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.
More on the progress of partnerships in Flow Batteries…. https://www.energy-storage.news/news/chemours-partners-uet-to-boost-flow-batteries-in-marketplace ….Cowboy
CECBF–Long…. http://www.mining.com/energy-deprived-areas-benefit-vanadium-redox-batteries/ ….Cowboy
$FYI – Lithium Miners News For The Month Of April 2019
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, WMLLF
“Exclusive: United States sets sights on China in new electric vehicle push. U.S. government officials plan to meet with executives from automakers and lithium miners in early May as part of a first-of-its-kind effort to launch a national electric vehicle supply chain strategy, according to three sources familiar with the matter. As part of the effort, Murkowski is expected to introduce standalone legislation aimed at streamlining the permitting process for lithium and other mines, bolstering state and federal studies of domestic supplies of critical minerals and encouraging mineral recycling, among other topics, according to a source familiar with the matter.”
https://seekingalpha.com/article/4256684-lithium-miners-news-month-april-2019?isDirectRoadblock=true
$MGXMF long
$FYI – PV-Tech Newsletter: US Edition – 4/25/2019
Some of todays articles;
Tesla plans new solar install pricing offer as deployments decline 36% in Q1
New York State announces third tender round for large-scale renewable projects
Duke to sell 1.2GW stake in clean energy portfolio to John Hancock
Silicon Ranch completes Tennessee’s largest PV installation, a 53MW solar farm
Dominion Energy to develop six new PV projects for Facebook
Duke Energy set to develop, purchase 14-project, 602MW PV pipeline in Carolinas
7X Energy signs second PPA for remaining power of 690MW Texas project
Altus Power acquires 19MW PV portfolio across US
Duke Energy completes acquisition of 150MW PV project in California from Clearway
http://go.pardot.com/webmail/83602/454134473/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – There’s talk of a South American ‘lithium cartel’ – and it could give Aussie miners a leg up
“And just as OPEC has managed to impact oil prices, a South American “lithium cartel” would have an impact on the price of lithium.”
https://stockhead.com.au/resources/theres-talk-of-a-south-american-lithium-cartel-and-it-could-give-aussie-miners-a-leg-up/?utm_medium=email&utm_campaign=Morning%20ASX%20small%20cap%20wrap%20Fri%20April%2026&utm_content=Morning%20ASX%20small%20cap%20wrap%20Fri%20April%2026+CID_5c5f88786c92886db459e498d1e2492f&utm_source=Campaign%20Monitor&utm_term=Theres%20talk%20of%20a%20South%20American%20lithium%20cartel%20%20and%20it%20could%20give%20Aussie%20miners%20a%20leg%20up
$FYI – Lithium Junior Miner News For The Month Of April 2019
byMatt Bohlsen – Includes: AAL, ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZVF,
Summary
Lithium prices stabilized in April after recent falls.
Lithium market news – Top lithium producers are all saying that demand for lithium is getting stronger. SQM expects lithium demand to grow 20% this year, prices to fall.
Junior lithium miner company news – Core Lithium’s Finniss project DFS – pre-tax Nominal IRR of 80%, NPV of A$114, CapEx A$73m.
Neo Lithium drilling hits high grade lithium of 1,128 mg/l Li, Millennial Lithium 100% increase in M&I resource, AVZ makes a possible large high grade lithium discovery.
https://seekingalpha.com/article/4257120-lithium-junior-miner-news-month-april-2019?isDirectRoadblock=true
CECBF–Long…. Old news, from April 1, 2019, that I missed from one of it’s subsidiaries… https://www.otcmarkets.com/stock/CECBF/news/EnerCube-Completes-Complex-Design-Project-With-Altasteel?id=223252 …..Cowboy
$FYI – Graphite Miners News For The Month Of April 2019
by Matt Bohlsen @sa – Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, DMNKF, ECORF, FCSMF, GLKIF, GPHO
Summary
China Graphite flake spot prices were very slightly down in April.
Graphite market news – Sila Nano’s battery tech gains Daimler as a partner to develop silicon-based anode by the mid 2020’s.
Graphite company news – Syrah Resources Balama Q1 graphite production reached 48kt natural flake graphite.
“On April 25 Bloomberg Quint reported:
There’s more to worry for graphite electrode makers. China is expected to add 40 percent capacity by 2019-20, according to a Citi note authored by analysts Alexander Hacking and Bella Peng. The supply will outpace estimated demand and lead to Chinese exports in the second half of the year, eventually putting pressure on the prices of steelmaking raw material, the report aid.”
https://seekingalpha.com/article/4257544-graphite-miners-news-month-april-2019?isDirectRoadblock=true
$ASX:JRV – Jervois Mining Quarterly Activities & Cashflow
Reports to 31 March 2019
HIGHLIGHTS
Jervois, M2 Cobalt and eCobalt to combine to build a global industry leader (”New Jervois”) – enlarged company with greater scale, liquidity and diversification with significant re-rating potential
New Jervois to have Australian, East African and United States project pipeline
New Jervois to seek listings on the TSXV and US OTCQX markets
Jervois to sell remaining royalties to Franco Nevada for A$3.6 million cash, including Bullabulling
M2 Cobalt mobilises Ugandan copper-cobalt-nickel exploration utilizing US$3.0 million loan from Jervois, agreed as part of the merger
Michael Rodriguez appointed Executive General Manager – Technical Services, resigned from Board position to facilitate
https://mailchi.mp/c0981a6dc49f/quarterly-activities-and-cashflow-reports?e=2dd208b26e
Is this the beginning of M&A for Cobalt.
$ASX:JRV np $ECSIF long
$FYI – Vanadium Miners News For The Month Of April 2019
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, DMNKF, GLCNF, LGORF, PCY, PNTZF
Summary
Vanadium spot prices were significantly lower in April.
Vanadium market news – CRU: Vanadium prices face a turbulent 2019.
Vanadium company news – Tando Resources – Resource upgrade – High-grade component now stands at a huge 169Mt at 1.07% V2O5, the largest +1% V2O5 resource in the world.
https://seekingalpha.com/article/4257831-vanadium-miners-news-month-april-2019?isDirectRoadblock=true
“Roskill estimates that vanadium demand “for VRFB markets” could rise to 31,000 tons by 2025, amounting to a rise of 3,100% in a decade.”
$ASX:AVL, TMT, AEE, $TSXV:VONE long
CECBF- Long….. Enercube news on another good equipment sale… https://finance.yahoo.com/news/cellcube-announces-enercube-sale-raptor-071000270.html ….Cowboy
I saw this news and added my position, do you know why stock is going down now?
Blame it on China thats’ the best explanation I’ve seen is In the post above Cowboys ‘Vanadium Miners News For The Month Of April 2019 ‘.
I agree Griffin… Cowboy
$FYI – The latest from Energy Storage News – 4/30/2019
Some of todays articles;
New York’s Green New Deal puts US$350m investment into energy storage
Gas goes out again as top US utility SCE picks energy storage instead
Hevel plans Russia’s largest solar-plus-storage system
UK listed energy storage fund seeks 182MW battery project pipeline
http://go.pardot.com/webmail/83602/455297973/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
Cowboy where are you located?
CellCube has a VRB in the New York Metropolitian Transit office building been there for maybe 3-4 years. Wondering if that might give CellCube the edge for some of that $400 mil New Green Deal. They are concerned about fire.
No where near NYC brother ! I’m in the country down here in Arkansas. WAAAAY TOO MANY folks up there for me to be around. I’D be like crocodile Dundee ! …Cowboy
I ounce tried to find some info on that VRB in NY with no luck. Vendors with good standing can get preferred status on like product this seems like it might be one of those cases.
CECBF–Long…. A good article from Politico Magazine today on grid storage and Vanadium batteries. Titled—- “An Unexpected Current That’s Remaking American Politics “. No out right mention of CellCube, but positive for the batteries. https://www.politico.com/magazine/story/2019/04/29/trump-wrong-about-wind-power-electricity-battery-storage-226755 ….Cowboy
CECBF–Long…. A write up on solar plus storage competitiveness against gas peaker plants…. https://www.energy-storage.news/news/gas-goes-out-again-as-top-us-utility-sce-picks-energy-storage-instead ….It’s comin like a freight train ! ….Cowboy
CECBF–Long… More on storage comin from GTM ! … https://www.greentechmedia.com/articles/read/pacificorps-march-from-coal-toward-clean-energy-alternatives ….Cowboy
$FYI – 5 Mega Investment Trends To 2025 And The Main Players
by Matt Bohlsen @sa – Includes: AAPL, ALB, AMVMF, AMZN, ATVI, ATVVF, BABA, BCCMY, BHP, BIDU, BKNG, BMWYY, BOTZ, BSHVF, BYDDF, BYDDY, BZWHF, CMCLF, CTRP, CUK, EA, EBAY, ECON, EEMA, ERIC, EXPE, FB, GLCNF, GOOG, GOOGL, GRPN, IBM, JD, KATFF, LGCLF, LGORF, LTHM, LYSCF, MA, MSFT, NFLX, NILSY, NOK, NSANY, NVDA, OMRNY, PCRFY, PILBF, PYPL, QCOM, RKUNF, ROBO, SFTBF, SIEGY, SNE, SQM, SSNLF, SWKS, SYAAF, TCEHY, TSLA, UMICY, V, VALE, ZLNDY
Summary
A brief review of what other researchers see as mega trends to 2025.
My five mega investment trends to 2025.
The top five global players in each category.
https://seekingalpha.com/article/4259036-5-mega-investment-trends-2025-main-players?isDirectRoadblock=true
$ASX:AVL $ASX:TMT long
$FYI – PV-Tech Newsletter: US Edition – 5/2/2019
Some of todays articles;
Enphase winning back customers drives Q1 growth, despite component constraints
Capital Dynamics’ 121MW US plant nears launch after financial close
sPower, MCE completes largest operational CCA Solar Project in California
Denmark’s Ørsted buys US solar-plus-storage specialist
US ROUND-UP: Rio Tinto goes green, US$208m for Spruce, FTC’s new tool
DNV GL bids to scale up PPA market through digital marketplace
http://go.pardot.com/webmail/83602/456243491/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
$FYI – Energy Metals Expert Chris Berry Gives An Update
by Matt Bohlsen @sa – Includes: ALB, AMG, DSLEF, GLCNF, LAC, LTHM, NMKEF, OROCF
Summary
Mr Berry shares his views on the EV metals sector right now.
Mr Berry shares his views on lithium, cobalt, graphite, nickel, and vanadium.
Mr Berry shares his views for the remainder of 2019.
“However, a major question has arisen in the sector concerning the trajectory of demand and the trajectory of price. If demand for lithium, for example is increasing at roughly 20% per year (it is), why is pricing falling? This has everything to do with a wringing out of the overly bullish sentiment in 2017 and a move toward marginal cost.”
https://seekingalpha.com/article/4259114-energy-metals-expert-chris-berry-gives-update?isDirectRoadblock=true
CECBF—Long….Write up on flow batteries. https://www.tdworld.com/energy-storage/california-iso-adds-flow-battery-grid …..Cowboy
CECBF–Long….. https://www.altenergymag.com/article/2019/05/renewable-energy-strategy-in-the-middle-east/30873 ….Cowboy