Member Info for GaiasKidney

https://oilprice.com/Energy/Energy-General/US-Ramps-Up-Battery-Production-With-13-New-Gigafactories.html

If these cos don't rapidly do deals with new miners and refiners then China will.

Hi Barry. I think most of the shares held here are in very sticky hands. With that quite small daily volumes (and the're not big yet) can swing the share price alot. Add in holiday period buying and you have an ideal time for traders to take some off the table.

Indeed a fast retreat... I expect it will rebound to new highs about as fast. Probably next week.

We'll see.

ATB.

The as anticipated retrace. UT 25.8. Just a case of all the better value to add at.

Trader noise. This is a hold and add.

GLHs.

Profit taking will provide a good opportunity to add on the dip in the days ahead.

At present spodumene pricing the project NPV is circa $2bn.

Hot yes, I worry this may constrain the EV rollout, EU domestic resistance to new build Li extraction is also a complication. But I expect the demand drivers are so strong NdPr need will not suffer. OEMs will just have to start financing mines.

Interesting times.

HNY.

May well push back into the Blue today Tony.

Pressure's on

https://tradingeconomics.com/commodity/neodymium

https://investorintel.com/markets/technology-metals/technology-metals-intel/which-metals-will-benefit-from-the-ev-boom-in-2022-and-after/

Lists recent M and A activity in the Li space.

LP try this

https://www.cruxinvestor.com/articles/the-stages-of-mining#:~:text=The%205%20Lifecycle%20Stages%20of,Production%20Stage5.

Bought in here on the dip below 22 on Thursday. Follow on buyout by Piedmont looks nailed on here.

Buying not just because of the upside from runaway Li demand but also as a hedge for BHL (early Li explorer in US) as the US has contradictory policies on allowing domestic energy metals mines.

Difficult to find any downsides here. GLA.

OPEX $14.7k/t of treo is what's going in the FEED doc.

= $40k/t for the NdPrOx.

Guess we'll have to see if the IIs buy that?.... Oh they already are!

Confirmed.

Lithium remains on the up.

Hmm... More research Goolang?

Three types of ore, clay is having the most attention, one area has jorc

https://www.braddaheadltd.com/

More so Co has been given target of 1mt LCE from clay regions in royalty agreement.

LCE price

https://tradingeconomics.com/commodity/lithium

Price in West some 10% lower.

RNS.

Bradda moving quickly. Will they get to that 1mt LCE?

I'm believing so.

GL holders.

First bit of common sense I've read here for a long while.

Ha. Made an error with my Li calc. I was remembering approx 10kg of Lithium in an average EV battery pack, that's correct. But that certainly does not translate to 20kg of Lithium Carbonate more like 60kg, costing $1.8k.

With that even small savings on pack size arising from using PM motors are very beneficial.

With wind I see induction as in large part moving to becoming yesterday's technology.. apart from the potential for superconductors. It has long way to go but in one area it may soon have the advantage. Floating offshore wind.

https://www.google.com/url?sa=t&source=web&rct=j&url=https://mdpi-res.com/d_attachment/energies/energies-14-01386/article_deploy/energies-14-01386.pdf&ved=2ahUKEwjco9_47Nb0AhWLi1wKHSUOAgIQFnoECAYQAQ&usg=AOvVaw2HxDEhwIYDZ3kI1Oy4gulT

Or fist hit " Direct drive pmsg scsg floating wind turbine " search.

For European wind energy needs there is little concern as there are large untapped areas of sea shallower than 50m, eg dogger Bank a b and c 3.6gw covers only 20% of the bank.

AGM presentation out.

Hogsnipe yes they can use the capitalist cross border ownership freedom whilst available but the West looks to have finally understood that if they want Paris 1.5 to 2deg to happen they will have to selectively restrict those freedoms to retain power.

Still early days.

Lithium's relentless rise continues

https://tradingeconomics.com/commodity/lithium

This retains the pressure on OEMs to stick with PM in EV motors as one can achieve higher power/range and reduce battery size. From memory some av 20kg of Li2CO3eq per EV, cost ~$650 now. For Nd some 1 to 1.5kg of motor magnets needing around half that in NdPrOx, so cost ~$90 per EV today.

Well Charles, a little digging and whowudavthought!

Then again i suspect none of us are REE oxide to magnet metal alloy process chemical engineers - the analyst, the CEO, me nor you?

Two things: it turns out standard NdPr oxide is a 75% Nd to 25% Pr contained metal mix of the two oxides and more interesting than that also it looks like your typical alloy formulation for NdFeB magnets uses not pure Nd metal derived from NdPr oxide or pure Nd oxide but instead the oxide mix including the Praseodymium is turned into a mixed Nd + Pr metal alloy via an electrochemical molten salt furnace process. This then goes into the magnet metal formulation. Typical input proportions for the magnet metal alloy P48 here:

https://www.peakresources.com.au/wp-content/uploads/2018/05/Peak-Resources-NdPr-White-Paper-NdPr-The-Biggest-Blind-Spot-in-the-Global-Commodity-Market-x-.pdf

Looks like another great non issue on the LSE-PRE forum then.

Oh dear.

Next!