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.
World’s biggest commercial electric vehicle project announced in UK
https://www.intelligenttransport.com/transport-news/74030/biggest-commercial-evs-project/
$FYI – The EV Metal Miners Rout Should End Soon
by Matt Bohlsen @sa –
Summary
The EV metals miners have been smashed down in 2018 and are now very oversold. 2018 lithium and cobalt prices remain firm suggesting oversupply fears are largely unfounded.
EV sales and energy storage are booming – these are very strong tailwinds to the EV metal miners.
EV metals demand is strong and generally, supply is struggling to keep up. Cobalt has pulled back due to a strong but expected short-term DRC supply response.
The EV metal miners rout has been overdone and sentiment will soon change to match the strong underlying fundamentals.
“However, when digging deeper, we can see this does not make sense mid to long term, as most fundamentals have improved in 2018 while EV metal miner stock prices have plummeted.”
https://seekingalpha.com/article/4226424-ev-metal-miners-rout-end-soon?isDirectRoadblock=true
$MGPHF – Mason Graphite Presents Its Updated Feasibility Study Economic Results for the Lac Guéret Graphite Project
http://www.masongraphite.com/news/news-details/2018/Mason-Graphite-Presents-Its-Updated-Feasibility-Study-Economic-Results-for-the-Lac-Guret-Graphite-Project/default.aspx
$TSX.V: LLG long
$FYI – AltEnergyMag Newsletter – December 5th, 2018
This issue seems to be more about residential solar than anything else.
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=5f66e542-fa36-451c-a049-efa5d744f024
# IKN
This is a re-post I left on the Scandium, Cobalt, etc sight this morning.
It is directed to the miners in particular, especially the small juniors…..
Folks, I hope that you have kept up with IKN and his blog. https://incakolanews.blogspot.com/
For the past two days he has posted discussions with two knowledgeable people about the mining sector and discuss what has been going on regarding the share pricing, and how we have gotten into such a mess.
This cat really pens some interesting things and takes on “problem” pump and dumpsters all the time, but lately he has really gotten in their face, and now we see some verbiage from market and company higher-ups.
This might help you understand why share prices is so pathetic, in an “open” market.
Interesting stuff…..
I like the chart at the beginning says a little about DD, but a little pessimistic for a Newbie. There something interesting about Jr.s even if the sector is getting trampled. There are a few gems. I took a fling on Vanadium One and almost followed that chat to the letter. It more than doubled on vanadium project news ,. They have 2 more projects probably years away, but I have no money in it and 2/3 of my original position, and two more projects to fully explore.
$TSX-V: VRB – VanadiumCorp Announces Revocation of Cease Trade Order
This CTO was issued till a report, which is available for Download, NI 43-101 Technical Report.
https://www.vanadiumcorp.com/releases/vanadiumcorp-announces-revocation-of-cease-trade-order/
$FYI – Fluoride discovery could lead to much longer-lasting EV batteries
Another ‘New’ battery replace Lithium with Fluoride and get 10x the density now how much is lanthanum.
https://www.engadget.com/2018/12/07/fluoride-battery-breakthrough-evs/?yptr=yahoo
$FYI – Cheaper, better battery storage will underpin the global modern energy system
“By 2040, BNEF reckons the global energy storage market will grow to a cumulative 942GW worth about $US620 billion in investment over the next 22 years.”
“In the United States, the pipeline for energy storage projects in the doubled in 2018 to nearly 33GW, according to a new report from Wood Mackenzie and the Energy Storage Association (ESA).”
https://stockhead.com.au/resources/cheaper-better-battery-storage-will-underpin-the-global-modern-energy-system/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Mon%20Dec%2010&utm_content=Stockhead%20Morning%20Newsletter%20Mon%20Dec%2010+CID_d0e12598b720ac3fa38b0a1b87c28b93&utm_source=Campaign%20Monitor&utm_term=Cheaper%20better%20battery%20storage%20will%20underpin%20the%20global%20modern%20energy%20system
seemgx renewables
$FYI – PV-Tech Newsletter: US Edition – 12/13/2018
A few articles in this issue;
US utility solar installs slip in Q3 with rebound on the way
Alta Devices sets GaAs solar cell efficiency record at 29.1%, joins NASA space station testing
8minutenergy, JP Morgan & Upper Bay enter into JV for over US$200 million in equity capital
Massachusetts town requires PV installations at all new commercial buildings
Renewables 2.0: Opportunities in renewables in a post-subsidy world
http://go.pardot.com/webmail/83602/414666705/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – Energy-Storage.news – 12/18/2018
A few articles in this issue
New York’s climate change combat tactics up storage target to 3GW by 2030
Hitachi to acquire ABB power grid business in US$11bn ‘turning point’ for energy market
Sonnen: Residential batteries ready to compete with fossil fuels and nuclear in Germany
http://go.pardot.com/webmail/83602/416031451/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – AltEnergyMag Newsletter – December 19th, 2018
A few articles in today s issue
What is Energy Sprawl?
Want sustained solar growth? Just add energy storage.
A Battery for Hire: AC Vs. DC Coupling for Solar + Energy Storage Projects
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=847937ec-c257-41ec-9d2c-82064c65f47b
$FYI – PV-Tech Newsletter: US Edition – 12/20/2018
A few articles in today s issue
US government could owe Chinese solar firms nearly US$300 million in trade tariff rebates
IHS Markit: Global PV installations in 2019 to grow 18%
Community Energy earns approval for 70MW PPA in Philadelphia
The future of inverter companies
Short-term solar forecasting for utility solar sites: core business or distraction?
http://go.pardot.com/webmail/83602/417237115/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – Cobalt Miners News For The Month Of December 2018
by Matt Bohlsen @sa – AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, BXTMD, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FCX, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HLPCF, 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 flat in December.
Cobalt market news: Congo declares battery metal cobalt “strategic” in move that triples royalties from 3.5% to 10%.
Cobalt miners news: Cobalt Blue Thackaringa JV dilution triggered and Havilah Resources signs a Native Title Mining Agreement at Kalkaroo.
https://seekingalpha.com/article/4230036-cobalt-miners-news-month-december-2018?isDirectRoadblock=true
$ECSIF $CTEQF $ARRRF long
$FYI – Lithium Miners News For The Month Of December 2018
by Matt Bohlsen @sa – Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LAXXF, LIACF, LIT, LMMFF, LSSCF, LTHHF, LTHM, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PNXLF, RDRUY, RRSSF, SQM, STLHF, TWNAF, WMLLF
Summary
Lithium carbonate and hydroxide prices were generally flat in December.
Lithium market news – Chris Berry – “There are some extremely compelling undervalued opportunities with respect to lithium equities, leading me to believe that the sell-off is overdone.”
Envision Energy will produce batteries for $100 per kilowatt hour by 2020.Lei predicts fossil-fuel cars will disappear “overnight” when EVs become cheaper.
Lithium company news – Tianqi buys stake in lithium minerSQM from Nutrien for $4.1 bln.
$EVSI long
$FYI – News Release: NREL Details Great Potential for Floating PV Systems
“National Renewable Energy Laboratory (NREL) researchers estimate that installing floating solar photovoltaics on the more than 24,000 man-made U.S. reservoirs could generate about 10 percent of the nation’s annual electricity production.”
https://www.nrel.gov/news/press/2018/nrel-details-great-potential-for-floating-pv-systems.html
$FYI – Lithium Junior Miner News For The Month Of December 2018
by Matt Bohlsen – Includes: AAL, ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZVF, BCLMF, BVTEF, CRECF, CXOXF, CYDVF, DJIFF, DMNXF, EEYMF, ERPNF, FRRSF, KDDRF, LAXXF, LEXI, LIACF, LMMFF, LSSCF, LTHHF, LTMCF, LXENF, MGXMF, MLNLF, NNOMF, NTTHF, PEMIF, PLL, PLUUF, PNXLF, SLRFF, STLHF, SYA, WMLLF
Summary
Lithium carbonate and hydroxide prices were generally flat in December.
Lithium market news – Chris Berry – “There are some extremely compelling undervalued opportunities with respect to lithium equities, leading me to believe that the sell-off is overdone.”
Junior lithium miner company news – A great month for Kidman Resources, AVZ Minerals, and several other lithium juniors.
https://seekingalpha.com/article/4230237-lithium-junior-miner-news-month-december-2018?isDirectRoadblock=true
$MGXMF long
$FYI – Vanadium Miners News For The Month Of December 2018
by Matt Bohlsen – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, DMNKF, GLCNF, LGORF, MTTGF, PCY, PNTZF, PRPCF, RDRUY, RRSSF, SRHYY, SYAAF, UUUU, VDMRF, WSTRF
Summary
Vanadium spot prices fell heavily in December after a ~4 fold rise in 2018
Vanadium market news – high vanadium prices may hurt the VRFB sector.
Vanadium company news – Australian Vanadium releases a strong PFS.
https://seekingalpha.com/article/4230406-vanadium-miners-news-month-december-2018?isDirectRoadblock=true
$”The speculative end of the market sure seems to think so, having pushed vanadium pentoxide pricing sky high off its lows of $4/lb to over $30/lb at the time of this interview. Strangely, the reaction of the juniors vis-à-vis share price has been mixed with some winners and some that have been left behind. This is odd given the relatively reliable trend of junior share prices following the trajectory of underlying commodity price. ”
$ASX:AVL/ATVVF $ASX:TMT $ASX:AEE/AUEEF
$CECBF long
Nice CEO interview and info on V23 Resource Corp. spin-off
https://finance.yahoo.com/news/uptick-newswire-hosts-cellcube-energy-140000695.html
I hope everyone is having a Safe and Happy Holiday Season…….edski
$CECBF lp
I bought more today at .135 because of the spin-off / share distribution.
“… a share distribution back to our current shareholders as of a record date of January 4th, 2019. So, if you’re a shareholder by this date, you’ll be able to participate in this share distribution.”
$CECBF – Bloomberg Article on CellCube Energy Storage
They don’t much information to back how this is going to occur but it coukl be the turning point for VRFBs “Costs of its vanadium redox flow battery units, which can discharge power for four hours, will decline to $150 per kilowatt hour from $300, President Stefan Schauss said in a phone interview from Toronto this month. Batteries with eight hours of duration will slump to $100 from $200, he said.”
https://www.cellcubeenergystorage.com/cube-press-release-12272018
$CECBF np
CECBF, SPNRF CTEQF…Long —Happy New Year everyone !! Ran across this when I was off for Christmas and I forgot to post it ( actually I figured Griffin would beat me to it ). The next to last paragraph looked good for CTEQF too. https://cleantechnica.com/2018/12/27/china-making-big-battery-storage-push-in-2019/ …..Cowboy
$CECBF – A bull market storm brewing for vanadium
http://www.mining.com/web/bull-market-storm-brewing-vanadium/
Cowboy I don’t remember seeing your link. This one I got this morn via CellCube. I originally thought it was a rehash of what we already know, but it seems to confirm your link. I hope the experts are right this time since my primary commodity holding is Vanadium. Happy New Year Everyone.
$VONE $AVL $ARV $HDY waiting for the Bull to ,,,,
I can’t believe I got one in on ya Griffin ! I’m with you on the Vanadium. Like I have said before…from my line of work, this is the way to go for storage. Long life, charging and discharge at the same time and most of all, ( for me anyway ) the safety of it, fire wise. And again Griffin…Thanks for the nearly daily links…Cowboy