We would love to hear your thoughts about our site and services, please take our survey here.
Unreal, another delivery landed in US on Friday (28th), 55 tonnes more. Now over 330 tonnes for Jan and YTD 2022. The inventory must be converting to cash nicely.
https://importkey.com/search/vametco
https://www.miningmx.com/top-story/48594-bushveld-has-turned-the-corner-as-mojapelo-concedes-vanadium-guidance-conservative/
“There is a certain level of conservatism in the way we have set our guidance and there are opportunities to improve,” he said. “But until we’ve got those improvements in for 90 days it would be foolish to put this into guidance.”
Interesting article
https://www.power-technology.com/features/energy-storage-renewables-technology/?platform=hootsuite&utm_campaign=HSCampaign
Producing power as the world looks to decarbonise its energy mix is one challenge, but storing it is an entirely different matter. For all the benefits of renewable power in particular, the fact remains that the sun doesn’t always shine and the wind doesn’t always blow, and so the effective capacity of these forms of generation is capped by the sophistication of the energy storage solutions that operate alongside them.
The world’s energy leaders are doubling down on their efforts on this front too. The International Energy Agency (IEA) reported in November last year that in order to reach its net-zero goals, the world will have to build 585GW of battery storage capacity alone by 2030, up from just 17GW installed in 2020. The same IEA report found that in 2020, total investment in battery storage rose by close to 40%, reaching nearly $5.5bn, with grid-scale battery investment in particular jumping by more than 60%, as those with money look to invest in the still emerging world of battery storage.
@pal, looks like another 3 containers landed on 25th, 55ish tonnes more, maybe 285 tonnes for Jan now. US loading up on Bushy Vanadium.
https://importkey.com/search/vametco
https://www.glaesernemanufaktur.de/de/ihr-besuch/laden-sie-neu-auf.html
Translate to english
My reading. The parties are looking to extend the Maturity date from 31/12/2021 to whenever (past the litigation date). They have agreed to extend the notice period to 9 working days from 31/12/2021 (up from 5 days). This makes the notice date Friday 14/1/2022. Allows another couple of days to decide if it's worth extending the Maturity date. Expect another RNS in the next 3 days either way.
The parties involved must see some glimmer of hope of proceeding with the deal or it would have been unwound by now.
https://www.bloombergquint.com/business/goldman-bullish-on-commodities-seeing-years-long-supercycle
Another 3 containers landed in the US on Dec 20. 55T more. 165T for Dec so far.
https://importkey.com/search/vametco
https://twitter.com/BushveldMin_Ltd/status/1470712352450428934
Good progress. A bit of a snafu with someone putting up an incorrect pic earlier but all corrected now.
https://www.bushveldminerals.com/capital-structure-shareholder-information/
No significant changes, Duferco/Grafton still full whack
3 containers
https://importkey.com/search/vametco
https://fossilfreesa.org.za/2021/11/18/china-cancels-proposed-3gw-coal-plant-in-the-limpopo-mm-sez/
https://importkey.com/search/vametco
Looks like another 90-100 tonnes of Nitrovan hot on the heels of the recent 150 tonnes on Oct 31.
" (it would be cheaper to produce less at these numbers)"
This comment can be interpreted as complete lack of knowledge of mining or deliberate misinformation. Take your pick. I personally will not be looking for advice from you.