Member Info for MajorOak

NEL HYDROGEN 800 MW HYDROGEN Electrolyser site in Spain has seen the delivery of the huge hydrogen storage tanks for project in Spain yesterday 14th Dec.
News to come soon on the delivery of the start of these 800MW NEL HYDROGEN electrolysers.

https://renewablesnow.com/news/iberdrola-delivered-hydrogen-storage-tanks-for-project-in-spain-765490/

NEL HYDROGEN has entered into an agreement with Everfuel for the delivery of a 20 MW electrolyser - From Dec 2020. The Fredericia facility will have a production capacity of up to 8 tons per day of green hydrogen, made from renewable wind power, with 10 tons of storage capacity. The electrolyser will be delivered in 2021 and fully operational in mid-2022.

"This is a major step towards establishing our own green hydrogen production through the HySynergy electrolyser in Fredericia in close cooperation with Shell’s refinery operations. It will feed hydrogen directly into the Everfuel value chain, connecting renewable energy production and electrolysis with distribution on high-capacity hydrogen trailers to fueling stations and end-users. This is at the core of our ambition of commercializing the green hydrogen value chain for zero-emission mobility," says Jacob Krogsgaard, CEO of Everfuel.

The DELIVERY is due Q4 2021 and actual production mid 2022.

NEL HYDROGEN NICOLA CORP supply deal imminent.

BEV trucks now rolling off in Arizona. Charging system in place. Next up is the hydrogen system across the US & CANADA. Need to get these built ready for the hydrogen Nikola Tre trucks.

Also being cut loose in Europe from Ulm Germany.

"Celebrating another step toward a sustainable future where what once seemed impossible is becoming possible. #TeamNikola cheered on as the pre-series BEV trucks came off-the-line at the #NikolaCoolidgeFacility. Next stop, customer deliveries. https://t.co/750gJoSDBi"

#E3Advantage – Operating in Alberta enables us to leverage legacy data from historic oil & gas operations. ??

We have used these expansive data sets to quantify the Leduc aquifer characteristics & delineate resources ??

Learn about our unique project ?? https://t.co/mSytV6m0T8 https://t.co/OsXfOUxKqy

NEL HYDROGEN NICOLA CORP supply deal imminent.

BEV trucks now rolling off in Arizona. Charging system in place. Next up is the hydrogen system across the US & CANADA. Need to get these built ready for the hydrogen Nikola Tre trucks.

Also being cut loose in Europe from Ulm Germany.

"Celebrating another step toward a sustainable future where what once seemed impossible is becoming possible. #TeamNikola cheered on as the pre-series BEV trucks came off-the-line at the #NikolaCoolidgeFacility. Next stop, customer deliveries. https://t.co/750gJoSDBi"

NK9m buy so 10m yesterday ...news is coming and it should be Nikola Corp , Everfuel & Ibedrola.
BULK Electrolyser supply coming in.

NEL HYDROGEN in the USA
"We’re excited to welcome Hy Stor Energy and hydrogen innovators to Mississippi,” said Speaker of the Mississippi House of Representatives Philip Gunn. “Their investment and eventual success here will improve workforce development, bring high paying jobs to our state, and encourage other businesses to invest in the talent and infrastructure we’ve built together.”

“We have worked with a number of cutting-edge and innovative hydrogen-related projects across the world,” said Matt Weaver, Business Lead – North America of Nel Hydrogen. “Based on that experience, we believe that the Mississippi Clean Hydrogen Hub proposed by Hy Stor Energy is truly groundbreaking and can serve as a model for green hydrogen efforts going forward.”

Hy Stor Energy selected Mississippi to develop its first green hydrogen hub because of the state’s distinct geology, strategic geographic location, abundance of available water and renewable energy from the sun and wind, and collaborative business environment. The region boasts multiple naturally occurring underground salt formations that can support development of large caverns, allowing for the safe and effective storage of several years’ worth of green hydrogen. These strategic locations are enhanced by the proximity to existing infrastructure including an array of interstate gas transportation pipelines and electric transmission lines, as well as interstate highways, rail lines, deep water ports, and the Mississippi River.

About Hy Stor Energy

Hy Stor Energy is facilitating the transition to a fossil-free energy environment by developing and advancing green hydrogen at scale through the development, commercialization, and operation of green hydrogen hub projects. Large, fully integrated projects produce, store, and deliver 100% carbon-free energy, providing customers with safe and reliable renewable energy on-demand. Developed as part of an integrated hub, these projects couple on-site green hydrogen production with integrated long-duration storage and distribution – using scale to reduce costs. Hy Stor Energy, led by energy storage industry and hydrogen technology veteran Laura L. Luce, has an innovative team with deep expertise and is positioned as a leader in the green hydrogen revolution. For more information, please visit

Gives an idea on what a real lithium mine is.

https://piedmontlithium.us12.list-manage.com/track/click?u=693e9b35073e903cff5eb9b88&id=600282fa0d&e=2b636c4d70

STANDARD LITHIUM - TESLA build lithium hydroxide plant in the next state to Arkansas. Possibilities for SLI ? A reminder of just what quiet preperation is going on. It does not always have to be shouted out in the media HAS SLI SOLD ALL FUTURE PRODUCTION via Lanxess owning 100% offtake !
https://www.benchmarkminerals.com/membership/exclusive-tesla-becomes-first-automaker-to-enter-lithium-supply-chain-reshapes-foundations-of-china-dominated-spodumene-2/

10 m buy went through then a big mix of buying & selling. Still easily the largest trade of the day

Tyson , cough cough will post by end of week what I know. You know my sp @@

Standard Lithium SOLD ALL PRODUCTION ?
Koch Strategic Platform US$100M Direct buy in at end of Nov.

https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment

FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).

https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html

https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.

STANDARD LITHIUM SOLD ALL FUTURE PRODUCTION?

Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !

Do the maths.

Vis , go check the german report. Just who to believe.
If it is true 60m oeople need a new vaccine ....

"if" data from germany this am is ever reported , 2 vaccines + boosters are only 25% effective. 75% of testing the Omicron virus is not effected.
Having just watched the initial BBC headlines on the first death down directly to Omicron, any thought or new data showing vaccines do not work will only have 1 end result.
London has seen Omicron rates go from around 30% on Sat to 50%+ by tomorrow. What by the end of the week?

My wish is we all can stay safe, but any whiff of new vaccines being needed and the markets will take fright. For those new to investing, just be careful.
Even good shares get hit in a reversing market.

Todays 3 pieces of new news do not read well.

Please just remember the grade of the 'mica' cut off for use is 0.11% which is incredibly low. Yes the clay has been taken out BUT it is simply not the case that these dams - dry - and the 'alps' are just totally 'mica'.

Processing them imho will need 00's of tons just to get a usable ton of two of lithium. I would suggest the model they use will be the one Cinovec was to use.
The Trelavour mica lithium is of such poor quality , even less dense than the dams and alps, so when they mine the Trelavour mine they have to add via ration some dam material , like adding extra salt to a very weak gravy, just to make it quicker to produce a ton.

So this will involve trucks, infrastructure, employees, good weather, permits etc etc TIMES 2 with 2 / 3 sites working in sync. It may provide extra material BUT it also adds some extra cost.

I'd bin the rock and just stick to a closed loop system of CL brine and produced from one platform 30,000 tpa based on just one set of permits, tech , hardly any employees and much less infrastructure.

Mica is in this case sooo low grade tons and tons and tons will need processing. That is why Imerys IS the total crux of any rock operation using such poor grade. They are looking at processing by bulk in a process that removes 2-3 stages out of 7. If not the 25% cost on processing will not be saved and cost per ton will be high, unlike any global brine, which in 2 years will be half the cost per ton v rock mining even with all the tailings, dams, alps in the world.

Imho , now after Trelavour data came out, I think CUSN should just stick to tin. Fira there you go.

Tin all they way and take the royalties if £4.2m a year from CL, and just let them crack on. I was hoping Trelavour would be based on what my own minimum grade level of 0.4% lithium would be used. 0.11% is really laughable tbh.

Our Ozzie friends un mining are laughing. They think very very hard about investing in anything less than 1%. Its like the green baggies playing with a full team and England batting with one hand behind their backs at Trevalour 0.11%. hmmmm.

Roll on CL.

Cheers Toneman

https://smallcappower.com/analyst-articles/stocks-ideas-for-the-trillion-dollar-u-s-infrastructure-spending-package/

STANDARD LITHIUM SOLD ALL FUTURE PRODUCTION?

Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !

Do the maths.

STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.

https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html

Who have 24M just got a deal with ?

https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies

Only V W USA.... Who out of all the links will supply the lithium ?

STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2

STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !

In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.

Whole lot backed by LANXESS - WHO ARE BAYER CHEMICALS.

I think they have SOLD ALL FUTURE PRODUCTION !