The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
EU plan to source local raw materials will boost mining, battery industries in CEE – CET analysis
The Czech lithium deposit is especially important because it is now considered the largest in Europe.
https://centraleuropeantimes.com/2023/04/eu-law-to-source-raw-materials-locally-will-boost-cee-mining-battery-industries-cet-analysis/
Australian miner to trial world’s first electric “triple” road train with swappable battery
https://thedriven.io/2023/04/18/australian-miner-to-trial-worlds-first-electric-triple-road-train-with-swappable-battery/
With compliments from Chuxa on HC
https://hotcopper.com.au/threads/not-gunna-be-enough-lithium.4689737/page-1002?post_id=67315691
Shell launches its first electric ferry at Singapore plant
https://auto.economictimes.indiatimes.com/news/industry/shell-launches-its-first-electric-ferry-at-singapore-plant/99551316?utm_source=Mailer&utm_medium=newsletter&utm_campaign=etauto_news_2023-04-18&dt=2023-04-18&em=cmhvbG1lczIwMTBAZ21haWwuY29t
Europe’s failure to secure critical metal supplies: Two strategies to play it
https://www.livewiremarkets.com/wires/europe-s-failure-to-secure-critical-metal-supplies-two-strategies-to-play-it
https://youtu.be/w_rHCfniQmA
Hooper and Klein
Simon Moores : Critical Minerals Mining boom to happen in Europe !
https://youtu.be/GqLKcWXVO8Y
hence why “fair” market value will be done by outside parties . Not determined by Cez or EMH .
3 penny shares I’d buy to hold until 2033!
https://uk.finance.yahoo.com/news/3-penny-shares-d-buy-061637735.html
same goes for voting at the AGM's mums and dads seem not to care .
I have been to so many AGM's green , across a broad spectrum of business's there is always only a hand full of participents . at a tech stock recently there were three share holders the rest were unsiders .
https://www.investi.com.au/api/announcements/emh/688f7b7b-e9c.pdf
In Progress : Production Upgrade Assessment
Over two-thirds of the refined lithium needed can come from local projects by 2030. Europe could also refine 16% of the required nickel by then and almost a quarter of the cobalt demand. I reckon that will make an upgrade production for Cinovec , EUR can't get any bigger , Not sure if INF can either .
https://www.hellenicshippingnews.com/reset-for-critical-raw-mineral-trade/
Exclusive: Chinese lithium producers set price floor as demand evaporates, sources say
China's top lithium producers agreed this week to set a floor price of 250,000 yuan ($36,380) per tonne of lithium carbonate,
https://www.reuters.com/world/china/chinese-lithium-producers-set-price-floor-demand-evaporates-sources-2023-03-31/
8 yr for me blonde , but i think it might be soon now :
It is interesting though it seems the real catalyst for EMH to go up will be permits looking at INF today up 53% . I liked this bit :
" The Regional Government of Extremadura has pre-empted Europe’s move to accelerate the permitting
process through the adoption of the Lithium Decree Law and we will continue to collaborate
with major stakeholders to deliver a strategically essential project for the local and regional
community, Spain and broader Europe." Lets hope Czech bureaucracy has the same sentiment . I reckon they may have been told .
2 penny stocks I’d buy to hold for 7 years!
https://www.fool.co.uk/2023/03/20/2-penny-stocks-id-buy-for-7-years/
Europe needs to “step up” its game to compete in global battery industry Šefcovic says
https://source.benchmarkminerals.com/article/europe-needs-to-step-up-its-game-to-compete-in-global-battery-industry-sefcovic-says
I smell an increased production target Green , 30,000 tonnes not quite enough to do one VW gig factory . and they are talking 3 in Czech Republic ???? Or my maths don't work ???
we are stumped as to where supply will come from to satisfy demand,
“I really don’t think there’s any reason to believe that so many tons can magically appear this year to return the market to balance,” Claire Blanchelande
https://internationalbanker.com/brokerage/why-are-lithium-prices-collapsing/
Lowry and Peter Hannah - Fast Markets
https://open.spotify.com/episode/30b547ooiNecBgKHWvN6jI?si=7cdec0477fcc442c&nd=1