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.
Top 5 Cobalt Miners To Consider
by Matt Bohlsen Sneaking Alpha
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Summary
2016 was lithium’s year, 2017 might well be cobalt’s year.
A critical point to understand when investing in cobalt companies is the impact of associated metals such as copper and nickel (or molybdenum) prices have on the cobalt producer.
My top 5 cobalt miners for 2017.
2016 was quite a good year for cobalt and the cobalt miners; however, I think 2017 can be just as good if not better. Cobalt is currently the most critical element in the electric vehicle (EV) lithium ion battery supply chain, as well as lithium.
http://seekingalpha.com/article/4032657-top-5-cobalt-miners-consider
PS Ben I’ll cross post in; http://www.stockgumshoe.com/2016/10/microblog-gold-and-silver-and-hard-asset-investmentsfall-2016/
EV Company News For The Month Of December 2016
by Matt Bohlsen of Seeking Alpha
Summary
Global EV sales for November 2016 – sales boomed, with the second best month ever.
EV market news – Daimler AG predict electrics (EVs) will account for between 15% and 30% of all vehicle sales by 2025.
EV company news – Volkswagen to have a 373 mile (597 km) range EV by 2020. Motor Trend magazine awarded the Chevy Bolt as the “2017 car of the year”.
http://seekingalpha.com/article/4033164-ev-company-news-month-december-2016?app=1&uprof=46&isDirectRoadblock=true
An article from sneeky alpha by Matt Bohlsen for your consideration
$NTTHF IPO July 20, 2016 at CAD 1.20 per share
Neo Lithium (OTC:NTTHF) (TSXV:NLC) – Price = CAD 1.09, USD = 0.78
Summary
A new high grade and low impurities lithium discovery in the Lithium Triangle.
The 3Q project has the highest lithium grades of any project in Argentina.
The recent market dip offers investors a fair valued entry point, for an early stage lithium brine project with great potential.
http://seekingalpha.com/article/4034262-neo-lithium-corp-great-potential?app=1&uprof=46&isDirectRoadblock=true
Ben, xposted
Don’t have enough exposure to Lithium Matt of sneeky alpha has your answers.
Top 12 Lithium Miners To Create Your Own Lithium ETF
Summary
The lithium X ETF is not really a “lithium miners” ETF, and has no pure play lithium miners.
My top twelve lithium miners to include in your own lithium ETF.
A brief discussion of the top twelve lithium miners.
http://seekingalpha.com/article/4034589-top-12-lithium-miners-create-lithium-etf?app=1&uprof=46&isDirectRoadblock=true
$CTEQF – Clean TeQ Holdings Limited – I received this “Cobalt: A Precarious Supply Chain” from Clean TeQ IR this evening. The article has some good graphics and info on Cobalt in batteries. I’m kind of scratching my head on the Cobalt demand and pricing graphics they to be counter intuitive. The article also seems to be slanted against Cobalt mining in the Democratic Republic of the Congo. It also seems to short change North America. Still a good read for the overview of Cobalt in batteries.
http://www.visualcapitalist.com/cobalt-precarious-supply-chain/
Ben Xposted
Top 3 Graphite Miners To Consider by Matt Bohlsen at sneeky Alpha
http://seekingalpha.com/article/4035719-top-3-graphite-miners-consider?app=1&uprof=46&isDirectRoadblock=true
This includes an overview of the Graphite market,.
There is a “Speculative pick – Zenyatta Ventures (OTCQX:ZENYF) (NYSE:ZEN) – Price = USD 0.66, CAD 0.91” that I find interesting. I don’t if it is because they are in North America or the Gigafactory. Tesla Gigafactory is just starting production and will be souring their material from North America. Zenyatta has “a unique type of graphite, and they are targeting the higher priced spherical graphite used in the lithium ion battery market.” The number two pick is also in Canada and has been on a roll.
Haste makes waste. There were several Graphite mines mentioned in the above article and not really covered. I mentioned one $ZEN (I like that symbol) and the other Focus Graphite. In looking at their site to signup for a news letter I notice a “Battery Presentation” interesting read;
http://www.focusgraphite.com/corporate-presentation/
Focus Graphite web site has a lot of information on Graphite and news. It also mentions that China has a limit on Graphite exports. Now if someone would total the North American demand for Graphite against world production.
$zen – web site – http://www.zenyatta.ca/article/welcome-1.asp
$BSRC – Biosolar
All batteries have an Anode and Cathode or more commonly known as +positive and – negative (ground) terminals for connection to make the old car start. When it comes to Lithium-ion batteries the terminals do a lot more than just provide connection points. for battery power. The Anode and Cathode (terminals) are also the limiting factor for power, capacity, re-charge, and self dis-charge Biosolar is working to solve those limits. This is also the time I’ve seen any kind of comparison to Vanadium flow batteries.
http://magazine.onlinetes.com/article/november-december-2016/high-capacity-energy-storage.aspx
Depending on what material Biosolar ends up using in their anodes and cathodes may well determine material price takes dive. That is why I subscribe to the Biosolar newsletter.
I received the current issue of Electric battery mag. Here are a few companies that caught my attention and a link to the issue.
http://www.batterypoweronline.com/bppt_newsletter_current.htm
Dexmet Corporation
Not Publ8ic
Dexmet expanded materials are perfect for Advanced Batteries Applications and Fuel Cells, especially where you are using multi stacks of materials and you need consistent conductivity from stack to stack also the expansion process is more cost effective unlike perforated material.
http://www.dexmet.com/about-us/
$SMTC – http://investors.semtech.com/
Semtech Demonstrates Ultra-High Power 40W Wireless Charging Technology
Semtech Corp. has announced its advanced, ultra-high power LinkCharge 40 series of wireless charging transmitters and receivers that support applications requiring up to 40 watts of power.
http://simpliphipower.com/
Not Publ8ic(?)
Energy Storage Provider SimpliPhi Power Sees 100 Percent Revenue Growth and Nearly Doubles its Deployments to 9MW in 2016
In one year, SimpliPhi Power has nearly doubled its energy storage deployments from 5 MW in mid-2015 to 9MW at the end of 2016, and increased its revenue by more than 100 percent, making it the company’s most successful year to date.
$GLFH long Form 3 filed 1/3/17 https://www.sec.gov/Archives/edgar/data/1375150/000106299317000006/xslF345X02/form3.xml
http://www.galenfeha.com/Investors
8K filed 1/3/17 https://www.sec.gov/Archives/edgar/data/1574676/000149315216016321/form8-k.htm
$LACDF – Summary
Lithium Americas Cauchari-Olaroz lithium salar is the 3rd largest lithium brine deposit in the world.
Lithium Americas announced yesterday a US$174 million strategic investment by Ganfeng Lithium, which significantly de-risks the company.
My end 2019 price target rises from CAD 1.31 to CAD 1.83-2.40, representing 91-150% upside.
Lithium Americas (OTCQX:LACDF) (TSX:LAC) – Price = USD 0.73, CAD 0.96
http://seekingalpha.com/article/4037894-lithium-americas-looking-good-now-significantly-de-risked?app=1&uprof=46&isDirectRoadblock=true
This is not a recommendation for this stock. It is another article from Matt Bohlsen that I passing along for you DD.
$LACDF np
$BSRC – BioSolar Reports Progress on its High-Energy Anode Material for Lithium Ion Batteries
http://www.biosolar.com/view_news.php?id=127
long BSRC
Therer is a program scheduled for this coming week on Public Broadcasting. It is part of the NOVA series which are usually pretty informative.
Program Description
We live in an age when technological innovation seems to be limitlessly soaring. But for all the satisfying speed with which our gadgets have improved, many of them share a frustrating weakness: the batteries. Though they have improved in last century, batteries remain finicky, bulky, expensive, toxic, and maddeningly short-lived. The quest is on for a “super battery,” and the stakes in this hunt are much higher than the phone in your pocket. With climate change looming, electric cars and renewable energy sources like wind and solar power could hold keys to a greener future…if we can engineer the perfect battery. Join host David Pogue as he explores the hidden world of energy storage, from the power—and danger—of the lithium-ion batteries we use today, to the bold innovations that could one day charge our world.
I have sense that this maybe a unique yet comprehensive look at the world of batteries. I suspect it will only be an hour long but it should be fun and interesting.
Check with your local PBS station for scheduling.
http://www.pbs.org/wgbh/nova/tech/super-battery.html
This months article from Matt Bohlsen at seeking alpo. on Electric Vehicles – Es. This article has the year sales results for 2016 and others notes of interest by mfg. Of note is that EV cost will be very close to internal combustion engine cars now by 2020. It might be of interest to read this article before the PBS Nova progrm In Search of the Super Battery. Tesla is already manufacturing the EV with the best range on battery charge, and the Gigafactory has gone into production this month.
http://seekingalpha.com/article/4041532-ev-company-news-month-january-2017?app=1&uprof=46&isDirectRoadblock=true
There’s a lot of talk about renewable energy. But how feasible it is? Here’s one new way to find out: Super-Charged Supercapacitors Could Enable Speedy Recharging via NOVA PBS Official https://youtu.be/-NM0lWTfAv0
$CTEQF CLQ.ASX related: Cobalt may take reins from lithium in 2017 http://business.financialpost.com/investing/trading-desk/cobalt-may-take-reins-from-lithium-in-2017?__lsa=0d36-689f ht btl Thx 🙂
http://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-1/#comment-4920058
CleanTeq: http://www.cleanteq.com/investors/asx-announcements/
Would you buy a Electric Vehicle from China? Are you going to have a choice? China now has 46% of the global EV market by volume. Chinas only EV competition maybe who has the better battery. Tesla has the longest range EV this year, I would start watching the ads for miles per charge and time to recharge. All this is a lead up to another article by Matt Bohlsen @ seeking Alpo;
http://seekingalpha.com/article/4044471-chinese-electric-vehicle-boom-may-soon-accelerate?app=1&uprof=46&isDirectRoadblock=true
x post
Cobalt Miner News For The Month Of February 2017 – by Matt Bohlsen of SA
This article has the current forecast for Cobalt and what the big cobalt miners are doing. It also mentions $CTEQF and $ECSIF junior miners. It mentions that there are 12 megafactories coming online, but again no mention of who or when.
seekingalpha.com/article/4048926-cobalt-miner-news-month-february-2017?app=1&uprof=46&isDirectRoadblock=true
x posted
~~~ Lithium Miner News For The Month Of February 2017 ~~~
Summary
Lithium spot and contract price news – Lithium spot prices rose slightly.
Lithium market news – Dr. David Deak quoted: “To electrify the world’s fleet of vehicles: mine over 3.1 million t LCE of lithium every year, for 20 years”.
Lithium miner news – Lithium X acquires Arizaro lithium brine project in Argentina.
http://seekingalpha.com/article/4050011-lithium-miner-news-month-february-2017?app=1&uprof=46&isDirectRoadblock=true
x post
— EV Company News For The Month Of February 2017 —
Summary
Global EV sales for January 2017 – A weak start to 2017, let down by China.
EV market news – The Economist magazine wrote: “Electric cars are set to arrive far more speedily than anticipated.”
EV company news – BYD sales plummet in January, and BMW takes the global 1 spot for now.
http://seekingalpha.com/article/4050730-ev-company-news-month-february-2017?app=1&uprof=46&isDirectRoadblock=true
x post
Saint Jean Carbon Inc.’s Graphene and Graphite Technologies
(TSX-V: SJL) (OTCQB: TORVF) (Frankfurt: WNFN) np
http://technologymarketwatch.com/sjl.htm
Shared by qhue, thanks: http://www.stockgumshoe.com/reviews/resource-stock-digest-premium/whats-the-pure-carbon-teased-by-resource-stock-digest-premium/comment-page-1/#comment-4917686