Member Info for jimb2

Good interview about tesla supply chain, I've posted the link with what might interest EMH holders:

https://youtu.be/rZV_qI2OkeU?t=1096

Another video on the EV stock channel - Rodney Hooper seems to know the subject extremely well.

https://youtu.be/rZV_qI2OkeU

I've just skimmed through so haven't digested the info yet, I did look the shipment of lithium that is used at the Tesla Giga factory and noted he mentions VW might prefer supply hard rock.

I'll take a proper look later!

Another recruit to the Green Bandits - Thordon

Peculiar history has only been a member since 24th Jan - adios alias

Filtered!

300Kw if running 24/7 would cut power costs by £302K a year assuming 11.5p /Kwh industrial unit cost but could be more if greener energy incentives are in place and awards are made for cutting emissions.

I wonder what price tag a 300Kw unit would realise and most definitely a market for that, makes me wonder how attractive that alone would be to the right company to pick up or licence?

We have progressed with *very favourable* discussions with the large marine engine manufacturer and these discussions are continuing. We have had other interest from waste recycling companies* to adapt our technology to capture redundant waste heat and generate electricity, *we are working* on a large standalone unit which will produce over 300 Kw. Again, we will provide further updates in due course.

Mostly stuck around
45.45
36.36
54.54

maybe 63.63, 72.72, 81.81, 90.90 or will we go triple digits tomorrow.

A common buzzword at the beginning of the century, the hydrogen economy could finally be about to materialise on the back of falling technology costs and growing interest from policymakers, according to a global industry outlook by research firm BloombergNEF.

Coronavirus: EU announces €750bn recovery package

So the question is how and over what period the money would be repaid. Reports suggest some EU-wide taxes may be imposed on the turnover of multinationals, as well as on plastics and CO2 emissions

Coronavirus: EU announces €750bn recovery package

So the question is how and over what period the money would be repaid. Reports suggest some EU-wide taxes may be imposed on the turnover of multinationals, as well as on plastics and CO2 emissions

20th May 2020
Scotland’s natural gas distribution company SGN said Tuesday it has submitted a proposal to build a 100% zero-carbon hydrogen network in Scotland, Kallanish Energy reports.

Also, ITM power is ticking up nicely - UK Hydrogen producer - October 2019 News
Entry into new 50/50 Joint Venture with Linde AG
ITM Power plc (AIM: ITM) (ITM Power or the Group) is pleased to announce its intention to raise at least £52.0 million (before expenses) through (i) a strategic investment of £38.0 million at 40 pence per share by Linde UK Holdings No. 2 Limited, a member of the Linde AG group (Linde) (the Share Subscription); and (ii) a conditional placing of £14.0 million at 40 pence per share (the Firm Placed Shares) with certain existing and new institutional investors (the Firm Placing). The Group has also entered into a 50/50 joint venture with Linde (the Joint Venture) which will focus on delivering green hydrogen to large scale industrial projects, principally those with an installed electrolyser capacity of 10 Megawatts (“MW”) and above.

This should be of interest to anyone holding.

https://www.cleanenergywire.org/news/germany-bets-green-hydrogen-quest-climate-neutrality.

Two pieces from the article:

The country will flesh out its ambitions in a highly anticipated National Hydrogen Strategy expected in the coming weeks, which might become part of a "green stimulus" programme to restart the economy after the coronavirus crisis.

German heavy industry is already betting heavily on clean hydrogen in their long-term decarbonisation plans. Many energy-intensive German companies, like chemicals group BASF or steelmaker Thyssenkrupp, already have detailed plans for drastic emission cuts, but lack viable business models to implement them – not only because renewable hydrogen remains too expensive, but also because massive investments are required to enable its use on a large scale.

I wouldn't be holding if the Inspirit boiler couldn't run on hydrogen - I also believe the 'green stimulus' will be repeated by many nations.

So simply if we want to use green energy as fuel for heating then hydrogen is the choice but the economics aren't there yet so if you can co-generate then you just might be in the ballpark to replace fossil fuels.

Oops! wrong calculations:

500kgs LCE / 1Mwh
500t / 1GWh
7,500t if they reach 15GWh.

HE3DA - certification in the US

US certification
https://www.he3da.com/single-post/2020/05/20/Baterie-HE3DA-z%C3%ADskali-certifikaci-v-USA

January article:
https://oze.tzb-info.cz/akumulace-elektriny/20153-dodavky-baterii-he3da-zacnou-letos-ale-az-na-vyjimky-mimo-cr

We have strong capital, we have no reason to rush it all… The first line will have a capacity of about 200 MWh and we will gradually accelerate, we would like to produce one gigawatt-hour next year. It will take some time to reach a small market with this capacity. The first batteries from production are reserved for foreign countries and they are orders that we cannot afford to refuse. We have to send most of what we produce there this year. ”

Thus, large foreign customers who have ordered batteries will be among the first to receive their batteries. Investors of Magna Energy Storage, where the HE3DA batteries are manufactured, will also receive priority for their batteries. It should be from them that it should be possible to obtain the first references from real operation in the Czech Republic.

We had the opportunity to talk to one of the investors at the seminar. It expects its batteries at the end of this year. He is satisfied with the export orientation of the company, it is advantageous for the investor when the batteries are sold with a high margin. Those who need their properties, especially high safety and the ability to operate in a larger temperature range, are most willing to give for batteries. In particular, customers from the military or space research. Households and small customers, on the other hand, demand a low price, so they will get to them later.

And still, Nevada is showing interest so this is just a reminder disruption is well underway.

If HE3DA hit that 1 GWh next year that would be 5,000t LCE and who knows what their demand will be in 2024 as Cinovec possibly comes online and if they eventually reach a capacity of 15 GWh as mentioned back in December 2019.

75,000t LCE a year!

https://stockhead.com.au/resources/why-iron-ore-grade-is-now-more-important-than-ever/

Thanks, Barksy1 for that clarification and although the dates don't coincide with KDNC involvement there are always those who will use any excuse to spread fear and doubt - that goal that appeared just put it down to the hand of god - Maradona got away with it ;-)

And MMS ticking up over the last week another 26% as I type.

$6000 /t if I recall correctly.

Tesla storage demand is now exceeding production.

Good news??

Mark Carney: 'We can't self-isolate from climate change'

https://www.bbc.co.uk/news/science-environment-52582243

There's an interesting chart on peoples views of how serious climate change is compared to Coronavirus.

Not far off with my stab at 33.33% rise if you split the eight in half vertically and rotate the left half 180 deg you wouldn't know the difference if you squinted.
8.33% --- 33.33% as I look for patterns with predictions I would say this was pretty close.

I'm hoping for 33.33% blue finish, just a wild stab at a figure.

last two days close 40% and 50% - looking interesting!