Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
Mexico, Tesla near deal on investment after president's phone call -sources
https://www.reuters.com/business/autos-transportation/mexican-president-speak-teslas-musk-monday-morning-2023-02-27/
Sodium Ion // CATL and Faradion // Managing Expectations
https://www.youtube.com/watch?v=Nqp3T-MLskw
https://uk.finance.yahoo.com/news/tesla-gm-among-carmakers-flocking-212008727.html
(Bloomberg) -- Top automakers including Tesla Inc., General Motors Co. and Ford Motor Co. are heading out on the mining conference circuit as soaring demand for metals used in electric vehicles ignites a scramble to lock in long-term supplies.
https://www.bloomberglinea.com/english/mexicos-state-owned-lithium-company-is-negotiating-partnerships-with-private-firms/
it [LitioMx] acknowledges that it lacks the capacity and technology, such as in the exploitation of lithium clay deposits. ”It is the most complicated. In this process we are definitely going in a public-private partnership”. When questioned about the future of the concession of the British firm Bacanora Lithium with Chinese investment from the firm Ganfeng, the manager mentions that the conversations are not limited to a single company but with people or
companies with concessions throughout the country. ”We are in negotiations to see if they develop together, we reach an agreement so that they are delivered, those concessions are returned to LitioMx or they can continue. They have the right to that concession”.
LitioMx has also approached companies from the United States and Canada that have shown interest in associating, in addition to companies from other parts of the American continent, however it preferred not to detail whether Tesla, which is about to install a factory in the country, would be among those conversations.
Mexican states in hot competition over possible Tesla plant
https://www.independent.co.uk/news/veracruz-ap-tesla-mexican-mexico-city-b2289343.html
The conditional deal with Tesla lapsed a long time ago. e.g "There can be no assurance that the conditions to supply product under the supply agreement will be met" but it does highlight the fact that they are well aware of the project and were willing to buy from it and will have had samples.
This was the situation when Ganfeng were bought out:
100% offtake agreements for the mine’s production:
Hanwa has a 10 year offtake for 50% of Stage 1 production and Ganfeng has offtake for 50% of Stage 1 and up to 75% of Stage 2 production
https://www.tyt.com.mx/nota/los-11-estados-que-levantan-la-mano-para-la-planta-de-tesla-en-mexico
In a press conference with local media, Foreign Minister Marcelo Ebrard mentioned that another of Tesla's interests is Sonora, due to its lithium exploitation.
Cadence owns 30% of DEV. See RNS 31 October 2022.
You are seeing ships loaded at the public port that are nothing to do with Dev.
http://www.docasdesantana.com.br/index.php/operacional/programacao-de-navios
They are not our vessels but check out this post from Dev 1 week ago:
Resumption of Iron Ore exports with record shipments! A few months after the resumption of maritime shipments of the product, DEV Mineração carries out its exports with the resumption of operations, breaking a new record, with a greater than expected amount of cargo shipped in 24 hours . Through the incredible support of the port partner SERVEPORTO/NORTE TRADING, as well as the transporter OBJETIVO TRANSPORTES, we were able to ship 22,867 tons of iron ore, through the port of Santana – Amapá, aboard the ship EAGLE I-STAR from Singapore. Thus, the product shipment process was a success and highly celebrated by all stakeholders involved in the handling operation, declaring that they were very satisfied with the partnership that remains in line with the entire team atDEV Mining . The ship set sail with a total of more than 48,330 tons of iron ore on board, with the maximum possible efficiency, speed and safety, in carrying out a very successful maritime movement. Our expectation is to export around 500,000 tons of the product in the first half of 2023 and continue to reap the good results of partnerships aligned with the same purpose, through constant work that will be carried out through assertive and effective planning.
It's not out of the question for Tesla to have a second pit and processing plant as per the previous scoping study using their own extraction "just add salt" technique all from our 30% owned areas as Ganfeng and Hanwa will still want their supply on top of any deals with Tesla.
Seems comical now to imagine $6,500 long term LCE price.
http://irservices.netbuilder.com/ir/cadence/newsArticle.php?ST=REM&id=1367479
50ktpa was also mentioned back in 2015 so clearly plans were made for that amount a long time ago.
http://irservices.netbuilder.com/ir/cadence/newsArticle.php?ST=REM&id=1577496
https://www.tyt.com.mx/nota/los-11-estados-que-levantan-la-mano-para-la-planta-de-tesla-en-mexico
The 11 states that 'raise their hands' for the Tesla plant in Mexico
From north to south, governors and business leaders have presented their offers to have the facilities of the automotive manufacturer.
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Sonora and its appeal to lithium
In a press conference with local media, Foreign Minister Marcelo Ebrard mentioned that another of Tesla's interests is Sonora, due to its lithium exploitation.