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 EV Company News For The Month Of July 2017
by Matt Bohlsen @sa
Summary
Global EV sales – June sales saw the second-best month of global electric car sales ever with over 100,000 sales.
EV market news – “Volkswagen is convinced that the time for electric drive has arrived – Industry needs 40 gigafactories by 2025.” “Shell CEO’s next company car is electric.”
EV company news – Toyota to begin mass production of electric vehicles in China as early as 2019. Tesla Model 3 “reservations have surged to over half a million.”
https://seekingalpha.com/article/4093439-ev-company-news-month-july-2017?uprof=46&isDirectRoadblock=true
Solar and battery storage underway at WA Garden Island Microgrid
https://onestepoffthegrid.com.au/solar-battery-storage-underway-wa-garden-island-microgrid/
Nano One Materials Corp OTC Pink – Current Information: $NNOMF
Over a $1.00, highest since 2012, on 4x+ heavy volume. Long
https://nanoone.ca/ TSV: NNO
Thank you SecretSquirrel ๐
$AMYZF Senate Testimony on Resource Security โ July 18, 2017 by Dan McGroarty
Mr. Dan McGroarty is a Consultant for Texas Mineral Resources, Graphite One, American Manganese,
and Rio Tinto.
https://www.energy.senate.gov/public/index.cfm/files/serve?File_id=CB952A84-0E30-4953-B0BA-880138597D8A
This is a four page read and to the point.
$AMYZF long
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$ECSIF eCobalt Provides Feasibility Update and Commences Pre-Construction Activities on the ICP
http://www.ecobalt.com/news/news-releases/ecobalt-provides-feasibility-update-and-commences-pre-construction-activities-on-the-icp
As this is an update there is not much detailed information the final release will be in September. The most significant thing I see are the Mill property has been purchased in southern Idaho and the infrastructure task required to facilitate construction of the mine have been fast tracked.
$ECSIF long
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Politically charged: do U know where your #batteries come from?
Origin & environmental cost?
#EnergyStorage #Battery
http://energypost.eu/politically-charged-do-you-know-where-your-batteries-come-from/ ht https://twitter.com/THEnergyNet/status/895886534578102274
Great graph by @sun_shift!
Miners have country-sized #electricity demand!
Chance 4 #Renewables #Solar #PV #Wind #EnergyStorage #Microgrids?
https://twitter.com/THEnergyNet/status/895647297433772033
FYI โ Vandium the next bull market?
There seems to be a mounting interest in Vanadium the cause of which seems to be vanadium redox flow batteries. I donโt see storage batteries as yet being an issue here in the states so the push seems to be coming from Europe and China. There are some nice perks for having a storage battery on your alt enery source such as AC when the grid is out, using the battery when there is a surcharge on electricity, and 3 phase electrical.In any case here are a couple of links that will hopefully ahed some light on vanadium;
http://maucapital.com/when-robert-friedland-talks-vanadium-i-pay-full-attention/
http://www.prophecydev.com/the-vanadium-bull-500-and-one-vanadium-stock-that-few-talk-about/
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$FYI – Companies To Benefit From The Future Smart Car Boom
by Matt Bohlsen@sa
Summary
Electric vehicles are being made with new lightweight materials — aluminum, scandium, titanium, and the battery materials.
There is new technology as well — more semiconductors, lasers, sensors, cameras, Wi-Fi, cloud data storage, and on-board entertainment systems.
New car services include taxi apps, ride sharing, and payment services.
Note: This article first appeared on Trend Investing on July 19, 2017; as such, all data is as of that date.
https://seekingalpha.com/article/4100103-companies-benefit-future-smart-car-boom?uprof=46&isDirectRoadblock=true
Supervolcanoes: A Key To Americaโs Electric Future?
https://scienmag.com/supervolcanoes-a-key-to-americas-electric-future/
https://eandt.theiet.org/content/articles/2017/07/multi-billionaire-mining-maverick-wants-to-harness-nuclear-energy-in-earths-core/
$CTEQF, $IVPAF – Mudmar, you may be interested in the following threads – CleanTeq: https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/
and Ivanhoe Mines: https://www.stockgumshoe.com/2017/07/microblog-gold-and-silver-and-hard-assets-summer-2017/
Best2You and ALL ๐
$FYI – Ionic pins hopes on alternative to lithium-ion batteries
note: Ionic is in collaboration with Clean TEQ on water purification.
http://www.ionicindustries.com.au/ionic-in-the-australian/
$FYI – Cobalt Miners News For The Month Of August 2017
by Matt Bohlsen @sa
Summary
Cobalt spot price news – cobalt spot prices rise yet again, now up 125% in the past year.
Cobalt market news – the cobalt deficit continues.
Cobalt miner news – BASF and Norilsk Nickel enter exclusive negotiations to cooperate on raw material supply for battery materials. Ardea Resources expands their contained cobalt resource to 405,000 tonnes.
https://seekingalpha.com/article/4101612-cobalt-miners-news-month-august-2017?uprof=46&isDirectRoadblock=true
Note: Interest charts on grade and resource size.
$ECSIF $CTEQF long
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Conversation with Robert Friedland shared by HN (49) minutes:
Episode 70: The unabridged Robert Friedland sessions: https://soundcloud.com/northern-miner/episode-70-the-unabridged-robert-friedland-sessions ht https://www.stockgumshoe.com/2017/07/microblog-gold-and-silver-and-hard-assets-summer-2017/comment-page-3/#comment-4947853 Long Gummunity! Counting Stars https://www.youtube.com/watch?v=hT_nvWreIhg Best2ALL ๐
$FTSSF – First Cobalt Expands Exploration Team and Provides Drilling Update
Note; First Cobalt came off trading halt during merger with Cobalt One. The SP was at .58 during halt and has dropped this morn by .04
https://firstcobalt.com/2017/first-cobalt-expands-exploration-team-provides-drilling-update/
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$FYI – Lithium Miners News For The Month Of August 2017
by Matt Bohlsen @sa
Summary
Lithium spot and contract price news – Lithium prices rise again.
Lithium market news – CEO says – “We are facing the total disconnect between the coming demand for lithium and the available supply.”
Lithium company news – Lithium producers report strong earnings, and several Australian near term spodumene projects are racing towards production in 2018.
https://seekingalpha.com/article/4102339-lithium-miners-news-month-august-2017?uprof=46&isDirectRoadblock=true
np going to have to get back in.
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$FYI – EV Company News For The Month Of August 2017
by Matt Bohlsen @ Seeking Alpha
Note: Seeking Alpha has changed their delivery format, I did not get a link to this months EV article the SA website. I did get a msg with charts and pictures cutting and pasting the article into a comment would be lenghty not to mention what may or may not be lost for pictures and charts, etc… I’m looking for away around this now. Will this be SA continuing delivery format I can only assume so. I am providing Matt Bohlsens’ summary for the article and a link to his home page on SA.
Summary
Global EV sales – Another great month, up 43% on last year.
EV market news – The automobile industry has just had its โiPhone momentโ.
EV company news – “Finnish Tesla Model S taxi driver crosses 400,000 km, 93% of battery life remains.”
https://seekingalpha.com/author/matt-bohlsen/articles#regular_articles
$FYI – Don’t Forget The Graphite Miners – Buy Syrah Resources
by Matt Bohlsen @sa
Summary
Demand for graphite will increase more than any other EV battery metal on a volume basis.
Syrah Resources has a world class resource, attractive economics, and will move to producer status this quarter.
Valuation is attractive with 71% upside to consensus analyst estimates.
https://seekingalpha.com/article/4104149-forget-graphite-miners-buy-syrah-resources?isDirectRoadblock=true&uprof=46&utoken=20106f186642d5b1ec32a0a67a8fc07f248a8c29
$FYI – Lead Acid Vs. Lithium Ion Batteries
http://www.altenergymag.com/article/2017/08/lead-acid-vs-lithium-ion-batteries/26928/
This article is really about a new lithium ion battery formulation, “Lithium LiFe stands for lithium iron phosphate, and itโs the newest revolution in rechargeable home battery systems. While standard lithium-ion batteries are a big step up from lead-acid batteries, LiFe takes it even further. “
$FYI – Chinese Regulators to ban sale of fossil fuel powered vehicles
I received this link via Clean TEQ
China’s Fossil Fuel Deadline Shifts Focus to Electric Car Race
Bloomberg News
September 9, 2017, 7:54 AM EDT
September 10, 2017, 1:01 PM EDT
Regulators working on timetable for the ban, official says
China joins U.K., France to phase out combustion-engine cars
https://www.bloomberg.com/amp/news/articles/2017-09-09/china-to-ban-sale-of-fossil-fuel-cars-in-electric-vehicle-push
$ECSIF $CLTEQ $ILHMF long
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$FYI – Morgan Stanley’s Cobalt Report Mirrors My Analysis Of Tesla’s Supply Chain Risks by John Petersen @sa
https://seekingalpha.com/article/4106081-morgan-stanleys-cobalt-report-mirrors-analysis-teslas-supply-chain-risks?uprof=46&isDirectRoadblock=true
Note; I haven’t throughly read this but a quick read there is a discrepancy in battery recycling between the author and Morgan Stanley. The author says battery recycling doesn’t exist, Morgan Stanley, and American Manganese $AMYRF say it does. The author may be correct in that it will take sometime for recycling to ramp up and impact the battery market.
$ECSIF $CLTEQ, $AMYRF long
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