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 – Nickel Monthly News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AAUKF, AMMCF, AXNNF, BHP, CSSQF, ERMAY, GGIFF, GLCNF, HLP
Summary
Nickel spot prices were up sharply in February, as the LME inventory fell further.
Nickel market news – Benchmark Minerals – in the next decade, the demand for battery nickel is set to go up 5 times.
Nickel company news – Panoramic Resources (restart) and Axiom Mining (DSO) commence nickel production. Amur Minerals releases their Kun-Manie Pre-Feasibility Study.
https://seekingalpha.com/article/4245757-nickel-monthly-news-month-february-2019?isDirectRoadblock=true
$MGX lp
https://www.mgxminerals.com/investors/news/2019/464-mgx-minerals-and-eureka-resources-announce-joint-venture-to-recover-lithium-from-produced-water-in-eastern-united-states.html?utm_source=newsletter_149&utm_medium=email&utm_campaign=mgx-minerals-and-eureka-resources-announce-joint-venture-to-recover-lithium-from-produced-water-in-eastern-united-states
CECBF—-Long…. Update on V23 and Regency Gold https://finance.yahoo.com/news/cellcube-announces-regency-gold-proposed-081000881.html ….Cowboy
$FYI – The latest from Energy Storage News – 3/5/2019
Some of todays articles;
Exclusive: Portugal to hold 50-100MW energy storage auction in 2020
Overcoming uncertainty: UK energy storage market trends
FERC approves ISO New England’s wholesale market proposal, goes into effect on April Fools’ Day
note: this article could also be an update on FERC 841 for the Energy Storage Business which looks like big news for energy storage batteries.
$FYI – AltEnergyMag Newsletter – March 6th, 2019
Some articles from todays issue;
Energy Storage & Microgrids
How to Minimize Interference in Wind and Solar to Improve Operating Efficiency
What’s Next for PG&E after Bankruptcy?
Distributed Energy Resources (DERs)
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=82705b06-e8e7-46e7-b85a-258976d395c6
$FYI – Energy Storage News – 3/7/2019
Todays articles;
Why Shell bought Sonnen: Value is in behind-the-meter potential
US residential storage on the rise in another record-breaking year
NEC switches on Engie’s first utility-scale battery project in Chile
http://go.pardot.com/webmail/83602/438215042/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – PV-Tech Newsletter: US Edition – 3/7/2019
Todays articles;
LONGi and REC also respond to Hanwha Q CELLS patent infringement claims
Microsoft, Invenergy to develop 74MW PV project in North Carolina
Hanwha Q CELLS opens 1.7GW module assembly facility in the US
Hawaiian Electric Companies achieve 27% renewable energy in 2018
Top finance names warn of scale of global green infra challenge
SunPower goes large with new ‘A-Series’ IBC module using NGT technology
FPL to roll out next 300MW of solar in Florida
KKR invests in NextEra’s renewables portfolio
http://go.pardot.com/webmail/83602/438255054/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – 2019 Lithium Themes To Watch Out For
by Matt Bohlsen @sa – Includes: ALB, ALTAF, AMVMF, AZZVF, BBL, BHP, BP, CXOXF, CYDVF, KDDRF, LAC, LIT, NMKEF
Summary
A brief review of 2018.
2019 lithium themes to consider.
Some further reading and risks discussed.
https://seekingalpha.com/article/4247506-2019-lithium-themes-watch?isDirectRoadblock=true
$FYI – News Release: Tenth Edition of Data Book Reveals Trends in U.S. and Global Renewable Energy Growth
“Since the first Data Book release 10 years ago, we’ve seen U.S. renewable electricity generation grow from 8.5 percent of total generation in 2007 to 17.7 percent in 2017—more than doubling its share of the generation mix—with generation from solar and wind increasing by a factor of 10,” NREL Energy Analyst Sam Koebrich said. “This year, we expanded the Data Book to include information on emerging technologies including energy storage and electric vehicles, providing additional insights analysts, investors, and policymakers can use to assess U.S. and global renewable energy deployment and industry trends.”
https://www.nrel.gov/news/press/2019/tenth-edition-of-data-book-reveals-trends-in-us-and-global-renewable-energy-growth.html
$FYI – Free annual report – PV O&M cost reduction strategies
O&M = Operation and Maintenance
This link will get you to a page where you can download the 30 page report from.
http://campaign.r20.constantcontact.com/render?m=1126729309010&ca=4befab29-4343-4e2b-b62a-c155c558fedc
I just started to read after posting oops This article may not be what it say. It starts as more of a slaes brochure for a solar and diesel system.
$CECBF – CellCube Announces 100 MW Energy Storage Project In U.S.
“The Company is signaling a long awaited milestone for deployments of energy storage systems in new capacity driven market applications based on the vanadium redox flow technology,” stated Stefan Schauss, President of CellCube. “CellCube is moving into focus for grid capacity applications and these projects position the company to become a reliable partner in energy storage as grid capacity.”
This is good news may many more come.
https://www.cellcubeenergystorage.com/cube-press-release-3132019
CECBF np
CECBF–Long…. You beat me to it Griffin. This is good news !…Cowboy
$CECBF lp
Griffin and Cowboy!
Good to see you both still loading up the info on batteries. I’m sure that many other than I, appreciate your efforts.
Sorry for not participating as much as I used to….hopefully soon.
Gotta love CECBF ‘s current rise again! (But dang I’ll keep it easy cause I don’t want to jinx it)
Good job youz guyz
edski
$EVSI – Envision Solar Announces Record 2018 Revenues of $6.2 Million, a 336% Increase Over 2017
https://mailchi.mp/envisionsolar.com/envision-solar-announces-record-2018-revenues-of-62-million-a-336-increase-over-2017?e=6ae74f3a4f
EVSI long
$FYI – PV-Tech Newsletter: US Edition – 3/21/2019
Some of todays articles;
Arkansas utility contracts NextEra to build 100MW PV project with 30MW storage
Wisconsin utility to expand community PV scheme with 5MW array
Bifacial PV, solar peaker plants and more in PV Tech Power Vol.18
PSEG acquires 53MW PV portfolio in North Carolina from BayWa r.e.
IHS Markit: PV tracker shipments exceed 20GW for first time in 2018
http://go.pardot.com/webmail/83602/442952794/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – Cobalt Miners News For The Month Of March 2019
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRC
Summary
Cobalt spot prices were slightly lower in March. Most market participants spoken to by Fastmarkets expect cobalt at $15 per lb to be a good buy in the long term.
Cobalt market news – DRC bans, then reverses ban, of cobalt concentrate exports. Boss Mine in the DRC and Chambishi smelter (Zambia) put on care and maintenance.
Cobalt miners news – Glencore is reducing cobalt output, Katanga posts a Q4 loss, Sherritt will not fund its 12% share of a US$45 million cash call from the Ambatovy JV.
https://seekingalpha.com/article/4251030-cobalt-miners-news-month-march-2019?isDirectRoadblock=true
$ECSIF $ARRRF long
$FYI – Lithium Miners News For The Month Of March 2019
by Matt Bohlsen @sa – Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCR
Summary
Lithium carbonate prices were slightly down in March.
Lithium market news – Joe Lowry: “My take on supply and demand: Don’t look for a price crash any time soon. Demand is robust.”
Lithium company news – several transactions complete, Orocobre Cauchari JORC Resource increases to 4.8 million tonnes, PLS Stage 3 post-tax NPV10% of A$3.73b. Wow!
https://seekingalpha.com/article/4251240-lithium-miners-news-month-march-2019?isDirectRoadblock=true
“Note: Now at 71 megafactories (up from 41 a year ago), 45 are in production now. The battery megafactory is now here, and it is real.”
$MGXMF long
$FYI – PV-Tech Newsletter: US Edition – 3/28/2019
Some of todays articles;
Is SunPower finally breaking out?
Idaho Power procures solar for 2.2 cents per kWh and plans to go 100% renewables
Florida utility plans world’s largest solar-powered battery
Mitsubishi launches US renewable energy subsidiary
Duke Energy to develop three PV projects with 195MW operating capacity
Wisconsin utility to expand community PV scheme with 5MW array
Arkansas utility contracts NextEra to build 100MW PV project with 30MW storage
$FYI – Graphite Miners News For The Month Of March 2019
by Matt Bohlsen @sa – Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, DMNKF, ECO
Summary
China graphite flake spot prices were very slightly down in March.
Graphite market news – Chris Berry: “The ‘pinch’ in graphite is yet to be felt, but I anticipate upward pricing pressure by 2020.”
Graphite company news – Magnis Energy Technologies: $52 million term sheet signed for New York battery plant. Triton Minerals: project investment, financing and offtake MOU with Qingdao Jinhui.
$ASX:SYR looking
$FYI – Vanadium Miners News For The Month Of March 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 slightly lower in March.
Vanadium market news – “Roskill’s base case sees (vanadium) market in structural deficit until 2023.” The vanadium story is just beginning.
Vanadium company news – First Vanadium announces maiden resource and more than doubles the size of its Carlin Vanadium property in Nevada.
https://seekingalpha.com/article/4251793-vanadium-miners-news-month-march-2019?isDirectRoadblock=true
$ASX:AVL, TMT, AEE $TSXV:VONE long
$ECSIF – Battery metals: Jervois is going all in on cobalt with $61m marriage
https://stockhead.com.au/resources/battery-metals-jervois-is-going-all-in-on-cobalt-with-61m-marriage/?utm_medium=email&utm_campaign=Lunchtime%20ASX%20small%20cap%20wrap%20Tues%20April%202&utm_content=Lunchtime%20ASX%20small%20cap%20wrap%20Tues%20April%202+CID_fc0f08cec7c8958cf90d3badb1b966e2&utm_source=Campaign%20Monitor&utm_term=Battery%20metals%20Jervois%20is%20going%20all%20in%20on%20cobalt%20with%2061m%20marriage
““Against the backdrop of challenging cobalt and battery raw material markets, this provides a strong platform to move forward all of New Jervois’s expanded portfolio of assets,” Jervois said in an ASX statement this morning.”
ECSIF longer
$ECSIF – Jervois Mining and eCobalt To Combine
https://us1.campaign-archive.com/?e=88e92dec52&u=48d6f8a3a5982db8c0c869672&id=cc67107138
“New Jervois (including previously announced merger with M2 Cobalt) to have Australian, East Africa and US project pipeline that includes the Idaho Cobalt Project, the highest combination of cobalt grade and scale in the United States”
ECSIF long $ASX:JRV