Member Info for MajorOak

Swap the Stellantis Groups car manufacturers ownerships for bigger VW LG (TESLA) and you have one hell of a pull up by the shoestrings for EMH SP.

STANDARD LITHIUM. This indicates the US demand - imagine the demand in the EU via EMH ;-). It will happen...
"In the USA, 96 per cent of the models will be electrified by 2025".
The actual take off deal is to be done once testing of the brand new facility is complete. 2-3 weeks !!!

Dodge, RAM, Jeep & Chrysler all on the table for supply.

STANDARD LITHIUM.
"In the USA, 96 per cent of the models will be electrified by 2025".
The actual take off deal is to be done once testing of the brand new facility is complete. 2-3 weeks !!!

Dodge, RAM, Jeep & Chrysler all on the table for supply.

STANDARD LITHIUM partner Stellantis...
"Most notably, for the U.S., Stellantis said it would offer an electric Dodge muscle car by 2024 and Jeep would offer an all-electric SUV in every vehicle segment by 2025. The company also plans to launch a Ram full-size electric pickup by 2024, which would put it at least two years behind American rivals Ford and GM."
https://www.cnbc.com/2021/07/08/stellantis-to-invest-35point5-billion-in-evs-and-new-technologies-by-2025.html

Looks like emh also have 5 interested parties for their lithium mica. Deals are and will be done across the lithium sector to control the short supplies.

Stellantis in the EU did a deal with Vulcan Resources for their lithium brine supplies. 2 weeks later confirming RENAULT as the buyer/partner to Vulcan. Stellantis at the very same time announced a deal with Standard Lithium in the US. The car company or battery maker has yet to be announced here as the plant goes through final testing BUT a named partner will be forthcoming soon enough. The plant is due to be fully converted NOW this September so within days. I think Chrysler, Dodge or Jeep will the involved. Why would Stellantis have done the deal with German chemical Laxness ( spun put of Bayer Chemicals global company ) & Standard Lithium if to be shy about which of the companies they own gets Standards lithium ?

US$15 by year end !

Standard Lithium about to go in to production in September - news ANYDAY now. Nice to see a timely jump in the prices of lithium ;-)
$20,000 a tonne Li Hyd
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/090821-lithium-hydroxide-reaches-new-record-high-on-rising-lithium-carbonate-prices

EMH Cinovec LITHIUM news.
negotiating with five interested parties, we are farthest with Volkswagen, but we are also negotiating with the Korean LG . We can't name the other three yet. Today we do not say no or yes to anyone. It is a question of agreement. It is a huge thing, the investment will be fifty to sixty billion crowns, it will bring two and a half thousand jobs, another two thousand indirect plus a package of support from the state. Whether direct cash support, tax or through site support, transportation infrastructure and the like. It has to fit all partners. The Czechia will be represented by CEZ, which is a fixed matter. The head of Volkswagen will be here soon and we will continue to act.
https://www.newstream.cz/volby/cesko-meni-pohled-evropy-na-jadro-rika-vicepremier-havlicek

Sounds like after the election and the government is set for another 4 years the deals will be announced. VW & LG will not comit in my opinion until the official new government is announced. My guess is they feel they may get a better deal with a more pro EU than the current 70/30 pro with communist backing.

Thank you Fingers for this update ! Extremely timely.

Same Lithium Mica here as in Cinovec Czech. Westphalian strata.

Lithium WILL BE the first revenue stream for CUSN on royalties from spun off CULI once it happens next year?

LITHIUM MICA
"We are negotiating with five interested parties, we are farthest with Volkswagen, but we are also negotiating with the Korean LG . We can't name the other three yet. Today we do not say no or yes to anyone. It is a question of agreement. It is a huge thing, the investment will be fifty to sixty billion crowns, it will bring two and a half thousand jobs, another two thousand indirect plus a package of support from the state. Whether direct cash support, tax or through site support, transportation infrastructure and the like. It has to fit all partners. The Czechia will be represented by CEZ, which is a fixed matter. The head of Volkswagen will be here soon and we will continue to act."
https://www.newstream.cz/volby/cesko-meni-pohled-evropy-na-jadro-rika-vicepremier-havlicek

Thanks Tyson. I think the vast majority of what NEL do is global, enabling and thus goes very much under the radar.
It real does take time to do the hard yards of research as each NEL developement is not RNS'd ie Everfuel , Nikola Corp ( massive deal ), Hexogan, Equinor US, Shell, Hyundai, Toyota etc etc all get the headline fir

Fingers .... we get it. For near 4 years the world has been shouted at that there is not enough lithium going to be made inorder to fill possible requirements.

Please for the love of god and peoples sanity, we do not need to be told every day that in 2025 we are going to be short of lithium ?

We all know this and is why we have all bought in.
You are just making people more frustrated ( like me ) that in 2018 they said Cinovec would be mining by 3021-2022. Now it is 2025 with FULL production by 2028 clearly stated by CEZ this week.

Only 5-6 years later than when I first invested ? Now that is true so pleeeease just give it a break.

Just tell us facts about the company we all know about the market and telling us day after day increase the obvious delays multiple times and could actually put possible investors off by this continual yearly ramp.

Yawn.

Wake me up in a month or so when VW & LG do the deal. Until then I will read about Standard Lithium going in to production of lithium. They seem to have been able to in the main keep to their deadlines , only covid slowing down production by 4-6 months.
A company who are doing what they promise.

As for chemical process, both CUSN & EMH are both at the same time with the same mica looking at new processing involving bulk drying. Coincidence or just natural progression ? Interested by your reply Dumbpunter. Its basically the same product.

Hi Dumbpunter. Could you post the info please. That would be very kind.
All the best.

200,000 tons LCE from Cinovec 100% sure the geology can provide it.

Just the rest thats my issue tbh

Hahaha.....this could end up being a very long thread too as by the time they actually start mining 4-5 years could have passed at the rate they work.
Probably need a new thread in 2023 to suppliment the new project which will know "not going to be enough lithium". Question, has the WWW actually got enough memory to hold all the projects that emh have missed out on ? Hahaha.
Its a Weds , its hot , just a bit of tired fun.
But that old thread really has had its day now ?!!!

I seriously get bored with the point made about
"Not gunna be enough lithium".

We @#£@ know there is not going to be enough and we knew it years ago.

Any chance this extremely long long long long long thread about the shortage of lithium can have a new thread ?

Everyday and I do mean every day Benchmark bang out chart after chart, it is just noise now like the girl that cried wolf. Anyone who has held here more than a year just wants any lithium miner/producer to just @#£@ing get on with it ! Cinovec should have been a producing mine by 2021-2022. It really is boring.

We all know the projects being announced each day and yet emh is sat back "still" doing a DFS that should have been done back in 2019.

YABBA YABBA YABBA.

LITHIUM
"Oct 1st will set the gigafactory
And the article about CEZ/Geomet/EMH clearly state that EMH has the power to decide for the mining and bonification of Lithium. Thanks for the info Rpks.

I suspect October will be a very big month !!!

NEL HYDROGEN FACTORY video.
The factory opens for FULL test running within 2 weeks to fire up the factory for first production in September.

24/7
365
FULLY AUTOMATED
144 ELECTROLYSERS PER DAY.

Now it will start to get exciting !

Enjoy.

https://nelhydrogen.com/articles/video/nel-hydrogen-heroya-factory-tour/

Nel Hydrogen & Orsted is part of the project consortium.
https://fuelcellsworks.com/news/orsted-breaks-ground-on-first-renewable-hydrogen-project/

NEL HYDROGEN 2-megawatt PEM order with H2 Energy. The order is part of the 30-megawatt frame agreement that we signed all the way back in 2019. H2Energy, as you know, is cooperating with Hyundai trucks to introduce 1,600 hydrogen trucks into Switzerland. And this electrolyzer will produce green renewable hydrogen for the increasing number of those trucks.

The new Heroya factory is going to be a globally influencial. 144 ELECTROLYSERS PER DAY !!!

NEL HYDROGEN "purchase order for a 1.25-megawatt PEM facility or PEM order from a U.S. customer. Name still remains undisclosed but probably will soon be. The first -- this is the first ever nuclear to clean hydrogen in the U.S., and it gives us, obviously, a lot of great learnings. It has a massive potential for future scale-up, as you can do this in many other facilities. And here, we actually utilize the dynamic response of the electrolyzer to capture intermittent power of a nuclear power plant, and you would imagine maybe a nuclear power plant wouldn't have intermittent power, but obviously, you don't draw the maximum amount all the time, and you can't shut it down. So actually, at night, for example, you do generate a lot of intermittent power. The value of this contract is 2.6 million, and this program was supported by the H2@Scale program from the DOE, the Department of Energy, because they really feel that this is an area that has a lot of potential for the future."