Niocorp Developments Ltd (NB)

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this is not the article I'm looking for...I will continue looking ...but it's an extract from an article discussing Bloom Energy with JK...


JK: Bloom Energy has been in discussions with EMC Metals since 2010. The talks derailed in 2012 when a title dispute arose over EMC's acquisition of a stake in Nyngan, at which point, Bloom Energy did an offtake agreement with Metallica Minerals Ltd. (MLM:ASX) for Metallica's lower-grade Lucknow deposit in the amount of 20–30 tons scandium oxide and an option for another 30 tons. But Metallica could not scale down to just produce 20–30 tons. It tried to find another offtake partner for the surplus, but could not.

Bloom has done deals with Chinese titanium oxide producers, but the byproduct supplies are incremental and cannot be scaled up. If Bloom Energy is going to succeed, it needs a primary supply that can guarantee it 30–50 tpa scandium oxide.

NioCorp "could" suppy 30-50 tpa! unless of course it has been spoken for - I guess we'll find that out soon.