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
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
$HBM np #Zn – ThankYOU #TravisJohnson! https://www.stockgumshoe.com/reviews/real-wealth-strategist/whats-matt-badialis-magic-metal-pitch-about/ Remember the “Magic Metal” pitch from Matt Badiali? We saw it a lot last Spring and Summer, and a new wave of reader questions leads me to believe the ad must be circulating heavily again. The shares have been volatile since the ad first circulated, but currently are at a 2-year high (and up almost 100% since we covered the original ad). What’s the story? Click below for that older teaser solution to… #Best2ALL!
Many things more than EV need lightweight high capacity batteries…
Wearables…
https://twitter.com/twitter/statuses/953218784457707520
$SRI (tsx-v) $SPNRF (otc) Sparton Resources….took a full position in Sparton Resources at 8 cents. For me it as a vanadium/storage speculation.
Sparton is really a tech play in storage. But the vanadium emphasis, coal extraction angle, and Robert Friedland persuaded me to write the longer post on the Cleanteq thread.
More on Freidland, Sparton and VRB’s….http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/ ….Cowboy
Excellent write up, the author did a good job picking out key facts.Relevant information summed up nicely.
It appears that vanadium has an excellent supplier profile from our point of view, he said there only 16 or so real suppliers, and they are all “serious'”.
Here is a snippet:
“…there are about sixteen listed vanadium companies worldwide….”
” …[the promotors] won’t want to be interested (mind you, a good thing) until the price is significantly higher and the air is full of buzz,”
“[people] are so high on lithium they need little else to stimulate their imaginations these days. At least so far, all the players [in vanadium] are serious, which makes this metal a rarity in mining circles.”
The most prominent producers that are accessible, he says, are Largo Resources (TSX: LGO; US-OTC: LGORF) and Bushveld Minerals (LON: BMN), while those with “serious short-term potential” include Western Uranium (TSXV: WUC).”
Some others mentioned in the comments section below the article HN were TNG, AVL and KRC…all on the ASX for those interested….Cowboy
Vanadium sources: The supplier landscape is fabulously in our favor. I haven’t checked everybody’s production on vanadium, but I believe the Chinese have the most, they are going to be big and early on the VRB thing, and the Clean Teq-Pu Neng axis is clearly established.
Now all we need for VRB to start landing monster orders and start
disrupting everybody.
We could be looking at a situation that is somewhat similar to uranium: One major supplier $CCJ (Russian and Kazakh state entities excepted), and a bunch of small caps.
In vanadium we might have Clean Teq-Pu Neng, with everybody else and also-ran.
It would be great to have a direct way into I-Pulse, HPX, Pu Neng and Vanspar. But we don’t have it, we have only Sparton with its 15% minority stake in Pu Neng; and of course we have Clean Teq, which I have predicted will be supplying a lot of vanadium to Pu Neng, based on visions in my crystal ball.
Long $SPNRF Sparton, long $CTEQF Clean Teq
$vanadium Hendrix, you said that you think $CTEQF will be providing lots of vanadium to Pu Neng in the future.
Where are they going to get that from? You think they are looking for new resources to look for vanadium now?
You mentioned that you heard Friedland was looking into coal plays. Would that be on behalf of $CTEQF?
Thanks.
Niiz, yes I am pretty sure that Cleanteq will be a major supplier of vanadium to Pu Neng. This is speculation based on the facts that I listed in my opening post on Sparton.
Their first choice would be to get the vanadium in the province where Pu Neng just landed a storage contract. The area has coal. Coal and coal ash are often sources of trace vanadium.
Friedland has been in negotiation with unnamed coal companies. What for ? China is not interested in coal as a future source of energy, neither is Friedland.
So you tell me why he is talking to 2 of them in China.
Firedland is Chair of Pu Neng.
Friedland is Chair of Cleanteq.
There are going to be important synergies.
$CTEQF long
Thanks, but I’m still not sure I see the connection between CTEQF and Friedland’s looking for coal in China.
I saw that Spartan is looking for vanadium in China, according to their website, but I guess Spartan is separate from Friedland.
Anyway, just wondering why you think Friedland would route vanadium discoveries through Cleanteq when he could just do it through Pu Neng itself or maybe through HPX or some other company?
I certainly hope you are right. That would be great for all of us for sure!
Cleanteq is the company that has the technology is to extract the vanadium from coal ash and Clean Teq has the technology to clean up coal mining sites.
Pu Neng needs vanadium and they need a relible source for a high purity vanadium. They do not want to be vanadium miners.
It is true that HPX could keep the vanadium deposit to themselves, but Clean Teq will sell the extraction process equipment and Pu Neng will take the final vanadium and manufacture VRB units.
As far as “routing” through Clean Teq or Pu Neng, or who owns the coal mine, it doesn’t matter to me. Friedland will do what he thinks is best. But it would be wildly inconsistent and inefficient to lead Pu Neng into mining
and coal, and to avoid Clean Teq in vanadium extraction from coal ash. Pu Neng is a tech company in batteries and Clean Teq is in mineral extraction. That is what they are designed to do.
Here is one aspect of the disruption process that Seba touches on but does not go deeply into that is relevant here.
Suppose you have an asset that is underutilized, or an “asset” that has negative value, and suddenly you are able to generate cash or are able to capitilize it. Suddenly what was worthless to you, now has value.
That is the potential situation with mining sites and coal plants that generate coal ash. Suppose you have a coal mine, nobody wants coal, and you have waste and have fouled the water and killed the fishes and everybody is pissed off at you. Your “asset” might have even negative value, if the authorities make you clean it up.
Here comes Clean Teq. They say, “Look here. We can clean up this mess and make money from the elements in your waste ore and coal ash. You have the land, water, and mining rights, and a big problem. We got the technology.
Instead of getting nothing or just paying to clean up your tailings pile that is useless, let’s go 50/50 and make money.”
P.S. I find after this post that Teck is doing exactly that. They are copying Friedland’s strategy and adapting it to their interests.
Wrote a post about it on the hard asset thread.
Niiz, I could be wrong, I am just surmising. But you tell me, why would Friedland be in negotiations with two Chinese coal miners ?
Agree. Probably for vanadium, but I wouldn’t have necessarily connected that with $CTEQF. Hope you are right!
CTEQF, SRI/SPNRF, HPX, PU NENG, IVPAF, Vanspar, Sparton…….they all have different roles to play.
They do different things.
But they are all controlled by Robert Friedland.
He is the conductor and the different instruments are playing the same piece of music.
I’ve got a couple of real good seats at the concert.
The very best seats were not available… but I did the best I could.
The performance is a ways off, but I think it will be a sell-out.
niiz, I repeat: Why would Robert Friedland be in negotiations with two Chinese coal mines ?
In one of the articles in Northern Miner it stated that
Vanspar or Sparton or Barker, can’t remember which, had a patent for a process to remove uranium from coal ash. And China has a lot of coal ash.
But Clean Teq can remove all kinds of things.
Just another reason for Barker, Friedland and the Chinese to work together.
Let’Z alwayz include ticker, use $XYZ,format in #Each&Every Post, #Please. #TIA
Have a wonderful weekend and beyond ALL!
#Best2YOU! ~ #BenJammin’, @H0U3 > $TWTR
$SRI.T- frustrating have had my buy in since friday at .08 and nada. Good work HN!!
$SRI.T…Mine was not so great, 8 cents US. Not 8 cents Canadian.
Lousy entry as usual, but I feel better having it in my account.
$SRI $SPNRF Sparton Resources… full position. If Sparton news and stock price are favorable I would consider going “overweight”.
Heck I didn’t even know what a VRB is until a few hours ago, and still have only a very vague understanding of what they are. My brain has been disrupted and I have to go a little slow. But I understand that they work and the the Chinese are going to buy a whole boatload of them from Pu Neng.
Friedland in charge, Chinese state contracts in hand, more in the hopper, and they have vanadium on the home field.
I am not comfortable yet with more than a full position, I need to learn more and and un-disrupt myself.
Maybe somebody wants to call Rick Rule or Jim Rickards and give them a stock tip ?
It’s OK if you are already long.
Long $SPNRF, long $CTEQF
$SRI
Interesting interviw with Lee Barker from November.
https://m.youtube.com/watch?v=7ouamUrnLZI
$SRI $SPNRF Sparton…thanks dungac. The sound is bad in the interview but some important information is there.
1. Sparton has a shareholder liquidity strategy…pile up contracts, pile up Pu Neng valuations, and when it is in the interests of “The holding company of Pu Neng” (=Robert Friedland), have a public offering. There is still a complicated ownership structure but the underlying asset of Sparton is about 15% of Pu Neng. Time frame is a few years.
2. Barker sid that the value of the vanadium in a battery is a high percentage of the value…30%-40%. This highlights the commodity aspect of the VRB in a way which confirms the validity of discussing vanadium as a commodity play.
3. Pu Neng has no exclusive sources for vanadium. Vanadium supply/demand is in equilibrium, no surplu, no deficit. But obviously vanadium demand is going to explode.
4. One point which needs to be brought to the attention of those interested in vanadium miners is that per Barker, the grade of vanadium needed in batteries is much higher than the grades required in steel. and it is expensive to produce it. This the extraction, refining, and recovery costs of the sources becomes more important than they would be in normal situations.
A older article that I had saved and forgotten about on a VRF substation battery installed in California last year… https://www.computerworld.com/article/3182369/sustainable-it/san-diego-installs-massive-flow-battery-that-can-power-1000-homes.html And a little more info I saved about VRB’s and how they operate if interested http://energystorage.org/energy-storage/technologies/vanadium-redox-vrb-flow-batteries …..Cowboy
$SPNRF Sparton resources…Pu Neng…it’s old news from May but I wasn’t paying attention to vanadium or Pu Neng back then.
https://www.prnewswire.com/news-releases/pu-neng-receives-major-investment-from-hpx-for-scale-up-of-its-advanced-vanadium-redox-battery-vrb-624572434.html
Chinese state policy on energy storage…I just read the 9 page government guidance paper on Energy Storage and Industry Development. Two five yearplans, with the end result that China is world leader in energy grid and power storage. National objective.
I don’t have any idea about how many of these policy papers they put out. Probably a lot of them, since in a centralized economy you have to tell everybody what to do.
But reading this you get the definite impression that energy development and energy storage in particular are pretty high national priorities for the Chinese leadership.
I can believe it because energy storage is essential for clean energy, and China wants clean energy. There is no other way acceptable way for them to get away from imported oil, and cut pollution from ICEs, grow their economy, and provide energy for a billion and a half people all at the same time.
So I believe in energy storage we have come across a major target of development of the Chinese government; and I believe that Robert Friedland, Clean Teq, Pu Neng, and other interests of Friedland are involved in the middle of it.
#Li Orocobre: A Strong Q4 2017, An Expanded Phase II Project
Jan. 17, 2018 7:30 AM ET| About: Advantage Lithium Corp. (AVLIF), $OROCF, Includes: TYHOY https://seekingalpha.com/article/4137907-orocobre-strong-q4-2017-expanded-phase-ii-project?
Greetings all, I am adding this because I have held DJIFF in the past, no current position but I expect to buy Dajin again for its NV location and probable asset volume. I think everyone here agrees Lithium will play a role in future battery development. Even if it loses its place in the battery sector Pharma will always it to tame the angry and confused of our world. DJIFF is worthy of watch list status IMO. http://www.dajin.ca//email/preview/6f3ef77ac0e3619e98159e9b6febf557/44f683a84163b3523afe57c2e008bc8c/473447ac58e1cd7e96172575f48dca3b/473447ac58e1cd7e96172575f48dca3b
A good read on SPNRF….http://www.metalsnews.com/Metals+News/MetalsNews/Dr.+Allen+Alper,+PhD+Economic+Geology+and+Petrology,+Columbia+University,+NYC,+US/FEATURED1194868/Sparton+Resources+Inc++(TSXV+SRI)+Developing+World+Class+Primary+Vanadium+Deposits+in+China+with+a+Direct+Interest.htm …Cowboy
MGX Minerals Announces 2.07 % Li2O and 213.96 ppm Ta Over 18.0 m at Case Lake
VANCOUVER, BRITISH COLUMBIA / January 18, 2018 / MGX Minerals Inc. (“MGX” or the “Company”) (CSE: XMG / OTCQB: MGXMF / FKT: 1MG) is pleased to report that joint venture partner Power Metals Corp. (“Power Metals”) has announced drill hole assays for lithium (Li) and tantalum (Ta) mineralized intervals for the Main Dyke at Case Lake, east of Cochrane, Ontario. Significant intervals for the Main Dyke include:
PWM-17-35: 1.17 % Li2O and 165.34 ppm Ta over 8.0 m
PWM-17-40: 2.07 % Li2O and 213.96 ppm Ta over 18.0 m
PWM-17-40: 2.81 % Li2O and 143.33 ppm Ta over 7.0 m
Power Metals has also announced drill hole assays for the two new spodumene pegmatite dykes that were discovered down hole of the Main Dyke near the end of the 2017 drill program (Power Metals press release dated Nov. 27, 2017). The first new dyke was intersected in PWM-17-42 and 43 and then targeted to intersect it again in PWM-17-44 and 49. This new dyke is located 20-40 m down hole from the Main Dyke and 35-40 m vertical depth from the surface. The second new dyke was intersected in PWM-17-42 and 49. It is located 50 m down hole from the Main Dyke and 50-80 m vertical depth from surface. Both new dykes are open in all directions. Drilling is required to define these new dykes.
Assay highlights for the first new dyke include:
PWM-17-42: 0.99 % Li2O and 88.33 ppm Ta over 3.0 m
PWM-17-43: 0.85 % Li2O and 94.10 ppm Ta over 1.15 m
PWM-17-44: 1.11 % Li2O and 73.0 ppm Ta over 6.42 m
Assays for the second new dyke contain up to 343.89 ppm Ta. More drill holes intersecting this dyke are needed for a better understanding of it.
Assay highlights for assays > 0.5 % Li2O holes PWM-17-35 to 44 are given in Table 1. Drill hole collar locations are given in Table 2.
Table 1 Assay highlights for PWM-17-35 to 44.
Drill holes intersected the pegmatite dykes at almost 90 degrees, so intervals are close to true widths.
Power Metals has an ongoing 2000 m drill program on the Northeast Dyke that started January 10th, 2018.
Quality Control
The drill core was sampled so that 1 m of the Case Batholith tonalite host rock was sampled followed by 1 m long samples of the pegmatite dyke and 1 m of the Case Batholith. The sampling followed lithology boundaries so that only one lithology unit is within a sample, except for the < 20 cm pegmatite veins in tonalite which were merged into one sample. The drill core samples were delivered to Actlabs preparation lab in Timmins by Power Metals’ geologists. The core was crushed and pulverized in Timmins and then shipped to Actlabs analytical lab in Ancaster which has ISO 17025 certification. Every 20 samples included one external quartz blank, one external lithium standard and one core duplicate. The ore grade Li2O% was prepared by sodium peroxide fusion with analysis by ICP-OES with a detection limit of 0.01 % Li2O.Case Lake Case Lake Property is located in Steele and Case townships, 80 km east of Cochrane, NE Ontario close to the Ontario-Quebec border. The Case Lake pegmatite swarm consists of five dykes: North, Main, South, East and Northeast Dykes. The Northeast Dyke contains very coarse-grained spodumene. MGX currently has a paid up 20% working interest in Case Lake and four other lithium hard rock properties in Ontario controlled by Power Metals as well as any additional properties acquired prior to August 2020. The Company has the right to acquire an additional 15% working interest, for a total of 35%, in Case Lake Lithium and the other lithium properties by making a one-time payment of $10M prior to August 2020. The Company holds an option to acquire 10,000,000 shares of Power Metals at $0.65 (see press release dated August 2, 2017).Qualified Person The technical portions of this press release were reviewed by Andris Kikauka (P. Geo.), Vice President of Exploration for MGX Minerals. Mr. Kikauka is a non-independent Qualified Person within the meaning of National Instrument 43-101 Standards.Table 2 North, Main and South Dyke 2017 drill program collar locations. UTM NAD 83, Zone 17. NQ core.About MGX Minerals MGX Minerals is a diversified Canadian resource company with interests in advanced material and energy assets throughout North America. Learn more at http://www.mgxminerals.com.
Contact Information
Jared Lazerson
President & CEO
Telephone: 1.604.681.7735
Web: http://www.mgxminerals.com
Neither the Canadian Securities Exchange nor its Regulation Services Provider (as that term is defined in the policies of the Canadian Securities Exchange) accepts responsibility for the adequacy or accuracy of this release.
Forward-Looking Statements… Best2ALL!
MGX first time I have ever seen silica mentioned by a mining prospect.
Two months old but I am only just recently interested in the sector.
Release is edited by me. Chock full of good stuff
**
TORONTO Dec 05, 2017 ) – Sparton Resources Inc. is pleased to announce that Pu Neng Energy has announced the appointment of John Wang as its new Chief Executive Officer…Mr. Wang is an experienced technology industry executive and entrepreneur with a wide range of international management experience.
…
Sparton’s 87.46% owned subsidiary, VanSpar holds 18% equity interest in Pu Neng.
The edited Pu Neng News Release follows:
BEIJING, CHINA and VANCOUVER, CANADA – Pu Neng is pleased to announce …John Wang as Chief Executive Officer, effective immediately. Mr. Wang is a seasoned executive in the technology and management consulting sectors. He has held various leadership positions with IBM, Deloitte Consulting and BearingPoint, all of which provided services to Chinese state-owned enterprises in the telecommunications, energy and manufacturing industries…He was most recently Vice President at Dell-EMC and General Manager for Dell Service (where) he managed at both the local and global levels, and was responsible for over US$700 million of annual revenue, managing more than 4,000 service professionals.
Robert Friedland, Chairman of Pu Neng: “China has set aggressive growth targets for the renewable energy …China recognizes the need for energy storage and has just announced a new policy for storage that includes 100-megawatt-class vanadium flow battery projects… This presents a huge growth opportunity for Pu Neng…”
[The company] recently [started] construction of a 12-megawatt-hour vanadium redox battery (VRB®) system in Hubei, China. “The China and global market for energy storage is rapidly expanding, with demand poised to double every two years between now and 2030,” Mr. Wang commented. “Pu Neng has the most advanced, safest and reliable vanadium flow battery technology in the world…Pu Neng’s systems are the most practical and economical solution for integrating large-scale solar and wind generation onto utility grids.”
Eric Finlayson, President of Pu Neng’s majority shareholder High Power Exploration, who has been serving as interim CEO of Pu Neng, will remain on Pu Neng’s Board of Directors and continue to support efforts to source low-cost vanadium supply. Mr. Finlayson noted, “John’s expertise in just-in-time manufacturing in China will help us scale manufacturing operations efficiently to meet demand from our growing sales pipeline in China, Australia and in the global mining sector.”
Prior to his role of General Manager with Dell, Mr. Wang was China President and Global Vice President of Amdocs China, responsible for building a world-wide development center in China and managing 1,400 employees across six regional offices. Mr. Wang received his Bachelor of Arts degree in Economics from Nankai University and a Master of Business Administration degree in Finance from University of Missouri.
About Pu Neng
Pu Neng is a fast-growing, privately-held clean technology innovator. The company has developed the most reliable, longest-lasting vanadium flow battery in the world, with over 30MWh installed and in construction worldwide, and more than 800,000 hours of demonstrated performance….[the process is] safe, reliable,… non-toxic, and [components can be recycled] dramatically improving lifecycle economics and environmental benefits compared to…other battery systems.
Pu Neng is majority-owned by High Power Exploration (HPX), a metals-focused exploration company that also invests in minerals-dependent, high-growth emerging technologies. HPX is a subsidiary of I-Pulse, a global leader in developing innovative commercial applications for pulsed power technologies that convert small amounts of electrical energy into limitless power to address a broad and growing suite of applications across multiple industrial markets. I-Pulse is a private company with offices in San Francisco, Toulouse, London and Singapore.
Guys, I am late to the party on flow batteries.
I have a question:
Which of the flow battery technologies do you think will have market impact in the large storage business in next 5 years ?
I am persuaded that VRB will.
I am persuaded that Ferro-phosphate will be here for a while.
I see zinc possibly emerging, and I guess you do to if you like MGX.
What do you guys think ?
HN ! $SPMTF xOWx -Spearmint Resources up 211% since acquisition 🙂
$SNNAF fp, $SIE.v Swedish Acquisition 9000+ h-acres, Legacy 100’s mines 😉
1 $SPNRF np yet & ?
2 $GLFH fp+ 😉
3 $MGXMF ow Thank you for your incredible leadership and voluminous amount of data, time and energy, utilizing and sharing your K.A.S.H. with the #Gr8Gummunity, at large! ~ #Best2YOU ~ #)>>>–BenJammin’———-> 🙂
Thanks, Ben !
I’m still wrestlin’ with how much to put into Sparton. Makes me nervous but there is no other way into Pu Neng except to wait 3 years for an IPO.
Now Barker has moved the jewels from Vanspar to a to a “new” company Vstar in the Virgin Islands. He is about to go JV with a private mining company in Shaanxi to bring the thing up to the point of development.
At least it is a vadium project and it is in Shaanxi, I believe this is near Hubei.It also has that shale for which the waste product will have a market.
Could be good of course; it also could just waste a lot of money and the equity value represented by Pu Neng.
Hard to tell. There is no way to stop Barker, since he is effectively in control of both Vanspar and Sparton. A takeover of Sparton would be easy financially because of the cap value, but it would fail since the interest in Pu Neng is in Vstar, and Barker is there; plus he is on the board at Pu Neng.
Not liking it. But nothing to do about it except adjust position size or get out.
Past performance is not a reliable indicator of future performance.
I read that somewhere.
It does seem to have application to people, though.
Happy for you on Spearmint.
I have decided not to be active in the lithium space; If I were to take a position, Neometals would have been my pick.
No position, no opinion, have not been following the sector.
$$SPMTF xOWx -HenrixNuzzlez, Spearmint Resources is SO much more than #Li, Lithium! Wish to briefly describe my #SOP in sharing with the #Gr8Gummunity…. Most times when I locate a #NewToMe investment that piques my interest, I share a link and brief description after light to moderate DD, with the #Gummunity. If I take a position I share percentage of portfolio allocated. I usually use a laddering approach 1/3, 1/3. 1/3, etc… I seldom harp on the equity or continue to post, depending on the response from the #Gummunity via TU’s. Your approach is far superior in education, depth, nuances and humor. but I am not you; do not know how to be HendrixNuzzles, Cowboy, RenbyCage, Williamstown or SecretSquirrel… BEen BEing BEen! 😉 #Best2ALL!
Ben is Ben. Love ya.
Another Hendrixnuzzles would be completely impossible for everybody.
My pick is the VRB,VRFB batteries. They are grid friendly, last 20 or more years, scale easily to the desired megawatt size and most of all to me, since I work in substations…They don’t burn like this example…https://www.youtube.com/watch?v=Fxiq7k6bKUA……Cowboy
Cowboy…great to have you here.
What do think of the zinc batteries ?
Do they have a shot ?
From my end HN, I hear more on VRB’s than anything. It will come down to dependability, service life, scaleability, safety and most of all, overall cost. VRB’s are proving themselves everyday to fit that bill.
If VRBs are the hot topic now, they have some life before anything can get going to disrupt them. They should be peaking near the end of the Chinese 5 year plan.
More info here on these batteries. This company is private from all I can find so far. It may be part of a hairball in China too HN, since most of their work is in China. The company is UET..UniEnergy Technology http://www.uetechnologies.com/ in Mukilteo, WA
And one excellent article about VRB/VRFB’S ….https://spectrum.ieee.org/green-tech/fuel-cells/its-big-and-longlived-and-it-wont-catch-fire-the-vanadium-redoxflow-battery ….Cowboy
My bad…Got too many windows open. This company is private as best as I can tell. This one is in China..http://www.rongkepower.com/?lang=en ….Cowboy
Doing research, private or public it doesn’t matter. That’s part of what we are researching.
We need to learn about the landscape. The company that is private today may have an IPO tomorrow, or get involved in something that we can take advantage of.
Also sometimes a public entity is an investor.
From the UTE site. The largest VFB system in the US.. https://www.energy-storage.news/news/us-largest-vanadium-flow-battery-matched-for-size-by-washington-project …Cowboy
UET does have an advantage, their electrolyte was developed at Pacific Northwestern National Lab and has 70% more capacity.
But it it is private ? Who are the investors ?
Yeeoow. I liked the one that exploded at the end.
Super heated transformer oil in a sealed area, from either overload or fault conditions, finally busts out ! Can’t run far enough from it. I haven’t been near a substation transformer blowing up, but I have been around plenty of smaller ones blowing their lids during my 34 years in the biz…Cowboy
I was once in fire suppression and was called to put those things out. Several years ago they were filled with oil made of chlorinated hydrocarbons and so contained PCB,,, bad for environment but it would not burn. Had to stop using it so we got fires again. Most are caused either by overload or over voltage shorting them out.
Superheated oil finding oxygen is spectacular blaze or bang. Substation fires are specially nasty as you deal with very high voltages from transmission lines.
Something really hazardous is molten Sodium used as heat storage as a battery substitute in generation plants. It burns so fiercely it will break down water to combine with the oxygen portion releasing hydrogen gas which will collect until it reaches high enough concentration to explode.
That can bring down the entire building as it turns into a superheated steam explosion.
…I’ve see reference to molten salt but haven’t checked. On the face of it, you wouldn’t think there be much opportunity in a commodity like salt unless you got a hot desal technology, and to superheat it sounds really difficult.
It seems that the ferro-phosphate ones are reliable, the North China State grid did an enormous world’s largest with BYD and they have their proprietary ferro-phosphate storage units.
Not much opportunity for us there unless we went with BYD. My gosh they have a market cap of $200 billion. That would have been a nice ride.
BYD…this company is a multi-facted industrial conglomerate that makes a lot of thing besides solar panels and batteries.
They are in cars, trucks, equipment, and a lot of other things.
So they are not a pure solar play at all and their market cap has a lot of other assets besides the energy storage and solar business.
I apologize, this was not apparent from their website.
Zinc/Iron Flow Battery. Found this company. Pronounced Vision. Been around a while too. Ran across this article… https://www.greentechmedia.com/articles/read/vizn-energy-a-new-flow-battery-contender-in-the-grid-scale-storage-race#gs.LYSfE7g Never heard of them. Home page…https://www.viznenergy.com/vizn/ Several good reads under the news header on the home page….Cowboy
HN , something you will be interested in at this link https://www.greentechmedia.com/articles/read/vizn-energy-a-new-flow-battery-contender-in-the-grid-scale-storage-race#gs.LYSfE7g To the right of the article under the White Paper Header,,,Is a download titled..The next five years of energy storage according to 500 Energy Professionals. You will have to sign up to get it, no cost, lots of stuff here ! I don’t know how to put it here or if it is even legal to do so….Cowboy
Something to do when I am really bored.
Boring can be good.
Boring is really great. Super link, Cowboy.
The cat is out of the bag on Tesla. Panasonic is manufacturing making Tesla solar panels at the other giga-factory.
https://www.greentechmedia.com/articles/read/panasonic-ramps-up-solar-cell-production-at-teslas-buffalo-gigafactory#gs.3TnaFjk
Musk gains respect. Big time vision. He has the battery factory and now the solar panels. Capital courtesy of Panasonic.
Duh. I have the excuse that I never looked very closely, since car manufacturers were never of interest to me.
Tesla looking a lot better, profits on the Model S or not.
***
Lots of tickers in flow batteries.
The people putting up money in new companies are mostly going after vanadium or zinc formulations.
No opinions, no positions.
Vanadium…ViZn. Imergy, Cellcube
Zinc-bromine…Primus, ZBB, Redflow
Iron-Chromium…Enervault
It would seem to me that vanadium has an inherent advantage in that it is a single element versus a compound one.
One thing I noticed worth noting on ViZn. They have support from Lockheed. Lockheed is in the US techno military-industrial hairball on top projects. Their number keeps coming up on important tech sectors like aviation and graphene. No position but formerly long with a profitable and premature exit.
Lockheed and Skunkworks….You never know what they are working on ! Plenty of money and Lots of Brains working there. Hope some of these companies go public soon. The Boom is beginning in the storage area…Cowboy
I read a book on Area 51, also a history of the spy planes like the Blackbird. Lockheed is the prime military & aerospace go-to in high tech.
$no ticker…Tony Seba and technical analysis of prices
Tony Seba noted that adoption of disruptive technologies when graphed roughly follow an “S” curve. The start of the curve is often very gently sloping, then increases with accelerating slope; goes ballistic, nearly straight up;
then flattens out as high penetrationand adoption are achieved.
He also notes that the “take-off” pattern is becoming faster and steeper for successful new technologies.
One thing this might do is disrupt conventional ideas on when we have missed a move upwards in a stock. If we look at a stock and the price has broken out, we think…”I missed it. Better wait til it corrects and falls back.”
But if it is a hot technology in the midst of a disruptive trend, this could be a serious mistake. There might not be a pullback.
Maybe conventional technical price chart ideas and valuation measures are disrupted when we look at disruptive technologies.
In the last few days, I have noticed BYD. I loved the outline of the company. An integrated solar/energy storage company with a proven large-scale product, and a proprietary battery using inexpensive materials. And a favored supplier to the China State Grid.
But it already has a $200 billion market cap, it really looks like I am too late.
Maybe; maybe not.
Across other companies, we see many companies with market caps that are astonishing, especially in companies that have small earnings or other shortcomings when looked at in conventional measures. I have tended to avoid them, as in a disruptive financial event I figured they would have horrendous price losses. I am going to revisit a few of these companies that may be in the midst of an adoption lift-off, and reconsider.
https://www.stockgumshoe.com/2018/01/microblog-technology-a-wide-angle-discussion-of-the-big-picture-its-players/
$BYDDF
Note: found out after post that BYD is a big industrial conglomerate, not just a solar player.
They got cars, truck equipment, all kinds of stuff.
Their stock did a Seba vertical takeoff; looks like it is at the top right of the curve now.
No position, no opinion.
Timely article for us from SA..https://seekingalpha.com/article/4138820-energy-recap-tackling-renewable-energys-biggest-problem-storage?auth_param=31pjh:1d651qr:b0f53c625c76c4ed9cb5998f33e6dcae Three good links from it.. https://www.bloomberg.com/news/articles/2017-07-31/alphabet-wants-to-fix-renewable-energy-s-storage-problem-with-salt and https://qz.com/1133123/batteries-cant-solve-the-worlds-biggest-energy-storage-problem-one-startup-has-a-solution/ and a new company http://www.electrochaea.com/ ..Cowboy
Cowboy…thanks, very interesting.
The molten salt is” a moonshot”, but even with Google’s muscle it is a few years out;
and google has a lot of patching up to do with China if they ever are going to get in there.
The Danish thing looks like a niche buisness. But when there is excess power for the grid, why can’t a swtch be thrown someplace to just disconnect more generation ?
Most generation is fossil fuel, be it natural gas, coal, fuel oil and then there is nuclear generation. Think of the size of these generation plants ! The fuel is burned to create steam to turn generators to make the electricity. These plants were mostly created for constant base power. Way too much going on in there to just…turn off, and then bring back up. Too, too many switches to throw and valves to shut. AND not just at that plant either. Rubberworm, an irregular Gummie here, worked at one of these plants. He would be the best to explain the reasons. I just receive what he produced and pass it on down the line to customers. Battery storage would allow a quick bump up of power if needed quickly I would think. An example would be on a 100 plus degree day in the south around say, Dallas Tx, a large thunderstorm passes through. Temps drop quickly because of the cloud cover, rain and wind for a couple hours. Dallas will have a drop in usage at that time. The excess electricity produced at that time will be switched via the Hi voltage transmission lines to other areas of that region as needed, or sold to other regions. Nothing is shut down. The transmission network is usually administered on a regional basis by an entity such as a regional transmission organization or transmission system operator that does all this in real time around the clock. https://www.ferc.gov/market-oversight/mkt-electric/overview.asp If the sun pops back out and it heats back up everything goes back to normal, and batteries could provide a quicker, local, bump up in power, probably in an industrial area if needed. Kinda like a big capacitor….Cowboy
SILICON…need to know more
I have a question. Silicon is obviously an important material in computers and solar panels. They didn’t call it Silicon Valley for nothing.
So why in mining have we never heard of any silicon miners ?
We hear of cobalt, nickel, gold, manganese, lead, zinc, even phosphates; coal, iron ore, aluminum…and now vanadium…and a bunch of rare earths too.
So…why do we never hear about silicon sources ?
Who is supplying the stuff, and in what form ?
How is it mined and made suitable for computers and solar panels ?
I think there might be something worth looking into; with everybody running around trying to improve solar panels. Maybe there is some kind of quartzite somewhere that nobaody has wanted for 200 years that would make a better solar panel.
Could be a stupid idea, I don’t know. Just asking.
HN: if you were replying to me you would say ‘ never a stupid question and brain storming is always ideal”. Never say never…… thank you.
Battery storage names…
ViZn…private
UET…private
Imergy…went bankrupt when a big client went bust. Wonder who bought the assets
BYD…big conglomerate
Alphabet/Google…working on molten salt, it’s a ways off
There is another possibility zinc-air it may not be that far off as supposed. I still don’t understand why a mining company would buy a zinc-air storage battery company. MGX Minerals is a green company but that is a slim to nill reason/excuse, and they bought it from a mining company.
https://finance.yahoo.com/news/technological-breakthrough-mass-energy-storage-150000771.html
http://www.zincnyx.com/technology/
I couldn’t find any financial reports on zinc nyx.com. There home page implies that they have batteries for sale.
$RFX (asx) Redflow…zinc-bromine maker, public 16 cents.
Recently took a bloody nose because costs are higher on other platforms.
https://www.greentechmedia.com/articles/read/redflow-decides-flow-batteries-are-a-bad-fit-for-residential-applications#gs.pXaVz6g
No opinion, no position. But it is a publicly traded company.
ZincNyx Energy Solutions Inc., which is a #PRIVATE company that was acquired from the mining giant Teck Resources in December 2017. Such companies (#Private) seldom, if ever, share their financial records other than bits and pieces you may be able to mine via public records. #Best2ALL!
Well that does muddy the water. MGX has not listed Zincnyx as an asset yet on their web site, so are they going to spin it off or sell. MGX is doing well and zincnyx is unproven. Considering the cobalt deficit would that make zincnyx a target to be bought.
$MGXMF, VincNyx acquisition shall most likely be included in the forthcoming, quarterly, consolidated financial reports. #Best2ALL!
MGX movimg to the head of the buy list. Thanks Ben.
Thanks Ben, I hope your arm is doing better than my sternum. Started cardio rehab last week.
Griffin, as I understand it, they just acquired it. So we have another “back door” to get into flow batteries, only the other activities of MGX inspires a lot more confience than those of Sparton.
But it is a similar situation, in that we are relying on how the management and the subsidiaary handle their business in another company in which they have an interest. (MGX-ZyncNyx, Sparton-Vstar/Pu Neng).
Our problem in flow batteries is that most of the resources are either still private start-ups, or bankrupt.
I’ve been looking to get into VRBs for sometime now. I took a position in American Vanadium Corp. a couple of years ago. it ended with a loss. There only claim to fame was installing Cellcubes in the New York Metropolitan Transit office. As you have stated they are either private of bankrupt.
I don’t know that the zinc-air battery is a replacement for a VRB but it sure looks like it could be.
I didn’t see Eguana Technologies on your list they make controllers for the batteries as does gildemeister/cellcube. Eguana is a Canadian company and not private. Someone on your columns mentioned them sometime ago.
http://www.eguanatech.com/
MGXMF long
$EGT.cve, $EGTYF > Oxford Club says you can “Collect Ninefold Gains on the Company That’s Perfected ‘Ultra-Lithium’” July 2017 by Travis
https://www.stockgumshoe.com/reviews/oxford-resource-explorer/oxford-club-says-you-can-collect-ninefold-gains-on-the-company-thats-perfected-ultra-lithium/ #Best2ALL!
See edited in info https://www.stockgumshoe.com/2016/07/microblog-storage-of-electricity-batteries-big-image/comment-page-5/#comment-4969061
Griffin, Hope you heal quickly. Have a doctor appointment Wednesday referred to Orthopedic Clinic residents at #LSUHSC . 😉
Probably at least 6-8+ more weeks…..
Griffin…this is what I mean. American Vanadium bought Cellcube. Then they went bankrupt, the assets go into a VC/investment banker, presumeably to emerge later.
The trick is to find a battery guy with potential that we can invest in. Most of the names that come up are private or bankrupt.
So what I am looking for is a vanadium redox, or possibly zinc-based technology. If vanadium is a winner, as I think it will be, than vanadium as a commodity has potential as well. I am coveed in zinc but I am not sure the quantities needed in the battery business are enough to move the meter.
The choices seem few. So far we see only a few small cap public companies, with various risks….$SPNRF, $ENSC, MGX, $RFX.
Other investors might not mind buying big caps like Panasonic, Tesla, or BYD.
But these are not what I prsonally am looking for.
Long $SPNRF. Very favorably inclined MGX.
Favorably inclined $ENSC. No opinion $RFX.
Griffin, actually I think it may clarify things, as I explained in my post about Teck Resources.
Teck spins off battery material commodity projects and extraction/purification to create MGX; then MGX acquires ZincNyx to manufacture zinc-air batteries. Teck keeps an interest in MGX , and has the muscle to get ZincNyx off the ground.
Of course, Teck keeps an interest in ZincNyx and MGX and stays in the background. And guess who will supply ZincNyx with their zinc ?
May be a Hendrixnuzzles flight of fancy, but that is how I read it.
Teck is another plus for me on MGX. I would assume Teck has stock or options in MGX and they will have a customer for any zinc they produce.
Lots of MGX stuff here HN…http://miningmarketwatch.net/xmg.htm ..Cowboy
You betch’em Redrider lots of good stuff on MGX. I originally didn’t see most of this information when I looked at lithium brine miners in Nov. of last year. I did look at MGX web site. I took a position in another miner that had a proven pilot plant and was going to ramp up to another plant. I’m going to exit that position and add to MGX when I can.
Spot on. A good summation of the opportunities at MGX. Very good.
And he does not really add in the potential of the energy storage rocket launch to MGX’s valuation potential; still, he puts a $5 vauation forecast on it.
MGX is perfect for my outlook .It fills my voids in the lithium, magnesium, and silicon space. And they are a player in techno-mining, specializing in litho-petro-coal.
I love Clean Teq but there is room for more than one such company, and Teck seems to have a focus which complements rather than competes with Clean Teq in the commodity space. Friedland is not interested in lithium, or magnesium, or silica; and there is plenty of coal and oil to go around.
Of course in batteries they will be tooth-and-nail competitors.
**
Teck divested a number of properties to MGX, but I do not see it see as a defensive move to dump unproductive properties. It is part of a very shrewd strategy in energy materials, batteries, and mineral extraction.
Almost immediately afterwards there was a string of announcements. Take a look. This is not a coincidence.
Very impressive, hats off to Teck management.
Great link, thanks Cowboy.
Cowboy et al: I scanned the front page of the link in
the mining publication posted by Cowboy.
It was a good summary.
Then I went back to re-read it, and found they have a full 34 page report on MGX. It is very impressive…both MGX, and the work done by the mining journal.
Conviction on MGX, and I have subscribed to the publication. The work on MGX was solid, understandable, and detailed.
Thanks Cowboy
I should have mentioned that the report was there HN. I subscribed also. I’ve been posting a lot while under the influence these last few days ! Lol. I have torn my meniscus, LCL and no tellin what else in my right knee. Can’t work. DR. visit tomorrow followed by MRI’s and surgery I’m sure. Rough on someone who climbs poles for a living. Let me know if I get on yall’s nerves. I have never been laid up before…Drives me nuts. Might as well try to put my time to good use ( when I’m not knocked out ) !…Cowboy
Sorry to hear that Cowboy…..thank you for using your down time to contribute so much. Hoping it is good news when you hear and recovery is quick.
Thank You sir !
Best Wishes for a great as new knee.
Thanks Griffin…Cowboy
$MGX ow, Cowboy, I’m awful sawry to hear of your torn meniscus. Since you are now an Irregular, with some time on your hands, you may be interested in #ZKSS’ threads… The following link IS a great place to begin: https://www.stockgumshoe.com/2018/01/the-twelve-biotechs-of-christmas-2018-balthasar/comment-page-5/#comment-4969755 #GetWellASAP! #Best2YouAlwayz ~ Ben
$RGTYF np icymi https://www.stockgumshoe.com/2016/07/microblog-storage-of-electricity-batteries-big-image/comment-page-5/#comment-4969080
Thank you sir. And I will check out that thread….Cowboy
More battery storage names
Cellcube-folded into a VC firm
Enervault–gone the way of the buffalo, iron-chromium
Eos–private
Primus Power–private
ZBB–morphed into ensync, uses zinc bromide, public $ESNC
Redflow…RFX public
Lots of privates or casualties. Looks like a wave of IPOs coming someday.
Attracted to ViZn and UET…privates.
The only investable ones so far are $ESNC and $RFX unless you want to go big cap tech. Nothing looking like it will catch VRB in the near future.
So. How’s a 15% piece of Pu Neng looking to you ?
No opinion, no position
MGX moves way up. They are a mining project developer ,Also the MGX approach is like mine…target certain commodities related to a certain sector, the energy sector.
They just bought a private battery company ZyncNyx. ZincNyx claims flow battery production this year.
First time I have heard a miner talking SILICA.
They got Canadian government support…grant money.
The only thing I don’t like about them so far is that they are large in oil and gas, and I’m not sure if this will hurt them.They seem mostly mineral extraction from oil, gas, and coal waste…excellent.
And the battery is zinc-based; but with mining connections the cost odf zinc might be lowered for them, and there is room for other formats if they work and are cheap enough. This is proven by the ferro-phosphate formustions of BYD.
MGX will also cover me in lithium, as they have several projects; and magnesium, in which I have no position.
Lookung around there are not many attractive public flow battery targets for us. MGX is first on my list. It is a great fit for me.
$GLFH 2/3p ~ http://www.galenfeha.com/ #LiFePo
Need to contact CEO and obtain additional information on MOU acquisition…. Shared on Wow! YOU are incredible thread… July, Oct, &Dec > https://www.stockgumshoe.com/2014/10/microblog-wow-you-guyz-and-galz-are-incredible/comment-page-1/#comment-4911702 Wanna assist?
Edited in…. $MGXMF fp > Up ~ 49% since acquiring and posted above, or on HendrixNuzzles’ #CLQ #Co #Sc, H20 Thread. #Best2ALL! 😉
Market summary > Royal Nickel Corp
TSE: $RNX – Jan 19, 4:00 PM EST
0.32CAD Price increase 0.04 (16.07%)
Found this today on MGX…https://www.greentechmedia.com/articles/read/zincnyx-plans-flow-battery-mass-production-within-a-year#gs.yBgWDuQ More interesting everyday !…Cowboy
Also this. MGX and Freidland will be there in April… https://asia.minesandmoney.com/ …Cowboy
Thanks again Cowboy you have come up with some excellent posts and links for VRBs.
This is the first time I’ve seen a cost comparison between VRB and Lithium and ZRB has the advantage. Now if the VRB and the ZSRB have equivalent capacity and battery life as VRB they may then have a cost advantage due to material cost. It does indeed get more interesting.
$MGXMF long
Zincnyx is getting orders. Confirms the idea that as long as the costs are competitive, alternates to VRB have a place.
A buyer is not going to care too much about the different battery formulations as long as the performance and reliaility are there, and the cost is competitive.
CLICK ON THIS LINK AND ORDER A TESLA HOME SOLAR INSTALLATION
https://www.tesla.com/solarpanels
You can put it over your garage with the Model S in it. No need to worry about those charging stations.
I can see it now:
“August Special ! Order a Model S, and get a free rooftop solar panel installation.”
Now here is a company that claims to have an even better solution: http://www.storen.tech
It claims to deliver a reduction of 50% in the cost of the power side of the battery, an increase of 25% in battery capacity, and a longer service interval with improved reliability to exceed a 20-year operative life – the lowest Total Cost of Ownership (TCO) possible today. It’s just waiting for its patent to be approved to lock out the competition.
Unfortunately, it’s not public.
Nice find Ashton ! Found this on their website http://docs.wixstatic.com/ugd/84619e_674a4dfefbe145eba99d12403c33ad0e.pdf so I looked up Multicom Resources here, looking for the Vanadium supplier http://www.mcres.com.au/about but like you said…nobody is public…yet We keep hitting the same roadblocks !…..Cowboy
It’snot conventional logic, but that is one of the reasons I jumped on Sparton. The ability to get a piece of Pu neng It is an accident founded on Lee Barker’s exploration ambitions, which have been segregated into Sparton along with Barker’s cut of Pu Neng.
We are shut out of the best of the other VRB start-ups because they are private or r they are bankrupt. I do not want to wait three years for an IPO on a VRB company while Pu Neng is scarfing up market share in China, and as a small investor I am not in a position to go into private placements.
It is castles in the air anyway, until Multicom is producing something. The mine site on their webpage is Australian outback with large shrubs on it. They are a long way from shipping any metal to anybody.
Turns out there is a way to invest in Storen, although it’s probably a risky avenue to take. I had never heard of startengine.com. https://www.startengine.com/storen-technologies-inc
Another good find Aston. I wonder if this type of investing rolls over to an IPO eventually ? …Cowboy
Cowboy – from what I read tonight, an IPO has some financial credit and possibility for profit in the future…..these could be a couple of garage band guys attempting to fund their vacation. What an idea…..gone wild. How many years will it be until there is a success story and this goes ballistic or maybe by the $$$$$millions that have already been ‘donated’ as that is really what it is…..a donation. Start Engine is playing their own game…..genius!!
No risk, all reward…we call it free money!
Yes, sure it will be done.
Watch your email for the IPO launch of the Hendrixnuzzles Crowd Funded Capital Corporation.
$HNCC – I was thinking exactly that.
Lulu…I have a somewhat different idea that I am considering. I would tell you, but then I would have to shoot you.
I have a degree and 20 years experience in Marketing, although it is not current I think I could assist. Human nature doesn’t change…fear/greed; fight or flight.
I like free money ! I could use some now.. More SPNRF, CTEQF and MGXMF ….Cowboy