Member Info for BoldlyGo

TEO by December, binding off-take and resource upgrade.

https://www.standard.co.uk/business/premier-oil-north-sea-chrysaor-harbour-a4564221.html

Sorry, wrong board

https://www.standard.co.uk/business/premier-oil-north-sea-chrysaor-harbour-a4564221.html

for my toilet seat when we hit £1

Nickel is the new Gold

Here is a good 16min summary https://www.youtube.com/watch?v=HK79ioBW8Mg

The competition must be very worried.

Happy Battery Day everybody!

Watch out for the dry electrode announcement. This could get batts below $100/kWh.
A cheaper\simpler manufacturing process - doesn't use solvents to coat the electrode. Cuts down on defects.
Expected to deliver gains in energy density as well.

Another significant technology is the tabless electrode. The tab connects the rolled up anode\separator\cathode to the cap of the battery. Creates a bottleneck for electrons. Difficult to manufacture.
The new design attaches directly to the exterior giving a greater surface area, reducing ohmic resistance, less heat generation, increases lifespan, helps charging, cheaper, fewer defects.

This combination will put Tesla leaps ahead of the competition.

Looking a little further out, rumor is that Tesla may have acquired a company called SilLion. They have a silicon anode technology (with a Nickel cathode, so don't worry)

I've always thought, our sp would be a lot higher if we weren't in Russia.
However, if they don't treat us right, they will scare off a lot of foreign investment.

https://www.msn.com/en-gb/cars/news/diesel-cars-on-the-way-out-in-their-homeland-germany/ar-BB18CC1T?ocid=msedgntp

that idea never really took off

Not forced - I dare say there is a reciprocal deal that we are not privy to.

https://www.youtube.com/watch?v=KvC3x6y5L14 (only 10mins)
Big raw material supply squeeze coming

I'd say Glencore have a lot to do with this deal. They want our off take, bada bing, bada boom

https://www.petroleumnews.com/products/Exp_2020.pdf

In USA, they are buying 100,000 Rivian trucks...
https://www.theverge.com/2019/9/19/20873947/amazon-electric-delivery-van-rivian-jeff-bezos-order

Expensive Cobalt will be around for a while unfortunately. It's a child labour\environmental nightmare.
The LFP batteries don't have the range.

if you can't see the ft article...
https://www.bloomberg.com/news/articles/2020-06-16/glencore-agrees-deal-to-sell-cobalt-to-tesla-for-new-car-plants

https://www.ft.com/content/aa09dbcb-37ed-4010-a0ee-ab6cfab4d4b5

Looks like Glencore has done us a favor and cut us in on a little action over in Oz.
That gets us up and running, then they give us an off-take.
Very neat.