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:
graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material" rel="nofollow">http://www.graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material
$GLFN – http://galenfeha.com/ and #Gummune
…
Author: arch1 Comment: http://www.stockgumshoe.com/2016/03/microblog-club-house-for-the-discussion-of-religion-politics-and-other-unmentionables-volume-5/comment-page-17/#comment-4886050 New development for battery research to make electric vehicles practical and cost competitive…
Best2You ~ Benjamin @H0U3
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$FYI – Battery Power Monthly News – November 2019
Some of this months articles;
‘Asymmetric Temperature Modulation Improves Extreme Fast Charging in Lithium Ion Batteries
Modeling Goes A Long Way To Prevent Lithium-Ion Battery Safety Failure
Developing the Next Generation of Lithium Ion Batteries
Nobel Prize in Chemistry Honors Work on Lithium-Ion Batteries
http://wec.chi-lifescience.com/read/archive?id=166917&mid=673289746&e=l%5fgriffin%40hughes%2enet&x=d6dc862c
$FYI – AltEnergyMag Newsletter – November 20th, 2019
Some of todays articles;
How Can We Improve Hydropower Technologies?
How Did Wind and Solar Become Cheaper Than Coal?
Superfund Project Restores an Ecosystem
How to Protect Solar Panels from Environmental Damage
Solar Light Systems Provide Crucial Light Sources in Remote Oil Fields
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=789dffb1-b565-4eb3-b689-35fa2dcfc31b
Here is a little VW news that will help demand in the battery storage materials hopefully….https://ww.electrek.co/2019/11/12/vw-breaks-ground-on-massive-tennessee-ev-plant-dubbed-a-magic-moment-by-ceo/ …..Cowboy
$ – The latest from Energy Storage News . My subscrption for some reason has not been delivered since 11/5/2019, I’ve been busy lately so haven’t had time to track down the problem. I did resubscribe today hopefully they will now continue. An article showed up on news.google today that I wanted to post
This is a link to The latest from Energy Storage News web page –
https://www.energy-storage.news/
with some artcles you might be interested in;
Encouraging signs: interconnection rules in the age of distributed energy storage
Lockheed Martin locked onto 2020 flow battery launch
‘Interconnection rules for energy storage are a work in progress’, even in the US’ leading states
Phoenix summer peak load to benefit from 1GWh battery system with PV
$FYI – Cobalt Miners News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF
Summary
Cobalt spot prices were moved sideways in the month of November. Cobalt hydroxide price are up 55% in the past three months.
Cobalt market news – Pallinghurst and Traxys to invest $2bn in battery materials.
Cobalt miners news – Katanga Mining to raise an estimated CDN$7.6 billion under discounted rights offering. China Moly joins Huayou in Indonesia nickel project.
https://seekingalpha.com/article/4309323-cobalt-miners-news-month-november-2019?isDirectRoadblock=true
$JRVMF $CTEQF $ARRRF $ARTTFf
$FYI – Lithium Miners News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: ALB, ALTAF, AMVMF, FMC, GALXF, ILHMF, LAC, LIT, LTHM, NMKEF, OROCF, PILBF, RDRUY, RRSSF, SQM
Summary
Lithium prices were slightly lower in November. Mining.com – “Lithium price: Worst may be over for Australian producers.”
Lithium market news – Pallinghurst and Traxys to invest $2bn in battery materials.
Lithium company news – BMW orders more than 10 billion euros’ worth of battery cells.
https://seekingalpha.com/article/4309355-lithium-miners-news-month-november-2019?isDirectRoadblock=true
$FYI – Battery Storage Costs Drop Dramatically, Making Way to a New Era
The three main takeaway points from the RMI report are as follows:
1. Battery cost and performance improvements are quickly outpacing forecasts.
2. These improvements spell trouble for natural gas and internal combustion engine vehicle markets.
3. Lithium-ion, while still the leading batter technology, is likely not the universal solution of future energy storage technologies.
The report delves deeply into the electric vehicle market, as well as a large range of battery types and chemistries.
https://interestingengineering.com/battery-storage-costs-drop-dramatically-making-way-to-a-new-era
You will need to follow ma couple of links after after the above to get to the download button the report is ‘rmi_breakthrough_batteries.pdf’ 3.9 MB.
$FYI – Lithium Junior Miner News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: ABEPF, AISSF, ARYMF, AVLIF
AVLIF
$0.12
-0.00 -2.69%
Advantage Lithium Corp.
Advantage Lithium Corp. engages in the acquisition, exploration, and development of lithium properties.
52 Week Range
0.11 – 0.55
Market Cap.
19.00M
More »
, AVLNF, AVNLF, AZZVF, BCLMF, BMWYY, BVTEF, CRECF, CXOXF, CYDVF, DMNXF, EEMMF, ERMAF, ERMAY, ERPNF, FRRSF, HLKMF, LEXI, LIACF, LINRF, LMMFF, LTHHF, LTMCF, LXENF, MGXMF, MLNLF, NNOMF, NTTHF, PEMIF, PLL, PLUUF, PNXLF, RIO, SGMLF, STLHF, WMLLF
Summary
Lithium prices were slightly lower in November.
Lithium market news – Pallinghurst and Traxys to invest $2bn in battery materials. BMW orders more than 10 billion euros’ worth of battery cells.
Junior lithium miner company news – Rio Tinto has ‘eureka moment’ with California lithium discovery. From October: Wesfarmers revs up for lithium plant after Tesla visit.
https://seekingalpha.com/article/4309598-lithium-junior-miner-news-month-november-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
$FYI – Graphite Miners News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, ECORF, FCSMF, FGPHF, GLKIF, GPHOF, GRXXF, IMYSF, KBBRF, LEMIF, LMRMF, MGPHF, NGPHF, NMGRF, NSRCF, SGLFF, SRHYY, SYAAF, TLGRF, URNXF, WWR, ZENYF
Summary
China Graphite flake spot prices were slightly higher in November. Fastmarkets – “Flake prices steady but possible rises over winter.”
Graphite market news – Pallinghurst and Traxys to invest $2bn in battery materials – graphite. Syrah Resources will not ramp up its production until the market is back in balance.
Graphite company news – Syrah first production of purified spherical graphite from BAM facility. Renascor Resources DFS – Post-tax NPV10% of A$388m or US$271m. Post-tax IRR of 33%.
https://seekingalpha.com/article/4309679-graphite-miners-news-month-november-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
FYI – Vanadium Miners News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, DMNKF, GLCNF, LGORF, PCY, PNTZF, PRPCF, RDRUY, RRSSF, SRHYY, SYAAF, UUUU, VDMRF, WSTRF
Summary
Vanadium spot prices were lower in November.
Vanadium company news – The global energy transition is happening faster than the models predicted.
Vanadium company news – AMG commenced the construction of a new catalyst recycling facility doubling capacity to 60kt pa.
https://seekingalpha.com/article/4309891-vanadium-miners-news-month-november-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
$JRVMF – Jervois drilling results from Idaho Cobalt Operations, United States
“Since taking ownership of Idaho Cobalt Operations (“ICO”) in July, Jervois aggressively drilled during 2H 2019 to optimize and de-risk the bankable feasibility study (“BFS”) underway, and to begin to assess potential mineral resource upside. The Company completed 3,125 metres of diamond core drill drilling over 19 holes to support the bankable feasibility study (“BFS”) currently in progress. All holes targeting the currently modelled Ram resource intersected mineralization, representing an increase of over 20 percent of all resource grade holes undertaken on the Ram deposit. In addition, two holes were extended to explore the footwall of the RAM deposit, successful results for both step out exploration holes were reported 15 October 2019. The Ram deposit resource remains open at depth and along strike offering opportunities for expansion. The initial footwall exploration results confirm an extension of the Blackbird mine horizons resulting in the opportunity to further explore the Blacktail North extension zone on strike and dip. An extensive drill programme is planned during the US summer of 2020.”
https://gallery.mailchimp.com/6f52ace6c580fa2e1b6485f53/files/cbff9354-e7b2-4d45-ae1f-13211b7a7c18/02180649.pdf
$FYI – Nickel Monthly News For The Month Of November 2019
by Matt Bohlsen @sa – Includes: AAUKF, AMMCF, ARRRF, AXNNF, BHP, CBLLF, CSSQF, CTEQF, ERMAY, FQVLF, GGIFF, GLCNF, IIDDY, NCPCF, NIKAY, NILSY, PANRF, PSDNF, RNKLF, SAMMF, SHERF, SMMYY, VALE, WNARF
Summary
Nickel spot prices were lower in November, and the LME inventory hits a 10-year low at only 67k tonnes.
Nickel market news – China’s GEM eyes nickel, cobalt output from Indonesia by August 2020. China’s Huayou sees Indonesia nickel, cobalt project start up in 2 yrs.
Nickel company news – New CEO at BHP, and searching for a new CEO at Glencore. Independence Group makes off-market takeover bid for Panoramic Resources.
https://seekingalpha.com/article/4310064-nickel-monthly-news-month-november-2019?type=click&mailingid=4310064&messageid=author_rta&databaseid=&serial=author_rtaO4310064O1575307231914.0.e2bc8c08832b8c255163b069f5200185&emailid=22584741&userid=22584741&extra=&&&3000&&&https://seekingalpha.com/account/email_auth?auth_param=lh7d5:1euai31:ac69cb0091a7801a0f7ad008f7495738&ref=%2Farticle%2F4310064-nickel-monthly-news-month-november-2019%3FisDirectRoadblock%3Dtrue%26source%3Dauthor_rta%3Aread_now%26utm_medium%3Demail%26utm_source%3Dseeking_alpha
$FYI – AltEnergyMag Newsletter – December 4th, 2019
Some of todays articles;
Heliogen Achieves Breakthrough Temperatures From Concentrated Sunlight for Industrial Processes
How The Energy As A Service (EaaS) Business Model Works
Blade for World’s Most Powerful Offshore Wind Turbine Arrives in Boston for Testing
Commercial Real Estate and Clean Power Investment Tips
Microgrid Peer-to-Peer Energy Startups Democratize Power Choices.
What is Geoengineering?
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=6b69f5c8-66c1-4fbd-8dce-b921bc4eea86
$FYI – How Energy Storage’s Growth Trajectory Differs From the Early Days of Solar
“Fast-acting battery technology performs many roles: frequency regulation, capacity, deferral of wires upgrades, resilience, firming renewable generation and more. It does not rely on a geographically specific weather pattern or any one set of state policies to become valuable, and it’s already asserting itself across the U.S., said Daniel Finn-Foley, energy storage director at Wood Mackenzie, speaking Tuesday at GTM’s Energy Storage Summit in Denver.”
https://www.greentechmedia.com/articles/read/energy-storage-summit-growth-trajectory
$FYI – AltEnergyMag Newsletter – December 18th, 2019
Some of todays articles;
EVs Only as Green as Their Grids
More than 50,000 new jobs through photovoltaics and storage technology
U.S. Solar Market and 15 States See Best Quarter Ever for Residential Solar
59% of Consumers’ Next Car Will Likely Be Electric
Battery Pack Prices Fall as Market Ramps Up With Market Average at $156/kwh in 2019
Implementing Drones to Inspect Electric Utility Wires – (about time DUH!)
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=53dc3a88-3a67-46fc-b864-6c24e42d2e08
$FYI – Battery storage on verge of changing Texas power grid
“While only a fraction of proposed generation projects typically get built, Huntington said the flood of battery proposals indicates where the market is headed. Texas, meanwhile, has become one of the leaders in grid-scale storage, in part because it can design policies without waiting for the Federal Energy Regulatory Commission, where a contentious rule-making process for deploying batteries on the grid is underway. ”
https://www.houstonchronicle.com/business/energy/article/Battery-storage-on-verge-changing-Texas-power-grid-14918327.php
$FYI – Cobalt Miners News For The Month Of December 2019
by Matt Bohlsen – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, CBBHF, CMCLF, CSSQF, CTEQF, ECSIF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF
Summary
Cobalt spot prices moved lower in the month of December.
Cobalt market news – Glencore’s Mutanda mine in Congo shuts down a month early.
Cobalt miners news – Katanga Mining completes rights offering of CDN$7,678,388,000. Cobalt Blue to acquire final 30% of Broken Hill (Thackaringa) Cobalt Project from BPL now that their feud is settled.
Glencore under investigation for bribery by U.K. authorities. South Korea’s SK Innovation signs Glencore cobalt supply deal.
https://seekingalpha.com/article/4313985-cobalt-miners-news-for-month-of-december-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
$FYI – Lithium Miners News For The Month Of December 2019
by Matt Bohlsen – Includes: ALB, ALTAF, AMVMF, FMC, GALXF, ILHMF, LAC, LIT, LTHM, NMKEF, OROCF, PILBF, RDRUY, RRSSF, SQM
Summary
Lithium prices were lower again in December. Most experts are saying the bottom is very close and that lithium prices should pick up in H2 2020.
Lithium market news – Canaccord: Lithium needs US$30 billion to meet long-term demand. Battery prices fall nearly 50% in 3 years.
Lithium company news – Ganfeng Lithium signs supply agreement with BMW. Alita Resources repays Galaxy Resources its outstanding debt, backed by new Chinese investors.
https://seekingalpha.com/article/4314058-lithium-miners-news-for-month-of-december-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
$FYI – Lithium Junior Miner News For The Month Of December 2019
by Matt Bohlsen @sa – Includes: ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZVF, BCLMF, BMWYY, BVTEF, CRECF, CXOXF, CYDVF, DMNXF, EEMMF, ERMAF, ERMAY, ERPNF, FRRSF, HLKMF, LEXI, LIACF, LINRF, LMMFF, LTHHF, LTMCF, LXENF, MGXMF, MLNLF, NNOMF, NTTHF, PEMIF, PLL, PLUUF, PNXLF, RIO, SGMLF, STLHF, WMLLF
Summary
Lithium prices were lower again in December. Most experts are saying the bottom is very close and that lithium prices should pick up in H2 2020.
Lithium market news – Simon Moores: “2020 begins the battery metals and energy storage revolution decade”.
Junior lithium miner company news – Liontown Resources Kathleen Valley PFS – Post-tax NPV8% [REAL] of A$507M and IRR of 25%. Pre-production capital expenditure of A$240.5M.
https://seekingalpha.com/article/4314099-lithium-junior-miner-news-for-month-of-december-2019?isDirectRoadblock=true&utm_medium=email&utm_source=seeking_alpha
$FYI – 5 Tangible Advances for Long-Duration Energy Storage in 2019
“But these preliminary announcements serve a strategic purpose: signaling to the market that real long-duration plants are in development, and have sites and permits secured. They advance the conversation from small pilots, like the ones Highview has operated for years in the U.K., to the mega-scale projects that hold game-changing potential for the grid.”
https://www.greentechmedia.com/articles/read/5-tangible-advances-for-long-duration-energy-storage-in-2019