Coffee with Samso Episode 63 with Scott Williamson, Managing Director of Blackstone Minerals Ltd (ASX: BSX)   Blackstone Minerals Limited (ASX: BSX) has just made a very important step in announcing to the market that Nickel is the game.   Blackstone has taken a big step in announcing two major news to the market over the last week. Firstly there was the divestment of all their non Ta Khoa projects into a new company. The second which was released on the 22nd January on the partnership with Trafigura Pte Ltd to be supplied with nickel and cobalt products to supply the downstream strategy of Blackstone Minerals.   The divestment and the partnership with Trafigura is a clear sign that Blackstone is gearing up for the production end of the spectrum.. Scott discussed the supply crunch that is coming thick and fast due to the EV revolution. This revolution is coming at a faster rate than more industry participants have realised.     Scott Williamson explains what is happening in the EV world.   In this episode of Coffee with Samso, Scott Williamson talks to us about what is really happening in the EV market space. he shares with us some inside understanding of the market and what are his partners in the EV race saying?   The EV revolution is coming think and fast and a nickel sulphide supply crunch will happen.   As we have learnt in previous Coffee with Samso, the whole exploration side of the Ta Khoa project is just going to go up and find more metal. Scott tells us that this side of the business is status quo.   What he wants the market to understand is that they are being driven to the production side due to market forces. These market forces are getting stronger and it will cause a supply shortage issue which would place the company in a very healthy position in time to come.   Is Blackstone Minerals Limited fairly valued at the moment?   If you ask the average investor, it will be save to say that they say that equities are not being reflected with the potential market demand for commodities. This is most likely true to some degree as the market is slowly waking up to what is the rush of the EV uptake.   Several years ago, most people talked about the coming of the electric vehicles and the onset of renewable energy. The former is definitely happening with a rush and from what Scot is telling us, the demand is approaching mush faster the anticipation from the market.   As for renewable energy, I think there is evidence that there uranium boom is not too far away. The widespread use of solar and the need for batteries to store the surplus energy is what will drive this side of the market. It will probably not be the driver that could be called a revolution form the industrial need, but it will cause some ripple effects.   So if you look at the current market capitalisation of Blackstone, you will not be a silly person to bet that there is going to be a lot of added value to come.