Member Info for jimb2

https://www.he3da.com/single-post/2019/06/06/HE3DA-v%C3%BDsledky-m%C4%9B%C5%99en%C3%AD-z-%C4%8CVUT-novinky-z-USA-i-z-Horn%C3%AD-Such%C3%A9

This also corresponds to the current demand for the battery to be able to deliver hundreds of volts. The production capacity of the finished factory will be 1.2 gigawatt-hours a year, but due to the huge demand we would like to increase it to 5-15 gigawatt-hours as soon as possible. ”

We have selected lands in Reno and are preparing their transfer. … There should be the same factory as we build in Horní Suchá. But the demand is so great that we want to increase capacity as fast as we can. We can raise up to 35 gigawatt-hours a year on an existing site, and maybe even 50 gigawatt-hours if we can buy more land.

Also doing a talk in Boston next week (in English)

https://www.he3da.com/single-post/2019/06/10/TechConnect-v-Bostonu-se-bl%C3%AD%C5%BE%C3%AD

Treat with caution but very intriguing!

posted by da1nat1 on the BCN board.

international co-operation 4863fff2-8bea-11e9-a1c1-51bf8f989972

US and allies international effort to secure materials development for new energy technologies.

Not something new but there's no end of energy companies entering the storage arena many offering EV charging schemes this just makes battery storage a real consideration, you could use the fuel savings of an EV to fund your battery - and vice versa - smart grid!

https://uk.reuters.com/article/us-britain-renewables-households/britain-to-launch-new-scheme-to-pay-households-for-unused-renewable-power-idUKKCN1T90U0

“If households with panels and batteries can store electricity and sell it back to the grid when it is most needed we could see some homes with negative power bills,” said Greg Jackson, CEO of British energy supplier Octopus, which is one of a small number of suppliers already offering an export tariff.

Not our 30%:

Hastings holds 100% interest in the most significant deposits within the overall project, and 70% interest in additional deposits that will be developed at a later date, all held under Mining Leases. Numerous prospects have been identified warranting detailed exploration to further extend the life of the project

Worth a look at the March investors presentation download from the link:

https://hastingstechmetals.com/investor-relations/presentations/

https://www.agaportal.de/en/ufk-garantien/grundlagen-ufk/grundzuege-ufk

Nice barksy1, we are seeing the scramble to secure strategic metals for EV's__Our time has come!

The Parties have undertaken to negotiate in good faith to reach agreement for a 10 year commercial offtake contract to supply MREC which contains the critical raw materials of neodymium (Nd) and praseodymium (Pr). NdPr is a
critical raw material used in the manufacture of permanent magnets, the key component in electric motors.

Schaeffler is also supporting Hastings in its eligibility for the German government’s untied loan guarantee scheme (known as UFK) in its project financing for the construction of its mine and processing plant in the Upper Gascoyne of Western Australia

HAS MOU?

For anyone thinking we are not going to see mass adoption try a google search

all electric by 2022

=

https://www.google.com/search?rlz=1C1CHBD_en-GBGB843GB843&biw=1536&bih=722&ei=SrT-XIXOCrqY1fAPps6-6AU&q=all+electric+by+2022&oq=all+electric+by+2022&gs_l=psy-ab.12...0.0..11000...0.0..0.0.0.......0......gws-wiz.2o-OnyE54wc

GM 20 by 2023

So we are into the hundreds

So I'm sticking with 40% EV sales in 2025 and 1.44mt LCE

Plenty of lithium deals to be sorted, don't leave it too late!!

I think GM will struggle in a year or so unless they can compete with Tesla, Bob Kruz has in the past been very vocal on Elon Musk and Tesla failing and his view that other EV's will displace Tesla is proving so wrong!

https://youtu.be/GHb8kC2LEaM?t=79

https://electrek.co/2019/04/02/gm-promised-new-electric-cars/

GM hasn't delivered yet and despite competition Tesla is by far the most desirable EV.

I don't believe the major car manufacturers appreciate the appeal that Tesla has developed through Elon Musk and the technology packed into their cars, their new Tesla own build chip x21 more powerful than the previous Nvidia, over the air upgrades with added features and what will Starlink bring to Tesla drivers?

Disruption!

Lithium Americas approval and production 60% increase 25,000tpa to 40,000tpa

https://www.lithiumamericas.com/news/lithium-americas-provides-update-on--the-project-investment-by-ganfeng-lithium

Bangchak:

https://www.marketscreener.com/BANGCHAK-CORPORATION-PCL-34591812/company/

I trust the actions of Ganfeng as an indicator on lithium demand over Morgan Stanley's oversupply.

17,500 stage one Sonora looks a little on the light side, I wonder how the Ganfeng order book is looking?

https://www.benchmarkminerals.com/benchmark-minerals-reaction-to-london-metal-exchange-lme-lithium-decision/

https://www.prnewswire.com/news-releases/fastmarkets-partners-with-the-london-metal-exchange-to-develop-lithium-price-benchmark-300864400.html

~~~~~~~~~~~~~~~

I'm in favour of Benchmark Minerals having an input!

Lithium Americas approval and production 60% increase 25,000tpa to 40,000tpa

https://www.lithiumamericas.com/news/lithium-americas-provides-update-on--the-project-investment-by-ganfeng-lithium

Bangchak:

https://www.marketscreener.com/BANGCHAK-CORPORATION-PCL-34591812/company/

I trust the actions of Ganfeng as an indicator on lithium demand over Morgan Stanley's oversupply.

17,500 stage one Sonora looks a little on the light side, I wonder how the Ganfeng order book is looking?

Let's not forget some of the new EV's will offer unparalleled safety, a technological leap in driving experience and a saving in fuel costs of upwards of 75% that's a lifelong subsidy in my eyes!

You just might get that good feel factor that you are not poisoning the planet and allowed to drive inner cities without penalty.

VW Video 20 million views since 5th June,

https://youtu.be/qEvNL6oEr0U

Good PR

My next car will be EV

Kodak moment:

Compelling evidence it's a shift from ICE to alternative and diesel dropping like a stone.

https://www.autoexpress.co.uk/car-news/105893/new-car-sales-2019-decline-continues-with-46-per-cent-fall-in-may

People look to be holding back for EV's to hit parity which is coming very fast.

~~~~~~~~~

I'm expecting 40% plus EV sales by 2025 and lithium demand exceeding 1.2mt which is now being hinted at by analysts with credibility.

J curve

https://electrek.co/2019/06/07/toyota-electric-car-images-accelerate-plan/

During a briefing with the press this week, Toyota Executive Vice President Shigeki Terashi said that the automaker plans for half of its global sales to be electrified vehicles by 2025 – 5 years ahead of previous plans.

So the analysts MS have some new figures to consider¬

Disruption !!!!!

http://www.autonewschina.com/en/article.asp?id=19007

Shunde is one of at least 20 electric-centric versions of Detroit under construction as China goes all-in on a technology projected to sell in record numbers this year. President Xi Jinping wants the nation’s 500 electric vehicle makers to be magnets for ancillary industries as he pushes to build a manufacturing superpower by 2025.

That's too many 486 new EV companies:

http://www.autonewschina.com/en/article.asp?id=19017

After hundreds of startups rushed into the EV business in the past decade, the government wants to prevent a crash akin to that of dot-com companies two decades ago.

The Chinese gov seems very much in control with the development of the EV industry.

MJFMSG, probably objecting against solar panels being a tourist hot-spot, reminded me of Ganfeng's interest around Carlow.
https://www.internationallithium.com/ireland/

Amazon has said it will use drones to deliver packages to customers “within months”

I remember when you could get next day on Prime by courier, still another lithium requirement.