Member Info for MajorOak

VW are linked & inked up with 24M Battery Tech, FREYR, Foch Industries, LAXNESS in the US , with the FREYR EU gigafctory to open by year end.

When VW & GM come to the lithium processing end of business, THE BIG £££ come in.

Maybe why we have seen a rise back up from £2.00 again in the last few days ?

Investors are finally twigging on, this is just the start !

Also WORTH REPEATING .... cough cough its going to have to happen inc finance / JV as the money is needed to build the plant to open next year !

Will EV Majors like GM now investing DIRECTLY in Lithium mines, now also invest in the independant processors of feedstock, brines and LCE to HYDROXIDE.

YES YES YES its going to happen. It will be either a MAJOR miner or a MAJOR EV/Storage manufacturer.

General Motors and Lithium Americas to develop U.S.-sourced lithium production through $650 million equity investment and supply agreement for Thacker Pass https://t.co/yLXcmG2KvJ

Cough cough ....I did say it would be worth repeating.
MAJORS & MANUFACTURERS will be all over this spare processing supply in early doors 2024/25.

Tees Valley Lithium feedstock tonnage needs?
255,000tpa from ALL would produce approc 25,000tpa hydroxide. PLL have 50% bought in their deal already, but with Sayona NAL producing trial run now on the test production - 400 tons now crushed since 16 jan 2023, SYA are looking also at 200,000tpa = 25000tpa on full production, so ALL cannot supply there? The PLL 50% maybe stockpiled in the US until their Tenneessee hydroxide plant is up in 2025/26. So 50% is still up for grabs or 100,000=12500tpa hydroxide ?
"Atlantic's Ewoyaa property has a resource size of 30.1Mt (I&I) with an average grade of 1.26%. This past September, the company established its Maiden Reserve when it released a Prefeasibility Study in which it classified 18.9M of those tonnes as a Probable Reserve graded at 1.24%. And it plans to extract those 18.9Mt at a pace of 255ktpa over the next 12.5 years. The company will take the spodumene that it mines from Ewoyaa, concentrate it to a level of 6%, and sell that SC6 to both Piedmont and international markets. It's as simple as that."

Also worth repeating too.

VW are linked & inked up with 24M Battery Tech, FREYR, Foch Industries, LAXNESS in the US , with the FREYR EU gigafctory to open by year end.

When VW & GM come to the lithium processing end of business, THE BIG £££ come in.

Maybe why we have seen a rise back up from £2.00 again in the last few days ?

Investors are finally twigging on, this is just the start !

Also WORTH REPEATING

GM buying in to lithium mine Thacker Pass DIRECTLY , IS the moment when we look back in 5 years time and say it was the move the whole sector needed.

Tees Valley Lithium Hydroxide plant is as Elon Musk has said "is a licence to print money"!!!

Such an exciting moment in the lithium industry.

WORTH REPEATING.

https://www.morellacorp.com/projects/
With Tees Valley Directors having links to the US & Piedmont , the above Sayona Mining / Morella Corp Pilbara Lithium project is pretty close to the proposed processing plant in Port Hedland.

Infinity Mining is drilling pegmatite dykes just south of Port Hedland in Pilbara.
https://infinitymining.com.au/pilbara/tambourah/

https://thewest.com.au/business/public-companies/infinity-mining-survey-to-light-up-multiple-pilbara-targets-c-8604950

Infinity Lithium in Spain. https://www.infinitylithium.com/project/ EU market direct.

There are the millions of tonnes of feedstock that none of the majors can physically process after setting up the intended plant No#1 in each declared new hydroxide plant in Australia. If they decide to bring total processing back it will be 2026/27 before 2nd & 3rd gen plants are funded or 1st gen upgraded to process beyond 25,000-50,000 per plant per year.
All the time volumes of feedstock tonnage is increasing to make hay while the suns shines.

This all leaves Tees Valley Lithium sitting pretty with currently progressive buy in / offtake options ready for funding within 2-4 months and construction in N England and probably Port Hedland by end 2023 to open 2024?

I am confident of a good return from the current £2.45p.

If you have a clear visible path to finance, structure scale up and unit demand, then these are the deals that are evermore visible and will become more so.

Plug and @Johnson_Matthey have announced a long-term strategic partnership to accelerate the #greenhydrogen economy. JM will become an important external supplier of MEA components for Plug including catalysts, membranes, and more. Learn more here: https://t.co/q5DvbogZjb https://t.co/sheqlY3zk0

VW are linked & inked up with 24M Battery Tech, FREYR, Foch Industries, LAXNESS in the US , with the FREYR EU gigafctory to open by year end.

When VW & GM come to the lithium processing end of business, THE BIG £££ come in.

Maybe why we have seen a rise back up from £2.00 again in the last few days ?

Investors are finally twigging on, this is just the start !

GM buying in to lithium mine Thacker Pass DIRECTLY , IS the moment when we look back in 5 years time and say it was the move the whole sector needed.

Tees Valley Lithium Hydroxide plant is as Elon Musk has said "is a licence to print money"!!!

Such an exciting moment in the lithium industry.

Will EV Majors like GM now investing DIRECTLY in Lithium mines, now also invest in the independant processors of feedstock, brines and LCE to HYDROXIDE.

YES YES YES its going to happen. It will be either a MAJOR miner or a MAJOR EV/Storage manufacturer.

General Motors and Lithium Americas to develop U.S.-sourced lithium production through $650 million equity investment and supply agreement for Thacker Pass https://t.co/yLXcmG2KvJ

@GM $LAC #Nevada #lithium #EV #IRA https://t.co/sruq63fNGm

Tees Valley Lithium feedstock tonnage needs?
255,000tpa from ALL would produce approc 25,000tpa hydroxide. PLL have 50% bought in their deal already, but with Sayona NAL producing trial run now on the test production - 400 tons now crushed since 16 jan 2023, SYA are looking also at 200,000tpa = 25000tpa on full production, so ALL cannot supply there? The PLL 50% maybe stockpiled in the US until their Tenneessee hydroxide plant is up in 2025/26. So 50% is still up for grabs or 100,000=12500tpa hydroxide ?
"Atlantic's Ewoyaa property has a resource size of 30.1Mt (I&I) with an average grade of 1.26%. This past September, the company established its Maiden Reserve when it released a Prefeasibility Study in which it classified 18.9M of those tonnes as a Probable Reserve graded at 1.24%. And it plans to extract those 18.9Mt at a pace of 255ktpa over the next 12.5 years. The company will take the spodumene that it mines from Ewoyaa, concentrate it to a level of 6%, and sell that SC6 to both Piedmont and international markets. It's as simple as that."

Each processing plant is currently around the 25,000 - 50,000 tpa Hydroxide.

https://www.argusmedia.com/en/news/2246714-australian-lithium-hydroxide-plant-focuses-on-batteries

Australia could double home processing to Hydroxide and still have LCE basic left to ship.
The cost to mining and shipping feedstock to China in time will begin to pull as the extreme price cost now begins to drop as supply is fed in time.
The energy & shipping costs will chip away all the time at that bottom line.

From what I have seen , China already have part of the up and coming hydroxide production on Australian soil bought out, so any "western" supply will be critical and rightly so.

Tees Valley Lithium have a lot to go at @@

Australia projected production LCE 2024 438,000tpa

Australia projected building of processing capability from LCE to Hydroxide by 2025 125,000tpa approx.

Easily 300,000tpa LCE can be converted to Hydroxide by 2024.

That is ONLY Australia !

HIGHLIGHTS FROM CLASS 4 STUDY
TEES VALLEY LITHIUM – COMPANY PRESENTATION 17
• Annual production of battery grade Lithium Hydroxide Monohydrate: 96,000 tonnes
• Train 1 will follow conventional Glauber’s Salt process route, Trains 2,3,4 will follow
electrochemical route
• Metallurgical test work demonstrates production of ultra-pure LHM

Glaubers Salt train No#1.
"....prepared a spodumene concentrate sample using dense medium and flotation processing.

TEST-WORK PROGRAM

A test-work program was designed to run small-scale optimization tests and bulk tests to carry the concentrate sample through to battery-quality lithium hydroxide.

A block flow diagram of the LiOH conversion test-work program.

The bench-scale test-work program was a multi-step effort that includes extraction of lithium from spodumene, several stages of impurity removal and a sequence of crystallization steps.

Step 1 – Calcination

To extra lithium from spodumene concentrate the spodumene must be converted from alpha-phase to leachable beta — and gamma — phase at high temperature.

In the program to spodumene concentrate sample was calcined in a pilot kiln at around 1050oC for around one hour to achieve this conversion.

Step 2 – Acid roasting

The beta-spodumene was then roasted in a pilot-scale kiln by mixing it with sulphuric acid and heating to 250oC for roughly 30 minutes to complete the roasting process.

Step 3 – Water leach

Lithium was then extracted from the roasted product by a water leach process. The acid roasted concentrate was mixed with hot water at about 60oC in a reactor for 60 minutes to extract lithium into solution.

Steps 1-3 of the program are critical in the overall recovery of lithium from spodumene concentrate.

The resulting solution after water leach contains predominantly lithium sulphate with other impurities and is referred to as pregnant leach solution (PLS).

Step 4 – Impurity removal

Impurity removal from the PLS is a multi-step process including several stages of pH adjustment, filtration and ion exchange top remove metals from lithium solution prior to crystallization.

Step 5 – Causticisation

Causticisation involved the addition of sodium hydroxide to the PLS following impurity removal. Excess sodium hydroxide was added to the lithium sulphate solution to complete this step.

Step 6 – Sodium sulphate removal

Sodium sulphate was removed from the causticized PLS by lowering the temperature to about -5oC for an extended time. This reaction produced sodium sulphate crystals, called Glauber’s salt.

The Glauber’s salt crystals were filtered out of the solution and washed.

The PLS was then rechilled to further reduce the sodium sulphate through a second Glauber’s salt crystallization and filtration step.

At the conclusion of step 6, some sodium sulphate remained in the PLS after Glauber’s salt crystallization."

Tees Valley Lithium presentation - we should focus @@
"By producing a Primary Lithium Sulphate, rather than a Spodumene
Concentrate (6% Li2O), miners can significantly reduce their carbon footprint
by shipping less waste and:
• Increase revenue by (>450%) and participate in downstream revenue.
• Reduced CAPEX over a Lithium Hydroxide plant by 45%, typical 24ktpa
Lithium Hydroxide plant in Australia costs US$350 million.
• Access the rapidly emerging premium-priced European market and
diversify revenue stream away from small number of existing converters.
• Avoid the Chemical Engineering complexities of consistently producing,
handling, storing, developing the market and gaining accreditation for a
short shelf-life, battery-grade Lithium Hydroxide."

Alkemy Capital lithium sulphate project with Tees Valley Lithium in the UK & AUSTRALIA.
"Australian spodumene miners ship 97.5% waste"

This is a huge saving for the mega lithium mines in W Australia. The cost savings for shipping will be huge.

A key advantage of hard rock mineral projects, such as ### #### is the ability to
split lithium-rich solutions which are leached from the proven ‘sulphate roast –
water leach’ extraction process for downstream processing either on site or in
alternate nearby locations.

Infin
"A key advantage of hard rock mineral projects, such as San Jose, is the ability to
split lithium-rich solutions which are leached from the proven ‘sulphate roast –
water leach’ extraction process for downstream processing either on site or in
alternate nearby locations"

Why are they mining rock and building a lithium hydroxide plant in Saudi where there is no lithium?
Costs ? EUR Lithium grade per ton is below average. It makes no sense to me ?
"EUR will sell its ownership interest in subsidiary entities which together hold the Wolfsberg Lithium Project, and be issued US$750 million, worth of shares in the combined entity representing approximately 80% ownership interest, in Critical Metals Corp which is expected to be listed on NASDAQ.
Subsequent to the quarter end, the Company entered into a non-binding Memorandum of Understanding with Obeikan Investment Group to build and operate a hydroxide plant in Saudi Arabia for the 100% owned Wolfsberg Project.