Registered Members Login:
   
Forgotten Your Details? Click Here To Recover +
Welcome To The ShareCafe Community - Talk Shares And Take Stock With Smart Investors - New Here? Click To Register >

59 Pages (Click to Jump) V   1 2 3 4 > »    
 
  
Reply to this topic

BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
nipper
post Posted: Yesterday, 05:34 PM
  Quote Post


Posts: 5,289
Thanks: 1939


In Reply To: blacksheep's post @ Yesterday, 01:28 PM

a bit ironic there, with Norway probably one of the greatest beneficiaries of hydrocarbon extraction, boosting the country's GDP over the last 30-40 years on a per capita basis rivaling or exceeding many of the OPEC nations. Virtue signalling on a national scale?



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
myshares
post Posted: Yesterday, 03:02 PM
  Quote Post


Posts: 155
Thanks: 93


In Reply To: blacksheep's post @ Yesterday, 01:33 PM

Nice pictures... but they seem to think all Lithium comes from Chile and more importantly no Lithium comes from Australia.

In fact they have no minerals coming from Australia at all - not even Iron.

 
blacksheep
post Posted: Yesterday, 01:33 PM
  Quote Post


Posts: 5,579
Thanks: 2100


Climate Smart Mining: Minerals for Climate Action
QUOTE
Countries are taking steps to decarbonize their economies by using wind, solar, and battery technologies, with an end goal of reducing carbon-emitting fossil fuels from the energy mix.

But this global energy transition also has a trade-off: to cut emissions, more minerals are needed.

Therefore, in order for the transition to renewables to be meaningful and to achieve significant reductions in the Earth’s carbon footprint, mining will have to better mitigate its own environmental and social impacts.

Advocates for renewable technology are not walking blindly into a new energy paradigm without understanding these impacts. A policy and regulatory framework can help governments meet their targets, mitigate, and manage the impacts of the next wave of mineral demand to help the communities most affected by mining.

[b]Today’s infographic comes from the World Bank and it highlights this energy transition, how it will create demand for minerals, and also the Climate Smart Mining building blocks
.[/b]

see link for infographic - https://www.visualcapitalist.com/climate-sm...climate-action/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Yesterday, 01:28 PM
  Quote Post


Posts: 5,579
Thanks: 2100


In Reply To: blacksheep's post @ Mar 14 2019, 10:42 PM

Norway stands out in this graph, but , as mentioned in the article below...extract...

QUOTE
Also, when you read articles on the success of BEV sales in Norway owing to heavy government subsidies, please remember that Norway's population is less than that of New York City.


Ditto, no doubt, the other Scandinavian countries who appear at the top of this graph
Attached File  electric_vehicle_sales_1.jpg ( 90.76K ) Number of downloads: 0


read more - Visualizing EV Sales Around the World - https://www.visualcapitalist.com/electric-vehicle-sales/




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Yesterday, 10:17 AM
  Quote Post


Posts: 5,579
Thanks: 2100


Brookfield's $20b bet against a rapid electric car revolution
QUOTE
Brookfield was an early investor in renewables and believes in the electric car story. But CEO Bruce Flatt says it won't happen nearly as quickly as thought, writes James Thomson.

https://www.afr.com/brand/chanticleer/brook...20190315-p514lh




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Mar 15 2019, 01:11 PM
  Quote Post


Posts: 5,289
Thanks: 1939


In Reply To: blacksheep's post @ Mar 14 2019, 10:42 PM

Saw this in the Naos monthly quotes
QUOTE
"Vehicle sales in January and February—a period that includes China’s movable Lunar New Year holiday—totalled 3.85 million, down 15% from a year earlier. Commercial vehicles sales increased 2% to 608,000 over the two months, but passenger-car sales were off 18% to 3.24 million. Electric-vehicle sales were the exception: They doubled in the first two months of the year to 148,000”
- China Association of Automobile Manufacturers

“[Vehicle] Sales will likely remain depressed until the second half of 2019…..Last year’s slowdown burdened dealers with too much inventory, and it will take time to reduce stock”
- Chen Shihua, Assistant Secretary-General of the Manufacturers’ Association [China]
that's less than 5% for EVs



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: mullokintyre  
 


blacksheep
post Posted: Mar 14 2019, 10:42 PM
  Quote Post


Posts: 5,579
Thanks: 2100


An Inconvenient Truth For The Global Auto Industry: Electric Cars Are Not Selling In 2019
extract
QUOTE
As global automakers rush to introduce new battery electric vehicles (BEVs,) an inconvenient truth is emerging: someone has to buy them. With so much focus on the race to secure raw materials to produce lithium-ion batteries and on Tesla's hourly/daily/weekly production rates at its single assembly plant in Fremont, CA, the demand side of the equation seems to have been forgotten. I have been following the auto industry for more than a quarter century and I love new powertrain technology as much as any other gearhead does. My background is as a sell-side analyst, though, and as a stock guy, I know that moving units moves the bottom line.

The biggest hindrance for BEV sales around the globe has been government interference in the markets. Tax credits in the U.S. are based on volume, and with the country's two largest sellers of BEVs--GM and Tesla--already surpassing the 200,000 unit threshold, their BEV models are seeing a net effective price increase. The government in CHina, by far the world's largest market for electric vehicles, will reportedly lower BEV subsidies by a third in 2019 and will phase them out completely in 2020. Europe is somewhat of a mishmash in terms of subsidies. Also, when you read articles on the success of BEV sales in Norway owing to heavy government subsidies, please remember that Norway's population is less than that of New York City.

read more - https://www.forbes.com/sites/jimcollins/201...9/#e06bd644072c



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Mar 14 2019, 02:09 PM
  Quote Post


Posts: 5,579
Thanks: 2100


Some good point made in this article. Five red flags banks look for before they invest in a mining project

QUOTE
At the end of the day, all resources projects are high risk,” says METS Engineering principal consulting engineer Damien Connelly.

“We are in a risk business — we should never lose sight of that.”

Before they choose to invest, banks call on independent consultants like METS Engineering to go over a mineral development project with a fine-toothed comb.

That’s because the banks that lend the money to these projects don’t necessarily have the technical due diligence expertise themselves. They understand all the financial aspects, but not the geology, mining, processing, and even to some extent, the market.

“That’s where we get involved for independent technical due diligence as part of the accountability process,” Mr Connelly told delegates at the Paydirt 2019 Battery Minerals conference.

“Having a good understanding of the risk, and mitigating that risk, is absolutely critical.”

Here’s some of the red flags guys like Mr Connelly look for during the project due diligence process.

1. Project history

“There are projects out there that are recycled. They failed before, then they turn up again – that’s not a good look.”

“If a project has a number of false starts and technical difficulties it becomes very difficult to convince people that it’s going to be successful this time.”

2. Processing plant test work
“If you look at any financial model capital cost doesn’t kill it — the thing that drives it is [metal] recovery, operating costs, and metal prices.”

“We have seen a number of [lithium] projects struggle to get the recovery to start with.

“I’ve even had the banks say to me ‘this is bad! It’s not working!’

“I say listen — they have done bench scale test work, they’ve done locked cycle test work and they’ve done piloting. And it all says [the process] works.

“Having all that test work there to support the project is absolutely critical. Because in lithium, floatation is tough. You should never underestimate it.

“Sure, it’s not working in the plant right now but that’s more to do with grind size, or reagent optimisation – it’s a learning curve.

“If you look at a simple oxide gold ore you don’t need to pilot that because it’s easy.

“With graphite and lithium piloting is mandatory. If you haven’t done that it increases the risk.”

3. Financial modelling
“Financial models — you can manipulate them and turn a pig’s ear into a brilliant project.

When companies do their own financial models, they tend to polish it and polish it – but look at some of the basic assumptions and you quickly find [holes].

“We see projects where the financial model looks brilliant. The reality is that the project wont achieve it.”

4. Starting with the high-grade stuff
“Look at the ore schedule in relation to the processing plant.

“Early project [production] is absolutely critical, because if you get low grade, difficult to treat material it just screws with cashflow and destroys the financial model. It puts you behind the eight-ball [straight away].

“Some companies will try to go for high grade to start with and that’s not a bad idea because it generates lots of cash.”

5. Unrealistic timelines to production
“I think the industry is struggling with project execution plans.”

“Realistic timelines. That is something we can do better.”

“It takes a long time to get a project up and running. But by fast tracking progress you cut corners [and this] just increases the risk.

https://stockhead.com.au/experts/five-red-f...mining-project/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: mullokintyre  Pendragon  
 
blacksheep
post Posted: Mar 4 2019, 02:34 PM
  Quote Post


Posts: 5,579
Thanks: 2100


In Reply To: blacksheep's post @ Feb 25 2019, 10:14 AM

BATTERY RAW MATERIALS MARKET REPORT 01/03: Cobalt sulfate price slides on slow Chinese demand
An overview of the battery raw materials markets and their price moves from the past week.
https://www.metalbulletin.com/Article/38622...ese-demand.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: mullokintyre  
 
blacksheep
post Posted: Feb 27 2019, 02:01 PM
  Quote Post


Posts: 5,579
Thanks: 2100


Running On Empty
Germany Lags Behind Asia in E-Car Battery Race

The Chinese conglomerate CATL wants to build Europe's largest electric car battery plant near Erfurt, Germany. Having failed to build a gigafactory of their own, German carmakers are worried the project represents a mortal threat.
By Alexander Jung
QUOTE
The vulnerability of the German auto industry will soon be on full display at a major highway junction near Erfurt. The Chinese conglomerate CATL plans to build a factory for electric car batteries smack dab in the middle of the country. If all goes according to plan, it will take up 87 hectares (215 acres), making it the largest such factory in Germany and perhaps even in Europe.

read more - http://www.spiegel.de/international/busine...-a-1254183.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


59 Pages (Click to Jump) V   1 2 3 4 > » 

Back To Top Of Page
Reply to this topic


You agree through the use of ShareCafe, that you understand and accept the TERMS OF USE.


TERMS OF USE  -  CONTACT ADMIN  -  ADVERTISING