Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
https://twitter.com/setcentric3/status/1508669911404535811?s=21
With rental options now on the table - the CAPEX is reduced in favour of managed OPEX.
All possible on account of recyclability of vanadium.
Not feasible with Lithium.
“Cobalt and other raw materials important for lithium-ion battery production have also gone up in price, but it is lithium carbonate prices, which have “quintupled since last August,” that present a massive issue”
https://twitter.com/setcentric3/status/1507645410101370881?s=21
Seems like progress is really being made.
Take a look at a couple of clues in the back drop.
https://twitter.com/setcentric3/status/1507047482387320844?s=21
See page 12
https://assets.lsegissuerservices.com/original-74014c72-b7ee-4829-bf80-b23c4bd29e9d.pdf
https://twitter.com/setcentric3/status/1506899512857669632?s=21
Interesting that the demand for VRFB is driving the need for new production sites.
A useful comparison of metals used in the construction of military hardware.
Published by the EU prior to Ukraine.
https://twitter.com/setcentric3/status/1506546484623327232?s=21
https://www.**********.co.uk/rns/announcement/51ae1fe7-88ec-44e0-a31a-b84d737e59f9/
https://twitter.com/setcentric3/status/1504714187133575175?s=21
https://twitter.com/setcentric3/status/1503973017042497536?s=21
Circa 2.5% in US and Europe.
1.5% in Russia.
Flat in China.
https://twitter.com/setcentric3/status/1503615467260465155?s=21
Rises of 2.58% in US - Europe and Russia
China prices range from 1.87% increase to 1.39% decrease dependent on product.
As he resists plans for a solar farm plus energy storage in his constituency.
https://twitter.com/setcentric3/status/1503106275172888589?s=21
https://twitter.com/setcentric3/status/1502148315885887492?s=21
China: 2.96%
US: 2.71%
Europe: 2.69%
Russia: 1.07%
Remarkable similarities evident when you compare SP growth for the last 14 days with the start of the 2018 breakout.
https://twitter.com/setcentric3/status/1501809950468849666?s=21
https://twitter.com/setcentric3/status/1501797771640287238?s=21
China: 2.92%
US: 2.79%
Europe: 2.76%
Russia: 2.75%
https://twitter.com/setcentric3/status/1501690881765687302?s=21
Correct link
https://twitter.com/setcentric3/status/1501405573711081474?s=21
China: 3.01%
US: 2.87%
Europe: 2.84%
Russia: 2.83%
https://twitter.com/setcentric3/status/1501047195264598021?s=21
China: 3.02%
US: 2.96%
Europe: 2.93%
Russia: 2.92%
Rises in the region of 3% again today.
https://twitter.com/setcentric3/status/1500738046513266690?s=21
Brought about by different catalysts but none the less worth reflecting on the near five fold increases to the SP as vanadium price rose exponentially over nine months.
https://twitter.com/setcentric3/status/1500397791889272832?s=21
To provide resilience to the manufacturing industries the German Metal Trade Association are advising their Government to stockpile vanadium in light of sanctions. The prices must surely rise exponentially from here? How many other countries will do the same?
17% of global supply now off the table.
https://twitter.com/setcentric3/status/1500107846079463424?s=21