Storage of Electricity – #Batteries & BIG imageThis 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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Storage of Electricity – #Batteries & BIG image"
$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
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.
$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(?)
$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
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.
$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
$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
thks. mgx to buy purlucid in future
$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
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.
$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
$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
$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
SPNRF—-Long…News today–http://www.spartonres.ca/news/press-release-june-27-2018/ ….Cowboy
$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
$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
$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
$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
$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
$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
$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
$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
The New Energy Storage Tech Gates, Bezos, Ma, and Branson Are Investing In
https://singularityhub.com/2018/07/02/the-new-energy-storage-tech-gates-bezos-ma-and-branson-are-investing-in/
Quidnet Energy http://www.quidnetenergy.com/
Breakthrough Energy http://www.b-t.energy/
And that is why if you are IN that position, it doesn’t matter to you….
Either way, that’s life.
Compressed air and Pumped Hydro………
Motors and compressors equal moving parts, which require repairs and upkeep.
VRFB’s require someone to look at them and see if it’s still there.
Easy to increase output by adding % of Vanadium in electrolite.
Big plus, they don’t burn up or possibly cause a flood by damn breach.
Portable Battery storage.
I don’t think it is right to compare cost per KWH between the three.
$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
$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???
$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
#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
I wish I was clairvoyant RGSE was up 32% today go figure. Avg. volume 750k todays 8 mil.
$FLC lp
https://www.bloomberg.com/press-releases/2018-07-05/flc-aspiral-tm-sales-expand-in-hubei-china-with-new-partner
Oooops…wrong thread.
$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
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
Or to put it another way………
https://www.nature.com/articles/s41560-018-0167-3
Ssssssup cowboy? How’s grandpa? Same ol’ around here.
Good find there Edski. Grandpa is doin fine. Just a workin away…Cowboy
$MGXMF > The Vancouver junior shaking up the lithium mining industry http://www.mining.com/vancouver-junior-shaking-lithium-mining-industry/
Anyone heard information on the ZincNyx dividend?
Nothing.
I’ll shoot them a note today. Hmmmmm wonder if shoot will pass moderation…..
Message sent and will post any reply.
$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
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
$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.
$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
$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
CECBF…Long….News….https://finance.yahoo.com/news/cellcube-delivers-first-energy-storage-100000761.html ….Cowboy
$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
$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)
$FLC:asx lp
Interesting article about battery stroage and “Rules of Engagement” in planning it.
http://blog.fluenceenergy.com/just-right-how-to-size-solar-storage-projects?utm_source=hs_email&utm_medium=email&utm_content=64341544&_hsenc=p2ANqtz-8Bi_kASI41T9uCFv2KO4kScyxCX8sTWNziSbTieiADuYBbMt9paOZsy95P-HAlBRzR74YysvgXYUw0vZ8S6zz5I9JJIg&_hsmi=64341544
Good read for what components make a PV system hooked to the grid.
Very sorry….once again, it is Fluence, the child of AES and Siemens, NOT listed on ASX.