Member Info for jimb2

Well it's a start MB, I think I'll wait until level 99 autonmomy give us time to repair the potholes.

Good to see a UK company with the know how!

As we move towards COP26 plenty of coverage,

https://live.worldbank.org/making-climate-action-count#speaker

Countdown to COP26:

https://www.woodmac.com/news/opinion/cop26-why-battery-raw-materials-are-a-highly-charged-topic/

~~~~~~~~~~

I believe this will be a catalyst for some major announcements together with the chip crisis that will accelerate the shift to EV’s.

posted on EMH by fpvone:

https://www.miningweekly.com/article/europes-carmakers-face-raw-material-bottleneck-for-ev-batteries-2021-10-13

Has to be close an off-take with COP26 in a couple of weeks.

Rock lithium to build a $544M converter plant in Brandenburg to produce 25,000t/yr LiOH
https://www.greencarcongress.com/2021/10/20211011-rocktech.html

They plan to build five converter plants in total by 2029 four in Germany (one next year) Investor presentation on the link below.

https://www.rocktechlithium.com/investors

This involves shipping lithium concentrate from Canada to Europe, doesn’t seem to make sense when EMH are ideally located. They do claim to be strong on sustainability but seem to rely to some degree on offsetting.

Just shows the expected demand in Europe is attracting big investment, EMH could land an off-take any moment.

Rock lithium to build a $544M converter plant in Brandenburg to produce 25,000t/yr LiOH
https://www.greencarcongress.com/2021/10/20211011-rocktech.html

They plan to build five converter plants in total by 2029 four in Germany (one next year) Investore presentation on the link below.

https://www.rocktechlithium.com/investors

This involves shipping lithium concentrate from Canada to Europe, doesn’t seem to make sense when EMH are ideally located. They do claim to be strong on sustainability but seem to rely to some degree on offsetting.

Just shows the expected demand in Europe is attracting big investment, EMH could land an off-take any moment.

Keith Coughlan on off-take agreements

https://youtu.be/SXvkO6fG9Rg?t=140

Worth listening to the end just a few minutes - and how things have changed in just a month or on pricing.

Looking at possibly producing more than 25,000t/yr

MWil,

I've been following the Chinese car manufacturing and have to say they looked to have cracked price parity but with better quality than many give them credit for, BYD blade battery to me is the nail in the coffin of ICE, BYD, Xpeng, Nio +++

Will it be too late?

https://cleantechnica.com/2021/10/03/volkswagen-bosses-labor-chief-want-big-changes-at-wolfsburg-factory/amp/

See what comes from COP26!

Nearer $30k/t if you read the full tweet, maybe $40\K at some time soon?

Nearer $30k/t if you read the full tweet, maybe $40\K at some time soon?

Thanks @observer842,

I didn't get the first link from there, don't stock up with toilet rolls!

Still $30\t is another milestone!

Around $40K/t @degsie

short term?

https://twitter.com/sdmoores/status/1447521405029998601

Around $40K/t @degsie

short term?

https://twitter.com/sdmoores/status/1447521405029998601

Correct, how will the manufacturers respond?

Perhaps EMH should see an off-take any day now on favourable terms?

Things just might move forward quicker with news like this,

https://www.reuters.com/article/china-lithium-ganfeng/chinas-ganfeng-raises-lithium-metal-prices-amid-power-crunch-idUSKBN2H11TZ

https://www.reuters.com/article/china-lithium-ganfeng/chinas-ganfeng-raises-lithium-metal-prices-amid-power-crunch-idUSKBN2H11TZ

by not to!

That's a huge price hike.

https://www.reuters.com/article/china-lithium-ganfeng/chinas-ganfeng-raises-lithium-metal-prices-amid-power-crunch-idUSKBN2H11TZ

You could buy our JV's with that increase!

Glad you agree @Barsky1,

I'm filled with confidence that we will see major dvelopments in coming weeks on our assets - there's just so much compelling evidence supporting the transition/disruption - you know I've always feared for local jobs as I know you have, it's down to the politicians and they seem to see the reality that faces the economies they are responsible for.

Some see the current energy situation as a reason to stick with fossil fuels - IMVHO it's the opposite but with a mix that supports the switch.

Going with the roofing theme I was going to go with Frankie Valli, or as we approah christmas the old classice Slate ;-) almost like new years eave for KDNC - let's get some profit no harm in flashing ;-))

you are welcome Rosamund108, what video was you refering to?

Not often I disagree with @Barksy1

Remembering the backdrop yesterday and Santana port today:

https://www.youtube.com/watch?v=rTVjnBo96Ug&ab_channel=RHINO