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"It is expected to turn Río Negro into a global green hydrogen export hub by 2030," the government said. "It is the most important international investment for our country in the last 20 years."

Correction they had already been in discussions prior to COP26,

Not bad after a meeting at COP26,

Fernandez and Forrest, it said, met on the sidelines of the COP26 climate summit in Glasgow.

https://finance.yahoo.com/news/1-argentina-fortescue-unveil-8-204630917.html

$8.4bn green hydrogen hub

https://www.youtube.com/watch?v=YSJxantN1sU&ab_channel=FortescueFutureIndustries

Say it as it is!

https://www.youtube.com/watch?v=YSJxantN1sU&ab_channel=FortescueFutureIndustries

https://www.youtube.com/watch?v=YSJxantN1sU&ab_channel=FortescueFutureIndustries

Some interesting 'Passives'

Eagle mountain CEO interview October 29th.

https://stockhead.com.au/stockhead-tv/q-wrapz-barry-chats-with-tim-mason-ceo-of-eagle-mountain-mining-asxem2/

Core (CXO) have 15 bagged in the last year, obvioulsy being financed and off-take has helped.

soars - every day term!

https://www.bloomberg.com/news/articles/2021-11-08/eramet-plans-400-million-lithium-plant-with-china-s-tsingshan

Don't listen to PI's on LSE BB's, if you want expert advice goto global analysts - what do we know?

https://www.businessinsider.com.au/lithium-prices-45-fall-by-2021-2018-2

Massive correction due -

undo

Morgan Stanley wrong by a country mile and lack of investment for years in lithium juniors
Trump - climate denial - withdrew from Paris Agreement
COVID - global shutdown

Massive correction - plus Build Back Better and COP26 - Simon Moores and I agree!

What nonesense?

MJFMSG - LOL! - you know who you are joining - bye! (bad cop today)

There might be more to that!

https://www.cbsnews.com/news/david-beasley-elon-musk-world-food-programme-plea-to-billionaires/

Elon Musk, the founder of Tesla and SpaceX replied to a U.N. tweet on Wednesday asking the World Food Programme to show how $6 billion would solve world hunger and saying he would sell Tesla stock, adding that the U.N.'s proof would have to be open source, so the public sees precisely how the money is spent.

He works in mysterious ways!

https://twitter.com/elonmusk/status/1457064697782489088

57% sell
42% don't

I hour to go ;-)

LOL @MasterbakerElon Musk has never forgiven the Tesla shorts - I bet they are on suicide watch at the moment if there's any left.

And the Tesla phone - Apple, not only late to EV's but could be challenged Tesla!

https://www.youtube.com/watch?v=BlQ4w1urtxY&t=410s&ab_channel=TechFuture

Just a little glimpse of how battery storage is evolving with this BYD modular solution, we should not forget this is still relatively in its infancy and with developments like this will only see demand surge.

5kwh to 320Kwh modular design and BYD seem to have the lowest cost battery tech.

https://www.youtube.com/watch?v=Fi2GWsSsdNI&ab_channel=TheElectricViking

BYD are doing extremely well with their EV's apparently now second to Tesla.

The question churning over in my mind is should we accept an offer from Ganfeng if it comes short term or hold out?

At some point people will start looking at lithium with the same wealth potential as oil and recent events COP26 and Build Back Better must be bringing this nearer.

Good timing by Castillo, I don't suppose they need much convincing to take up the offer.

Plenty for the analysts to mull over in the next and days weeks ahead, the four charts here look about right to me other than Cobalt, but il'l take Copper, Nickel and Lithium as sustained growth for years to come:

https://voxeu.org/article/metals-may-become-new-oil-net-zero-emissions-scenario

It's not that it hasn't already started and what a six months we've had in lithium!

EV's but Storage is having it's day as well albeit somewhat unoticed against EV's.

Passed! Huge for USA and lithium ion battery to #EV supply chain in North America.

Simon Moores Benchmark minerals - I share his sentiment, absolutley gamechanging for lithium and REM's, let's see how the markets react in coming days!

I do wonder where the Tesla Ganfeng deal will supply other than China? and where will the lithium be sourced - my bet is that once the Ganfeng outcome with Bacanora is announced whether they get full vote or not that we have talks within weeks.

You don't want to be out of KDNC at the moment IMVHO.

Tonight, we took a monumental step forward as a nation.

The United States House of Representatives passed the Infrastructure Investment and Jobs Act, a once-in-generation bipartisan infrastructure bill that will create millions of jobs, turn the climate crisis into an opportunity, and put us on a path to win the economic competition for the 21st Century.

@Barksy1,

It's unfolding as the script was written an industry disrupted.

Phimx,

would your view change if they were awarded government funding to develop the Charger?

That's what I'm holding out for with the drive towards green hydrogen.

Tesla factory to make battery production machines for gigafactories,

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-launches-manufacturing-of-machines-for-battery-production-in-canada

https://www.youtube.com/watch?v=r-8vvuQmOgM&ab_channel=TorqueNews

Seems Tesla are covering all corners to keep battery production inline with demand - just don't run out of materials!

Global supply chain,

Indeed @EV_Bull,

in the last week +/- a day - CATL to Supply Tesla with 45Gwh LFP batteries in 2022, Ganfeng sign three year deal to supply two Tesla regions and Lithium Americas outbid CATL by $100M (Now $400m) for Milennial after CATL outbid Ganfeng a few weeks back.

I would hope we see an offer for Sonora JV's within a couple of weeks of the BCN buyout once it happens, shame it's being stalled by the Mexican antitrust approval, whether or not they get the vote I would expect we get an offer or enter talks at the very least.

Green hydrogen production in Europe is going to see further massive investment in Wind and solar.

Is it inconceivable that we might have disposed of one, two or all of our lithium assets by year end?