EV >>>—Vehicles-October-02-17–&-Beyond——->How do we get there? >>>—Water, Air, Earth, Fire——->
#Inspired by Dad, Arch1, Griffin, HendrixNuzzles, #ZKSS, Robert Friedland, Matt Bohlsen
o ”LOVE is all that matters. Love IS all there is…” ~ Dad, Hours after flight! 😉
o ”Sums it up. just like a coffee maker. Clean out used grounds and repeat as needed. Espresso Scandium or Cobalt.” ~ ARTH1 https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-9/#comment-4952887
o ”There are a lot of analysts predicting a cobalt shortage for lithium-ion batteries… Elons’ offer was a stink bid. 🙂 ” ~ Griffin
o HendrixNuzzles – https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/
o #ZKSS – https://www.stockgumshoe.com/author/dr-kss-md-phd/ #BestoftheBest #ZKSS
o “I’m giving you a stock tip. Buy CleanTeQ !” ~ Robert Friedland | CleanTeq > Robert Friedland 16% Jiang Zhaobai 16% thru control of Pengxin
o Towering icebergs in Greenland / Photo by @danielkordan https://twitter.com/EarthPix/status/914139567355305989
o EV Company News For The Month Of September 2017 https://seekingalpha.com/article/4110953-ev-company-news-month-september-2017 ~ Matt Bohlsen
o China’s Tibet opened first air ambulance center on Saturday with two helicopters that can carry a patient for up to 600 km https://twitter.com/PDChina/status/914758262834184192
o Blazing a New Future… https://ignyta.com/ | Fabulous Ingenuity Rarely Exhibited https://www.pinterest.com/pin/324540716887526896/ | 1st In Road Evolution -Fire
o Mexico is planning on building its own Hyperloop -Alexandra Appolonia/Sep 30, 2017 https://flipboard.com/@flipboard/-mexico-is-planning-on-building-its-own-/f-82bd51579c%2Fbusinessinsider.com? ht https://twitter.com/RickKing16/status/914768671255523330
o The 2017 #NobelPrize #Medicine “for their discoveries of molecular mechanisms controlling the circadian rhythm” https://twitter.com/NobelPrize/status/91478561816467456
This DISCLAIMER applies: https://www.stockgumshoe.com/disclaimer/ Long #ZKSS and the GREAT Gummunity! >>>—Best2ALL——->
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 – Bosch Opts for Outsourcing Battery Cells Over In-House Manufacturing
http://www.batterypoweronline.com/news/bosch-opts-for-outsourcing-battery-cells-over-in-house-manufacturing/
There is still a lot being sorted out in the production of EVs and their batteries.
$FYI – Sweet Relief for Lithium Batteries’ Dendrite Problem
http://www.batterypoweronline.com/news/sweet-relief-for-lithium-batteries-dendrite-problem/
There is still a lot being learned about Li-ion batteries.
$FYI – Research hints at double the driving range for electric vehicles
https://www.pnnl.gov/news/release.aspx?id=4497&utm_source=PNNL%20News&utm_medium=email&utm_campaign=PNNL%20News%20email
$FYI – EV Company News For The Month Of March 2018
by Matt Bohlsen @sa
Summary
Global electric car sales – February sales were up 43% in February 2017.
EV market news – Norway embraces electric ferries. Electric planes to race from London to Darwin in 2019.
China driving the whole car supply chain, EVs are in full swing. Beijing forecasts that China will be able to produce two million electric and hybrid vehicles annually by 2020.
EV company news – “VW secures $25 billion battery supplies in electric-car surge.”
https://seekingalpha.com/article/4160572-ev-company-news-month-march-2018?uprof=46&isDirectRoadblock=true
It ain’t just cars that are going electric, boats ferries, and planes are too.
$FYI/TLSA – Tesla’s Newest High-Power Batteries
https://www.eletimes.com/teslas-newest-high-power-batteries
Received this via “First Cobalt in the News” $FTSSF good technical article on Tersla battery
Trafigura accelerates battery push with Congo cobalt deal
https://www.ft.com/content/0d7fab08-3816-11e8-8b98-2f31af407cc8
Over 5% of global Cobalt production.
Study shows hybrids and EVs to drive lithium and cobalt demand by a factor of 10 to more than 20 reports @GreenCarCongres here: http://ow.ly/C4uM30jJyww #batteries #cobaltmarket #metals #ASX #investing #mining https://twitter.com/BH_Prospecting/status/990836916533760000 Thx $BPL.asx #Best2ALL!
EV Company News For The Month Of April 2018 May 1, 2018
https://seekingalpha.com/article/4167997-ev-company-news-month-april-2018?
Includes: AAPL, AMD, AUDVF, BABA, BCCMY, BMWYY, BYDDF, BYDDY, DDAIF, F, FCAU, FUJHY, GELYY, GM, GOOG, GOOGL, GPVRF, HMC, HNDAF, HYMTF, INTC, KIMTF, KNDI, MAHDY, MMTOF, MSBHY, MZDAY, NSANY, NVDA, POAHF, RNSDF, TM, TSLA, TTM, VLKAY, VOLVY
Matt Bohlsen Investment advisor, portfolio strategy, growth at reasonable priceMARKETPLACE Trend Investing
Summary
Global electric cars had their second-best month ever with ~142,000 sales. Year to date, sales are up 59% vs. last year. Tesla races back to global No. 1.
EV market news: Autonomous electric barges coming to the Netherlands; electric buses are hurting the oil industry.
EV company news: Toyota plans 10 new electrified vehicles for China by 2020, and Nissan plans 20 new EV models for China within five years.
This idea was discussed in more depth with members of my private investing community, Trend Investing.
Welcome to the April 2018 edition of Electric Vehicle (EV) company news. March electric car sales was a record setting month with global electric car sales reaching the second best month ever, and Europe having their best month ever. China and Europe are growing sales at 85% and 41%, respectively, with global sales continuing to grow at staggering growth rates.
Global electric car sales as of end March 2018…
$FYI – Electric Car Sales Set To Accelerate As Costs Fall And Production Scales Up
https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/?partner=yahootix&yptr=yahoo#1247817a4049
What we already knew but it is nice to be right again.
Tencent-Backed Electric Car Startup NIO Files for IPO
https://www.bloomberg.com/news/articles/2018-05-28/tencent-backed-electric-car-startup-nio-is-said-to-file-for-ipo
$FYI – The EV Boom Just Keeps Getting Bigger
by Matt Bohlsen @sa
Summary
EV news highlights 2015-2018.
EV’s future – 2019 and beyond.
Some futuristic concept electric vehicle
https://seekingalpha.com/article/4177723-ev-boom-just-keeps-getting-bigger?isDirectRoadblock=true
$FYI – EV Company News For The Month Of May 2018
by Matt Bohlsen @sa
Summary
Global electric car sales – April global electric car sales were up an amazing 93% year on year.
EV market news – Bloomberg EV sales forecasts ramped up to 30m EVs by 2030, and 60m EVs by 2040 (55% market share).
Boeing Co. backed startup Zunum Aero plans to deliver its first hybrid-electric plane in 2022 to JetSuite Inc.
China bans “new” fossil-fuel vehicle plants beginning most likely from start 2019.
EV company news – VW has awarded 40 billion Euros ($48 billion) in contracts to battery producers.
https://seekingalpha.com/article/4178959-ev-company-news-month-may-2018?isDirectRoadblock=true
If anyone needs anymore proof that #EVs are the future, just look at how much the car companies are committing in hard cash.
Oh – and China recently banned any new fossil fuel car plants being built from 2019…..
https://www.google.com.au/amp/s/chinaeconomicreview.com/new-rules-for-china-auto-industry-to-ban-new-fossil-fuel-vehicle-plants/amp/ …
thx https://twitter.com/BabarczyJulian/status/1002759303919427586
#California commits $738m to #EV infrastructure to support a target of 5 million vehicles by 2030. This is exactly the type of investment that needs to be made today to support the widespread adoption tomorrow. #lithium #energy #ElectricVehicle #electrictimes
ty https://twitter.com/LivioFilice/status/1003014583718559744
#Lithium-ion factories planned for Europe & expected dates
#Samsung-Hungary 2018
#SKInnovation-Hungary 2020
#TerraE-Germany No date
#Daimler-Germany 2018
#LGChem-Poland 2019
#Northvolt-Sweden 2020
#Panasonic, #Tesla & #CATL-Planned
#Fortum-Rumoured
https://twitter.com/Chrimata_HC/status/1004590652733120512
#Best2ALL!
Nobe 100 Electric Car Is A Three-Wheeled Dollop Of Retro Cuteness
https://cleantechnica.com/2018/06/09/nobe-100-electric-car-is-a-three-wheeled-dollop-of-retro-cuteness/ … #EVs #ElectricVehicles
https://twitter.com/dtdchange/status/1005750669733605377
$FYI – EV Company News For The Month Of June 2018
by Matt Bohlsen @sa Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY, BY
Summary
Global electric car sales – May sales were the second best month ever, up 75% YoY. Electric car market share in China for May 2018 was a record 5%.
EV market news – BNEF forecasts electric vehicle sales to reach 1.6m this year, battery prices tumbling.
EV company news – Daimler adds two electric trucks in race against Tesla, VW. BMW places massive battery order with Chinese producer CATL.
https://seekingalpha.com/article/4184904-ev-company-news-month-june-2018?isDirectRoadblock=true
$FYI – A Review Of The North American EV Metal Miners
by Matt Bohlsen @sa – Includes: AAUKF, ABEPF, AISSF, ALB, APMFF, AVLIF, AVLNF, AVNL
Summary
The North American lithium miners reviewed.
The North American cobalt miners reviewed.
The North American graphite miners reviewed.
The North American nickel miners reviewed.
https://seekingalpha.com/article/4185227-review-north-american-ev-metal-miners?isDirectRoadblock=true
$FYI – Magnet Metals
Couldn’t find a link to this report at http://www.goldinvestmentletter.com/free-reports/
“Good Morning,
Even though it’s a tiny market cap company, I want to highlight news from Medallion Resources (MDL/MLLOF) that is out today (posted below). This is a $2M USD market cap call option on rare earth/magnet metals that will be in significant growing demand for decades, with supply constraints on the horizon. Neodymium (ND), praseodymium (Pr) and several other magnet metals are seeing demand growth driven by many technology applications including the electric battery/car revolution.
Don’t forget that China controls this market and when they decided to limit exports in 2010 ish it created a soaring bubble in REE prices and the stock prices of ANY companies in the business. Make no mistake, the current trade war between to US and China is just beginning and will likely escalate fast. If China wants to pounce, they will start heavily taxing or even banning critical metal sales to the US, which is a big problem for us!
If that occurs, and I think there is at least a 50/50 chance it does, stocks like Medallion Resources (MDL/MLLOF) will absolutely surge. Even if that does not happen, MDL at a dime is a no brainer. After years of slow movement, they now are within sight of actually producing these magnet metals. Meaning, we’re talking less than 2 years away right now.
After the flow sheets are completed per the release below, which will be in 2-3 months, they then can go raise money for the plant. This time, the CAPEX will be extremely manageable (a few years ago they were looking to build it in the Middle East and it would have cost them $75M minimum to build). We obviously don’t have the numbers yet but from my discussions with them, we’re talking like $5-6-7M bucks to get rolling.
That would easy put them in the $10-20M in sales range out of the gate with scaling abilities soon thereafter. This is a very doable project and medallion is the legitimate next source of REE production in North America. Saskatchewan is working with them and there could be all kinds of government support for something like this (meaning grants etc).
MDL is an easy double from here and if things really fall into place, this could be a dimes to dollars story in the next year or two. I really think the sector will grow steadily no matter what but will also have a moment in the sun again where things go nuts. REMX the Rare Earth Metals ETF (at $23 now it looks good after a big pullback) is a way to play this broadly with big money but I’m focused on MDL for huge gains on top of that.
Medallion Update on Process Development and Commercialization
2018-07-11 05:00 CT – News Release
VANCOUVER, British Columbia, July 11, 2018 (GLOBE NEWSWIRE) — Medallion Resources Ltd. (TSX-V:MDL) (OTCPK:MLLOF) (Frankfurt:MRDN) – “Medallion” or the “Company”), pursuing smart production of magnet metals, is pleased to provide an update on its recent business developments.
“Kurt Forrester and I just returned from Saskatchewan and Nebraska where we met with representatives from the Saskatchewan Research Council and Rare Earth Salts to hold key meetings on process development and commercialization of the Company’s monazite-derived feedstock,” said Don Lay, Medallion’s President and CEO.
Rare Earth Extraction Process Development — Saskatchewan Research Council
The Saskatchewan Research Council’s (“SRC”) technical staff and Kurt Forrester PhD, Medallion’s consulting metallurgist, conducted a thorough review of the results of the bench-level testwork, which was reported in the Company’s news releases dated March 22, 2018 and March 28, 2018. Based on that review, the SRC and the Company decided to focus their efforts on process refinement, including magnet metal optimization, waste management and co-product production.
The SRC and the Company identified additional prospects for further testing prior to finalizing the process flow sheet. Medallion anticipates that, within a few months, testing will be complete and a final process flow sheet will be available for engineering estimates on the capital costs for a commercial monazite rare earth extraction plant.
Commercialization — Rare Earth Salts
Medallion held business and technical meetings with its commercial partner, Rare Earth Salts Separations & Refining LLC (“RES”). RES indicated that it is pleased with the sample concentrate products it has received thus far from the Company. Technical discussions focussed on optimizing the concentrate feedstock for rare earth element distribution and chemical formatting. Don Lay and Kurt Forrester also met with Beatrice city, Gage county and Nebraska state personnel who expressed their support for growing the local rare earth processing capabilities.
RES informed the Company that it is in active commercial discussions with a number of consumers of all rare earth elements, in particular consumers of magnet metals (neodymium (ND), praseodymium (Pr), dysprosium (Dy), and terbium (Tb). RES expressed a strong desire for Medallion to provide significant quantities of its planned monazite-derived concentrate feedstock to satisfy increasing customer demands.
RES plans to incrementally expand its production capacity to separate rare-earth concentrates into marketable oxides, and it is targeting an output of 3,500 tonnes per year of rare earth oxide (“REO”) by 2022. For perspective, the current annual global market for REO’s is approximately 140,000 tonnes.
New website — Pursuing smart production of magnet metals
Medallion has updated its website to focus on its approach to the production of magnet metals. The new website utilizes a long-scrolling design, which enhances the experience for mobile users and simplifies navigation.
About Medallion Resources
Medallion Resources is pursuing near-term magnet metal production, firstly in North America, by exploiting by-product monazite. Monazite is a rare earth element (REE) phosphate mineral containing significant amounts of the key magnet metals neodymium and praseodymium (NdPr). NdPr is the key input material for the high-powered permanent rare earth magnets required for growing demands of vehicle electrification, wind power generation and robotics. Monazite is widely available as a by-product from heavy mineral sand mining operations and has a history as a commercial REE resource and well-understood metallurgy. Medallion is committed to following best practices and accepted international standards in all aspects of mineral transportation, processing and the safe management of waste materials. More about Medallion can be found at medallionresources.com. ”
Since I just took a position $REMX this was a nice read.
The Meteoric Rise of Rimac
We drove to Croatia to have a chat with Rimac founder and CEO Mate Rimac, whose company has gone from fixing a broken BMW to pushing electric tech boundaries in an astoundingly short amount of time.
https://www.roadandtrack.com/car-culture/profiles/a22127185/the-meteoric-rise-of-rimac/
🙂 #Best2You! 🙂