Storage of Electricity – #Batteries & BIG image

By Gr8Full!, July 29, 2016

This discussion provides the current and future of of Li, G, NAM; H2O and more…
After Fukushima REBECCA JOHNSON 24 March 2011 https://www.opendemocracy.net/5050/rebecca-johnson/after-fukushima

LONG TSX-V: GGG $0.25 OTCQB: $GPHBF $0.19, July 28, 2016 Graphene 3D Lab Introduces New Type of Single Layer Graphene Material:
http://www.graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material

$GLFN – http://galenfeha.com/ and #Gummune

Author: arch1 Comment: http://www.stockgumshoe.com/2016/03/microblog-club-house-for-the-discussion-of-religion-politics-and-other-unmentionables-volume-5/comment-page-17/#comment-4886050 New development for battery research to make electric vehicles practical and cost competitive…
Best2You ~ Benjamin @H0U3

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Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/22/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=e88295ae2e

Todays articles:
Global PV module prices collapse
Tesla to close at least 13 solar installation offices in nine states
AI-infused drone O&M for solar farms – 50 minutes per MW
First Solar joins carbon tax campaign

Griffin
Irregular
1800

In the article “AI-infused drone O&M for solar farms – 50 minutes per MW” the company named is Aerospec Technologies web site http://aerospec.us/#about . They are a private company worth watching IMO. They do drone inspection of renewable energy sites installations and Oil and Gas. Their drone pilots are certified and they have “Data Management package.

Griffin
Irregular
1800

$FYI – Core Exploration Has Large Exploration Potential And A $2.4B Market Cap Chinese Off-Take Equity Partner
by Matt Bohlsen

Summary
Core Exploration has a potentially large lithium project in Northern Territory with plenty of exploration upside.
Core Exploration has signed a 1 million tonne [DSO] lithium binding off-take deal and US$20 million pre-payment agreement with China’s Yahua.
Several near term catalysts include – Drilling results, possible resource upgrades, and a PFS.
Possible producer of DSO by 2019.

https://seekingalpha.com/article/4183391-core-exploration-large-exploration-potential-2_4b-market-cap-chinese-take-equity-partner?isDirectRoadblock=true

I think Bohlsen may have found something here, current SP .043 AUD(?)

Griffin
Irregular
1800

$FYI – Cobalt Miners News For The Month Of June 2018
by Matt Bohlsen @SA Includes: AEOMF, AMSLF, ARRRF, ARTTF, BHP, BKTPF, BRCSF,

Summary
Cobalt spot prices fell for the month of June.
Cobalt market news – Benchmark Minerals says “the cobalt conundrum is just beginning.”
Indian state-owned firms mandated to acquire overseas lithium and cobalt assets – A rough deadline of March 2019.
Cobalt miner news – Katanga Mining announces settlement of DRC legal dispute with Gécamines and agreement for the resolution of KCC Capital Deficiency.

https://seekingalpha.com/article/4183547-cobalt-miners-news-month-june-2018?isDirectRoadblock=true

motion
Guest
0

cat l , china just bought lithium co. in Quebec and is lookimg for others to buy. mgx is mining in Quebec too. mgx to increase very fast. God bless America, Canada.

Griffin
Irregular
1800

$ECSIF – eCobalt Provides Update on Idaho Cobalt Project Feasibility Study and Financing Progress

http://www.ecobalt.com/news/news-releases/ecobalt-provides-update-on-idaho-cobalt-project-fe-20180625

Not much has changed other the process no indication of significance.

ECSIF long

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/25/2018

Todays articles;
IRS gives big solar two more years
NC regulators reject Duke’s grid investment proposal, limit fixed charge increase
Summer solstice sets solar record in California

Griffin
Irregular
1800
$FYI – Lithium Miners News For The Month Of June 2018 by Matt Bohlsen @SA Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AVLIF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LAXXF, LIACF, LIT, LMMFF, LSSCF, LTHHF, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PNXLF, RDRUY, RRSSF, SQM, STLHF, TWNAF, WMLLF Summary Lithium China spot prices were slightly down in June. Lithium market news – Simon Moores: We’re in the midst of a global battery arms race, now above 40 gigafactories. Indian State-owned firms mandated to acquire overseas lithium and cobalt assets – a rough deadline of… Read more »
motion
Guest
0

thks. mgx to buy purlucid in future

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/26/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=a46e1bf911

Todays articles:
Senate to vote on future of REAP in Farm Bill
Kaua’i to near 70% renewables with massive solar + storage project
Mosaic Solar breaks $1 billion and gets an ‘A-‘
Press Releases
Solar FlexRack doubles solar tracker sales in first half of 2018
4.2 MW project commissioned in the USA with Vikram Solar Modules

Griffin
Irregular
1800

The article “Mosaic Solar breaks $1 billion and gets an ‘A-‘” in todays PV mag above I thought looked interesting. After reading the article my rudimentary knowledge finance didn’t have me any further ahead than where I started. (HELP) Mosaic Solar Loan Trust –
https://joinmosaic.com/investor-agreement/ it appears you can buy notes from Mosaic but I didn’t seem what the return might be. I did a search and JP Morgan maybe behind some of their capital. The Kroll Bond Rating Agency (KBRA) has given them a preliminary rating of A- does that make this a good investment.

Griffin
Irregular
1800

$CECBF – CellCube Energy Storage Systems Appoints Stefan Schauss as President

http://markets.businessinsider.com/news/stocks/cellcube-energy-storage-systems-appoints-stefan-schauss-as-president-1027314528

I’ve been a little concerned about Stina Resources now CellCube following the path of American Vanadium Corp going defunct. This new hire changes that and I hope the timing is right for the flow battery business. Some good mining news would be nice too.

CECBF long

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/27/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=55a0d55610

Todays articles:
GT Advanced Technologies opens silicon carbide factory in New Hampshire
Solar trade dispute: US agrees to consultation w/ Korea, EU, China, Malaysia & Thailand
174 Power to build Wyoming’s first large solar project
Solar bond pays for 12 solar installations in Albuquerque
Ska Brewing adds solar to renewable arsenal
Press Releases
Envision Solar announces follow-on order of additional EV ARC™ solar charging station from Lawrence Livermore National Laboratory
Clean Focus energizes 3.84 MW solar arrays at two dignity health hospitals

Griffin
Irregular
1800

$FYI – Lithium Junior Miner News For The Month Of June 2018
by Matt Bohlsen @SA Includes: AAL, ABEPF, AISSF, AVLIF, AVLNF, AVNLF, AZZVF, BCRMF, CRECF, DJIF

Summary
Lithium spot and contract price news: Spot prices slightly down, contract prices steady.
Lithium market news: Joe Lowry significantly raised his new lithium demand forecast to ~800K MT LCE in 2025. Indian State-owned firms mandated to acquire overseas lithium and cobalt.
Junior lithium miner company news: Nemaska Lithium completes its CAD 1.1 billion financing package. Australia’s Kidman Resources to supply lithium for Tesla cars.

https://seekingalpha.com/article/4184266-lithium-junior-miner-news-month-june-2018?isDirectRoadblock=true

Cowboy
Irregular
396

SPNRF—-Long…News today–http://www.spartonres.ca/news/press-release-june-27-2018/ ….Cowboy

Griffin
Irregular
1800

$MGXMF – MGX Minerals Announces Manufacturing Underway of Zinc-Air Battery Components

https://www.mgxminerals.com/investors/news/2018/372-mgx-minerals-announces-manufacturing-underway-of-zinc-air-battery-components.html

MGXMF long

Griffin
Irregular
1800

$VRB – VRB Energy signs Strategic Cooperation Framework Agreement with Pangang Group Vanadium and Titanium Resources,the world’s largest vanadium oxide producer

https://www.vanadiumprice.com/vrb-energy-signs-strategic-cooperation-framework-agreement-with-pangang-group-vanadium-and-titanium-resourcesthe-worlds-largest-vanadium-oxide-producer/

VRB np

Griffin
Irregular
1800

$LAC – An Update On Lithium Americas
by Matt Bohlsen @SA

Summary
Cauchari-Olaroz is progressing slowly but surely towards a 2020 production start.
Lithium Nevada has progressed well with a good size resource, and a PFS due mid 2018.
Valuation is attractive after some price pullback in 2018, especially for long term investors.

https://seekingalpha.com/article/4184468-update-lithium-americas?isDirectRoadblock=true

LAC np

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/29/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=7cfbc76fd4

Todays articles:
LG to make high-efficiency solar panels in Alabama
Monocrystalline solar prices fall
Elon Musk’s unprecedented solar+storage vision for Puerto Rico moves forward
South Carolina net metering cap increase derailed

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 6/29/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=b573a98ed9

Todays articles:
With more solar and wind, North America’s grid is getting more reliable
Solar at the stadium
Press Releases
SMA debuts new commercial solutions in North America

Griffin
Irregular
1800
$FYI – Vanadium Miners News For The Month Of June 2018 by Matt Bohlsen @SA Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, CCC, CCCCF, LGORF, PCY, Summary Vanadium spot prices were up significantly in June. Vanadium market news – “We are already in a market deficit with no known strategic stockpiles. This is only going to be further exacerbated as rebar companies begin complying.” Vanadium company news – Technology Metals Australia produces a stellar PFS result. https://seekingalpha.com/article/4184739-vanadium-miners-news-month-june-2018?isDirectRoadblock=true “The bottom line, based on our analysis, is that we are already in a market deficit with no known strategic stockpiles. This is only… Read more »
Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/2/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=de132cdf1e

Todays articles:
Vistra, Tesla and PG&E seeking world’s first 1 GWh+ batteries
REC Silicon lays off 40% of US workforce, reduces production
Sempra Energy selling 1.2 GW of solar projects
Trackers taking over the market: An interview with Eb Russell, RP Construction Services
Panasonic mulls further investment in Tesla battery gigafactory as shortages loom

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/3/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=c29cce8778

Todays articles:
Texas to get its biggest solar plant at 315 MW-DC
Goldman Sachs buys 204 MW of East Coast solar from SJI
Powerhouse pumps $36 million in “written reservations”
California breakdown of electricity imports upholds states’s clean reputation
Michigan could create 69,000 job-years on a path to 30% renewables by 2027

Griffin
Irregular
1800

$MGXMF – MGX Minerals Announces Completion of Initial Four Holes at Silicon Property; Solar Silicon Metallurgy Underway

https://www.mgxminerals.com/investors/news/2018/373-mgx-minerals-announces-completion-of-initial-four-holes-at-silicon-property-solar-silicon-metallurgy-underway.html

“To further the Company’s expansion into low cost energy mass storage systems, following the acquisition of ZincNyx Energy Solutions (see press release December. 13, 2017), MGX has prioritized evaluation and development of its silicon projects for silicon metal potential. One of the primary uses of silicon metal is in solar panels.”

MGXMF long

Griffin
Irregular
1800

$MGXMF – MGX Minerals Files Application to Complete 3D Seismic Survey at Utah Petrolithium Project

https://www.mgxminerals.com/investors/news/2018/374-mgx-minerals-files-application-to-complete-3d-seismic-survey-at-utah-petrolithium-project.html

MGXMF long

edski
Irregular
569

$CECBF

bIG bOUNCE on purchase!!
https://finance.yahoo.com/news/cellcube-energy-storage-systems-closes-120000690.html

$LGORF pops as well…..maybe investors thinking it is in “crosshairs” for a takeover???

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/5/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=d17dbb6a5d

Todays articles:
Customer owned solar doubles in Florida in 2017
California 100% renewable energy bill heads to Assembly
From the editor: Energy independence
Hawaii opens up existing solar installations to energy storage
Powerhouse solar shingle seeks 17.1% panel efficiency
Nearly 2/3 of Americans support a solar mandate for new homes
Recom’s acquisition of Jabil lines could lead to a U.S. solar factory

Griffin
Irregular
1800

#RGSE – Powerhouse solar shingle seeks 17.1% panel efficiency

I read the article in PV mag above about the shingles. These shingles are using the newest technology that makes them comparable to panels. The company Real Good Solar Energy has been in business since 1978. Consumers prefer shingles over panels for the aesthetics.

https://rgsenergy.com/

$RGSE np on watch list

Griffin
Irregular
1800

I wish I was clairvoyant RGSE was up 32% today go figure. Avg. volume 750k todays 8 mil.

edski
Irregular
569
edski
Irregular
569

Oooops…wrong thread.

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/6/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=1a74a1e968

Todays articles:
Schletter acquisition could save North Carolina factory
From the editor: Pruitt’s departure is a win for clean energy
APS seeks 106 MW of batteries to pair with large-scale solar
Amount of silver needed in solar cells to be more than halved by 2028

Cowboy
Irregular
396

Got to do a little reading today and ran across this…..https://techxplore.com/news/2018-06-pharmaceutical-material-grid-scale-batteries.html …. New stuff all the time coming out on RFB’s !…..Cowboy

edski
Irregular
569

Or to put it another way………
https://www.nature.com/articles/s41560-018-0167-3

Ssssssup cowboy? How’s grandpa? Same ol’ around here.

Cowboy
Irregular
396

Good find there Edski. Grandpa is doin fine. Just a workin away…Cowboy

Griffin
Irregular
1800

$FYI – Why stationary storage may be more important to lithium than electric cars

This article doesn’t make a case to support the title, but there is some interesting information from the Australian mining perspective. It ignores Flow batteries and ignores the fact VFBs can be charged and discharged at the same time. It will be interesting to see how the cost of Li-ion battery compares to Vanadium flow as thing progress.

https://stockhead.com.au/resources/why-stationary-storage-may-be-more-important-to-lithium-than-electric-cars/

$MGXMF long

Cowboy
Irregular
396

From my end Griffin, I can’t understand why they are ignoring that VERY important part of VFB’s…charging and discharging at the same time. It’s a huge advantage from the electrical distribution end…Cowboy

Griffin
Irregular
1800
I’m hoping the new CEO of CellCube with his vast sales experience has the magic key to unlock the potential. There doesn’t seem to be a whole lot of mentioning of flow batteries in the press. I’ve recently came into a large sum $$ so I’ve added some positions $RGSE Real Good Solar Energy, and have an order in for $REMX VanEck Vectors Rare Earth/Strat Mtls ETF. RGSE makes a solar tiles, REMX an ETF of rare earth and battery minerals up 36% last year. I still need to do some more DD on REMX to see what their holdings… Read more »
Griffin
Irregular
1800

$FYI – Enabling the Shift Towards the Economy of Electricity: A Webinar with StorEn Technologies

https://cleantechnica.com/2018/07/08/enabling-the-shift-towards-the-economy-of-electricity-a-webinar-with-storen-technologies/

Another flow battery mfg trying to build a better battery. They are trying to reduce the size of the battery.

Griffin
Irregular
1800

$MGXMF – MGX Minerals Provides Driftwood Creek Magnesium Update; Engages Hatch Ltd. for Pre-Feasibility Study Analysis and Reports Regional Exploration Results

https://www.mgxminerals.com/investors/news/2018/375-mgx-minerals-provides-driftwood-creek-magnesium-update-engages-hatch-ltd-for-pre-feasibility-study-analysis-and-reports-regional-exploration-results.html

MGXMF long

Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/9/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=8aeb21bb72

Todays articles:
Arizona 50% by 2030 renewable initiative turns in nearly 500,000 signatures
EIA examines HVDC for renewables
NABCEP offering solar design, installer and commissioning/maintenance “specialist” certifications

Cowboy
Irregular
396
Griffin
Irregular
1800

$FYI – Daily news from pv magazine USA – 7/10/2018

https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=08ee2bdb5a

Todays articles:
Three massive projects look to put Ohio on the solar map
Riding the French Express to higher capacity factors
Chint investigates U.S. manufacturing
Global solar investment drops due to low project costs, China policy change

Press Releases (hilites)
Total Corporate Funding in Solar Sector Rises YoY with $5.3 Billion in 1H 2018, Reports Mercom Capital Group
Sol-Ark 8K 48V inverter efficiency tops Tesla, Outback, Magnum, Pika, Solar Edge
Duke Energy Renewables completes acquisition of Shoreham Solar Commons project from Invenergy

Griffin
Irregular
1800

$FYI – Nextracker is the company involved unfortunately appears private. In the article “Riding the French Express to higher capacity factors”. They are actually talking about additional software to the tracker systems they are currently installing. They install systems world wide and have offices around the world too.

btw I did inquire of an IPO. 8)

edski
Irregular
569
Griffin
Irregular
1800

Good read for what components make a PV system hooked to the grid.

edski
Irregular
569

Very sorry….once again, it is Fluence, the child of AES and Siemens, NOT listed on ASX.