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.
$FYI – National security chief science and technology officer joins Pacific Northwest National Laboratory
https://www.pnnl.gov/news/release.aspx?id=4523
This helps ease the worries about the electrical grid and cyber security.
$RGSE – RGS Energy, New POWERHOUSE(TM) Product with Projections, Analysts Review and Target
https://finance.yahoo.com/news/rgs-energy-powerhouse-tm-product-120000240.html
RGSE long
$OROCF – An Update On Orocobre
by Matt Bohlsen @sa
Summary
Orocobre has struggled to lift production volumes, but may finally be turning the corner.
The stock is well-placed as a pure-play, low-cost, lithium producer about to ramp up and expand production to 42,500tpa LCE. Further upside from Advantage Lithium, and Borax Argentina.
Toyota Tsusho Corporation (partly owned by Toyota Motors) increased its equity stake in Orocobre, as well as being the main off-take and project partner.
https://seekingalpha.com/article/4201403-update-orocobre?isDirectRoadblock=true
OROCF np
$FYI – special report: The Global Energy Storage Opportunity
https://solar-media.s3.amazonaws.com/assets/Pubs/The%20Global%20Energy%20Storage%20Opportunity_23rd%20March.pdf
This is a free download from Energy Storage News for subscribing as such I’m posting here as an incentive for subscriptions.
$MGXMF – MGX Minerals Announces Appointment of Lithium Process Design Expert Dr. Vuay Mehta to Oversee Lithium Upgrading and Commercial Scale Up
https://www.mgxminerals.com/investors/news/2018/394-mgx-minerals-announces-appointment-of-lithium-process-design-expert-dr-vuay-mehta-to-oversee-lithium-upgrading-and-commercial-scale-up.html
Dr Mehta does have the credentials
MGXMF long
A little something from VRB Energy ( I- Pulse ) ( High Power Exploration )…..http://www.vrbenergy.com/ …..Cowboy
Thanks Cowboy.
Long this one!
Through Sparton Resources 18% – $SRI.V
Long shot but only way in….
I’m long with ya there Brother ! It would be nice if we could just invest in High Power though !! ….Cowboy
oh, I see VRB Energy operates Pu Neng. Can’t buy it at Fidelity though. Is it public?
But I do own Cornerstone Metals and it’s doing well for me so far.
https://www.cornerstonemetals.ca
$CCCCF long
Cornerstone GIL recommended?
NP only cos can’t have everything.
My vanadium explorers are AEE and KRC. Both not just vanadium, on the ASX btw.
Best SS.
GIL recommended? yes cornerstone is GIL recommended, and I’ve been getting his free newsletter for well over a year. I don’t know what people think about that guy, and everything I’m about to say is just my impression or projection, not based on any real knowledge, so take it for what it is. My impression is he is not an analyst so much as a paid marketer, possibly paid with shares. He admits freely he is invested in the companies he promotes. He pumps those companies shamelessly, consistently talking about 5 bagger, 10 baggers, and twenty baggers. He has a paid service, which is costly, and then the free one, that I am subscribed to. He is also pumping the price of various commodities such as gold, always saying it is about to blow, hit $1400 in the coming weeks, blah, blah, blah. When it goes down instead of up, either the stocks he promotes, or the commodities he tells you are just tomorrow going to explode, you can rely he will send out a communication telling you to hold on, or usually how cheap it is, and you should load up. Many of the companies he promotes spike up in value after being pumped by multiple sources, then slowly descend toward huge losses. I can’t say if he gets shares for his promotion services, then passes on the tips to his paid clients, then pumps and dumps into the people buying from his free newsletter, but I wouldn’t be surprised at all. His language and style is one of a marketer or promoter, not one of a unbiased analyst, always with the urgency to get in now while you can, and the lure of 10 baggers. I’d be very wary of buying anything at the stage where he markets it for free, or after the stock price has already been pumped up. Just my own opinion, and I could be wrong.
No it’s not public eemajin. Its a private Robert Friedland company. But you can own 18% of Pu Neng buy owning SPNRF as squirrel said. I am also long CCCCF. I have been real happy with it too…..Cowboy
Didn’t HN have a couple of extensive write-ups on how several of these companies were related, including owners’ names and ownership %, as well as how these were connected to China in earlier post – either on this or the thread that covers scandium and Clean Teq ? HN, I hope all’s well. I miss your analyses.
It was that thread deanbob. I can’t tell ya what page, but it’s there and pretty in depth. All is well here Brother ! Just busy, busy. Checking in when I can. Pretty happy that my metals may have bottomed out and going back up ! ….Cowboy
VRB Energy and Pu Neng are the same company; Pu Neng is the name used for Chinese operations, VRB Energy is the name for sales and operations outside China.
Therefore whatever manufacturing of components is done, is likely to be inside China, where Friedland controls the Pu Neng factory.
As far as I know it is not possible to buy into Pu Neng directly, unless there has been an offering in the last 30 days I am unaware of.
I want one!!
The perfect Hitman’s EV….
Kalashnikov launches electric car
https://www.pistonheads.com/news/general-pistonheads/kalashnikov-launches-electric-car/38644
$FYI – Lithium Miners News For The Month Of August 2018
byMatt Bohlsen @sa Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LIACF, LIT, LMMFF, LSSCF, LTHHF, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PNXLF, RDRUY, RRSSF, SQM, STLHF, TTC, TWNAF, WMLLF
https://seekingalpha.com/article/4201925-lithium-miners-news-month-august-2018?isDirectRoadblock=true
$MGXMF long
$AES Fluence article
http://blog.fluenceenergy.com/australia-grid-reliability-flexibility-energy-storage?utm_source=hs_email&utm_medium=email&utm_content=65457926&_hsenc=p2ANqtz-8uoPdN9IjLSp0Vp-B2KSfOtWsRvFApe4EbsR-KnyP9SKFo811ScTiRgtxuPgSxobRkCUMLVZSaFXKHBiJQKM-5vTeclw&_hsmi=65457926
$ESNC – EnSync Energy to Showcase Home Energy System at Solar Power International
http://ensync.investorroom.com/2018-08-27-EnSync-Energy-to-Showcase-Home-Energy-System-at-Solar-Power-International
ESNC long small position
$MGXMF – MGX Minerals Announces Completion of First Hole to 1800’ at Kibby Basin, Nevada Lithium Brine Project
https://www.mgxminerals.com/investors/news/2018/395-mgx-minerals-announces-completion-of-first-hole-to-1800-at-kibby-basin-nevada-lithium-brine-project.html
MGXMF long
$NIOBF – Nordmin Proposes Innovative Design That Minimizes Environmental Impacts of NioCorp’s Elk Creek Critical Minerals Mine
https://mailchi.mp/niocorp/nordmin-proposes-innovative-design-that-minimizes-environmental-impacts-of-niocorps-elk-creek-critical-minerals-mine?e=d2703cb985
NIOBF np
$FYI – Lithium Junior Miner News For The Month Of August 2018
by Matt Bohlsen @sa – Includes: AAL, ABEPF, AISSF, AVLIF, AVLNF, AVNLF, AZZVF, BCLMF, CRECF,
Summary
Lithium spot prices in China fall, and global contract prices remain strong.
Lithium market news – China’s lithium price decline is not the full picture to an industry surging.
Junior lithium miner company news – AVZ Minerals Maiden Mineral Resource establishes Manono as the world’s largest hard rock spodumene deposit, with 259.9Mt grading 1.63% Li2O.
https://seekingalpha.com/article/4202349-lithium-junior-miner-news-month-august-2018?isDirectRoadblock=true
$MGXMF “AIS Resources [TSXV:AIS] (OTCQB:AISSF)
On July 25 AIS Resources announced: “A.I.S. Resources acquisition of Salinitas Lithium brine project at Salinas Grande Salar, Argentina. The “Company” or “AIS”, is pleased to announce that the Company has entered into an option agreement to acquire five lithium brine mining tenements in the Salinas Grandes Salar, Salta province Argentina (“Salitinas” or “the Project”). The 4,308 hectare land package resides in the Puna region of northwest Argentina near the border of Chile, an area renowned for its lithium- and potassium-rich brine resources. AIS has granted to MGX Minerals Inc. (MGX) an Option to acquire an 80% interest in the Project. To secure the Option, MGX has agreed to pay US$250,000 on or before July 31,2018. MGX can acquire an undivided 80% in the Project at any time during the Agreement by making payments totaling US$3.2 million. MGX has also agreed to incur total expenditures of at least US$1.2 million prior to May 31, 2020.”” note this buried under AIS Resources [TSXV:AIS] (OTCQB:AISSF)
$MGXMF long an building, MGX is building a position in Lithium Brine thier technology can process brine so much faster than evaporation.
$FYI – Graphite Miners News For The Month Of August 2018
by Matt Bohlsen @sa Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, DMNKF, ECORF, FCSMF, GLKIF, GP
Summary
Graphite spot prices were mostly unchanged in August.
Graphite market news – “The graphite electrode market is expected to sustain its growth momentum in the current year (2018-19) as the demand-supply gap is expected to widen.”
Graphite company news – Bass Metals commences the commercial ramp up of production from the recently refurbished Graphmada Large Flake Graphite Mine in Madagascar.
https://seekingalpha.com/article/4202623-graphite-miners-news-month-august-2018?isDirectRoadblock=true
Hey HN, are you reading “Corporate Governance Statement 2018”. I hope your enjoying the summer, come back when you can.
Will be more active in the next few weeks. Been completely immersed in U.S. politics, researching and trying to get a grip on what is happening.
$MGXMF – MGX Minerals and Engineering Partner PurLucid Achieve 99.7% Lithium Recovery; Low Cost Polymeric Membrane
https://www.mgxminerals.com/investors/news/2018/396-mgx-minerals-and-engineering-partner-purlucid-achieve-99-7-lithium-recovery-low-cost-polymeric-membrane-breakthrough.html
MGXMF long
$CECBF – China added as much battery-storage capacity in 2018 as all previous years combined
https://qz.com/1371099/china-added-as-much-battery-storage-capacity-in-2018-as-all-previous-years-combined/
I received the link to this article from Cell Cube. The article has a good overview of what China is working on for batteries.
CECBF long
Vanadium Miners News…. https://seekingalpha.com/article/4202853-vanadium-miners-news-month-august-2018?isDirectRoadblock=false ….Cowboy
$FYI – Vanadium Miners News For The Month Of August 2018
by Matt Bohlsen @sa Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, CCC, CCCCF, GLCNF, LGORF, MT
Summary
Vanadium spot prices remain high despite flattening off in August.
Vanadium market news – Vanadium market expected to grow, fueled by strong steel and increasing energy storage demands.
Vanadium company news – Largo Resources announces record revenues (up 189% YoY), and repayment of full Brazilian debt.
https://seekingalpha.com/article/4202853-vanadium-miners-news-month-august-2018?isDirectRoadblock=true
$FYI – Volume 16 PV POWER PLANT TECHNOLOGY AND BUSINESS
September 2018
https://solar-media.s3.amazonaws.com/assets/Pubs/PVTP%2016/PVTP16.pdf
I received this yesterday and have just found time to read. This is a 102 page report and I have only read the Introduction, who reads the intro, if your interested in soler modules that’s what this report is about. How much do you want to know here is part “A team from the ZHAW Zurich University of
Applied Sciences detail the flood of bifacial products in the market now and crucially the available tracker infrastructure to deliver the best LCOE improvements (p.66). One such tracker manufacturer, Soltec, shares some of the lessons it has learned from its efforts to optimise its technology for bifacial modules (p.81).We also look at offshore solar, potentially
the next frontier for floating solar installations (p.60), and an innovative hybrid project combining solar PV with rice husk-fuelled biomass (p.84).”
“Our regular Storage and Smart Power section includes the second part of our in-depth look at flow batteries, the long-duration technology Increasingly looking like a natural bedfellow for solar (p.111). ”
Now I’ll read the report. Solar farms on the ocean what’s next.
This is an excellent read it is an overview of PV systems globally, module technology, module testing, inverters, battery, and,,, I’m only about a third of the way though 102 pages but they are covering the sections with out getting into too much technical detail. If your are thinking about solar you need to read this.
“Vertical integration versus OEM
From a manufacturing standpoint, the
different providers’ strategies are almost
as diverse as their technology offerings.
VRB/Pu Neng, for instance, is 82% owned
by US/Canadian mineral resources group
Ivanhoe Capital, which is led by financier
Robert Friedland and fits into the mining
industry veteran’s IPulse group of compa-
nies. Jim Stover says that Friedland’s group
had spotted potential to capitalise on its
“upstream vanadium expertise”, as well
as a track record of working in China and
purchasing Pu Neng in 2016 (the rebrand-
ing as VRB is currently ongoing, while the
Chinese subsidiary will retain the Pu Neng
moniker). While corporate headquarters
are in Vancouver and other offices are in
the US, the manufacturing takes place in
China, near Beijing.
“It’s important to be vertically integrat-
ed here, to produce a vanadium battery.
Because the electrolyte typically is 30% to
50% of the cost of the battery, depend-
ing of course on the length of energy
duration,” Stover says, adding that VRB is
preparing to present solutions for large-
scale solar installations in the Middle East
that involve an 8-13-hour energy storage
duration.”
$FYI pv-tech September 2018 113
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