Member Info for r7632

I think it shows how much more Lithium Ganfeng needs to supply its customers. Demand is so high that they have to look at country (Pariah state) that every one is scared of being associated with .

So just sign of high demand! Which is good for BCN.

Yes me too. I spent the summer in Spain. I want to go back. But I hear the French are not allowing brits into the country.

Didn't Secktor recently say they were going to recycle water at Sonora.

Also a lot of material left after processing was fertiliser that could be sold.

https://youtu.be/CGp0Ss5bVXY

I bit old but.

I missed this before but Ganfeng ownership of Lithium Anericas fell foul of Trumps anti chinese rhetoric.

Also strong bias to favor Bacanora for lithium clays by Howard Klien.

Nice to see they have projections that go up 50k tonnes per year. Each phase 18 months. Says it could be a 50k mine in four years.

https://youtu.be/FNjRt-HKa2s

I tried to buy £4k yesterday. Constantly rejected. I had to buy in lots of £2k and £1k.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-supplier-satl-invests-5-billion-in-battery-plant-in-indonesia

An old article from 2018 but it is relevant because the deal expires now and can be extended.

There was a contract for Gangfeng to supply 20% of its Lithium production to Tesla from Jan 2018 to Dec 2020.

At which point it could be extended for another 3 Years

So we are waiting for an announcement of an extension or increase in this supply agreement.

Interesting to see if it fixed price or market prices.

https://youtu.be/80P0C3YsOh0

https://youtu.be/eV5eHXKJrik

1. There is enough demand for both carbonate and hydroxide and profits good on both.
2. BCN can produce either and Ganfeng know how to do this and has it in their plans for mine.

I dont think it affects the investment case for EMH or BCN.

Just like Lithium batteries using NCM or NCA vs Solid State Lithium batteries what is required is high quality lithium.

BCN Lithium has been tested to ibe impurity free and can go into wherever and whatever form the market dictates.

Some of these discussions seem think matters for BCN.

I think the case at Zinwald is a different matter. That feasibility is for Lithium fluoride electrolyte. That is there may not be an investment case for Lithium Hydroxide or Lithium Carbonate. Lithium fluoride electrolyte fetches a higher price and can justify the extra expenses of production and benefits from localisation of the chemical industry for the chemicals to do the conversions.

I just had a look at the polar plus network. Within two miles of me I have 6 50kw ccs chargers, 3 150kw chargers, 40 7kw chargers. Plus two Tesla Superchargers and 8 Tesla destination chargers. Then there are lots of lamppost chargers and the ESB chargers. then Shell Garage chargers. Lots of choice. Seems there are at least double the amount in a year.

I don't see Toyota producing Solid state batteries for 5 to 10 years. They have previously stated they think all they car lines will be Hybrid - not battery electric.

For those who are int

For who are really interested go to the zapmap webpages or zapmap app. Free.

There are loads of chargers and charge network and local authorities adding them to street lamp posts. I wouldn't use most of them because they are too expensive and I have cheaper options and a long range ev.

Really cant see anything from EU that I really need, cant pay extra tariffs on, or cant get from another country. This cliff edge is the EU harming themselves.

I agree there are some companies that will find continuing to trade as now preferable.

But the vast majority have no exports to the EU.

This may affect sentiment m the market but has no affect on the investment case for BCN.

Brexit will come and disappear into the rear view mirror.

The real hit to UK (and world) economy has been covid and will be until we are vaccinated.

I have an electric car I have had no problems charging apart from Spain. Where you are reliant on Tesla Superchargers and destination chargers.
Takes me less effort than going to a petrol station and a lot cheaper. 10 kw is 30-40 miles and cost £1.30 on normal electric prices. You can get overnight tariffs for 4.5p kw. In Spain you could get free electric from 12 midnight to 7am and at supermarkets during the day.

Also £200 just for a feasibility study. Which may be ready end 2021 or 2022. Four years to build. And is a pit mine.

So not expected until 2026/2027 at earliest.

Very probably needed to supply lithium demand. But will affect BCN.

I think talk was we need 20 mines of BCN size to meet the expected demand.

If you do the maths they expect the resource to be 2.47mt lce.

BCN is 8.1mt LCe

And the important bit is fost of production. BCN 4K Tonne. And 3.6k tonne when selling the fertiliser as well.

Wasn't the current estimate of 8.1MT of LCE in BCN . And a huge number of Hectares unsampled.

So yes the Capacity of the Mine was set at 250 Years. Or a much higher extraction rate.