Member Info for jimb2

Ganfeng due to extend their Tesla supply contract this year, will Tesla want clay sourced supplies for other location outside of north America?

And Ganfeng possibly due to extend the Tesla supply contract, Tesla is definitely adamant of responsibly sourced battery materials - this must look very good for Sonora?

https://www.bloomberg.com/news/articles/2018-09-21/chinese-lithium-giant-agrees-three-year-pact-to-supply-tesla

33% cheaper!

I think this just might elevate clays to the preferred source!

listen to EM

https://youtu.be/iU-poglarHc?t=9575

listen to 2:42:00

Is it that simple?

New timeline link:

https://youtu.be/iU-poglarHc?t=9530

https://youtu.be/iU-poglarHc

Nevada Clays
Scroll to - 1:17:00

if it still works from the recording

https://www.reuters.com/article/shell-costs-idUSKCN26C0HS

Shell to cut up to 40% from oil and gas production to prepare for energy transition

Of course, they are not alone!

Shell to cut up to 40% from oil and gas production to prepare for energy transition | Globalnews.ca
https://globalnews.ca/news/7348795/shell-cuts-oil-gas-energy-transition/amp/

well, the writing is on the wall for fossil fuels,

In a dramatic reversal, one of the world's biggest makers of coal-fired power plants is to exit the market and focus on greener alternatives. US industrial giant General Electric said it would shut or sell sites as it prioritised its renewable energy and power generation businesses.

https://www.bbc.co.uk/news/business-54242055

I do wonder how these companies fail to see the disruption in their own industries, they should have listened to Tony Seba

https://www.bbc.co.uk/news/business-54242055
GE: Industrial giant will stop building coal-fired power plants

Should have listened to Tony Seba,

The UK is poised to bring forward its ban on new fossil fuel vehicles from 2040 to 2030 to help speed up the rollout of electric vehicles across British roads.

Iainlittle,

The World's Most Sustainable Company in 2020 | Ørsted
https://orsted.com/en/sustainability/our-stories/worlds-most-sustainable-company-2020#video

Things are changing,

Iainlittle,

The World's Most Sustainable Company in 2020 | Ørsted
https://orsted.com/en/sustainability/our-stories/worlds-most-sustainable-company-2020#video

Things are changing,

Shell cuts back on fracking to fund renewable energy drive
https://www.telegraph.co.uk/business/2020/09/19/cuts-back-fracking-fund-renewable-energy-drive/

Shell cuts back on fracking to fund renewable energy drive
https://www.telegraph.co.uk/business/2020/09/19/cuts-back-fracking-fund-renewable-energy-drive/

No doubt big oil is moving into renewables:
Shell cuts back on fracking to fund renewable energy drive
https://www.telegraph.co.uk/business/2020/09/19/cuts-back-fracking-fund-renewable-energy-drive/

I do wonder if BP and others might be sitting on geological data that would lead to sources of lithium?

I would expect next week to have plenty of talk around battery day, the quiet before the storm but the wind is picking up:

https://globaldrivetozero.org/events/
Drive to Zero aims to enable and accelerate the growth of global zero- and near-zero-emission (ZE) commercial vehicles, with the vision that ZE technology will be commercially viable by 2025 and dominate by 2040 in specific vehicle segments (referred to as “beachhead” segments) and regions (China, United States led by California, the European Union, India, Canada, Japan, Mexico, and South America).

Big battery packs!

Obs, my ideal name drop would be Siemens or maybe Bosch or a group company, these can ramp up production at the drop of a hat.

https://www.bsh-group.com/innovation/open-innovation

Startups are a valuable source of innovative technologies and solutions for many of our business segments. We offer young companies a no strings attached opportunity for cooperation: the BSH Startup Kitchen. Therefore we search for innovative solutions - for our products and processes - and offer startups a revenue-driven partnership without venture capital or equity partnership. This makes BSH Startup Kitchen the leading venture client unit in the home appliance industry. Our vision of a partnership is to become the most valuable customer in the home appliance industry for first-class startups. We offer the chance to test and validate your product or service before it is ready for the market and in direct cooperation with a large, famous customer. In addition, we want to learn from each other and offer insight, networking and scaling capabilities - right into a long-term business relationship.

Just wishful thinking.

One I've had as a strong contender obs,

The 150 kW module, which occupies the same footprint as the original 75 kW Type A19 Gotland-class installation, represents the fifth generation of Stirling cycle AIP to be developed for Swedish submarines.

US police force trialling a Tesla, what a sales pitch:

https://youtu.be/Rmlnv3riJSY?t=405

oldblue1973,

hydrogen gas is green energy storage if it's derived from the surplus generation from wind or solar, that can be used for heating or converted back to electrical energy.

Even oil, coal and gas is stored hydrogen - hydrocarbons - all from the Sun.