in the near term.
Meanwhile, clay projects like ours in #Nevada are positioned perfectly: highest-grade #lithium resource in the U.S. (3,010 ppm Li), near-surface/open-pit,
$9.21B after-tax NPV₈, and OPEX ~
$5,243/t LCE.
Domestic, scalable, and de-risked for the policy tailwinds ahead.
Third #supercycle isn’t just coming—it’s here. Time to build #American supply chains.
$NILI.V
$NILIF $EVN.AX
https://x.com/i/status/2023630170436043187