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
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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.
A private company to keep an eye on; Ionic Materials. Most lithium-ion batteries today use a flammable liquid electrolyte. This company has developed a solid state polymer electrolyte that is much safer and more efficient.
http://ionicmaterials.com/about-us/
Sorry, I forgot to mention that BioSolar is working on is a Polymer replacement for the anode and cathode which is where the cobalt is used. That would not require as much development as a replacement electrolyte. BioSolar does have something close but their SP has not jumped since announced.
Bill Joy co-founder of Sun Microsystems is an investor in Ionic Materials. Here is an interesting interview with him on the potential of this polymer that he calls an ‘ionyl’.
https://spectrum.ieee.org/energywise/energy/the-smarter-grid/the-joy-of-batteries
$FYI – Daily news from pv magazine USA – 6/18/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=adedf4f85a
Todays articles:
U.S. could slap additional 25% tariffs on Chinese cells, modules
Texas to get its largest battery, coupled with its largest solar power plant
Court strikes down Canadian solar makers’ attempt to stay solar tariffs
West of the Pecos Solar sells 50 of its 100 MW – guess who to?
$BSRC – BioSolar Signs a Joint Development Agreement with Ferroglobe, the Global Leader in the Supply of Silicon Material
http://www.biosolar.com/view_news.php?id=147
“We are excited to partner with BioSolar, a company whose technology represents tremendous upside in the development of lithium-ion batteries with respect to capacity, efficiency and safety,” said Benoist Ollivier, EVP-Technology at Ferroglobe. “We continue to focus on the development of high value added advanced materials, and are confident that our focus on silicon anode material development will yield results that ultimately reduce costs and improve output.”
BSRC long sp
$FYI – It’s Electric: Key Growth Investing Trends To Watch
by SA Marketplace & Matt Bohlsen
Summary
Electric vehicles have a long road ahead of them, even if Tesla sees a few twists and turns along the way.
Matt Bohlsen talks about where he’s keeping his focus, including a mineral that is newly rising to his attention.
https://seekingalpha.com/article/4182287-electric-key-growth-investing-trends-watch?isDirectRoadblock=true
Including thoughts on Vanadium and autonomous vehicles trend.
$FYI – Daily news from pv magazine USA – 6/19/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=d8d1a6b458
Todays articles:
Why a utility front organization is wrong about solar incentives
Falling battery costs to push solar, wind to 50% electricity by 2050
$1 trillion by 2030 – ACORE lays out a US pathway
Schism in the South: The debate over renewables splits the GOP.
New York expands Megawatt Block solar incentives
Innogy to develop 440 MW solar pipeline in the US southeast
Press Releases
Three-Star General visiting Reno to discuss Nevada’s role in the National Security Imperative for Clean Energy
$FYI – Embracing the Lithium-Ion Battery Euphoria – Innovations in Electrolytes
http://www.batterypoweronline.com/news/embracing-the-lithium-ion-battery-euphoria-innovations-in-electrolytes/
Speaking of Lithium electrolytes this is probably more information than you wanted to know.
Interesting mentioned in the article is that the reason for the number Lithium battery factories being built is that insurance for Lithium battery shipments can’t be found.
$FYI –
Daily news from pv magazine USA – 6/20/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=223759740c
Todays articles:
SunPower, First Solar close on sale of yieldco 8point3
U.S. renewable energy finance weathers the storm
Community Solar spurns New York’s VDER, seeks a return to net metering
CCCCF–Long….http://www.cornerstonemetals.ca/index.php/news/2018/433-latest-metallurgical-test-results-exceed-95-vanadium-extraction-from-cornerstone-metals-inc-s-carlin-vanadium-project ….Cowboy
Yo Cowboy! Good find on this stock. Unfortunately I don’t have any money for another miner drilling a prospect…even an apparent good one. I’m pretty much tapped out altogether.
I am searching nickel plays now, for future purchases. I see that as being the next hot (hotter!) item in many different types of batteries. I want to stay out of Russia, think Norilsk, and looking to find some dough for a producer.
Good to see you posting again. Hope that your leg is back to normal.
CCCCF has been good for me so far edski. I still check in, or try daily just to try and keep up with everything here. And I’m with ya on the tapped out money supply and the nickel theory. Been busier than a one legged man at a rearend kickin contest. My leg is great so far…just workin too much at work, then home for hay work, Grand kids and the garden. Life’s good Brother !….Cowboy
….”Been busier than a one legged man at a rearend kickin contest.”
HAAAAaaaaaaa…………thanks for the laugh! Hope to see video on u-tube soon!
Take care……………………..edski
$FYI – Daily news from pv magazine USA – 6/21/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=f6920e3196
Todays articles:
Silicon Ranch to supply a massive amount of solar to Georgia co-ops
Seven U.S. cities to power municipal operations with renewables
Consumers reveals details of solar deployment in IRP
Nevada 50% by 2030 renewable mandate qualifies for referendum
Maui College going 100% solar
Press Releases
Ecolibrium Solar delivers EcoFoot2+ for installation of record breaking solar array
ReneSola closes North Carolina solar project sale to Greenbacker Renewable Energy Company
Solar Integrated Roofing Corporation CEO touts “New levels of efficiency previously unseen”
$FYI – Daily news from pv magazine USA – 6/22/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=e88295ae2e
Todays articles:
Global PV module prices collapse
Tesla to close at least 13 solar installation offices in nine states
AI-infused drone O&M for solar farms – 50 minutes per MW
First Solar joins carbon tax campaign
In the article “AI-infused drone O&M for solar farms – 50 minutes per MW” the company named is Aerospec Technologies web site http://aerospec.us/#about . They are a private company worth watching IMO. They do drone inspection of renewable energy sites installations and Oil and Gas. Their drone pilots are certified and they have “Data Management package.
$FYI – Core Exploration Has Large Exploration Potential And A $2.4B Market Cap Chinese Off-Take Equity Partner
by Matt Bohlsen
Summary
Core Exploration has a potentially large lithium project in Northern Territory with plenty of exploration upside.
Core Exploration has signed a 1 million tonne [DSO] lithium binding off-take deal and US$20 million pre-payment agreement with China’s Yahua.
Several near term catalysts include – Drilling results, possible resource upgrades, and a PFS.
Possible producer of DSO by 2019.
https://seekingalpha.com/article/4183391-core-exploration-large-exploration-potential-2_4b-market-cap-chinese-take-equity-partner?isDirectRoadblock=true
I think Bohlsen may have found something here, current SP .043 AUD(?)
$FYI – Cobalt Miners News For The Month Of June 2018
by Matt Bohlsen @sa Includes: AEOMF, AMSLF, ARRRF, ARTTF, BHP, BKTPF, BRCSF,
Summary
Cobalt spot prices fell for the month of June.
Cobalt market news – Benchmark Minerals says “the cobalt conundrum is just beginning.”
Indian state-owned firms mandated to acquire overseas lithium and cobalt assets – A rough deadline of March 2019.
Cobalt miner news – Katanga Mining announces settlement of DRC legal dispute with Gécamines and agreement for the resolution of KCC Capital Deficiency.
https://seekingalpha.com/article/4183547-cobalt-miners-news-month-june-2018?isDirectRoadblock=true
cat l , china just bought lithium co. in Quebec and is lookimg for others to buy. mgx is mining in Quebec too. mgx to increase very fast. God bless America, Canada.
$ECSIF – eCobalt Provides Update on Idaho Cobalt Project Feasibility Study and Financing Progress
http://www.ecobalt.com/news/news-releases/ecobalt-provides-update-on-idaho-cobalt-project-fe-20180625
Not much has changed other the process no indication of significance.
ECSIF long
$FYI – Daily news from pv magazine USA – 6/25/2018
Todays articles;
IRS gives big solar two more years
NC regulators reject Duke’s grid investment proposal, limit fixed charge increase
Summer solstice sets solar record in California
$FYI – Lithium Miners News For The Month Of June 2018
by Matt Bohlsen @sa Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AVLIF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LAXXF, LIACF, LIT, LMMFF, LSSCF, LTHHF, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PNXLF, RDRUY, RRSSF, SQM, STLHF, TWNAF, WMLLF
Summary
Lithium China spot prices were slightly down in June.
Lithium market news – Simon Moores: We’re in the midst of a global battery arms race, now above 40 gigafactories.
Indian State-owned firms mandated to acquire overseas lithium and cobalt assets – a rough deadline of March 2019.
Lithium company news – Galaxy agrees to sell northern tenement package at Sal De Vida for US$280 million to POSCO.
Lithium Americas Thacker Pass PFS – a very impressive post-tax NPV8% of USD 2.6b.
https://seekingalpha.com/article/4183758-lithium-miners-news-month-june-2018?isDirectRoadblock=true
NOTE: the second and third items is every Nation for itself.
$MGXMF long
thks. mgx to buy purlucid in future
$FYI – Daily news from pv magazine USA – 6/26/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=a46e1bf911
Todays articles:
Senate to vote on future of REAP in Farm Bill
Kaua’i to near 70% renewables with massive solar + storage project
Mosaic Solar breaks $1 billion and gets an ‘A-‘
Press Releases
Solar FlexRack doubles solar tracker sales in first half of 2018
4.2 MW project commissioned in the USA with Vikram Solar Modules
The article “Mosaic Solar breaks $1 billion and gets an ‘A-‘” in todays PV mag above I thought looked interesting. After reading the article my rudimentary knowledge finance didn’t have me any further ahead than where I started. (HELP) Mosaic Solar Loan Trust –
https://joinmosaic.com/investor-agreement/ it appears you can buy notes from Mosaic but I didn’t seem what the return might be. I did a search and JP Morgan maybe behind some of their capital. The Kroll Bond Rating Agency (KBRA) has given them a preliminary rating of A- does that make this a good investment.
$CECBF – CellCube Energy Storage Systems Appoints Stefan Schauss as President
http://markets.businessinsider.com/news/stocks/cellcube-energy-storage-systems-appoints-stefan-schauss-as-president-1027314528
I’ve been a little concerned about Stina Resources now CellCube following the path of American Vanadium Corp going defunct. This new hire changes that and I hope the timing is right for the flow battery business. Some good mining news would be nice too.
CECBF long
$FYI – Daily news from pv magazine USA – 6/27/2018
https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f4bc05c8679a&id=55a0d55610
Todays articles:
GT Advanced Technologies opens silicon carbide factory in New Hampshire
Solar trade dispute: US agrees to consultation w/ Korea, EU, China, Malaysia & Thailand
174 Power to build Wyoming’s first large solar project
Solar bond pays for 12 solar installations in Albuquerque
Ska Brewing adds solar to renewable arsenal
Press Releases
Envision Solar announces follow-on order of additional EV ARC™ solar charging station from Lawrence Livermore National Laboratory
Clean Focus energizes 3.84 MW solar arrays at two dignity health hospitals