Member Info for MajorOak

Lithium demand along with hydrogen demand are going at amazing rates.

If you want an investment for 2-3 years it is the place to be. The likes of VW, BMW, Tata Steel, Stratkraft Steel, Yara Ammonia and any major industrial global company is and have already put their money in and are doing so at faster rates as the actual lithium supply chain gets bought up. FOMO is not just a personal trait, the big boys know China, Russia , US are all after the same assets. The price imho will rise more but deals now will be contracted over years 5-10 say at a reduced rate. Those not buying now will have 5-10 years supply at much higher rates then its the economics of production.
There are just a few I would fully back and CUSN is certainly one based on safe duristruction, demand even in the UK alone and geology being spot on.
Great effort VIS for supplying the info.

NEL HYDROGEN and GLOBAL PARTNERS OCT 2021 to standardise hydrogen fuelling across America. NOT a small job ;-))))Can you feel it coming .... New factory 24/7 PEM / ALKALINE Electrolyser production.https://www.prnewswire.com/news-releases/hydrogen-heavy-duty-vehicle-industry-group-partners-to-standardize-hydrogen-refueling-bringing-hydrogen-closer-to-wide-scale-adoption-301395952.html

NEL HYDROGEN SHELL TOYOTA & NIKOLA ;-))) OCT 21
"The Hydrogen Heavy Duty Vehicle Industry Group, which comprises Air Liquide, Hyundai, Nel Hydrogen, Nikola Corporation, Shell, and Toyota, signed agreements with Tatsuno Corporation and Transfer Oil to industrialize 70 MPa hydrogen heavy-duty vehicle high-flow (H70HF) fueling hardware components. “Tatsuno, an international hydrogen fuel equipment provider … is designing and developing vehicle receptacle and dispenser nozzle and breakaway components, whereas Transfer Oil, considered one of the most valued manufacturers of reinforced thermoplastic hoses in the industry, is leading the design and development of a hydrogen dispenser fueling hose,” Hyundai wrote last week. Testing is scheduled to commence in Q4 2021, with preliminary performance and safety results available in Q1 2022. “Together with other industry players, Nikola is pushing the development and introduction of the new H70HF standard. The development of this hardware is an integral part to enable projected fueling times competitive to diesel fueling times,” said Christian Appel, Nikola Global Chief Engineer."

https://www.pv-magazine.com/2021/10/15/the-hydrogen-stream-12-million-financing-for-large-scale-lh2-tank-new-strategy-for-australias-nsw/

Shell are investing heavily in hydrogen ...

The Hydrogen Heavy Duty Vehicle Industry Group, which comprises Air Liquide, Hyundai, Nel Hydrogen, Nikola Corporation, Shell, and Toyota, signed agreements with Tatsuno Corporation and Transfer Oil to industrialize 70 MPa hydrogen heavy-duty vehicle high-flow (H70HF) fueling hardware components. “Tatsuno, an international hydrogen fuel equipment provider … is designing and developing vehicle receptacle and dispenser nozzle and breakaway components, whereas Transfer Oil, considered one of the most valued manufacturers of reinforced thermoplastic hoses in the industry, is leading the design and development of a hydrogen dispenser fueling hose,” Hyundai wrote last week. Testing is scheduled to commence in Q4 2021, with preliminary performance and safety results available in Q1 2022. “Together with other industry players, Nikola is pushing the development and introduction of the new H70HF standard. The development of this hardware is an integral part to enable projected fueling times competitive to diesel fueling times,” said Christian Appel, Nikola Global Chief Engineer.

US - California is seemingly a major test bed, it has been for 3 years with Toyota and nel especially.

Nel Hydrogen Electrolyser AS, a subsidiary of ASA (Nel, OSE:NEL) and Statkraft AS (Statkraft) have signed a letter of intent (LoI) for the delivery of 40 – 50 MW of alkaline electrolysers to support green steel production by Celsa Armeringsstål AS (Celsa) at Mo Industripark in Norway.

NEL HYDROGEN GREEN STEEL for 2022 supply , operating by 2023. This agreement is a BULK supply of electrolysers to provide large amounts of hydrogen to replace the high levels of coal being used in steel production.

https://nelhydrogen.com/press-release/nel-signs-loi-with-statkraft-for-a-green-hydrogen-project-with-up-to-50mw-of-electrolyser-capacity/

https://nelhydrogen.com/podcasts/enabling-the-hydrogen-ecosystem-business-case/

Interesting podcast pointing towards where the early actual development potential is becoming reality.

NEL HYDROGEN - Podcast on the current hydrogen business. Interesting and clues where initial focus is.
https://nelhydrogen.com/podcasts/enabling-the-hydrogen-ecosystem-business-case/

NEL HYDROGEN CEO Jon Andre Lokke really likes the truth behind this article.
https://medium.com/toyotaresearch/the-misguided-war-of-the-elements-44bb4bd68f38

https://t.co/vcb3snqjKz

Try this link to twitter lithium chart. Useful to keep as it shows dips, countries in operation, brine, clay rock etc. Very quick and handy. I looked at this during summer and keep a copy to assess each month.
DLE Brines is my focus as they are to be the highest margin producers and as tech improves in the next 5 years using nano it will only get better.

https://t.co/vcb3snqjKz

Try this link to twitter lithium chart. Useful to keep as it shows dips, countries in operation, brine, clay rock etc. Very quick and handy. I looked at this during summer and keep a copy to assess each month.
DLE Brines is my focus as they are to be the highest margin producers and as tech improves in the next 5 years using nano it will only get better.

NEL HYDROGEN & NIKOLA CORP relationship looks like is about to produce the hydrogen electrolyser orders as Nikola announce electric truck deal to supply in 2022. So we now know Nikola Corp have made trucks ready and passed all release requirements for electric. Hydrogen announcement next then. Any time I would suggest.
https://nikolamotor.com/press_releases/tri-eagle-sales-to-be-launch-customer-for-ring-power-nikola-140?utm_source=twitter&utm_medium=social&utm_campaign=tri_eagle_release

NEL HYDROGEN - in the news...
https://www.globenewswire.com/news-release/2021/10/29/2323358/0/en/Hexagon-Purus-receives-order-from-North-American-customer-for-a-hydrogen-fuel-cell-Class-8-drayage-truck.html

Check out who has the deal to supply.

Exactly Acker.

Nikola Corp contract supply started RNS is globally significant as would be a Tesla supply contract.
Nikola have cut out the brown envelope brigade and BS talkers. They have stated what they are going to do and have proven each step. Next up is growth.

Any RNS regarding how many eclectrolysers per month and value reported since the new factory opened up on initial production and again this is a significant piece of news.

Then its month after month after month of actual supply and cash to the bottom line.

Homing in ... lol.

"Albemarle operates two main plants at Magnolia, in Columbia County, Arkansas, and some satellite plants in Union County. In 2007, Albemarle had capacity to produce 148,000 tons of bromine per year. " and I guess returns all the brine back to the aquifer each day. VUL - CL - Standard Lithium should all be looking at around 20,000tpa Lithium Hydroxide or in the region of 160,000tpa Lithium Carbonate.

Still plugging away buy found this to show that ONE water supplying facility Albemarle run pumps 12 Million gallons per day. Now I know this is not like for like but it does show the ability per day to shift a hell of a lot of liquid in a basic US County facility without issue. +4.2 Billion gallons of water a year for drinking.
I would imagine the processing is easily much more intensive as it is for human consumption not just industrial use.

Regarding depth the following article shows the Smackover formation in the US and the schematics.
Again depth is about right too. So again its been done.
https://web.archive.org/web/20150906130508/http://www.geology.ar.gov/energy/brine_resources.htm

Put these 2 together and depth + volume per day are physically possible.

Dealing with geothermal involves the pressure at depth of heated water + steam at surface = power and pressure required to self process to a % of the process for free ( other than initial cost of well and maintenance over the life of the well ).

VIS - I am going to start wide with THE biggest "pumper" of geothermal water in the US if not the world , for comparrisons to volumes that can be re injected. So Albemarle in the US are the kings of bromine and for 40 years have been reinjecting processed water back in to the Arkansas basin. I found this piece a good base for newcomers to geothermal liquids inc lithium so have posted this as an opener to more detailed research on your question. It does however answer it in part ? Bulk brines are being replaced without issues and over decades.
Now for more actual detail.

https://www.miningmagazine.com/chemicals-reagents/opinion/1411213/op-ed-albemarle-should-build-their-magnolia-dle-project

Hi VIS. Sorry, been doing other research and you can probably tell I'm slotting stuff in when I can grab 10 mins.

Can I do the simple answer first? With lithium , as you are very well read and will know , if its spodumene 1%+ min rock your looking at US$500-750M raising on average on big projects. If its the kind of low grade mica lithium like in Cinovec / Saxony / Cornwall then its going to cost more USD$750-900M on a typical large mine ? With brines from what I have read and know less about as its pretty new tech we are dealing with across the board, its not mining but chemical processing - different ball game with cost. Its not about extraction its all about the 24-36 hour drying / filtering process very energy intensive BUT genius in that from brine to LCE its fractions of time v's any other method. This itself surely has huge cost saving / supply effieciency too ?

Now the first bit on extraction rates. Give me until Sunday evening and I will see what I can find out.
Happy to be invested in Standard and seeing how their new plant performes ? This will give a good indication from a brine demonstration plant. As for Vulcan pump rates , again I am happy to go with the info they give out, they are the pro's at this however with Laxness basically being Bayer Chemical I am more interested in the first processing data sets. They are yet to come out based on a September initial start up so allowing for tweaks and building up results should be any day ( I think that is what is driving the current 3 weeks rise, those in the know ).

Will try and get something together. Working tomorrow and staright out to see Henning Wein so a full day.

Sunday - day of rest ? No chance lol.

Back to you asap.
MO.

Thanks bubble. Made a good amount on Standard Lithium and NEL hydrogen, so reassessing where the potential value is. CUSN has found a level been in and around 12-15p ready for the next leg up.
As I discovered this am very tempting now

Off we go for the next 2-3 weeks I recon