CleanTech Vanadium ($CTV.V / $CTVFF): A Fluorspar Play Tied to AI Infrastructure?

I’ve been researching fluorspar recently and came across CleanTech Vanadium.

The company is advancing fluorspar projects in the Illinois-Kentucky Fluorspar District (IKFD), historically the source of most U.S. fluorspar production.

A few things that caught my attention:
• Fluorspar is the primary commercial source of fluorine
• Fluorine is required for uranium enrichment (UF6), lithium-ion batteries, and semiconductor manufacturing
• The U.S. has identified fluorspar as a critical mineral but remains heavily reliant on imports
• CTV recently commenced diamond drilling at its Campbell-Crotser project
• Mine permitting and processing plant permitting have been initiated
• The company also has exposure to the Hicks Dome rare earth district in Illinois

My interest here is the broader thesis:
AI growth → higher power demand → more nuclear, batteries, semiconductors → greater demand for fluorine → greater demand for fluorspar.

Still doing DD, but I thought the connection between AI infrastructure and fluorspar was an interesting angle that isn’t discussed very often.