Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
As you might well know the range rover has a reputation to spontaneously explode bad design not fault of battery.Anyway they use NCM cells if loaded to much tend to get hot.The vehicle was parked up for nearly a week so admittedly very strange.
If you think hydrogen is the way even worst than emh at least emh has the goods just need to get it out.Toyota and hydrogen a red herring the Miriam or whatever you call it absolute disaster reread your research hydrogen is run on subsidy not viable.
No evidence at all but I think the Lith price has been manipulated a bit.The market is quite closed and it is strategically useful for china to drop price to halt western competition opening up.When it comes to strategic view the west are numpties 3 month view only.Opec does the same drop oil price to stop shale oil in it's tracks did not work though????.
At the end of the day EU Auto need 550000 tons of lithium.They either get it from China(that's the way it's looking)or build their own supply.With Stellantis and VW et al moving EV production to china then importing cars back not looking good.Those useless bosses po po EV worried about sunken cost now the world has fallen in and they are in full panic mode all depends on how much EU bails them out if they survive this.The sales drop on all EU manufacturers is staggering and now they are pushing synthetic fuels they got synthetic brains if you ask me.Lost cause in my opinion.
Unfortunately this has turned into sh*t show.i can remember when I was in this share and babbis showed up.It went up to nearly £1 then over a period of about 18 months dropped to a low of 18p.I vowed to hold what a twat I was big lesson there.I had no choice but as luck had it it recovered because of babbis losing election.But I was very wary now of the mental anguish this had caused.So when kieth gave bulls**t RNS I was gone.No second chances anymore.Boght Tesla doubled my money bough KOD made 80% now into small miner called Marula mining look at this one this is what EMH should have been.Not pumping but lesson is in lost opportunity that's what EMH is.
Everyone is banging on about EU I tell you they don't give a fig.The EU has made it difficult for Tesla and are poking a stick at Chinese EV.Its all about protecting big Auto until the last moment possible.Then as if by magic EU loves EV.Of course by then every European Auto will have all its cars made in China and exported into EU.The bit they are quite on is this lack of strategic thinking will result in loss of couple of million jobs.
The only reason there is a surplus of Lith is OEM built crap EV and now are cutting back to the bare minimum.The Chinese have won the west's dithering has lost it the way forward to new tech.You look every single lithium mine in development in EU is on stop.Shows you the power of lobbying.The need for lithium is only just beginning it's the processing that's needed.This is why every battery maker in China is flat out supply lines sorted.In the west not even started.As for EMH now a very high risk buy in my opinion at one time it looked promising not now.i have held shares here in and out since launch.Sold last batch in high 70's after KC last bullsh** RNS.Even at these prices still not interested.I only posted this as i really believed inEMh in the past and feel sad at such a decline.If you are holding long hope it turns out well.
CATL are using sodium cells these are being used in low end EV but have not got the energy density (nominal 2.3v)these cells are mainly used for stationary applications.I thing these are being used mainly for price and to relieve bottlenecks.