Member Info for smkr

Hold for the story to unfold. powertree partmership incoming too

Excellent progress here, and going to grow further. cap = tiny

Https://www.mining.com/web/us-copper-price-premium-soars-to-record-after-trump-tariff-moves/

Decent day. Copper still racing higher just now. I reckon 2025 going to be a strong year for Copper. Obviously all the China/Usa trade and tariffs are yet to come to copper but with China being largest consumer, will get squishy you’d think.

Plus.. 500 billion on data centre infrastructure in USA. Lord knows how much else globally. That’s a heck of a new strain on supply moving forward, on top of everything else that needed.

“According to available data, a typical data center can use around 27 tonnes of copper per megawatt of applied power, with estimates suggesting that a large data center like Microsoft's Chicago facility used 2,177 tonnes of copper in its construction, highlighting the significant amount of copper needed for power networks, circuit boards, and cooling systems within data centers”

Norway stuff..

https://www.bbc.co.uk/news/articles/c1jg7k1kjwyo.amp

Norwegian energy giant Equinor is halving investment in renewable energy over the next two years while increasing oil and gas production.

"We are scaling down our investments in renewables and low carbon solutions because we don't see the necessary profitability in the future," Mr Opedal said.

It will cut investments in renewables to $5bn over the next two years, down from about $10bn.

Hello!

https://tradingeconomics.com/commodity/eu-natural-gas

Drills are going into Titan. Be interesting to see what they yield

Sol healthier.. few buyers back.. cheap here

Copper prices are beginning to boom, just like when Gold gets going.. those are the conditions when Jv’s, funding partners or even buy outs begin to happen. There’s no denying Verkhuba is quality. No matter what spin is put on it. Hang on in there.

Buyers back. thing is, it’s not particularly about what the actual amount is.. although higher the better lol. More the fact these are turning into a monthly revenue generating company and still priced as a cash shell. Hold and could be way beyond here by 2026

About 6 grand left then you’re paying above 0.25

Taken from advfn

htTps://www.bosch-hydrogen-energy.com/sofc/pilot-projects/global-data-center-sofc/

SOFC systems the new solution for data center energy needs The SOFC fuel cell systems we have developed provide an innovative means of supplying energy reliably and independent of an external grid. They produce electricity from gaseous fuels in an low-emission way, directly where they are in use, offering cost benefits. The development goal is to run them on green hydrogen, produced with electricity from renewable energies, in the future, thus making them efficient

Looking good for a new high on this leg.. t’was a higher low just formed at 0.2

Picking up a little bit after that Monday red day.

Sol bouncing with rest of crypto finally!

Difficult to buy any size, keeps going nt for quotes over 4 grand ish

Sorry double pasted first paragraph due to LSE adverts popping over it 😆😫

Data center power usage in the United States is growing rapidly, and is expected to continue to do so. This growth is driven by the increasing demand for data, compute, and connectivity, as well as the scaling of new technologies like AI.

Data center power usage in the United States is growing rapidly, and is expected to continue to do so. This growth is driven by the increasing demand for data, compute, and connectivity, as well as the scaling of new technologies like AI.

Projected growth

2023: Data centers consumed about 4.4% of total U.S. electricity

2028: Data centers are expected to consume 6.7 to 12% of total U.S. electricity

2030: Data centers could use 9% of US electricity

2028: Data centers are expected to consume 6.7 to 12% of total U.S. electricity

More:

The report indicates that total data center electricity usage climbed from 58 TWh in 2014 to 176 TWh in 2023 and estimates an increase between 325 to 580 TWh by 2028.20 Dec 2024.

https://www.energy.gov/articles/doe-releases-new-report-evaluating-increase-electricity-demand-data-centers

Definitely .. Delta are going all the way with this.

“Ceres and Delta have signed a global long-term manufacturing collaboration and licence agreement for both solid oxide electrolysis cell (“SOEC”) and solid oxide fuel cell (“SOFC”) stack production.”

And..

Delta Unveils Taiwan’s 1st Megawatt-grade Hydrogen Electrolyser and Fuel Cell R&D Lab to Advance Hydrogen Energy Innovation

“Dr. Charles Tsai, General Manager of Delta’s Hydrogen Energy Application New Business Development Department, noted, “The challenge of hydrogen energy adoption lies in how to effectively improve efficiency. To this end, Delta has focused on industry-leading solid oxide electrolyzer cell (SOEC) and solid oxide fuel cell (SOFC) technologies and has developed Taiwan's first SOEC/SOFC self-designed and produced stack performance testing facilities. This facility works in conjunction with the local supply chain, enabling validation and testing of various material categories, thereby laying a foundation for the localized production of key components and materials, ranging from hydrogen power generation and fuel cell stacks to system integration. By leveraging Delta’s expertise in energy infrastructure integration, we are committed to providing efficient and stable hydrogen energy solutions, with mass production in Taiwan expected by the end of 2026.”

https://www.deltaww.com/en-US/news/39498

Licences from Ceres. Of course.

About £5.7m cap with £3m cash and maybe circa £800k in tokens. Tuck away and wait for the compliance to be sorted at the bigger brokers, then news flow.