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US STANDARD LITHIUM & LANXESS - BAYER CHEMICALS who OWN 100% OFFTAKE will use up ALL STANDARD LITHIUM PRODUCTION !
Massive clients LANXESS & KOCH INDUSTRIES engineering and chemical lithium brine processing.
STELLANTIS USA EV CAR GROUP for offtake.
Koch Specialist Platform - just bought in the end users of lithium FREYR BATTERYS USA, LITHION USA.
No brainer with the quality of the companies involved.
US STANDARD LITHIUM & STELLANTIS ( RENAULT , CITROEN, DODGE , CHRYSLAR, RAM EV MODELS ) will also eat up ALL STANDARD LITHIUM PRODUCTION !
STANDARD LITHIUM & KOCH SPECIALIST PLATFORM who bought in to FREYR BATTERYS USA & LITHION will eat up all the production !
STANDARD LITHIUM SIGNS LOI with KOCH Special Platforms.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch
STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
Who have 24M just got a deal with ?
https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies
Only V W USA.... Who out of all the links will supply the lithium ?
STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2
STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !
In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.
STANDARD LITHIUM SIGNS LOI with KOCH Special Platforms.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch
Likewise checkout E3 who are now running at this very moment a two phased test of pilot plant production methods, news in early Jan, just 5-6 weeks.
STANDARD LITHIUM Letter of Intent signed with Global Koch Specialist Platform on front end processing. Things are about to move forward and within a month or two as the demo plant for lithium brine is already up and running at test levels.
This next step looks to me like SCALE UP at the beginning of the process so the BULK LITHIUM BRINE to Chlorine process. They have tested, go to the engineering sector, recieved $100 million direct investment from Koch and it is specific engineering.
Looking good and fine tweaks. See the battery links Koch have in the All sold out production thread with links included. Strong buy at these levels.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch
“KES is focused on accelerating growth in energy transformation with an eye on the fast-growing renewables market. Our collaboration with Standard Lithium showcases KES’s commitment to working with our partners to provide best-in-class process equipment, engineering, procurement, and construction services. We are excited to help grow the battery value chain and look forward to working with Standard Lithium on this historic project,” said Dan Haycook, chief commercial officer for Koch Engineered Solutions.
Standard Lithium’s President and COO, Dr. Andy Robinson commented “The Company is undergoing a period of transformational growth, and we must add to our team in order to move fast and efficiently towards the first commercial plant. The deep bench-strength and world-class resources that the KES businesses bring is vital to us building the strongest possible project execution team.”
Standard Lithium SOLD ALL PRODUCTION ?
Koch Strategic Platform US$100M Direct buy in at end of Nov.
https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.
STANDARD LITHIUM SIGNS LETTER OF INTENT WITH KOCH ENGINEERED SOLUTIONS TO SUPPORT COMMERCIAL LITHIUM PROJECT DEVELOPMENT
#E3Advantage – Operating in Alberta enables us to leverage legacy data from historic oil & gas operations. ??
We have used these expansive data sets to quantify the Leduc aquifer characteristics & delineate resources ??
Learn about our unique project ?? https://t.co/mSytV6m0T8 https://t.co/OsXfOUxKqy
STANDARD LITHIUM - TESLA build lithium hydroxide plant in the next state to Arkansas. Possibilities for SLI ? A reminder of just what quiet preperation is going on. It does not always have to be shouted out in the media HAS SLI SOLD ALL FUTURE PRODUCTION via Lanxess owning 100% offtake !
https://www.benchmarkminerals.com/membership/exclusive-tesla-becomes-first-automaker-to-enter-lithium-supply-chain-reshapes-foundations-of-china-dominated-spodumene-2/
…if you’re right MO… I’ll be extremely pleased.
Today far many has been dreadful but I’m sure that’s more to do with the world / COVID situation…
Standard Lithium SOLD ALL PRODUCTION ?
Koch Strategic Platform US$100M Direct buy in at end of Nov.
https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.
STANDARD LITHIUM SOLD ALL FUTURE PRODUCTION?
Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !
Do the maths.
STANDARD LITHIUM SOLD ALL FUTURE PRODUCTION?
Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !
Do the maths.
STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
Who have 24M just got a deal with ?
https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies
Only V W USA.... Who out of all the links will supply the lithium ?
STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2
STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !
In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.
Whole lot backed by LANXESS - WHO ARE BAYER CHEMICALS.
I think they have SOLD ALL FUTURE PRODUCTION !
Standard Lithium Koch Strategic Platform US$100M Direct buy in at end of Nov.
https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.
https://www.prnewswire.com/news-releases/lithion-announces-equity-partnership-with-koch-strategic-platforms-301321294.html
So within 5 months Koch Specialist Platform have invested in Standard Lithium DIRECTLY, LITHION BAYTERY & FREYR USA BATTERY.
Now the real CHERRY ON THE CAKE ?
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US based on 24M Technologies (24M) SemiSolid platform technology"
STANDARD LITHIUM , I was wondering when VW did the 5 year deal with EU Vulcan , who would they look to for the US supply ?
Well the 24M deal for batteries is possibly a clue as KOCH SPECIALIST PLATFORM buying $100 million directly in to Standard Lithium AND buying in to 24M looks more than coincidence ? That opens up a VW lithium supply demand side ? Also STELLANTIS - DODGE, RAM, CHRYSLER MOTORS - MoU with Standard Lithium.....they have LG ENERGY DEAL Signed !
I have not seen anywhere on the internet or social media / forums put the links together !
If this is correct the supply chain has been created in full with some top class end users.
Lanxess ( Bayer ) own 100% of production, so look to what, who , where Lanxess / Bayer get lithium news from rather than Standard ?
https://www.saltworkstech.com/news/99-battery-grade-lithium-hydroxide/
Also , look for Guangzhou Tinci Materials Technology Co. to start in Leverkusen in 2022
And :- SALTIGO in the EU.
https://lanxess.com/en/Media/Press-Releases/2021/03/LANXESS-enters-battery-chemistry-business-electrolyte-production-for-lithium-ion-batteries-in-Leverkusen-Germany
CHINA in the Centre of Germany .... Now that is really topical, but they seem ok about this. Their knowledge will allow for electrolyser lithium hexafluorophosphate (LiPF6) to be the basis for lithium batteries.
https://lanxess.com/en/Media/Press-Releases/2021/10/Reliable-and-efficient-ion-exchange-resin-for-PFAS-removal. Water filtration guide. I would 100% think the Standard Lithium SiFT system is based on this proven method for iron ions extraction. Simply change the charge material to lithium ion capture . Tweaks will have been done imho.
Koch investing directly $100m is a big tick, very much like TechMet @ cusn. The big boys are moving in and all around where the big money is.
"Oil & Gas companies are entering the lithium space too. We recently completed a contract helping an oil & gas company scale their lithium extraction process.".
https://www.saltworkstech.com/news/saltworks-scores-a-lithium-hat-trick/
E3 Metals are basically doing the process inhouse thus reducing costs and keeping more of the money from the end product.
VIS , I never use broker notes. Way too many times they are wrong or paid to put out information that is leading though not illegal. Rather use my own research and if its wrong , I blame myself rather than hanger an unpleasent need for revenge !
Lost too much on ceo's , cfo's telling me lies and getting away with it.
This to me is THE most important part of the last 24 months :-
The SiFT plant has been operating for the past year at a facility in the Greater Vancouver area; processing lithium chloride produced at the Company’s Arkansas site, as well as reprocessing technical grade lithium carbonate sourced from South American brine operations into battery quality Li2CO3.
Dr. Andy Robinson, President and COO of Standard Lithium, commented, “Due to constraints imposed on our operations by the COVID-19 pandemic, we have, up until now, been running the SiFT Plant separately at a location in the Vancouver area. This work has been extremely successful, and we have produced large volumes of better-than battery quality lithium carbonate from lithium chloride concentrates made by the El Dorado Plant. We’ve also been reprocessing very large quantities of low-quality material sourced from existing South American brine producers, and have demonstrated that the SiFT technology can easily upgrade off-spec material in a single, simple step. We’re now thrilled to move the SiFT Plant to El Dorado, which was always our plan, get the plant connected and running, and then operate the only continuous, 24/7 start-to-finish brine-to-carbonate plant in North America.”
It works.