Is Tamarack the next major nickel project?
I had the opportunity to sit down with management of Talon Metals (TSX:TLO) following the publication of the updated PEA into the Tamarack project in February. The Tamarack PEA is interesting insofar as it considers three scenarios, a nickel sulphate scenario for the EV industry, a nickel powder scenario for the EV industry and a standard concentrate scenario, for the stainless steel industry. For the EV scenarios, it would cost US$553m up front for the integrated sulphate plant and US$316m for the powder scenario (which would fit in with Tesla’s stated cathode manufacturing route). Operating costs on all scenarios look...