More
#battery
and plug-in
#EVs
have been sold in the first half of 2021 than in any calendar year in Australia.
Adoption of
#ElectricVehicles
in Australia might finally be catching up with the rest of the world. 🌍 🚙
Still loving lithium 🤍
$PLS has reinforced analysts’ bullish
#lithium
predictions after securing a record price for 5000t of the critical
#battery
raw material sold on its unique digital auction platform.
$CRR $CXO
#GW1
$LRD
#ASX
#MiningStocks
She told the Clean Energy Summit in Sydney she believes
#Australia
’s greatest opportunity this century is to be a global leader in the
#battery
#supplychain
, building on its resources of
#lithium
and other minerals.
$CXO $MIN $PLS $LRD $ESS
#Lithium
isn’t dead, according to Janus Henderson and Argonaut Natural Resources Funds.
With Janus Henderson liking producers $MIN and $PLS, while Argonaut’s focus is on developers such as $PMT and $LRS.
“Sometimes in the
#lithium
market, we’ve had these small data points that materially impact the industry. And I think this is just the latest example of that, and it is an outsized reaction in my view.”
- Dale Henderson $PLS MD and CEO
“We believe the auction price indicates a bullish Chinese primary market for future
#lithium
prices as well as the strategic importance of Sichuan spodumene assets,” Daiwa Capital Markets’ analysts Dennis Ip and Leo Ho said in a note.
.
@FitchSolutions
' "Sustainability in
#Lithium
Extraction" report noted that, low-carbon lithium products may sell at a premium.
In particularly,
#DLE
tech:
“We expect DLE technology to dominate the future lithium mining sector,”
Read the report here:
An electrification storm is upon us including the establishment of a North American
#battery
/
#EV
supply chain ⚡️🔋🌪
FACT SHEET: The Biden-Harris Electric Vehicle Charging Action Plan | The White House
The report concludes the industry needs to build 50 more
#lithium
mines, 60 more
#nickel
mines and 17 more
#cobalt
mines by 2030 to meet global net
#carbon
emissions goals.
$CXO $ADD
#GW1
$CRR $LRD
#ASX
MORE
#BATTERY
MATERIALS
Buyers of key components in the powering of
#electricvehicles
are stepping up efforts to lock in supplies, 2 of the world’s biggest automakers signing direct deals
#miners
.
#ASX
-listed $CXO is positioned to be Oz’s next
#lithium
producer
☑️offtake agreements within the
#battery
and
#EV
industry 🔋
☑️low energy consumption, low transport emissions
☑️positioned for green EV future 🍃
☑️government approvals
☑️low cost + capex
#Lithium
prices have risen to historic levels in the midst of an upswing in demand for
#electricvehicles
and
#energystorage
.
$ORE's contract prices for the spodumene from its Mt Cattlin lithium project in WA are going to more than double in under 3 months.
U.S. and partners double down as they enter pact to secure
#criticalminerals
like
#nickel
,
#lithium
and
#cobalt
as demand is projected to expand significantly in the coming decades.
$CXO
#GW1
$BPM $LRD $CRR $SVM $ADD
It’s 2007.
@Apple
has released the 1st iPhone, kuwtk has just premiered, Umbrella by
@rihanna
is on the radio,
@britneyspears
is about to shave her head & the
#uranium
bull market is at its peak at US$135/lb.
The
#uranium
price is stirring again, are we about to see it run? 🐂
Congratulations to $CXO for truly becoming Australia's newest
#lithium
miner AND the first outside of WA.
The NT has potential to emerge as a significant
#lithium
province to fuel global electrification of transport.
Great to be back in DC again keeping the dialogue open discussing
#lithium
and the opportunity for Argentinian projects to help supply the North American supply chain for critical minerals. Busy day of meetings. $LKE $LLKKF
#Kachi
#highpurity
@Lilac_Solutions
🇦🇷🇺🇸🇦🇺
#Battery
cells on schedule for customer sample needs in Q3 2021
@magnisenergytec
has confirmed that
@im3_ny
has produced its first full sized prismatic cells ahead of schedule for testing and customer sampling
Via
@TheAssay
$MNS.ax $MNS
#batterytech
Join us speaking to Hiro Iwanaga, CEO and Co-Founder of Talus Renewables and $MNB MD,
@reedmob
.
In this podcast, we explore the origins the recently announced
#greenammonia
collaboration at Capanda and the path towards sustainable
#agriculture
in
#Angola
. Hear from Hiro, a true
“It’s clean
#energy
, which is vitally important to the planet, and so I felt for the first time since I left real estate, I had a project worth
#investing
my time and effort in.”
@magnisenergytec
Exec Director James Dack $MNS $MNS.ax
#impactinvesting
Core from $CRR's Mavis Lake
#Lithium
Project in
#Canada
comprising almost entirely of spodumene laths.
Visual estimates were as high as 60% in metre-scale intervals in Hole MF22-72 (hole 13)
See the
#ASX
announcement:
Via
@NextInvestors
"We think the $MNB share price should materially re-rate from its current levels IF:
✅MNB secures this financing package, and
✅MNB shows early signs of being on schedule for the May 2025 mine completion and first production timeline.
(in other words =
Did you know
#Russia
is the 2nd biggest
#gold
mining nation in the world?
G-7 Nations including the US, UK,
#Japan
&
#Canada
plan to announce a ban on new gold imports from Russia during summit.
Prices of the
#preciousmetal
climbed today.
$PDI $LRD $LNY
The world's largest money manager has made its first
#investment
in the
#EV
charging sector in the APAC region
#investing
in a company which plans to roll out 5000+ charging stations across Australia ⚡️⚡️
$LTR CEO Tony Ottaviano says
#Australia
’s status as a preferred
#lithium
supplier is another reason US giant $ALB should pay up for the group.
$CXO $ESS $MIN
#L1M
$SLB $LRD $DES $LRV
#China
’s reopening and ‘whatever it takes’ approach to the
#property
sector are tectonic shifts that should underpin an acceleration in commodity demand through 2023, say Barclays Equity Research analysts
#Commodities
#miningnews
A lack of direct
#EV
stocks in Singapore has driven analysts to look up and downstream for beneficiaries of wider
#EV
adoption
#Nickel
comes up trumps 🃏
$ADD $AOU $ARN $BSX
“
#Lithium
has an extraordinary capacity. We need to not just dig it up. I want to make sure we use the lithium and
#nickel
and other products we have to make
#batteries
here.”
#ausbiz
Coming to
@NoosaMining
Investor Conference this week?
@CalderaHouse
and
@WhiteNoiseComms
are shouting coffee, juices and snacks as you make your way up to the conference.
When: Thursday + Friday
Time: 7:30 - 9:30am
Where: Locale Restaurant
Leveraging off a world class
#graphite
asset, associated production IP and a strategy partnership with
#US
based Charge CCV, $MNS intends to manage an end-to-end supply chain to produce
#battery
cells.
View their placement presentation post $34m raise:
$CXO has been selected for
@ausgov
’s ~$50m funding help grow
#ausbiz
& create new jobs
Part of the Modern Manufacturing Initiative is aims to scale up local processing of critical minerals; and add value to
#battery
&
#cleantech
sector
$CXO.ax
#lithium
$RIO chief executive Jakob Stausholm wants to expand the company’s
#lithium
and
#copper
divisions at a time when investors are increasingly supportive of deals and his big
#mining
rivals are consolidating.
.
@kearney
wants you to get ready for
#graphite
shortages
Graphite looks to have the largest future gap between supply and demand—even more than that of
#lithium
.
$BLT
#EV1
#GW1
$RNU $SVM $SYR $TLG $WKT
#ASX
More:
#Copper
prices have a message for the world: expect to make a lot of wind farms, wires, electric cars and other staples of the
#greeneconomy
.
Article:
"
#Uranium
inventories are precariously low." -
@iaeaorg
“New mines in stable & uranium-favourable environments are going to be prioritised & that’s where Aus – in particular SA which has got the only producing uranium mine - has got a seat at the table."
“Securing key raw materials and a responsible
#battery
#supplychain
has become a critical element in gaining a greater control within the industry, as the demand for
#electricvehicles
worldwide heightened in recent years,” LG Chem on
#colbalt
&
#nickel
offtake agreement with $AUZ
Shares in $BPM Minerals are up +20% this morning on the back of an acquisition of a significant tenement package of 494km2 covering a new
#REE
province and encompassing over 100km of prospective strike.
Total corporate funding for the
#Battery
Storage, Smart Grid, and
#EnergyEfficiency
sectors in 2020 was up by 112%, with $8.1B compared to $3.8B in 2019 according to a
@Mercom
's 2020 report.
View the executive summary here: