Podcasts about benchmark mineral intelligence

  • 47PODCASTS
  • 70EPISODES
  • 39mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • May 26, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about benchmark mineral intelligence

Latest podcast episodes about benchmark mineral intelligence

SRF Börse
Börse vom 26.05.2025

SRF Börse

Play Episode Listen Later May 26, 2025 2:29


Der Lithiumpreis bleibt tief – trotz des grossen Potenzials von Lithium-Ionen-Batterien in Elektroautos oder Smartphones. Rohstoffanalyst Daniel Fletcher-Manuel von Benchmark Mineral Intelligence geht davon aus, dass das Überangebot an Lithium noch bis 2027 andauern wird. SMI: +1.0%

Podcast – Oxford Institute for Energy Studies
OIES Podcast – Europe's cobalt supply security: what is the role of the Democratic Republic of Congo and of China?

Podcast – Oxford Institute for Energy Studies

Play Episode Listen Later Mar 14, 2025


In this latest OIES podcast Michal Meidan talks to Bryan Bille from Benchmark Mineral Intelligence about Europe's need for cobalt as part of its efforts to achieve carbon neutrality and grow its lithium-ion battery industry, and the role of the DRC within that. Michal and Bryan talk about Europe's growing demand for cobalt, how policies […] The post OIES Podcast – Europe's cobalt supply security: what is the role of the Democratic Republic of Congo and of China? appeared first on Oxford Institute for Energy Studies.

Lithium-ion Rocks!
Will 50%+ Growth rESScue Lithium w/ Rho Motion's Iola Hughes

Lithium-ion Rocks!

Play Episode Listen Later Mar 11, 2025 58:14


In this episode, we talk with Iola Hughes from Rho Motion to discuss the rapidly evolving energy storage solutions market, lithium demand, and the impact of electric vehicles (EVs). Iola shares insights into the recent acquisition of Rho Motion by Benchmark Mineral Intelligence and delves into market data, growth projections, and the importance of lithium-ion batteries. We also explore grid storage, policy changes, and the future of the ESS market amid fluctuating lithium prices. CHAPTERS

Konflikt
Kinas hemliga drag i batterikriget mot Sverige (REPRIS)

Konflikt

Play Episode Listen Later Jan 10, 2025 53:27


Mineralet grafit har hamnat i centrum för framtidens gröna industri. Och ett mystiskt importstopp har riktats just mot Sverige. Det här avsnittet sändes första gången den 27 september 2024. Lyssna på alla avsnitt i Sveriges Radio Play. Tidigare Kinakorrespondenterna Hanna Sahlberg och Björn Djurberg tar oss med på en resa till Bryssel, Berlin och Luleå i jakt på svar om varför Kina verkar ha slutat sälja grafit till just Sverige. Allt börjar med att de upptäcker ett misstänkt handelshinder som anmälts till EU-kommissionen.Samtidigt skakas batteritillverkaren Northvolt av sin djupaste kris hittills. Företaget är på flera sätt beroende av både råmaterial och teknik från Kina. Finns det något samband mellan grafitstoppet och Northvolts problem?Medverkande: Emma Själin, Public Affairs manager på det australiensiska gruvbolaget Talga, Pär Weihed, prorektor vid Luleå Tekniska universitet, Olof Gill, EU-kommissionens talesperson i handelsfrågor, Shruti Kashyap vid analysbolaget Benchmark Mineral Intelligence, Reinhard Bütikofer, tidigare EU-parlamentariker för tyska partiet Die Grünen, De Gröna, Tobias Persson, analytiker på myndigheten Tillväxtanalys.Reportar: Björn Djurberg och Hanna Sahlberg, tidigare Kinakorrespondenterbjorn.djurberg@sr.se, hanna.sahlberg@sr.seTekniker: Fabian BegnertProgramledare: Kajsa Boglindkajsa.boglind@sr.seProducent och text: Ulrika Bergqvistulrika.bergqvist@sr.se

ARC ENERGY IDEAS
EV Supply Chains: China's Lead and North America's Race to Close the Gap

ARC ENERGY IDEAS

Play Episode Listen Later Oct 8, 2024 41:39


This week, our guest is Andrew Miller, the Chief Operating Officer of Benchmark Mineral Intelligence, which was established in 2014. The firm provides market prices, supply chain data, forecasting, and strategic advisory for energy transition technologies, including focused coverage on battery supply chains. Here are some of the questions Jackie and Peter asked Andrew: How did the market for battery minerals flip so quickly from being undersupplied to oversupplied? How much lithium-ion battery demand comes from grid-scale storage versus EVs? Are you optimistic that the policies and subsidies introduced by the US and Canada will eventually create an EV supply chain comparable to China? Were you surprised by how fast battery chemistries changed when mineral prices were high? Are lithium-ion batteries below the $100/kWh level yet? With improved mineral availability, are automakers continuing to pursue vertical integration? Is it possible that deep-sea battery minerals could add more supply than expected?Other content referenced on the podcast:Benchmark Mineral Intelligence website: https://www.benchmarkminerals.com/Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Konflikt
Kinas hemliga drag i batterikriget mot Sverige

Konflikt

Play Episode Listen Later Sep 27, 2024 53:27


Mineralet grafit har hamnat i centrum för framtidens gröna industri. Och ett mystiskt importstopp har riktats just mot Sverige. Lyssna på alla avsnitt i Sveriges Radio Play. Tidigare Kinakorrespondenterna Hanna Sahlberg och Björn Djurberg tar oss med på en resa till Bryssel, Berlin och Luleå i jakt på svar om varför Kina verkar ha slutat sälja grafit till just Sverige. Allt börjar med att de upptäcker ett misstänkt handelshinder som anmälts till EU-kommissionen.Samtidigt skakas batteritillverkaren Northvolt av sin djupaste kris hittills. Företaget är på flera sätt beroende av både råmaterial och teknik från Kina. Finns det något samband mellan grafitstoppet och Northvolts problem?Medverkande: Emma Själin, Public Affairs manager på det australiensiska gruvbolaget Talga, Pär Weihed, prorektor vid Luleå Tekniska universitet, Olof Gill, EU-kommissionens talesperson i handelsfrågor, Shruti Kashyap vid analysbolaget Benchmark Mineral Intelligence, Reinhard Bütikofer, tidigare EU-parlamentariker för tyska partiet Die Grünen, De Gröna, Tobias Persson, analytiker på myndigheten Tillväxtanalys.Reportar: Björn Djurberg och Hanna Sahlberg, tidigare Kinakorrespondenterbjorn.djurberg@sr.se, hanna.sahlberg@sr.seTekniker: Fabian BegnertProgramledare: Kajsa Boglindkajsa.boglind@sr.seProducent: Ulrika Bergqvistulrika.bergqvist@sr.se

Battery Insiders
Deep dive into battery supply chain with Henry Sanderson

Battery Insiders

Play Episode Listen Later Sep 7, 2024 28:27


In this episode, Our guest speaker Henry Sanderson, Executive editor at Benchmark Mineral Intelligence and author of "Volt Rush," delves into his book which examines the critical role of raw materials in the clean energy transition and China's control over these supply chains. Sanderson highlights the energy-intensive nature of mining and processing materials like lithium and graphite, mostly dominated by China, leading to hidden emissions and the need for cleaner supply chains. He discusses the geopolitical implications of the energy transition, focusing on the West's efforts to reduce dependence on China through challenging supply chain dependencies and significant investments. The podcast also explores the specific roles of lithium, graphite, cobalt, and nickel in battery production, China's strategic investments, and dominance in these areas, particularly in cobalt mining in the Democratic Republic of Congo and nickel processing in Indonesia. Additionally, Sanderson addresses future trends and technological developments, including sodium-ion and lithium-metal batteries, the impact of price volatility on these innovations, and the move toward vertical integration within the battery and automotive industries. Tune in for an insightful discussion on the complexities and future of the clean energy supply chain.

The Global Lithium Podcast
Episode 192 Iola Hughes (Rho Motion)

The Global Lithium Podcast

Play Episode Listen Later Aug 1, 2024 65:58


Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X Topics: Cathode chemistry GWH growth numbers China's amazing performance Pack sizes The EV slowdown (ex China) ICE-EV price parity Does BYD need the US? Will Tesla get the boot in China? Revival of the hybrids India Sodium ion OEM strategies Solid state batteries The ESS market Rapid fire

The Asia Climate Finance Podcast
Ep49 Evaluating EVs, key minerals and China, ft Henry Sanderson, Benchmark Mineral Intelligence

The Asia Climate Finance Podcast

Play Episode Listen Later Jul 27, 2024 30:29


Please text on topics, guest ideas, comments. Please include your email if you want a reply.Episode 49 is about the related topics of electric vehicles, key minerals, and China. Our guest is Henry Sanderson. Henry is currently the executive editor of Benchmark Mineral Intelligence, a provider of supply chain and energy transition intelligence. This includes lithium, nickel, cobalt, electric vehicles, and the like. Henry and I first discuss his interest in EVs and the related minerals. Then we talk about his book Volt Rush, about EVs, about some of the key minerals, and finally on his thoughts about market developments over the next 25 years.Useful Resources:Volt Rush: The Winners and Losers in the Race to Go GreenBenchmark's free newsletterBenchmark Mineral Intelligence's Power PlayersABOUT HENRY: Henry Sanderson is an author and journalist focusing on clean energy. He authored Volt Rush, the Winners and Losers in the Race to Go Green, which was chosen as a book of the week by the Observer, and one of the best science and environment books of 2022 by The Times. He also previously co-authored a book, China's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance. He is former journalist for the Financial Times and Bloomberg, he is currently the executive editor of Benchmark Mineral Intelligence, the leading provider of data and analysis on the battery supply chain.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

CruxCasts
American Lithium (TSXV:LI) Low Cost Battery-Grade Lithium Assets for US Critical Mineral Production

CruxCasts

Play Episode Listen Later May 23, 2024 19:38


Interview with Simon Clarke, CEO & Director of American Lithium Corp.Our previous interview: https://www.cruxinvestor.com/posts/american-lithium-tsxv-li-poised-to-charge-higher-on-world-class-projects-5072Recording date: 22nd May 2024American Lithium is emerging as a premier investment opportunity in the booming electric vehicle (EV) supply chain. With large, low-cost lithium projects in Nevada and Peru, the company is strategically positioned to benefit from surging demand and increasing government support for domestic critical mineral production.The U.S. government is taking action to reduce reliance on geopolitical rivals like China for key battery metals. Recent legislation includes funding for lithium projects, with a focus on companies that can produce battery-grade materials entirely within North America. American Lithium's ability to generate high-purity lithium chemicals on site using an acid leaching process gives it a distinct competitive advantage in accessing this support.CEO Simon Clarke sees the potential for even more aggressive government intervention, including offtake agreements that could guarantee minimum prices for domestic producers. "If they were prepared to guarantee lithium prices at $20-25,000 per ton, that would make a huge impact," he noted. Such moves would dramatically derisk American Lithium's projects.While lithium prices have pulled back from record highs, the demand outlook remains robust as EV adoption accelerates globally. Benchmark Mineral Intelligence forecasts a major lithium supply deficit emerging in the mid-2020s, even with all currently planned projects moving forward. American Lithium's TLC and Falchani projects rank among the largest undeveloped resources globally, positioning the company to help fill this gap.Importantly, both projects have low estimated operating costs that should make them profitable even at current lithium prices. "On a combined basis, we have a top three global lithium resource," Clarke stated. "Even at current lithium prices, you would make a reasonable return." As higher-cost marginal producers fall by the wayside, American Lithium will be well-positioned to capture market share.In the near term, investors can expect a steady flow of catalysts as American Lithium advances its projects. The company is completing a pre-feasibility study at TLC and progressing environmental permitting at Falchani. Management is also committed to spinning out its uranium asset to unlock additional value for shareholders, with exact timing dependent on market conditions.At its current valuation, American Lithium offers a compelling risk/reward proposition. The stock trades at a discount to peers on a resource basis, despite the company's strategic positioning and near-term growth potential. As the U.S. government rolls out additional support for the domestic lithium industry, American Lithium should be a prime beneficiary.With a large, low-cost resource base and leverage to the most powerful trends in the global economy, American Lithium is a stock for the future. The recent pullback in lithium equities provides an attractive entry point for long-term investors to gain exposure to the accelerating energy transition. As the EV revolution kicks into high gear, American Lithium has the scale and strategic positioning to emerge as a major player in the domestic lithium supply chain.View American Lithium's company profile: https://www.cruxinvestor.com/companies/american-lithiumSign up for Crux Investor: https://cruxinvestor.com

Programa del Motor: AutoFM
Noticias Motor: Coches chinos más caros en Europa que en China, caducidad etiqueta B DGT, ritmo ventas 2024 y más.

Programa del Motor: AutoFM

Play Episode Listen Later May 10, 2024 19:33


Los precios de los vehículos de BYD en Europa duplican sus valores en China: ¿Cuál es la razón detrás de esta disparidad La industria automotriz europea a menudo critica a los fabricantes chinos por ofrecer sus productos a precios que dificultan la competencia. La Comisión Europea incluso ha iniciado una investigación sobre posibles subsidios estatales otorgados por el gobierno chino a estas marcas. Contrariamente a esta percepción, BYD, una de las empresas chinas con mayor proyección y crecimiento fuera de China, está vendiendo sus modelos en el extranjero a precios mucho más altos que en su mercado nacional. En algunos casos, los precios son el doble de lo que se venden en China. Por ejemplo, un BYD Seal puede tener un precio más elevado que su competidor directo, el Tesla Model 3. La razón principal detrás de esta disparidad de precios radica en la intensa guerra de precios que tiene lugar en el mercado chino de vehículos eléctricos. A finales del año pasado, Tesla redujo drásticamente sus precios para hacer frente a una competencia cada vez más agresiva. Esto llevó a otras marcas a tomar decisiones similares, lo que resultó en una reducción del precio medio de los coches eléctricos en un 15%. Esta situación también ha generado escepticismo entre los compradores chinos sobre el valor residual de los vehículos. Para contrarrestar los efectos de esta guerra de precios, la estrategia de BYD en el extranjero es conseguir márgenes de beneficio más altos, lo que mejoraría su rentabilidad. Wang Chuangfu, CEO de BYD, explicó esta estrategia durante una llamada con inversores en marzo. Sin embargo, es poco común encontrar diferencias de precios tan significativas entre diferentes mercados. Por ejemplo, el SUV de entrada de BYD, el Atto 3, se vende por 19.000 euros en China, mientras que en España parte de los 35.000 euros. Esto resalta la ventaja en costos que tienen las marcas chinas en comparación con las occidentales. A lo largo de su historia, BYD ha logrado reducir sus costos en cada etapa de la cadena de suministro, desde la adquisición de materias primas hasta la distribución, incluso contando con su propio carguero. Además, la producción interna de baterías ha contribuido a reducir los costos. Según datos de Benchmark Mineral Intelligence para Reuters, el precio de las baterías para los fabricantes chinos es un 18% menor. A pesar de estas diferencias de precio, BYD ha logrado un crecimiento significativo en los mercados internacionales. De las 3 millones de unidades vendidas por BYD en 2023, 240.000 se destinaron a mercados exteriores, lo que representa el 8% del total. Sin embargo, la empresa tiene como objetivo aumentar esta cifra a 400.000 unidades para el presente año. La práctica totalidad de elementos que componen sus vehículos como los que detallamos a continuación son fabricados por la propia BYD: Sistema de gestión de la batería Unidad de control del vehículo Inversor Unidad de reparto de potencia Cargador de abordo Motor Transmisión Bomba de calor 170 delitos contra la seguridad vial cometidos por menores el pasado año en la Región de Murcia En la Región de Murcia, el problema de menores al volante es más común de lo que se cree y puede tener consecuencias graves. Un incidente trágico ocurrió en marzo en Alquerías, donde un menor de 15 años falleció en un accidente en el que otro menor conducía. Dos ocupantes más, de 13 y 14 años, resultaron heridos. Según la Fiscalía de menores, en 2023 se registraron 170 delitos relacionados con la seguridad vial cometidos por menores en la región, principalmente por conducir sin permiso o de manera temeraria. Además, se abrieron más de 4.600 procedimientos judiciales relacionados con la seguridad vial en la región el año pasado, siendo la conducción bajo la influencia de alcohol y drogas la infracción más común. ¿Cuánto les queda a los coches con etiqueta B de la DGT? En Cataluña se está contemplando un cambio de gran impacto medioambiental, donde los vehículos sin etiqueta ambiental están siendo relegados principalmente a pequeñas poblaciones o áreas rurales. Ahora, surge la preocupación por la situación de los vehículos que poseen la etiqueta B, lo cual afecta a una considerable cantidad de automóviles. Aunque no hay declaraciones oficiales al respecto, se rumorea que a partir de 2028, en Cataluña se prohibirá definitivamente la circulación de vehículos con etiqueta B dentro de las Zonas de Bajas Emisiones (ZBE). El número de vehículos afectados por esta prohibición podría alcanzar aproximadamente un millón. Según datos de la Dirección General de Tráfico, alrededor del trece por ciento del total de automóviles con etiqueta B en España circulan por Cataluña, lo que muestra su relevancia económica y su importancia para la movilidad laboral. ¿Cuáles son los coches que llevan la etiqueta B? Los vehículos que poseen la etiqueta B incluyen aquellos de gasolina matriculados entre enero de 2000 y diciembre de 2005, así como los diésel matriculados entre enero de 2006 y diciembre de 2013. Estos vehículos no cumplen con los estándares de emisión más recientes y contribuyen significativamente a la contaminación del aire. La prohibición de circulación se aplicará en las ZBE de las ciudades con más de 50,000 habitantes, donde las emisiones de vehículos representan un alto riesgo para la salud debido a la concentración de gases contaminantes. Para municipios más pequeños, la decisión estará condicionada a los niveles específicos de contaminación del aire. Aunque esta medida apenas ha tenido repercusión fuera de Cataluña, en Madrid se mantendrán los plazos establecidos, restringiendo solo el estacionamiento para los vehículos con etiqueta B. El futuro de estas regulaciones está por verse, pero es probable que se apliquen, lo que implicará que muchos vehículos terminen siendo desechados o vendidos para su uso en áreas rurales. Las autoridades parecen estar decididas a avanzar en esta dirección en pro de la calidad del aire y el medio ambiente. En abril, el mercado de automóviles y vehículos comerciales en España retomó su camino hacia la recuperación, registrando un aumento en las ventas. En marzo, las matriculaciones de turismos y vehículos todoterreno en España cayeron un 4,7% en comparación con el mismo mes del año anterior, interrumpiendo así un período de 14 meses consecutivos de crecimiento. Este descenso se atribuyó en parte a una Semana Santa adelantada, lo que afectó negativamente las ventas. Sin embargo, abril trajo consigo un resurgimiento, con 92,000 coches matriculados, lo que representa un aumento del 23,1% respecto al año anterior. Si bien esta comparación puede ser engañosa debido a la ausencia de Semana Santa en abril de 2024, los datos acumulados del primer cuatrimestre son más representativos. Entre enero y abril de este año, se registraron 336,726 unidades, un aumento del 7,8% en comparación con el mismo período del año anterior. Las principales asociaciones del sector prefieren sumar las ventas de marzo y abril para mitigar el efecto estacional, lo que arroja un aumento del 7,2% respecto al año anterior. A pesar de estos incrementos, aún estamos un 23% por debajo del último cuatrimestre previo a la pandemia, lo que indica que queda mucho por recuperar. En abril, las ventas aumentaron significativamente en todos los canales, especialmente en el sector de alquiladores con un aumento del 60,2%, y en las ventas a particulares con un aumento del 32,3%, mientras que las ventas a empresas disminuyeron un 4,6%. En cuanto a marcas, Toyota lideró en abril con 8,864 unidades vendidas, seguida de SEAT y Volkswagen. En el acumulado del año, Toyota mantuvo su posición destacada, seguida por SEAT y Volkswagen. En la categoría de modelos, el Dacia Sandero recuperó el primer puesto mensual, consolidando su liderazgo en el acumulado anual. Los incrementos más notables se registraron en vehículos comerciales ligeros, con un aumento del 47,6% en abril y un incremento del 19,5% en el primer cuatrimestre en comparación con el año anterior. Y también apuntar que en cuanto a las motos el primer trimestre del año cerró con un crecimiento del 2,9%, totalizando 50,370 unidades matriculadas en España. De las 45,016 motocicletas vendidas en este período, el 51% fueron scooters. Las motocicletas, que representan el 89% de las ventas, crecieron un 3,4%, mientras que los ciclomotores y triciclos experimentaron caídas del 8% y 9%, respectivamente. En contraste, los cuadriciclos pesados crecieron un 16,5%, y los cuadriciclos ligeros un 7,9%. Aunque las ventas de motocicletas eléctricas disminuyeron un 35,3%, los cuadriciclos ligeros eléctricos aumentaron un 23,4%, reflejando un interés creciente en la movilidad sostenible. Presenta y dirige: Fernando Rivas https://twitter.com/rivasportauto Redacción Seguridad y Economía: Jose Lagunar https://www.linkedin.com/in/joselagunar/ Puedes seguirnos en nuestra web: https://www.podcastmotor.es Twiter: @AutoFmRadio Instagram: https://www.instagram.com/autofmradio/ Youtube: https://www.youtube.com/channel/UC57czZy-ctfV02t_PeNXCAQ Contacto: info@autofm.es

China Books
Ep. 7: Why China's ahead in the green energy 'gold rush'

China Books

Play Episode Listen Later Apr 2, 2024 49:08 Transcription Available


China has bet big over the past couple of decades on how building up its renewable energy sector -- solar panels, wind turbines, electric vehicles and their batteries, and the metals and minerals that make them all possible -- will help China achieve a dominant global position in an essential field.  So far, with intensifying climate change making the need to speed the transition from fossil fuels to renewables ever more urgent, China is winning that bet.  China's efforts, with fierce competition within its private sector spurred by government incentives, have driven down the global cost of solar panels and electric vehicles, and have given China a near-monopoly globally on processing rare earths, and in mining and processing nickel, cobalt, magnesium and more.  This episode focuses on the story of how China achieved this lead in the green energy 'gold rush', and what the West is now doing to try to catch up, with guest Henry Sanderson, author of VoltRush: The Winners and Losers in the Race to Go Green.  A former correspondent in China for the Associated Press and Bloomberg, a commodities reporter for The Financial Times and current executive editor for Benchmark Mineral Intelligence,  Sanderson reported on the ground for from lithium fields in Chile to cobalt mines in the Congo, on the environmental trade-offs of mining minerals for renewable energy, on promising alternatives, and on what the West and the rest of the world can learn from China's experience as an early leader in green energy.  Sanderson is also co-author, with The New York Times' Michael Forsythe, of China's Super Bank: Debt, Oil, and Influence -- How China Development Bank is Rewriting the Rules of Finance.  The China Books podcast is hosted and produced by Mary Kay Magistad, a former award-winning China correspondent for NPR and PRI/BBC's The World, now deputy director of Asia Society's Center on U.S.-China Relations. This podcast is a companion of the China Books Review, which offers incisive essays, interviews, and reviews on all things China books-related. Co-publishers are Asia Society's Center on U.S.-China Relations, headed by Orville Schell, and The Wire China, co-founded by David Barboza, a former Pulitzer Prize-winning New York Times China correspondent. The Review's editor is Alec Ash, who can be reached at editor@chinabooksreview.com.

The HC Insider Podcast
The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence

The HC Insider Podcast

Play Episode Listen Later Feb 28, 2024 48:04


Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss these questions. Our panellists were Guy Winter, Partner at Fasken, Jessica Fung, Head Strategist at Pala Investments,  Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark.For more on HC Group go to: www.hcgroup.global

Chronique des Matières Premières
Lithium: la demande insuffisante pour absorber l'offre

Chronique des Matières Premières

Play Episode Listen Later Nov 26, 2023 1:52


La chute des prix du lithium amorcée depuis un an continue. Le métal des batteries électriques a perdu 75 % cette année. Sans tenir compte d'un sursaut au début du printemps, le carbonate de lithium, forme semi-transformée du métal, a perdu les trois quarts de sa valeur cette année. Rien qu'en un mois, il a chuté de 20 % et retrouve son niveau d'août 2021.Cette glissade est due, comme souvent, à la conjugaison de deux facteurs : une offre abondante face à une demande qui fait grise mine.Boom des projets miniersPlus de 200 projets de lithium existent à l'heure actuelle, et pour une quarantaine d'entre eux, les besoins de financement ont déjà été chiffrés, selon Patrice Christmann, consultant indépendant et ex-directeur de recherche et de la stratégie du BRGM, le Bureau de recherches géologiques et minières.Plusieurs géants du lithium ont aussi investi pour augmenter leurs capacités. C'est par exemple le cas de Mineral Resources, deuxième producteur mondial de spodumène, une roche source de lithium, qui a annoncé son intention de doubler sa production dans l'ouest de l'Australie, sur la prochaine année fiscale, selon tradingeconomics.com.En face, les besoins mondiaux n'ont pas explosé comme certains l'avaient anticipé. Les taux d'intérêt, qui restent élevés, et l'inflation font toujours planer une grande incertitude sur la reprise de l'économique mondiale et de manière indirecte sur les ventes de véhicules électriques.Incertitudes sur les besoins en lithiumLe principal marché de ces voitures reste la Chine dont l'activité est également ralentie. Difficile de dire par ailleurs quelle sera la dynamique de développement des batteries au sodium dans le pays, sachant qu'au printemps, le constructeur chinois a présenté son premier véhicule équipé d'une de ces batteries nouvelle génération. La semaine dernière, c'était autour du spécialiste suédois de batteries Northvolt d'annoncer avoir mis au point lui aussi une batterie sodium-ion. Des développements technologiques qui pourraient rebattre les cartes de la demande en lithium en Europe également.Au vu de l'offre excédentaire sur le marché, le deuxième producteur mondial de lithium (SQM) n'exclut pas de voir les prix encore baisser dans les prochaines semaines. Selon le cabinet de conseil Benchmark Mineral Intelligence, le marché pourrait être excédentaire jusqu'en 2028.

Radio Duna | Información Privilegiada
¿Cómo evitar un Caso Matías Videla?: regulación financiera y gobiernos corporativos

Radio Duna | Información Privilegiada

Play Episode Listen Later Oct 31, 2023


Cristián Camus y Juan Pablo Larraín conversaron con Ricardo Morales, Associate director Strategic Advisory de Benchmark Mineral Intelligence y también con Matías Valenzuela, fundador de Finmark Legal Advisors. Además de Jorge Sahd, Director del Centro de Estudios Internacionales UC.

Radio Duna | Información Privilegiada
¿Cómo evitar un Caso Videla?: regulación financiera y gobiernos corporativos

Radio Duna | Información Privilegiada

Play Episode Listen Later Oct 31, 2023


Cristián Camus y Juan Pablo Larraín conversaron con Ricardo Morales, Associate director Strategic Advisory de Benchmark Mineral Intelligence y también con Matías Valenzuela, fundador de Finmark Legal Advisors. Además de Jorge Sahd, Director del Centro de Estudios Internacionales UC.

Radio Duna - Información Privilegiada
¿Cómo evitar un Caso Matías Videla?: regulación financiera y gobiernos corporativos

Radio Duna - Información Privilegiada

Play Episode Listen Later Oct 31, 2023


Cristián Camus y Juan Pablo Larraín conversaron con Ricardo Morales, Associate director Strategic Advisory de Benchmark Mineral Intelligence y también con Matías Valenzuela, fundador de Finmark Legal Advisors. Además de Jorge Sahd, Director del Centro de Estudios Internacionales UC.

The China-Global South Podcast
China's Dominance of the EV Battery Metal Supply Chain

The China-Global South Podcast

Play Episode Listen Later Oct 18, 2023 60:24


Chilean President Gabriel Boric oversaw the signing of a $233 million lithium deal with Chinese mining giant Tsingshan Holding Group, the latest investment that solidifies China's dominance of the fiercely contested EV battery metal supply chain.In just the past few months alone, Chinese firms have moved quickly to lock up similar mining and processing deals in Morocco, Nigeria, Bolivia, and Zimbabwe, among other countries.Henry Sanderson, executive editor at Benchmark Mineral Intelligence, joins Eric & Geraud to discuss these latest deals and what the implications are for G7 countries that are looking to build alternate non-Chinese supply chains for critical resources.SHOW NOTES:Amazon: Volt Rush: The Winners and Losers in the Race to Go Green by Henry Sanderson: https://a.co/d/7kDJxdsJOIN THE DISCUSSION:X: @ChinaGSProject| @stadenesque | @eric_olander | @hjesandersonLinkedIn: https://www.linkedin.com/in/henry-sanderson-9889297Facebook: www.facebook.com/ChinaAfricaProjectYouTube: www.youtube.com/@ChinaGlobalSouthFOLLOW CAP IN FRENCH AND ARABIC:Français: www.projetafriquechine.com | @AfrikChineعربي: www.akhbaralsin-africia.com | @AkhbarAlSinAfrJOIN US ON PATREON!Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug!www.patreon.com/chinaglobalsouth

Latest Interviews - Finance News Network
New World Metals Conference: Benchmark Mineral Intelligence

Latest Interviews - Finance News Network

Play Episode Listen Later Oct 10, 2023 5:28


10 Oct 2023 - Cameron Perks - Principal Analyst - Benchmark's prices and data empowers clients: from critical mineral contracts to EV battery supply chain investments and government policy.

Latest Interviews - Finance News Network
New World Metals Conference: Benchmark Mineral Intelligence

Latest Interviews - Finance News Network

Play Episode Listen Later Oct 10, 2023 6:53


10 Oct 2023 - Harry Fisher - Project Manager - Benchmark's prices and data empowers clients: from critical mineral contracts to EV battery supply chain investments and government policy.

Grid Forward Chats
Episode 8, Season 4 – Building Out the Global Supply Chain to Support a Clean Energy Future

Grid Forward Chats

Play Episode Listen Later Aug 11, 2023 29:45


Henry Sanderson, Executive Director of Benchmark Mineral Intelligence and author Volt Rush, wrote the book after he became aware of the scale of the resources needed for the clean energy transition. For the supply chain to provide the materials necessary for next-generation batteries, sourcing needs to be diversified to decrease risk. Geopolitical issues must also be considered when creating a stable supply chain for the future. Automations may alleviate some supply chain pressure and allow the cost of materials to remain affordable. Henry also discusses how government policies and investments impact the speed and support behind the clean energy transition. You can purchase a copy of Volt Rush at https://www.amazon.com/Volt-Rush-Winners-Losers-Green/dp/0861543750.

Winning In Asia: A ZoZo Go Podcast
China: Dominator In The Global Battery Arms Race. Simon Moores, CEO, Benchmark Minerals Intelligence

Winning In Asia: A ZoZo Go Podcast

Play Episode Listen Later Jul 27, 2023 38:04


Ready or not, we are in the midst of a global battery arms race. China enjoys a commanding lead. America and Europe are racing to catch up. This week we are joined by Simon Moores, CEO, Benchmark Mineral Intelligence. No one on the planet knows more about the lithium ion battery industry and gigafactories than Simon. He's been laser focused on it for more than 10 years. Today I will ask Simon some tough questions, including: Can America and Europe close the gap? How soon? Or does China have an invincible position with its enormous scale and low costs? Also this: What was he doing in the middle of a tornado in Nebraska earlier this summer? Let's talk to Simon to get the inside scoop on the Driving With Dunne podcast.

Kitco NEWS Roundtable
Uncertainty still looms over Chile's lithium industry

Kitco NEWS Roundtable

Play Episode Listen Later Apr 28, 2023 32:20


 After Chile's President Gabriel Boric announced a nationalization plan for his country's lithium sector, miners are still striving to understand what the ruling means, noted Fastmarkets William Adams.  On Friday Adams recorded Kitco Roundtable with mining audiences manager Michael McCrae and correspondent Paul Harris. Adams is head of battery metals research at Fastmarkets.  Last week lithium miners dropped on news that Chile plans to nationalize its lithium sector, the world's second largest producer of the metal essential in electric vehicle batteries. The government said that nationalization would boost the country's economy and protect its environment. After the news lithium giant Sociedad Quimica y Minera de Chile (SQM) dropped 18% to $63.44 a share. Albemarle slid 10% to $173.75. The lithium space had already been hit by falling lithium prices, which Benchmark Mineral Intelligence says is down by half since the start of the year. Adams said that there is not much clarity about the government's plans. Current contracts are supposed to be exempt from the government's new initiative.  "All these negotiations are going to take a long time," said Adams. "That creates a lot of doubt. It's going to take a long time before we get clarity. In the meantime, I think the danger is that it threatens further investment."

Kitco NEWS Roundtable
Lithium's three headwinds: substitution, price drop and demand weakness

Kitco NEWS Roundtable

Play Episode Listen Later Apr 22, 2023 26:22


Despite lithium prices halving in 2023, Battery Materials Review Managing Editor Matt Fernley is optimistic about the metal.   On Friday Fernley recorded Kitco Roundtable with mining audiences manager Michael McCrae.   This decade lithium went on a stellar run, trading up 10x versus historical levels, but in 2023 the metal took it on the chin. In 2023 Benchmark Mineral Intelligence estimates that lithium prices have been cut in half. Fernley is sanguine.   "It is just a reasonable cyclical downturn," said Fernley, noting that there have been production cuts in Asia that should help the metal. "We're already below the marginal cost of production for a number of assets in China. That's going to continue in April. I believe that lithium prices will pick up over the next couple of months."   Other news weighing on the metal is Tesla's price cuts. Growth is still strong, noted Fernley, who expects 25% to 30% year-on-year growth in European EV demand.   Lastly, CATL said it is making advances in sodium-ion batteries. Fernley said the technology still needs to scale, and the material has to be sourced in large quantities. Lithium ion will not be substituted by the new technology.   "It would be quite difficult for the sodium ion supply chain to ramp up capacity. The problem is getting pure enough sodium hydroxide or sodium carbonate to use in your batteries." 

Ethical & Sustainable Investing News to Profit By!
Podcast: Best ESG Funds and Stocks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Apr 7, 2023 21:43


This podcast includes these articles: “The Best ESG Funds Of 2023,” by Barbara Friedberg; “5 Best ESG Stocks to Consider in April 2023,” by Benzinga; “Climate Change Stocks - How Investors Can Profit From The Green Revolution,” by Q.ai; and “Five Top Graphite Stocks to Own with the EV Boom,” by Baystreet Staff. And more. Transcript & Links, Episode 103, April 7, 2023 Hello, Ron Robins here. Welcome to podcast episode 103 and published on April 7, 2023, titled “Best ESG Funds and Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Best ESG Funds and Stocks It's been a while since I led off talking about ESG funds. So let's amend that now with this article titled The Best ESG Funds Of 2023. It's by Barbara Friedberg and found on forbes.com. Here are some of what Ms. Friedberg says about her picks. “Forbes Advisor has selected what we believe to be the best ESG funds available in the market today… We began our hunt by paring Morningstar's master list to 140 funds by excluding options that required minimum initial investments of more than $5,000. Also, we eliminated funds that did not lend themselves to the creation of a well-diversified mix of stock and fixed income investments… We then screened out any funds with an annual expense ratio that was above 0.60%. For diversity, we selected passively managed as well as actively managed portfolios. To meet the requirements of a very broad audience, so we deliberately excluded narrowly focused sector funds, geographically specialized funds and age group-specific target date funds. These screens left us with 18 choices. The final list of the eight best ESG funds includes broadly diversified choices that are suitable for the widest possible group of investors. We included short and core fixed-income funds along with U.S. and international ESG equity funds. You might create an entire ESG portfolio from funds on the list or add a few to an existing investment portfolio.” Vanguard ESG U.S. Stock ETF (ESGV) Pimco Enhanced Short Maturity Active ESG ETF (EMNT) Nuveen ESG Dividend ETF (NUDV) iShares MSCI Global Sustainable Developmental Goals ETF (SDG) Fidelity U.S. Sustainability Index Fund (FITLX) Fidelity International Sustainability Index Fund (FNIDX) Calvert US Mid Cap Core Responsible Index Fund (CMJAX) BlackRock Sustainable Advantage CoreAlpha Bond Fund (BIAAX)” End quotes. ------------------------------------------------------------- 2) Best ESG Funds and Stocks Now, from the best ESG funds to the best ESG stocks with this article titled 5 Best ESG Stocks to Consider in April 2023. It's by Benzinga and found on benzinga.com. Here are their recommendations with some quotes on each one. “1. Microsoft (NASDAQ:MSFT) The company is organized into three segments, including productivity and business processes (which includes Microsoft Office, Skype, SharePoint and Office 365) (and) cloud infrastructure and platform-as-a-service offering. The last segment is personal computing including Xbox, Bing search, display advertising, laptops and desktops.  2. NVIDIA (NASDAQ:NVDA) The firms' chips are used in a variety of end markets such as high-end PCs for gaming, data centers, and automotive infotainment systems.  More recently, the firm has diversified its focus from traditional PC to more complex sectors such as artificial intelligence and autonomous driving. These sectors increasingly leverage high-performance capabilities in graphics processing units.  3. Salesforce (NYSE:CRM) Salesforce.com provides enterprise cloud computing solutions, including Sales Cloud, the company's main customer relationship management software-as-a-service product.  Salesforce.com also offers Service Cloud for customer support (and) Marketing Cloud for digital marketing campaigns and Commerce Cloud as an e-commerce engine. Its Salesforce Platform allows enterprises to build applications, and other solutions, such as data integration. 4. Accenture (NYSE:ACN) Accenture is a leading global IT services firm that provides consulting, strategy, and technology and operational services. These services are the anchor of successful enterprises and cover digital transformation, procurement services and software system integration.  The company provides its IT offerings to a number of sectors ranging from communications, media and technology as well as financial services, healthcare and consumer products. 5. Best Buy Co (NYSE:BBY) Best Buy is the largest pure-play consumer electronics retailer in the U.S., with over $47 billion in 2020 sales alone. This was driven by its 10% share of the aggregate market and nearly 40% share of offline sales, according to Benzinga, CTA industry and Euromonitor data. The bulk of the firm's sales are driven by mobile phones, computers, tablets, computers and appliances, which represent its three largest categories.  Accelerated by the COVID-19 pandemic, the U.S. e-commerce channel has roughly doubled from pre-pandemic levels, with management estimating that it will represent a mid-30% proportion of sales moving forward.” End quotes. ------------------------------------------------------------- 3) Best ESG Funds and Stocks And now to a listener's favorite sector with this title Climate Change Stocks - How Investors Can Profit From The Green Revolution. By Q.ai on forbes.com. Here are their stock picks and some of their comments on each one. “Here are some examples of some of the most popular investments in this space… Stocks 1. Tesla (TSLA) While electric vehicles are much more widespread now, much of that is thanks to the efforts of Elon Musk and Tesla, who popularized it from quirk to the mainstream. Tesla stock isn't for the faint hearted, with the eccentric billionaire CEO causing wild swings in the price with crazy tweets and ideas. Nevertheless, so far it's been a great long term bet for many investors as the stock is up over 850% over the past five years. 2. First Solar (FSLR) Based out of Arizona, First Solar is one of the largest manufacturers of solar panels. Their panels are used in solar farms whose sole purpose is to generate electricity for the grid, but solar tech is also used in a wide range of other applications too… First Solar's stock price is up almost 200% over the past five years. 3. Enphase Energy (ENPH) Where First Solar helps create renewable energy and Tesla uses it, Enphase Energy acts as the middleman. They create battery systems and electric vehicle charging stations, that allows this to be used functionally in our day to day lives. While Enphase charging stations are attached to the electricity grid, which isn't solely powered by renewable energy, it's a vital piece in the chain to make electric vehicles more usable. Enphase Energy stock is up a whopping 4,220% over the last five years. 4. Vestas Wind Systems (VWS.CO) Even before electricity was invented, humans harnessed wind to power our ships and windmills to run agricultural machinery. Wind farms from Vesta Wind Systems are a lot more complex these days, but the basic concept remains the same. It's another winner from a financial point of view, with Vestas stock up 115% over the past five years. If you're looking for a broader level of diversification and want to invest in clean energy via ETFs, there are some great options for investors. Some examples include: 1. First Trust NASDAQ® Clean Edge® Green Energy Index Fund (QCLN) This fund aims to broadly mimic the NASDAQ Clean Edge Green Energy Index… by investing in green energy companies. Some of the largest holdings in the fund include companies like ON Semiconductor, Tesla, First Solar, SolarEdge, Albermarle, Rivian and Plug Power. 2. iShares Global Clean Energy UCITS ETF (IQQH.DE) This ETF has a similar objective, but instead aims to benchmark against the S&P Global Clean Energy Index. Some of the major holdings in the fund include Vestas Wind Systems, First Solar, Plug Power and Consolidated Edison.” End quotes. ------------------------------------------------------------- 4) Best ESG Funds and Stocks Continuing in a related field to energy is this article titled Top of Form Five Top Graphite Stocks to Own with the EV Boom. It's on baystreet.ca and by Baystreet Staff. Here is some of what is in the article. Quote. “With the electric vehicle market accelerating, investors may want to pay close attention to the graphite market,' Andrew Miller, chief operating officer at Benchmark Mineral Intelligence, (is) quoted by InvestingNews.com (as saying). ‘We're now projecting that by the end of next year, batteries will be the number one leading market for graphite.'… In addition, to meet rising demand, Benchmark Mineral Intelligence estimates that up to 150 new operations across natural and synthetic graphite are needed by 2035. That's creating big opportunity for natural graphite companies… (and) beneficial for (some) vehicle stocks. 1. Infinity Stone Ventures Corp. (CSE: GEMS) (OTC: GEMSF) Announced the formation of a new wholly-owned subsidiary, AirCarbon Technology Corp., to develop the Rockstone Graphite Project. The Company has also entered into a partnership with R&D Innovation Inc. to use their patent-pending and proprietary air classification separation technology to process samples from the Rockstone Graphite Project. The Air Classification System eliminates the need for flotation, chemicals and drying in the graphite milling process and greatly reduces the capital costs for a traditional graphite mill. It has also been designed to eliminate the need for tailing ponds and greatly lessen the need for significant infrastructure at a mine site… ‘We firmly believe that graphite is being overlooked in the market, considering its critical position in the battery metal supply chain… said Zayn Kalyan, CEO and Director of Infinity Stone. 2. Volkswagen (VWAGY) Just announced that it is stepping up its activities in North America in a bid to take a strong position in this important growth market for battery electric vehicles. The Group and its battery company PowerCo have selected St. Thomas in Ontario, Canada, to establish Volkswagen's first overseas gigafactory for cell manufacturing, which will produce sustainable unified cells, start of production is planned for 2027… 3. Graphite One Inc. (GPHOF) Is planning a complete domestic U.S. supply chain for advanced graphite materials, is pleased to announce drill results from its 2022 Field Program at its Graphite Creek Property (in Alaska) … Graphite Creek is living up to its designation by the US Geological Survey as the largest and highest grade graphite resource in the United States. 4. NextSource Materials Inc. (NEXT.TO) (Has) announced that construction of the processing plant and mining camp for the Company's Molo Graphite Mine in Madagascar is now complete, and that the entire mining fleet is at site. President and CEO, Craig Scherba, commented: ‘We are now entering the final stages of development of Phase 1 and are fast approaching first production.' 5. Tesla (TSLA) In the fourth quarter, it produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million. The company also continued to transition towards a more even regional mix of vehicle builds which again led to a further increase in cars in transit at the end of the quarter.” End quotes. It seems a little strange having Tesla here but I guess Tesla must have some relationship with its battery production. ------------------------------------------------------------- Now one Other Honorable Mention 1. Title: Texas Instruments a Top Socially Responsible Dividend Stock With 2.8% Yield (TXN) on nasdaq.com. By BNK Invest. One article from Outside the US 1. UK Title: Top 10 ethical financial advisers in 2023 on good-with-money.com. By Lori Campbell. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Best ESG Funds and Stocks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on April 21st. Bye for now. © 2023 Ron Robins, Investing for the Soul

Redefining Energy
92. Who's winning the battery arms race? - feb23

Redefining Energy

Play Episode Listen Later Feb 15, 2023 32:09


We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this show to bring him on. And we did.With Simon, we analyse the whole supply chain of batteries, from mining (lithium, cobalt, nickel, graphite) to refining, down to the Gigafactories.The battery industry has managed to scale x10 in the past six years and is expected to x8-x10 (depending on who you listen to) in the current decade. That would allow the electrification of the whole transportation sector!Is there enough raw materials in the ground, are we going to go from one dependency to another? Can lithium be replaced? How is the state of the Nickel market after the 2022 meltdown? Can we create supply chains outside China? What is the impact of the IRA in the US? Will automakers get more involved in mining (we just witnessed the spectacular investment of GM in Thacker Pass)? Is there a new battery technology that would dent the domination of the Li-Ion batteries?All those questions are so much more in a very lively discussion with Simon.(We refer to Joe Lowry, that we respect and salute) ---------------Benchmark Mineral Intelligence is an independent price reporting agency (PRA), data and supply chain intelligence provider for the lithium-ion battery and electric vehicle industry. We offer subscriptions and strategic advisory services to those in or looking to enter the active lithium-ion battery ecosystem. --------------- References: https://www.youtube.com/watch?v=wv0PHIo1zzo https://www.youtube.com/watch?v=OW45rCuhIg8&t=17s https://www.benchmarkminerals.com/ https://events.benchmarkminerals.com/event/da3e1b1f-7c83-4a16-a34d-6b020d09070a/summary And also, very useful report on the State of Play in the Battery Industry https://www.volta.foundation/annual-battery-report And don't forget our “Book of the Year 2022” “Volt Rush” on that topic.---------------We thank Aquila Capital for supporting the show

My Climate Journey
Simon Moores, Benchmark Mineral Intelligence

My Climate Journey

Play Episode Listen Later Feb 6, 2023 45:09


Today's guest is Simon Moores, CEO of Benchmark Mineral Intelligence, the world's leading Price Reporting Agency (PRA) for the lithium-ion battery to the electric vehicle supply chain and a data and intelligence provider for the space.Simon and Cody have a great conversation about the state of the EV battery supply chain and lithium in particular – where it comes from, how it's processed, what drives its price, the geopolitical considerations of its mining and production, and what to expect in the coming years and decades. In this episode, we cover: [1:50] Simon's background in batteries, mining, and journey to starting Benchmark Mineral Intelligence[3:30] The role of EV batteries in driving the lithium market[6:45] Primary method of lithium mining today and challenges for scaling long term[12:44] Driving forces behind energy storage volumes today[13:37] Supply chain for lithium today and current challenges[19:36] Production of lithium in China[22:10] Environmental impact of processing metals into chemicals for batteries[25:25] The US plan for domestic lithium-ion battery processing and impacts of the Inflation Reduction Act[30:00] Joint ventures and other key players   building gigafactories[33:24] Status of EV consumer market in China[36:30] An overview of Benchmark Minerals[41:11] Simon's short and long-term market outlook for lithiumGet connected: Cody SimmsSimon Moores / Benchmark Mineral IntelligenceMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on January 17, 2023.

Bloor Street Capital - Making Money With Minerals
Where is the Lithium Price Going in 2023 - Andy Miller of Benchmark

Bloor Street Capital - Making Money With Minerals

Play Episode Listen Later Feb 1, 2023 22:00


Benchmark Mineral Intelligence is the industry leading price reporting agency and market intelligence for lithium ion battery, electric vehicle and energy storage supply chains. Waiver & Disclaimer If you register for this podcast/interview you agree to the following; This podcast/interview is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar/interview participants or any person watching a recorded version of the podcast/interview. All webinar/interview participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All podcast/interview participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this podcast/interview is current as of January the 6th, 2023, the date of this podcast/interview, unless otherwise indicated, and is provided for information purposes only. This information is in a summary form and does not purport to be complete. It is not intended to be relied upon as financial or legal advice to investors or potential investors.

Pfeffer on Power
Ep 11 – Vivas Kumar, CEO & Co-Founder, Mitra Chem

Pfeffer on Power

Play Episode Listen Later Jan 3, 2023 20:22


Learn more about Jeffrey Pfeffer and where you can buy or listen to his books: https://JeffreyPfeffer.com/ Join Vivas Kumar, CEO, and Co-Founder of Mitra Chem, as we discuss why power and influence are essential topics for people doing their own startups. This episode packs an incredible set of actionable insights from a leader in the race to end climate change. Vivas explains how he used and will continue to use the concepts learned in my The Paths to Power class at Stanford GSB. In this episode, you will learn: The motivation for Vivas' family to move to the U.S. from Singapore 20 years ago His realization that education goes well beyond just books Why just putting your head down and working hard to be successful is not true Who plays by a different set of rules, and the results gained Acquiring power and influence to enact positive change in the world Mitra Chem's mission to solve climate change and how it got funded What he learned from working for Elon Musk Why IQ and EQ have certain limits while relationships have none Transforming relationships into resources The learned skills of speaking and acting with power and confidence Joining Toastmasters to get out of his own way and a critical skill learned Going beyond the fear of failure and failing with integrity Vivas' ability to create resources and activate his network Marrying confidence with urgency to solve a global problem How he built an identity associated with solving the problem of batteries Why in-person meetings build credibility and gravitas The ultimate two resources What to do rather than ask someone for an investment GUEST BIO Vivas Kumar is the CEO and Co-Founder of Mitra Chem. He was previously at Tesla as a senior manager responsible for the global battery supply chain, and a Principal at Benchmark Mineral Intelligence. He earned a BS in electrical engineering from Rice University, and an MBA from the Stanford Graduate School of Business. https://www.linkedin.com/in/vivaswathkumar/ Produced by The www.MunnAvenuePress.com

Gold Newsletter Podcast
The Unstoppable Electric-Vehicle Transition | Andrew Miller

Gold Newsletter Podcast

Play Episode Listen Later Dec 13, 2022 29:39


While government policies around the world have markedly stimulated the electric-vehicle industry, Andrew Miller, head of price assessments at Benchmark Mineral Intelligence, argues the transition runs deeper and is already subject to inertia. Even the largest automobile companies have jumped on the bandwagon of electric vehicles. A central component is lithium-based batteries, and raw materials play a key role in prices. This year, for example, a spike in lithium prices has pushed up battery manufacturing costs. Miller is optimistic that in about five to 10 years, manufacturing of these batteries will achieve cost-effectiveness for broader use. In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of TinOne (TSX-V: TORC.V), reports on the latest drilling results from the Great Pyramid Project, Tasmania. Donaldson, who just returned from visiting the company's projects in Australia, also notes positive news regarding the broader tin market. As reported by Andy Home of Reuters: "The faster the world moves towards the internet-of-things, the more tin will be needed to glue the expanding metaverse together." After a five-week price rebound, Donaldson expects the bull run to continue and drive up equities prices. Show notes: https://goldnewsletter.com/nstoppable-electric-vehicle-transition/

Boardroom Governance with Evan Epstein
Henry Sanderson: Volt Rush, the Winners and Losers in the Race to Go Green.

Boardroom Governance with Evan Epstein

Play Episode Listen Later Nov 14, 2022 58:50


0:00 -- Intro.2:10 -- Start of interview.3:00 -- Henry's "origin story". His other book "China's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance") (2012)5:03 -- His current role at Benchmark Mineral Intelligence.6:09 -  The origin of his book Volt Rush: The Winners and Losers in the Race to Go Green (2022).10:09 --  On the new battery age and the origin of lithium-ion batteries for EVs.12:53 -- On Contemporary Amperex Technology (CATL) and its founder Robin Zeng.18:34 -- On the Chinese lithium industry and its champions Ganfeng Lithium and Tianqi Lithium. "They had a golden period where they could pick up assets globally, but now the West is catching up." Example: Government of Canada orders the divestiture of investments by foreign companies in Canadian critical minerals companies.21:10 -- About Tianqi's $4bn acquisition of SQM's stake in Chile. [Disclosure: I wrote about this case in 2018 here, here and most recently in my latest newsletter, here.] On the future of the Lithium Triangle (Chile, Argentina and Bolivia) for the global lithium supply chain. The unclear future of lithium in Chile, the government has hinted on the creation of a new Chilean national lithium company. "It's a once in a 100-year opportunity, are they just going to sit back and lose out on market share? This opportunity does not come very often."27:09 -- On the new US industrial policy to foster the EV and battery industry (and divest from China). The Bipartisan Infrastructure Law, CHIPS & Science Act, and the Inflation Reduction Act (“the single largest investment in climate and energy in American history”) combined will invest more than $135 billion to build America's EV future, including critical minerals sourcing and processing and battery manufacturing. The impact for the global supply chain, particularly in Latin America, Africa and rest of the world.33:03-- On geopolitics, ESG and sustainability of the global battery supply chain and EVs generally. The problem of greenwashing. Amnesty International's report on Cobalt in Africa (2016) "This is What We Die For" (on human rights abuses in the Democratic Republic of the Congo and the global trade in Cobalt). "Chinese consumers are also getting more environmentally conscious."38:02  -- On the challenges of the energy transition from ICE vehicles to EVs. The importance of renewable energy. "Clean energy clusters will become very important."40:09  -- On energy security, cleaner battery producers (example Northvolt from Sweden), the rise of Gigafactories, the shift to EVs from global OEMs (A Reuters analysis of 37 global automakers found that they plan to invest nearly $1.2 trillion in electric vehicles and batteries through 2030) and the future of jobs in this industry. "Vehicle manufacturing employment, which stands at 13.6 million globally, already employs 10% of its workforce in the manufacture of EVs, their components and batteries." (see IEA world energy employment report). "It is a race for the jobs of the future, and that's where the West has lost out. That's what making this industry so critical." "But the West will definitely catch up, I'm very optimistic about the U.S."46:03 -- On whether the U.S. will encourage more mining in the US to bridge this gap. "The mining industry has not done a good job at convincing the public that this is what is needed. People who support clean energy find it hard to support mining. That's the crux of the issue."48:14 -- On Tesla, and whether they will move upstream in the supply chain with more refining or mining. And their China operations and supply chain dependence.53:19 -- The 1-3 books that have greatly influenced his life:The Quiet American, by Graham Greene (1955)Books by Somerset MaughamDeng Xiaoping and the Transformation of China, by Ezra Vogel (2011)Other books he recommends on the battery global supply chain:Bottled Lightning: Superbatteries, Electric Cars, and the New Lithium Economy, by Seth Fletcher (2011)The Powerhouse: America, China, and the Great Battery War, by Seth Levine (2016)The Shadows of Consumption: Consequences for the Global Environment, by Peter Dauvergne (2008)55:28 -- Who were your mentors, and what did you learn from them? Michael Forsythe, now with the NYT. When he was in China working for Bloomberg, working with investigative journalists.56:23 -- Are there any quotes you think of often or live your life by? "Sooner or later...one has to take sides – if one is to remain human." by Graham Greene.57:18 --  The person he most admires: Greta Thunberg.Henry Sanderson is a journalist and author of Volt Rush, the Winners and Losers in the Race to Go Green. He's currently an Executive Editor at Benchmark Mineral Intelligence, the leading provider of data and information on the battery industry. Before that he covered commodities and mining for the Financial Times for seven years in London. He was previously a reporter for Bloomberg News in Beijing, where he co-authored a book about China's financial system and state capitalism, China's Superbank. He grew up in Hong Kong and lived and worked in China for seven years.  __ You can follow Henry on social media at:Twitter: @hjesanderson__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

China EVs & More
MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence

China EVs & More

Play Episode Listen Later Nov 10, 2022 46:50 Transcription Available


In this latest MAX episode, Tu & Lei catch up with former journalist and current author Henry Sanderson whose recently launched book, Volt Rush: The Winners and Losers in the Race to Go Green - is one of the most compelling and insightful books about the previously little known rare earth metals that are key for building the battery cells that power electric vehicles and which are forecasted to be in much higher demand as the world begins its massive transition to EVs. This book is a must read for anyone that's in or follows the battery or EV sector. Just over a year ago, Henry left the Financial Times after over 7 years of covering commodities and mining and is now the Executive Editor at Benchmark Mineral Intelligence, one of the leading providers of data and information on the battery industry.

Columbia Energy Exchange
EV Battery Supply Chain: Tensions on the Ground

Columbia Energy Exchange

Play Episode Listen Later Nov 8, 2022 40:57


In 2021, 6.9 million electric vehicles were sold globally. And with 18 of the 20 largest auto manufacturers committed to embracing electrification, sales are expected to reach 55-72 million by 2025.  To produce these vehicles, manufacturers need critical minerals like cobalt, lithium, and nickel for their batteries. China is a major player in battery manufacturing because of its capacity for processing these minerals.  The European Union is close to striking a deal to ban new combustion-engine cars starting in 2035. Earlier this summer, the California Air Resources Board passed a new mandate for EVs, effectively phasing out the sale of gasoline-powered cars by 2035. With the United States and Europe both aiming to bolster their domestic supply chains, the contest for critical minerals is also heating up. What will it take to produce these minerals in sufficient quantities? And how can it be done in ways that protect the environment and the mining communities? This week host Bill Loveless talks with Henry Sanderson, the executive editor at Benchmark Mineral Intelligence. From 2014 to 2021, he served as the commodities correspondent for the Financial Times. He also spent seven years in China reporting for Bloomberg and the Associated Press. In July, Henry published a new book, “Volt Rush: The Winners and Losers in the Race to Go Green”. Volt Rush is about the geopolitics and competition over the commodities needed to build a greener world.  Bill talks with Henry about the competitive global market of EV battery components and the often overlooked working and environmental conditions in developing countries. They also discuss efforts by the United States and other countries to build domestic supply chains.

The HC Insider Podcast
Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson

The HC Insider Podcast

Play Episode Listen Later Oct 12, 2022 44:52


The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of Chinese companies. Western OEMs are now scrambling to meet demand for batteries while navigating these trade-offs. Governments are reacting to how the core components – Nickel, Lithium, Cobalt and Copper – are strategic resources and that Western miners alone cannot meet the demand. In this episode, explore the new book, Volt Rush: The Winners and Losers in the Race to Go Green, with its author Henry Sanderson – an award winning journalist and now executive editor at Benchmark Mineral Intelligence.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
GM and Hertz Going Steady, Lithium Launches, Interest Rates v. Purchasing Power

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 21, 2022 22:59


Welcome to Wednesday as we're covering an announcement by GM and Hertz to move some serious EV volume through rental fleets. We also talk about what the lithium supply is looking like as well as the effects of rising interest rates on Dealers and home owners alike.GM and Hertz announced a joint agreement for the automaker to  provide 175k EVs to Hertz rental fleet through 2027 Order will include Chevrolet, Buick, GMC, Cadillac and BrightDrop EVs through 2027Deliveries are set to begin in Q1 2023 with the Chevy BoltHertz is investing to create the largest rental fleet of EVs in North America, with tens of thousands of EVs available for rent at 500 Hertz locations across 38 states. The company's current goal is for one-quarter of its fleet to be electric by the end of 2024.“It's exciting that two iconic American companies that have shaped the evolution of transportation for more than a century are coming together to redefine the future of mobility in the 21st century,” said Stephen Scherr, Hertz CEO. Many of the EVs are expected to be deployed in LA and SF due to fast approaching restrictions on ICE vehiclesIn 2021 Hertz ordered 100k Teslas which are nearing fulfillmentEV Demand and supply SNAFUs have pushed prices of the critical component in EV batteries, Lithium, to an all time highLithium carbonate prices in China, the benchmark in the fast-growing market, hit $71,000 a metric ton, according to price-assessment firm Benchmark Mineral Intelligence. This is about four times as high as a year agoPrices are basically following the Chinese EV market which is explodingMajor US automakers have struck deals with lithium producers to secure supplyOver 80% of lithium-ion batteries are used for EVs, said Daisy Jennings-Gray, senior analyst at Benchmark Mineral Intelligence. That will increase to 90% in 2030, Benchmark forecasts, up from 40% in 2015.Refining is and will continue to be a major bottleneck in the production of battery grade lithium“I would like once again to urge entrepreneurs to enter the lithium refining business,” Tesla Chief Executive Elon Musk told analysts in July. “There's lithium pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has extremely high purity. So it is basically like minting money right now.”Rising interest rates are seriously affecting real estate purchases, home equity, and wealth building. And remember, most Dealers have variable rate loans. Every 1% point rise in interest rates equates to 10% less purchasing powerRates are double what they were this time last year meaning 2.9 a year ago  vs 6.1 now. 2.1% delta = 21% less purchasing power$400k home last year is now only $316k with the same mo paymentHome prices remain up however the correction is happeningGet the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/Share your positive dealer stories: https://www.asotu.com/positivityASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

The Global Lithium Podcast
Episode 145: Henry Sanderson

The Global Lithium Podcast

Play Episode Listen Later Sep 17, 2022 68:55


Henry Sanderson (@hjesanderson on Twitter) is an author and executive editor at Benchmark Mineral Intelligence. He was previously with the Financial Times. His recently published book Volt Rush is a must reader for anyone interested in EVs, critical metals and the energy transition. Topics: Henry's reason for writing Volt Rush The rags to riches stories of Chinese “clean energy barons” now billionaires Avoiding the "oligarch syndrome" What Xi Jinping wants Jack Ma becomes a verb A Wuling vs a Tesla - is EV penetration a meaningful metric? EVs: “democratized” in China but not in the west? The challenge of developing “China free” supply chains Messy geopolitics The Inflation Reduction Act Do US OEMs have the right EV strategy? The resurgence of LFP Western Australia's growing lithium influence China's raw material vulnerability Africa's future role in critical metals The changing lithium landscape in South America The future of China's domestic lithium resources Lithium in the UK? Who are the “losers” in the race to go green? Rapid fire

The Clean Energy Show
Don't Charge Your Electric Vehicles and Definitely Don't Charge Your E-Bikes

The Clean Energy Show

Play Episode Listen Later Sep 6, 2022 57:07


The U.K. Conservatives have elected a new PM, Lizz Truss, who doesn't like to look at solar panels. Battery fires get E-Bikes banned in New York City public housing. California pays poorer people not to own cars. General Motors offers to buy out Buick dealers who don't want to get with the electric future. A word for all the awefull people who fear a green future. California suffers its worst drought in twelve hundred years and you can't put gas in a gas car without electricity. Also this week: Pipeline patrol planes Russia cuts off the gas yet again American Top 40 used to get sent to radio stations on vinyl LPs says Brian Germany offers cheap train passes to offset high energy prices France is looking to cut energy use by 10% which means lowering the thermostat to 19 degrees/66 F. Ethanol plants can give off terrible pollution that is harmful. Tesla Canadian factory rumors. All about Metathesiophobia from a Chevy Bolt owner Feedback on our light pollution episode from May End-of-life batteries from electric vehicles are not likely to be the primary source of recyclable material until the mid-2030s, according to Benchmark Mineral Intelligence Trump goes on nonsensical rant about electric cars: 'We need to rid of them' Four years of Boston Consulting Group's US electric vehicle sales forecasts, compiled by RecurrentAuto show how bad EV adoption predictions are.  Electric school buses in Massachusetts provided energy back to the grid for more than 80 hours this summer, helping to reinforce the grid during some of the hottest summer days when electricity was most in demand. 10 of 13 ‘Flagship' CCS Projects Failed to Deliver, IEEFA Analysis Concludes. Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! Check out our YouTube Channel! Follow us on Twitter! Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow Tell your friends about us on social media! Transcript of this episode  (done by A.I.) News anchor: The United Kingdom Conservative Party announced Monday that Liz Trust was selected as its new leader. Lizz Truss: It's an honor to be elected as leader of the Conservative and Unionist Party. And I think one of the most depressing when you're driving through England is seeing fields that should be full of crops or livestock, full of solar panels. Various people: You got to be kidding me. You got to be kidding me. You're kidding me. You're kidding me. You're kidding me, right? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Yeah. Nope. Hell, no. Brian: Hello, and welcome to episode 130 of the Clean Energy Show. I'm Brian Stockton, James: And that must be I'm James Whittingham, and this week, British conservatives have indeed elected their new PM, and she doesn't like the site of solar panels. Oh, Boris. Who would have thought I'd ever miss your puffy ass? And you know, that thing on your head? In a shocking announcement, General Motors offers to buy out any Buick dealers that don't want to sell electric vehicles. It's shocking because I had no idea Buick still existed. I learned a new word that describes everyone you hate on Twitter. And it's not donkey knobbler. Nobler California suffers an unprecedented heat wave and the worst drought in 1200 years. Worst of all, it's become unfashionable to say, but it's a dry heat. All that and more on this edition of the Clean Energy Show. Also on this edition of I hope you're not wearing white, because it's after Labor Day. Brian, the pipeline plane that flies over my house is flying lower than expected. Much lower. Californians are asked not to charge their electric cars. Russia has a clog in their oil pipes again. And a wildfire warning in Alberta reminds people you can't run a gas pump without electricity. First of all, how's your back this week? Yeah, definitely better. I am walking without a cane for the first time. You literally walk with a cane. I was really walking with a cane. You were literally a hobbled old man for a while. Absolutely. But yeah, I think I'm doing okay. Although I will have to probably switch my seating position halfway through the show. All right. As we record this, our whole province of Saskatchewan in Canada is in international news. And I thought it would be weird if we didn't talk about that. Yeah, we've been having all kinds of emergency alerts on our phones night and day of a terrible tragedy that has taken place on the First Nation and around and for a while, the mass killer has been believed to be hiding in the city that we live in. If you listen to the show and you hear us talking about it while you've heard it in the news, and here we are. We're both here. Brian safe and his farm shelter. Our thoughts go to all the victims. And, yeah, it's not too often we make international news, and sometimes it's for good reasons and sometimes not so good. Let's hope for a good outcome and better things in the future. Yeah. So speaking of our hometown, it came up on a podcast this week. So remember when I retired, I said my retirement project was going to be making my own shoelaces? Yeah. So I learned that from a TV show called Going Deep with David Reese, one of the greatest TV shows of all time. I absolutely loved it. It covered things like how to tie your shoes. Fantastic show, right? Anyway, David Reese and John Kimball have a podcast called Election Profit Makers, and it's a humorous podcast about political commentary, American politics. But they go off on a lot of tangents on the show, which is why I like it. And they started talking recently about the old American Top 40 show with Casey Cases. And so I decided to write them a letter. And they read my letter on the show this week, which was a lot of fun for me. And it mentions our hometown, and we have a clip. Clip of another podcast: Brian writes in: Dear Kidmitas and Long John Silver. As a teenager in the early 1980s, my first real job was as the overnight DJ on CK CK, the Top 40 radio station in Regina, Saskatchewan, Canada. In addition to overnights, I would often operate the American Top 40 show on Saturday afternoons, and it would come in on four vinyl LPs every week. Incredibles per side. I can't believe they used to do the radio shows on records. Yes. Now he says, I managed to keep a souvenir from my time at this station, and that's the complete vinyl set of the 1983 Top 100 Countdown from American Top 40. And he attached pictures along with a picture of the skyline for Regina, Saskatchewan. It's pretty sweet. I'm telling you. Canada, pretty much every city in Canada has a great skyline. James: That one guy sounds like me. And going off on tangent sounds like us. Brian: Yeah, there's a very similar dynamic on the show there, I would say. And perhaps I'm the straight man, you're the funny man. But, yeah, they like to talk about skylines. That's one of the tangents, the aesthetic qualities of city skylines. And so they appreciated the skyline of our city. And, yeah, in their opinion, most Canadian cities have a fantastic looking skyline. And I don't know, I would have to kind of agree. Yeah, sure. They're not bad. I remember somebody from going through town once, I told the story in the show before. I was going to a newspaper conference, a student newspaper conference in Winnipeg. And he went through Johnny, he said, hey, your town looks brand new, because he just drove by to look at the skyline. And it's all glassy towers. At least it was 30 years ago when I was in university. And apparently wherever they were from didn't have that. And the other nice thing about our skyline, it rises out of a completely flat prairie. It's very unusual to have a city built on a completely flat thing. But then the other part of the call so, yeah, it makes me sound super old to be relating this story, but I used to operate the American Top 40 show. It came in on records. They would make a record every week, four LPs. And that's how we would play the show on the radio. That is amazing. In the mail, I guess. I don't remember, but so I have the complete Top 100 countdown from 1983. It was usually meant to be played, like, on New Year's Eve. You start at 04:00 p.m.. The show wraps up at midnight top 100 hits of the year. So next year it'll be the 40th anniversary of this 19 8100. So I've always been ready to have like a New Year's Eve party or something where we play the 1983 Top 100 countdown. But I don't know. Then I'd have to stay up till midnight, which I don't think I would. Oh, that's tough for you. That's tough for you. You'd need an injection of some sort. Yeah. So huge. Thanks to David and John and the election profit makers show. That was a lot of fun. And you can go on ebay and discogs and you can find them for sale. You can buy them. Sometimes I think the one I've got is probably worth a couple of something. Was it like the Casey case I'm talking was on vinyl too? Oh, yeah, everything. So you didn't have to do anything. I would have to insert the commercial break so he would say, and coming up next, right after this and then you'd have to pause the turntable, play the commercials and then start the turntable back up again. Have you ever paused a turntable while it was playing someplace? And I went, don't remember doing that. No. But we used to play songs on carts. They were sort of like eight tracks. That's how all the songs were played on the station. So sometimes there's a few songs that have pauses in them. Like the music stops for a second. So sometimes for fun, we would pause the pause for a little extra. You dirty bastards. On late night radio, screwing is a lot of fun. You rebel. That's funny and weird. So that's our broadcasting heritage here at the Clean Energy Show. Well, that is so weird. Like, you've never mentioned that to me before. That's such a weird thing. I wonder if it was just practical because they could stamp them out at the time. Like nowadays they could stamp a CD, I suppose. Yeah. There were enough stations to play the show. There must have been a lot they would have had to make. Yeah, like 1000 or 2000, maybe, who knows? Well, I was driving into my North Regina subdivision, I guess, made in the late 70s so it's still at the edge of the city. And I saw a plane flying over the subdivision here. From a different perspective, it was the pipeline plane, from a different perspective, wasn't flying over here. I thought the damn thing was landing like it was so low. So I was kind of curious. And I used a flight Tracker 24 software online than in my app to track it sometimes to see where it's going. And it says Calibrated 2100ft, but I thought that was 2100ft because that's where the air ambulance, helicopters fly. It's not, though. It's not above terrain. It's above sea level. And we're 1900ft above sea level. So that sucker is 200ft above the ground. Yeah. And this is the plane. I've got a toy drone, Brian, that almost goes that high. And if I hacked it, it would like it's a very serious subject, but it's not out of the question that anybody could be flying a drone at a couple of hundred feet and run into this airplane, which, by the way, inspects the pipeline for leaks. Yeah. So I did some research on pipeline inspection planes. They call them pipeline patrol pilots. And apparently in the old days, not that long ago, they would fly 50 to 100ft off the ground. Now, I'm sure they wouldn't do that over a city because there would be cell towers and things like that. And by the way, a cell tower is probably that high in some cases, so that's interesting. But somebody died in Edmonton in 2013 doing it because they were taking pictures. Their job is to take photographs and fly the damn plane by themselves. Wow. Well, I remember I made a film one time where we rented a helicopter and we filmed some stuff from a helicopter. And my recollection back then was a thousand feet was as low as the helicopter was allowed to go over the city when we were flying over the city to take some shots. So the pipeline planes must have their own special kind of regulation. It gives us PTSD here, it sounds like World War II because they sound like they're flying right over your head. Incoming. Always yell incoming when it comes to my family, just as a joke. Nobody gets it, but I am using myself. And that's how it goes. That's all that matters. Yeah, this plane just does the pipeline through the small city we live in of 200,000 people or so. Just does that stretch. So it takes off and lands in about less than 15 minutes and it's done its whole work. Wow. The other day, though, I tracked it and it took off and did it twice, and then it took off down the pipeline, which also splits our bedroom community of Emerald Parkwite City diagonally. Just splits it in half. You're on the wrong side of the pipeline. I know, but, well, it's still fun. And there's lots of golfers out there. And I heard on the radio that they're going to stop poisoning the little bastards. They can be annoying, the Richardson ground squirrel, which we have here in abundance, and they will reproduce. They will come into my yard and eat my strawberries and assert themselves and get cocky. I've spent lots of time staring at them and they chirp. They make this high pitched chirp and it's just really irritating after hours. It's kind of bad, like having a really nasty crow around or something. By the way, the crows disappeared. I mentioned that. We started the summer, lost the crows, they're gone. I don't know who shot them or ate them or whatever. So they're gone? Yes, they're moving on. CBC had a new story that perhaps my ears up on California. I guess the government down there asked them to not charge your EVs. Try not to use too much electricity in those key hours. And the key hours are between 04:00 p.m. And 09:00 p.m.. Even electric cars, supposedly a long term solution to fossil fuel usage, are part of this problem. Owners of Tesla's and other Ecars are being asked not to charge their vehicles during that five hour period, prompting some to ask questions about an eventual complete conversion to electric cars. Severn. Vormstein is with the University of California. There's no way we could keep up right now if we suddenly went to 100% clean cars. What do you think of that? Yeah, well, it's annoying because of course we can't immediately switch to 100% electric cars. It's a gradual thing, but there's certainly a number of factors being stacked on top of one another that is turning this into a much more difficult year for energy grids than I think we ever expected. So with California, it's this massive heat wave. They're well over 100 degrees Fahrenheit in California and the worst drought in 1200 years. Did you see that? No. This is the worst drought in 1200 years in the western United States. Well, it's been a weird pattern. And I heard somebody say that it was El Ninja. The ocean current was sticking around for a second and possibly third winter. Wow. And that has done weird things. And one of the things is bunched up the systems in North America. So we got this big ridge going way up to Alaska, and that gets hot. And we get hot here in central western Canada. And yesterday was the hottest day on record for Regina for this day. Yeah, it was the second hottest day of the summer. The hottest day of the summer was also in September, where it got to 36 deg. It's crazy. I mean, that's never happened before, ever. I've lived here almost all my life, and I was at a weather geek when I was a kid. I paid attention to these things and yeah, it's weird. So I heat my pool with solar panels, like thermal solar panels, and it's the first time I've ever been in the pool in September without a gas heater in my pool. And it's weird because it doesn't work as well as it does in June. The sun goes down early, and it goes behind trees, my neighbors trees. So the pool itself gets shaded. And it's unpleasant to be in there when you're not in the sun. So it takes a longer time to heat up anyway. It's just weird. Yeah. And of course, the other thing that's happening with a massive drought and this is not just California, but places in Europe is happening, too, is the hydroelectric cannot run at full capacity because they just don't have the water behind the dams that they normally do. So the Hoover Dam, lake Mead. There was another mob body found the other day in Lake Mead. So Lake Mead is the reservoir for the Hoover Dam. Produces lots of hydroelectric power, but it's down to something like 30% of its maximum level now. And so they can't generate as much electricity as normal. And, yeah, they're finding bodies now. The water is so low, they're finding bodies in there that have been there for decades. And the rivers are low in Germany, so you can't transport coal. And the water is too hot to cool some of the nuclear plants in, I believe, France. And now, this isn't a hundred years from now, this isn't 50 years from now. All this weird stuff is happening now. Posing problems for non solar and wind. I would say yes. And the only thing I would mention here is I think we talked about it, but there's a Tesla virtual Power plant pilot project going on in California. So they've run it three times now, and they're probably running it again today. So today is expected to be perhaps the biggest peak of this energy crisis in California. They may have to go to blackouts today in California as we record this because they may not be able to produce enough energy. But anyway, it's not enough to save the grid. But these virtual power plants in California can output up to 50 MW, which is a promising start. Imagine eventually when every home has a backup battery that would be enough to kind of stabilize these problems with the grid. But I thought that was super encouraging. And when called upon, they can all shoot power to the grid at up to 50 MW, apparently. And 50 MW is five times the peak capacity of the solar plant that I visited in Saskatchewan. What are the first ones that came on? The only ones that they're allowing now is 10 MW. So 10 is five times what that is. And that just further illustrates how puny that solar farm from SAS power is. Yeah. So they're expecting rolling blackouts is expected to be 115 deg today in Sacramento. That's 46 Celsius. That would be a record. And people are going to turn on the air conditioners. They're telling people not to charge their electric cars, especially during peak hours. I don't think people do because in California there's like peak energy demand, right? Yeah. I was posting this on Twitter. If you have an EV, you can get a special plan on the grid. There the utility and they'll charge you less overnight. So if you have an EV plan, you pay, I don't know, it's a third or something like that of what the demand is during the day, in the early evening, and then you can charge all you want from eleven on or something. Yeah, and that's a good example of how we are going to adapt and we're not going to switch to 100% electric cars overnight. But that's one of the strategies going forward as we slowly transition to electric. And I should say I think it's like $0.25 overnight. So that's almost twice what we're paying. I guess ours are creeping up too, but twenty five cents per kilowatt hour per kilowatt hour. That's still kind of pricey. It's not like the $0.03 that some places are talking about charging EV owners to charge overnight. But that is one way your neighbors will say, well, the grid can't handle it because they write it out a meme on Facebook, that's BS. If we charged overnight, we have the capacity to meet what the peak demand is and it falls off overnight. And there's lots of buffer there between what overnight use is and what the peak is that you could charge in some grids right now. You could just charge all the electric. If everybody had an electric car, you could charge them all and it'd be fine because they're only charging for a couple of hours too, like at most usually. Yeah. And it's an example of how these grids just need to plan and manage. And just the extreme weather that we're having this year is kind of revealing, maybe, who has done the best planning and who has not. I mean, the governor could have easily said don't cook supper in your oven or don't do a load of laundry. But they went after electric cars and said don't charge them. And very few people are charging them anyway. What they need to do is say turn up your thermostat by a degree or two and just take it easy because the peak we don't want to rolling black. And do your thing if you can, if you want to, and then the industry can help with that as well. They can slow down their shifts at factories or whatever, but yeah, so we'll see what happens if there are in fact, I guess there are 5000 MW short of its power supply, peak demand, that's forecasted by the computers. And that will hit at 05:30 P.m. Pacific, which is a couple of hours after we're recording this. Yeah, we'll see how that goes. Russia has again stopped supplying gas to Germany through the pipeline that we've been talking about over the past few weeks on the show. So again, Russia has said, no more gas for you. Germany, they were trying to build up gas reserves in Germany. And Germany has said finally, that they are still planning to close those three nuclear power plants that are scheduled to close by the end of the year. They're going to go ahead with it, but the kind of compromise is they're going to keep two of them on standby, whatever that means. I guess if they completely mothballed everything, they couldn't start it up again. But they're going to not completely mothball everything and have two of the three on standby until April so that they possibly could be restarted if they need to. There's a remarkable thing that you talked about last week. If you missed last week's show, you might want to go listen to that because there's a lot of stipulations going on with those plants that they have to fix or not fix. And it's a challenge. Yeah. No, I often think about Mad Max. The Mad Max movies, which I love. And it's all based around gasoline because it's the wasteland in Australia and gasoline is the precious resource after society has collapsed. But if we were to have this Mad Max future now, it'd really be solar panels and batteries would be the precious resource. And it's a much, much simpler thing than having to make gasoline and store gasoline or process it or whatever you have to do. And the same thing with nuclear power plants. Like, a nuclear power plant is not going to be much use in a post apocalyptic world because it's too complicated to run. And yeah, so I did enjoy that segment on last week's show. It's not as simple as just deciding to keep a plant open or close it. Nuclear power plants have so many rules and regulations and laws, they would literally have to change the laws in Germany to keep those power plants open. And hats off to the employees of the nuclear power plants in the Ukraine, which are essentially prisoners of the Russians and who have decided, because speaking of not being used in an apocalypse, well, you have to have the expertise there, and they're basically forcing them to be there. It's just a horrible situation. And Brian, speaking of emergency alerts, we've gotten a whole bunch of alerts, but Alberta has some emergency alerts that I'm going to make fun of or at least make light of because Jasper National Park in Alberta straddling the Alberta BC border. It is arguably one of our national park's best areas. It's amazing. So beautiful and less touristy than bank because it's a bit more out of the way. It is experiencing, unfortunately, a wildfire due to the heat wave that we've been talking about. And it was started by lightning. But here's what the CBC news story said about it said before Jasper lost power Sunday evening, the Alberta Emergency Alert System advised residents to prepare for a possible power outage in the town of Jasper, including advising people to fill up their vehicles fuel tank as gas stations rely on electricity. And people come to us and say what do you do with the power comes out? They come up with those parking lots with their EVs and they say what do you do if the power goes out? As if they run out of extension cords. The fact is you charge them and you have hundreds of kilometers of range if the power goes out. And then you drive like you would. And if the gas station has no power, if you had no power, you could drive to where there is power and charge it up if you needed to. Yeah. And Jasper has always had kind of an isolated electricity system because it's in kind of a remote place and I think there's only kind of one power line going in and out. So they have frequent blackouts in Jasper. So perhaps the residents are used to this. But I remember being in Jasper a few years ago and the power was out. It was out for hours. But where did we go? We went to the one restaurant or there was a couple that had generators like this happens frequently enough that this restaurant had a big enough generator to keep themselves running. Well, it's wilderness. It's mountain wilderness. You have power lines that are hard to get to. You have to helicopter people in there. That's a perfect place for a battery backup system when they become available. Yeah, and I think they are working on that. They're running generators to do the well, I think the power is out right now. So if anybody in Jasper is listening to us. Hello. Yeah. So General Motors is going to offer buyouts to their Buick dealers. So this is very similar to a story we had last year where they were offering buyouts to Cadillac dealers. So these are sub brands within General Motors. When they offered it to Cadillac dealers, about 320 out of the 880 retailers accepted the offer. And apparently the buyouts for the Cadillac dealers was in the range of $300,000 to a million dollars a payout to get them to stop selling Buicks or stop selling Cadillacs. And this is because General Motors realizes they have too many dealerships. They cannot go forward with this many dealerships in an electric vehicle future. So this is a sign of the times and good on General Motors for planning for the future like that and we'll see how it goes. So there's about 2000 Buick dealers and they're all going to be offered this deal and some of them will have to go away. And of course switching to an EV dealership is going to be perhaps an expensive proposition. There'd be money involved and so I think this is a buyout, really, for the kind of the smaller dealerships that don't think that they can make enough money off of EVs. As we've discussed many times, they don't need oil changes, they need much less maintenance. It's for those dealerships that just think they don't want to make the effort or spend the money to go to EVs because they don't think it's going to be worth it. My elderly neighbors will be disappointed because they bought a Buick recently. Oh, really? That's what I said to myself. Oh. I didn't know Buicks existed anymore. Yes. I don't know why they don't just shut out the brand. Because the average age of the buyers got to be in their seventy s. Seventy s? How about one hundred eighty s? One hundred. I'm thinking old people who are living in the don't want to buy a Cadillac or a Buick. But you know, the Cadillac lyric is pretty. It checks all the checkboxes. It takes off a lot of things, fast charging range. But maybe I'll end up with just one of those one of these days. Some more news from Germany. So over the summer, they introduced this really interesting deal for cheap rail in Germany. And they did this because of the high fuel prices in Germany. This is really part of the whole strategy energy crisis in Europe. Fuel is just too expensive. And of course, also the more people drive, the more it contributes to greenhouse gasses. So over the three months of the summer, germany offered for $9, which is about €9 a month, a train ticket to go anywhere in Germany. And this has worked really well. It has saved about one 8 million tons of CO2 from the atmosphere. And yes, people took advantage of this. It makes a lot of sense. And of course, it's not necessarily as possible where we live in the isolated prairies, but when you have a proper rail system, like they do in pretty much all the countries in Europe, why not offer incentives and get people to use it? And it benefits everyone. I wonder if that will spread through Europe just because there's a big crunch coming on energy and maybe that idea will spread and that will also maybe change some people's habits. Yeah, I hope so. And of course, it's also just a bit of a help because gasoline is just so expensive. So it's a way to help out your population and give them a break on the high fuel prices. This is a clean energy show with Brian Stockton and James Whittingham. Brian. The UK finally has a new Prime Minister to replace Mr. Boris Johnson. Right. So, Liz Truss, I haven't seen a picture. What's her hair like? It's more organized, I would say. Definitely more organized. Okay, that's a good sign. It doesn't seem to have a life of its own. It seems fine as every other person in England has normal hair. But not Boris. Yeah, so she's weird. She doesn't like the sight of solar panels. And I think one of the most depressing sights when you're driving through England is seeing fields that should be full of crops or livestock, full of solar panels. The hell is wrong with her? She started as a Social Democrat and she was an anti nuclear activist when she was young, but at some point at university, a switch went off and she became hard. Right. And she's vowed to be a very Conservative Conservative because that's what she campaigned on. I always think it's fantastic when I see a field of solar panels, but also Agravoltaics, which you talk about frequently. You can have both. You can have crops and solar panels. You can have sheep grazing, you can have goats grazing. It's a win win. It's sad that she's insane. It's sad that she's dumb about this, as many people in her party are, but, you know, there's only 14% of Brits are against the net zero plan for us. Johnson 14% of people are against sunny days. That's unheard of. Like, there's a very strong support for clean energy in that zero. Yeah. So that's a weird stand for her to she's making it a sort of culture war, using the climate as a culture war thing. She doubled down on her comments during the leadership campaign that farmers feel shouldn't be full of solar panels, and several Conservative MPs have raised it. And solar farms in the UK currently account for 0.8% of total land use. That's very little land use right now under the government's net zero plan. Solar farms. This is getting rid of climate change, right? Addressing climate change, Paris Accord targets and all that over the next 30 years would be .6% of all land use. About half of 1% of land use would be solar in the UK. And that's not accounting for efficiency improvements as we move forward. We'll need less panels, and maybe there'll be different ways to deploy them. Yeah, it's a strange thing to plant a flag on. Anyway, Brian, I just want to add one thing. Solar energy. UK says that this amount of land use will be less than the amount of land currently used for golf courses. That is the .6% of UK land. And saving the freaking planet is less than golf courses. No. And golf courses are kind of notoriously bad for the environment because they take up so much space for the enjoyment of so few people and they take so many resources to water and maintain those lawns that apologize to golfers. Let's take all the golf courses in the world and just put solar panels on them. That would be great. All right, so, staying in Europe again, European energy crisis. France is looking to cut their energy use by about 10% this year. So, again, energy crunch. France is having problems with their nuclear plants. They aren't able to share as much energy back and forth with other countries like Germany who's having their problems. So coming into the winter, they have said that they want to cut energy use by about 10%. So in the winter, this is going to mean setting your thermostat in your house at about 19 Celsius or 66 Fahrenheit, which is a genuine sacrifice. I would not want to do that. We've been very spoiled of just being able to kind of set the temperature. So 19 would be freezing for me. Yeah. Where am I? I'm around 21, I think. Winter has been so far behind us and yet so close to tennis. But that's up. It's up. When I first moved to this house, I was a 20 degree man. Brian. Yes. Now that I'm old, I'm not making energy anymore in my body. I'm just getting old. I'm supposed to eat less. That's why the seniors menu 55 plus is cheaper at Denny's, because I'm supposed to eat less. Yeah, I don't feel like you feel like you do the same thing I did when I was 20. There's going to be a lot of sweaters sold in France. That's all I got to say about that. Yeah, get into the sweater business and Brian from the Nebraska examiner and I know you have subscription, Brian. Do you have a subscription to that one? No, but next time I'm on the PressReader app, I will look for the Nebraska shout out to the Nebraska examiner staff. A southwest Iowa ethanol plant has been ordered to pay $10,000 fine for its repeated air emissions of excessive cancer causing compounds in the last five years. I live near an oil refinery, heavy oil operator refinery. And I complained about the smell and I told you that there's an author and a team of journalists looking at that over four years and they're looking to go to ethanol and stuff like that and biofuel fuel for planes and stuff like that. They're trying to diversify and there's even canola crushing plants going up around it. But this proves to me the reason why I mentioned it is that even these plants can have horrible emissions like formaldehyde. This plant was spewing out formaldehyde and other byproducts of its fermentation process that are known to have adverse health risk like cancer. So actual harm to the environment and public health may have occurred since this order from the Iowa Department of Natural Resources and due to the amount of pollutants that were and are being admitted. So, yeah, it's just something to keep in mind when you think that, oh, good, your refinery is going bio. It can be bad for you as well if you live near one. Yeah, no, I've never been a fan of the bio fuels. It's a stop gap that we probably don't need. Okay. So rumors are heating up about a possible Tesla factory here in Canada. Public companies have to disclose their lobbying efforts. So Electric and others have reported on this. Apparently Tesla is looking at Quebec and Ontario for some type of factory. I mean, it could be a car factory, could be a battery factory, could be both, who knows? What's your bet? Where's your bet going right now? I'm thinking it will be a car factory, and I'm thinking Quebec. There is a long history of not only automobile production in Ontario and Quebec, but also mining a lot of the minerals. And of course, Tesla is trying to local source as many of the minerals and metals and stuff needed for electric cars for the batteries. So, yeah, best case scenario, a battery and car plant. And I'm leaning towards Quebec, but that's really just a guess. I'm leaning towards not being a normal car plant. Like not XYZ three, not a full blown thing. No, it could be batteries or it could be something weird like cyber trucks and semis. That's my guess. Yes. Because they both take up a lot of batteries. So maybe they'll just make the batteries for those two things and I don't know, they'll be able to transport them to the east coast because that's kind of one of the challenges of the Texas plant, is having to transport all that stuff to the other half of the country and the eastern half. Yeah, and like I say, there's a huge history of doing this. Like all the major car brands have factories or have had factories in Ontario and Quebec, in Canada. So clearly there's a decent reason to do it. If others have done it, then probably it'd be a work for Tesla. And on the Great Lakes, that's a port. That's access to a port. So if you wanted to ship to Europe, that's another option. Yeah, it's not just the eastern part of North America is a shorter shipping route to Europe where a lot of these things are going to be bought over the next little while. So, once again, I know I mentioned this a lot, but I was on the Chevy Bolt user group that is largely the United States. There's so many people there compared to Canada. That is a post every couple of minutes and it eats up my Facebook feed, but I always find it interesting. Brian there's a guy named Randy Moffatt, which is interesting because I went to high school with the person with that name and the fear of change. This is something that he pointed out in a Facebook post talking about all the hate that EV owners were getting. And so he came into this and he said, the fear of change has a word, it's called oh God. Meta the SEO phobia. No. You do. Finland pronunciations. Why can't you do this? No, I think you did it slowly, but you did it above. So it is the fear of change. And I hadn't heard of this one before. Have you heard of that? One. I've heard lots of phobias. Yeah, this is basically what's going on in the world. If you were looking at Facebook hate and people uncomfortable with DVS. So why do they give a crap? I mean, you could say, well, they're forced to in 2035 or in California and other places, but that's not really a pressing issue right now. It's not here before us. Why do people hate on EV so much? And it is a fear that people are going through, a fear of change. And the fear of change is evolutionary in humans. Our internal predispositions teach us to resist change, mainly to always feel in control. So these people are feeling out of control on these people who like to feel in control the most in our comfort zone. Yeah. And of course, it isn't just a hatred of EVs. It's just a reaction to people are scared about getting off fossil fuels, which seems like a weird thing to us because it's a whole new dawn of a fantastic new day. It's nothing but good news getting off fossil fuels. But yeah, people are just scared about change. And you see it a lot in Alberta, our neighboring oil province, where people are just absolutely dead set on sticking with what they know, which is oil and gas. Here's a quip from YouTube. We are all afraid of the uncertainty that comes with change. We would rather things be not so great then go through the risk and process of change. This specific phobia can reduce one's will to live. So this is pretty extreme. Wow. The phobes who have this often feel like they have no control over their lives on the cost and changes. She tends to live in the past and may also be depressed. So there you go. Therefore, you make them unwilling to move. So Randy says on this Facebook post, I became interested in computers in the early 1970s and learned a program so that's very early, like, very few people were doing it back then. I was always on the cutting edge of technology. The amount of hate was palatable with people accusing me of being a Satanist. Randy S from the States, where there's lots of, you know, Baptists and religion and stuff, people said they would never own one. This is a computer. Okay, yeah. So we are going through this again. He says. However, now the government is issuing mandates for this transition to EV is making the fear even worse. When I got my first EV almost nine years ago, I had neighbors calling me crazy. My next door neighbor said he would never own one. Last weekend he told me he just ordered his third. So be patient, be nonconfrontational, just set a quiet example and someday, just like computers, they will figure it out. And I thought that was a great post. I wanted to share with their listeners. This happens all the time. Like, I follow photography and cameras and stuff. And there's a move now from optical viewfinders to electronic viewfinders and cameras, and it's progressed enough that people have accepted it. But two or three years ago, you had people just hatred for electronic viewfinders on cameras. Like, people just hated the idea of it, and one by one, they're all moving to it. It happened too quickly for them to comprehend. I don't know. As soon as I found out about it, I thought it was fantastic, and I couldn't wait to switch. So, yeah, this is definitely a mindset. Conservatives versus progressive. I had one on a point and shoot camera 15 long time ago, a lot of years ago in the digital camera age. Didn't care for it, of course. They weren't focused. You couldn't do anything. I'm sure they're getting a lot better, and I've not actually used one myself. It was very clear to me early on it was the way of the future. But, yeah, people just take much longer, generally speaking, to catch on. All right, let's stick it to the mail bag. The user feedback this week comes from Doug in Colorado, who wrote about our May 2 show. Doug, you're behind. You put a lot of catching up to do. Take some time off work if you have to. Binge listen our show. So he says to us, thank you for highlighting the problem of light trespass from harsh, glaring Led street light fixtures. And he says an excellent resource is the International Dark Sky Association. They have everything people need to know about light pollution, including model lighting ordinance. And also, thanks for coming to Ups. Replacement gasoline, mail delivery, van, contract debacle. Hoping canada learns from the United States. US is making big mistakes and hopefully pushes Canada to do much better. Yeah, so I vaguely remember talking about Led lighting back in May. That was a long time ago. Led lighting, I think what we said at the time, it's a fantastic opportunity to upgrade things and make it better and reduce light pollution. But since Led lights are still kind of new technology, a lot of the designs aren't great. Cities don't quite know how to implement them yet. And yeah, a lot of the times they're just too harsh. But, yeah, my pet peeve is the brightness. We have the ability now to put them on timers and control the brightness. So street lights could come on at full power, kind of in the dusk times, and then you could eventually back those off at three in the morning, just turn all the street lights down. And if you've ever been out in the middle of the night, you don't need a whole lot of light to see once your eyes are adjusted. I'm surrounded by a ridiculous amount of light pollution. I'm thankful that they changed the street lights in our neighborhood here to Led that have a slight warmth to them, and they're less bright than the previous, I would say overall they disperse them better, and they even that out, and that's fine. However, my neighbor across the street, across the boulevard, he's the person with the police stickers all over his house, he's scared of getting killed. And he's got this bright white LEDs just glaring on his property like a landing strip for an airport. And then across the Pipeline Field, which is, I don't know, 50 meters across, 50 yards across, there's another guy who has a giant white light in his backyard, and it shines, and I can see the gophers and anything going around in the night. And then there's a school there as well, which is further away from me, but they have this anti never do well lighting to keep people from doing things there, because people do do things. But it's blindingly bright, and it shines in my drapes, and it's a long ways away, and it's light pollution. And all these lights that I speak of are not on the spectrum of warmth. So they're the bluer side, and they bounce, and those are the wavelengths that bounce up into the sky the most. And I think I talked about this on the show, but I've got a street light just right outside of my house. And a couple of years ago, the ball went out, and it was the greatest, because I don't want that giant street lamp shining in my windows at night. It was so great. I was very disappointed when they should have rented a bucket truck and went up there and put some tape over it just a little put in a low wattage bulb. And also yesterday I was coming home from Home Depot and I saw two pickup or two trucks with Amazon delivery vehicles on them, like there was four Amazon Delivery Prime trucks, the kinds that look like the EVs that they're coming out in the States. So, of course, I went and checked them out and saw the giant tailpipes on them. Was very disappointed. But they looked those four transit vans converted, and they should look they should be EVs, and they're not. We don't have those around here. We have a third party delivery service, don't we, in Virginia? No, it hasn't been great for electric sort of trans advance around here. Yeah, but there was one place remember last week we talked about a place in Saskatoon? They got one for delivering at a bakery, and it's just and they're saving money, handover it's free. They said there's paying for the payments to save money. They save for the payments for the new vehicle. So how great is that? And of course, we'd love to hear from you. So right now, get out your pen. Get out your typewriter. Cleanenergyshow@gmail.com. Write us with an angry letter. Tell us when we're wrong. Tell us when you agree or disagree with us. We're on Twitter. We're on TikTok Clean Energy Pond as our handle. And don't forget to check out our YouTube channel for all kinds of things going on. We got two YouTube channels. I dare you to find the second one that has the audio on the podcast. Probably can't do it. Leave us a voicemail@speakpipe.com cleanenergyshow. You know, it's been ages since anybody left us a voicemail at SpeakPipe, so be fantastic if somebody did that. Yes, we'll mention your name and your birthday. So mention your birthday. We'll mention your birthday. Here we go. Brian. The Clean Energy Show Lightning Round, where we breeze through the headlines and end the show on a fast pace. End of life batteries from electric vehicles are not likely to be the primary source of recyclable material until the mid 2030, according to Benchmark Mineral Intelligence. Yeah, I think we talked about that last week of the week before that. It's going to be a very slow ramp up because electric vehicle batteries are just lasting way longer than people thought. Our friend Donald Trump has gone on a nonsense, cynical rant about electric cars the other day at a rally. He says we need to get rid of them. The story was on electric and we have a clip, but I'm not going to play the man, okay? I said to myself, how can we cover this and not hear his stupid freaking voice? You already said his name. Which gives me I'm sorry. I like how Steven Colbert does it. They have Twitter. People come up with nicknames, which always makes for him every. But this is very similar to the British PM with the rant about solar panels is kind of the same thing. This is trying to make it into a culture war type of issue. Well, speaking of Britain, I had a computer read his text in a posh British accent. So here it is. A friend of mine wanted to do something for the environment. He went out and bought an electric car and he made a certain trip, I won't say from where, kentucky. And he is a good person. He wants to do what's well, and now he understands, hey, not so good. He bought an electric car and he made the trip often from Kentucky to Washington. And he made it. He would drive down, put the car away and drive back. He was getting like 38 miles per gallon. It took me more time to charge in the damn car than I could spend in a drive in. It took me two and half times. My name is Donald J. Trump, and I'm an idiot. A complete and total idiot. Please enjoy listening to the Clean Energy Show. Hopefully Brian isn't drunk this week. Okay, well, that was a bit added on at the end there, but you get the idea. It makes no sense at all. Yeah, and we all know electric cars work great for road trips. They do. And the author of that electric piece, Freslinber, pointed out that he went from New Orleans up to Quebec, didn't have to stop for more than 30 minutes and he had to dine anyway. I had to eat something and go to the bathroom and stretch his leg. Yeah, it wasn't an inconvenience at all for him and his Tesla. Yeah. With the caveat that the Tesla charging network is definitely the best and the third party charger is maybe not as good and you might still have some issues there. Have you heard of Boston Consulting Group before? Often it is quoted in the news on different things. It is a major consulting group. So four years. This is four years of Boston Consulting groups. US. Electric vehicle sales forecasts. This is something that Wall Street relies on, consulting groups like this. And this is an evolution of how their forecasts have changed. We talked about this type of thing on the show, that people are always revising their forecast and we could have told them differently. So in 2018, they said 21% of sales will be EVs in 2030. This is the United States. Two years later, they said, Oops, 26. Year after that, 42. That's a big jump. And then this year, they're now saying 53%, which is a lot more common. And even that is like, we doubt that. We think it's going to be more than that. Things are going to tip. This is an S Curve adoption, and we're at the steep part of the S Curve. This is going to go up way faster than people think. Just think back to when smartphones were first introduced and everyone's like, that's kind of a weird thing. And then you blink and a couple of years later, everybody had a smartphone. And that's how fast it goes. You're looking at the chart now on our script. Look at where it levels off. It levels off between 55 and 75%. Yeah, they're still kind of doing it wrong. They're still underestimate. Curves of adoption don't level off until around 90%. Like color TVs, cell phones, stuff like that, when the last 10% is the hard to get. Yeah. And I will say, like, manufacturing cars, electric cars, is a lot more difficult, probably, than manufacturing something like a smartphone. So it maybe won't go as quickly as the smartphone, but it is going to go fast. From carbon tracker. Just over 30 solar installations are being carried out every week in Britain, and that is up from 1000 a week just two years ago. So it's tripled the home. That's a lot. The home solar installations have tripled in two years. That's crazy time for CS. Fast fact hawaii produces more renewable energy than all of Canada. Were you sitting down for that? Oh, yes. Your posture is excellent this week, by the way. I'm happy to see your back is better. Yeah, I haven't had to change position, but yeah, we reported a couple of weeks ago they got their last shipment of coal for their last coal fired electricity plant. And that plant did close down just the other day. So that's great. So, yeah, the regulatory consequences are clear. If utilities fail to meet their renewable targets, they are forced to pay penalties, which must be covered by company, the shareholders, and rather than the taxpayers. And that's the way it should be. That should be the lesson for everybody. The shareholders should have to cover it, not the ratepayers. Electric school busses in Massachusetts provided energy back to the grid for more than 8 hours this summer. That is a lot of hours of emergency heat wave protection from buses that weren't doing anything because they are electric. They were sitting around all summer. And this is a great use case in the United States where they have less severe winters, but summer heat waves need that grid backup. And those electric buses which are just starting to trickle in, really, for schools, are there and useful. So that's awesome. Fantastic. Ten of 13 flagship CCS that is carbon capture and Sequestration Rhine SEQUEST projects failed to deliver, according to IEFA analysis, and that's 50% of goals haven't even been reached. And that's what our boundary dam they mentioned. The boundary dam is the first thing they mentioned right here in this catch one. Yeah, we had one of the first carbon capture on a coal plant, and they have captured some carbon, but nowhere near what they thought they were. Mars Technica ebike battery fires are pushing New York City towards a ban in public housing. That is, public housing is banning ebikes. This is quite disturbing, but so is the reason why so poorly made cells, tough work and lack of space, I guess, in these places, are causing deadly rise of fires. A deadly rise of fires in the New York City. That was a lot. I mean, laptops can do that, too. Ebike battery is made up of dozens of individual AA sized batteries wired together and managed by a battery management system. And you were talking last week how you were told that you have to unplug. You can't just keep charging us. Maybe that's the reason. Yes. My ebike doesn't have a battery management system, so you're not supposed to leave it plugged in. But yeah, I could see where this could turn out to be a huge problem. By the way, my partner shops at Shoppers Druckmart, and they had an ebike in there for $250 for the weekend, but it was just this tiny little thing that didn't have pedals, it just had spikes to put your feet on. Yes. Anyway, that's interesting. Sometimes those things are mismanaged. The charging is mismanaged, the faulty, they are damaged, they're waterlogged. But a five year old was killed in a fire, and it's very tragic. And just be careful. If you have an ebike battery, don't read the manual and be aware that you're not supposed to leave it. In many cases, you're not supposed to leave them charging indefinitely, but they're not inherently dangerous either. But anything that is a battery that charges I mean my charge and lead to acid battery in my house for my RV. So you got to be careful. Washington Post amid a bonanza of measures passed to cut the state's carbon emissions in California as fast as possible, the legislature in California approved $1,000 refundable tax credit to poor Californians who don't own vehicles. So it's paying people not to own vehicles if you are poorish. I might even qualify. It will head to the desk of Newton soon and he's going to sign it. He's expected to sign it. The bill offers the tax credit to single filers earning up to $40,000 in joint filers up to $60,000 who live without personal cars. And you can get it whether you make a lot of tax money or not. And you can just get that $1,000 regardless. Yeah, that sounds great. And maybe that's something we'll start to see other places. I've heard the concept before, but this is the first time I've seen it getting passed. Another CS fast Fact from Nat bullard from Bloomberg New Energy Finance. There are 148,026 convenience stores in the United States. OK, 148,000.   What he's saying is look out. Change is coming. And Brian, that is our time for this week. It's been fun as always. Glad you're feeling better. We'd like to hear from you. Remember, contact us at cleanenergyshow@gmail.com and all the rest of the places. And if you're new to the show, remember to subscribe to get our podcast cast every week, and we'll see you next time. See you next week.

Energi Talks
Building $200 billion of battery factories by 2030 is herculean task

Energi Talks

Play Episode Listen Later Aug 31, 2022 27:37


Markham interviews Henry Sanderson, Executive Editor, Benchmark Mineral Intelligence and author of the new book, "Volt Rush, the Winners and Losers in the Race to Go Green," about why the battery industry needs to invest $200 billion in gigafactories to meet the growing demand for electric vehicles and energy storage by 2030.

WTFinance
The Commodities Race to Go Green with Henry Sanderson

WTFinance

Play Episode Listen Later Jul 27, 2022 25:04


On todays episode of the WTFinance podcast I interviewed Henry Sanderson, Executive Editor at Benchmark Mineral Intelligence and author of the upcoming book "Volt Rush: The Winners and Losers in the Race to Go Green". Buy the book here - https://www.amazon.co.uk/Volt-Rush-Winners-Losers-Green/dp/0861543750/During the interview we talked about commodity demand, what rare earth materials will be vital for the future, whether there are enough materials to go fully renewable and the need to onshore. I hope you enjoy!We depend on a handful of metals and rare earths to power our phones and computers. Increasingly, we rely on them to power our cars and our homes. Whoever controls these finite commodities will become rich beyond imagining.Sanderson journeys to meet the characters, companies, and nations scrambling for the new resources, linking remote mines in the Congo and Chile's Atacama Desert to giant Chinese battery factories, shadowy commodity traders, secretive billionaires, a new generation of scientists attempting to solve the dilemma of a ‘greener' world.0:00 - Introduction0:30 - Influence for writing the book?1:50 - Commodity demand trend moving away from China3:05 - Rare metal materials that will be vital for the future?4:25 - Will there be enough materials to go fully renewable?5:40 - Time to get mines online6:30 - Onshoring metal refineries8:10 - Majority of processing in China9:30 - Who are the major players in materials?12:20 - The Nickel problem?15:25 - Any other major sources of nickel?17:40 - Could demand for commodities create continued inflation?18:45 - Increased interest and investment in sector?19:09 - LME Nickel issue occurring again in the future?21:30 - Limit ups and downs in commodities22:40 - One message to take away from your book?Henry grew up in Hong Kong, and studied in the UK and the US. He worked as a journalist in New York, Beijing, and London. While living in Beijing for seven years, Henry co-authored a book with Michael Forsythe (now at the New York Times) about China's largest overseas lender, China Development Bank, which lent billions to countries such as Venezuela, playing a key role in the spread of China's power and state capitalism overseas. Henry is particularly interested in the geopolitics of the global energy transition and how individual Chinese companies define China's embrace of the world. He currently works as executive editor for Benchmark Mineral Intelligence, a leading provider of data and analysis for the lithium ion battery supply chain. Henry Sanderson - Website - https://www.henrysanderson.net/Twitter - https://twitter.com/hjesandersonLinkedIn - linkedin.com/in/henry-sanderson-9889297/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

What's Next|科技早知道
S6E15|开采制造回收都难,但是现在就是电池的黄金时代

What's Next|科技早知道

Play Episode Listen Later Jun 1, 2022 45:08


特斯拉欲进军锂矿的背后,全球新能源电池行业正在经历什么样的大风大浪?马斯克在北京时间 5 月 30 日的早上发了条微博,说中国在可再生能源和电动车行业正占据无可撼动的领先地位。然而包括宁德时代在内,国内最受关注的电池赛道代表玩家今年一季度都遇到了营收大幅增长但利润整体下降的行业调整,关于新能源上游的价格飞涨引起了全球科技财经媒体的关注和报道。根据 Benchmark Mineral Intelligence 的统计,市场上电池级碳酸锂在今年一月的价格突破每吨 30 万元,年内一度达到 50 万元的历史高点,而一年前这个价格水平仅有 5 万元。 本期节目,主播 Diane与 SES 创始人胡启朝、芝加哥大学普利兹克分子工程学院教授 Shirley Meng,一起探讨,跟人类息息相关的已有百年电池行业,正在发生哪些引人注目的趋势和变化。原材料的上涨如何传导至电池下游?上游的挑战为什么推动行业头部玩家做垂直整合的尝试?如何看待电池材料的固态和液态之争?大皮卡和小轿车对应的电池都有什么不同?如何在制造中解决电池的安全性能问题?新能源电池为什么有回收上的挑战?上游材料的开采和价格的稳定性?2025 是一个重要的时间节点?电池领域的未来十年将在哪里实现突破? 本期人物 Diane,「声动活泼」联合创始人、「科技早知道」主播 胡启朝,SES AI 创始人兼 CEO Shirley Meng,全球能源存储和转换纳米材料领域专家、芝加哥大学普利兹克分子工程学院教授 主要话题 [01:28] 锂矿的涨价如何影响新能源电池?现在在加州买新能源汽车已经没有补贴了? [08:19] 电池材料发展到了哪一步?负极、正极、电解液要合在一起看?皮卡需要什么样的电池? [17:39] 全固态技术路线什么时候进入市场?固态电池对储能的贡献是? [27:03] 电池的良率受什么影响?医学工具可以应用到造电池里做安全检查?回收电池的最佳模式是? [39:09] 未来十年电池行业会发生哪些重要变化? 延伸阅读 - 马斯克点评中国新能源产业和电池的微博:Few seem to realize that China is leading the world in renewable energy generation and electric vehicles. Whatever you may think of China, this is simply a fact. (https://weibo.com/elonmusk) - 「CNBC」关于特斯拉今年要收购锂矿的报道:Elon Musk says Tesla may have to get into the lithium business because costs are so ‘insane'. (https://www.cnbc.com/2022/04/08/elon-musk-telsa-may-have-get-into-mining-refining-lithium-directly.html) - 「Bloomberg」关于全球锂涨价的报道:The Trouble With Lithium (https://www.bloomberg.com/news/features/2022-05-25/lithium-the-hunt-for-the-wonder-metal-fueling-evs) - 「Forbes」关于电池技术变化的分析:What Batteries Will Power The Future? (https://www.forbes.com/sites/arielcohen/2021/02/11/what-batteries-will-power-the-future/?sh=28e2620841c0) - 「Reuters」关于特斯拉等新能源车企考虑垂直整合的报道:Build or buy? Automakers chasing Tesla rethink dependence on suppliers (https://www.reuters.com/business/autos-transportation/build-or-buy-automakers-chasing-tesla-rethink-dependence-suppliers-2022-03-31/) 声动活泼年度新节目「跳进兔子洞」上线啦! 这档「声音特稿」节目将带你去探索那些被商业科技浪潮淹没的个体故事,期待你的关注和订阅! 点击这里 (https://sourl.cn/A9UDwE)了解更多节目信息。 使用音乐 Frequency-David Celeste 幕后制作 监制:刘灿 后期:Luke 运营:Yao 封面设计:饭团 关于节目 原「硅谷早知道」,全新改版后为「What's Next|科技早知道」。放眼全球,聚焦科技发展,关注商业格局变化。 关于我们 声动活泼的宗旨是「用声音碰撞世界」,致力于为人们提供源源不断的思考养料。 - 我们还有这些播客:声东击西 (https://etw.fm/episodes)、声动早咖啡 (https://sheng-espresso.fireside.fm/)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/)、商业WHY酱 (https://msbussinesswhy.fireside.fm/)、跳进兔子洞 (https://therabbithole.fireside.fm) - 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动,搜索 声动活泼 即可找到我们 - 期待你给我们写邮件,邮箱地址是:ting@sheng.fm - 如果你喜欢我们的节目,欢迎 打赏 (https://afdian.net/@shengfm)支持或把我们的节目推荐给一两位朋友 欢迎加入声动胡同小社区! 也许你知道「声动活泼」办公室在北京二环内的胡同里,事实上我们也有一个线上的「声动胡同小社区」。成为社区会员,你可以收到一周不少于三次的来自「声动小邮筒」的邮件,同时还可以参加我们各种各样的线上和线下活动,或者是一些有趣的游戏。 点击这里 (https://shengpodcasts.notion.site/a977c74222484894a9fe6245bc0f4dba)即可了解社区氛围。我们期待你加入这个虚拟胡同社区来支持我们,并和我们一起亲近交流,和有趣的人进行「碰撞」,收获新知、友谊并看见更大的世界。 国内用户(年付):加入声动胡同小社区 (https://sourl.cn/G4B2Wt) 海外用户(月付):加入声动胡同小社区 (https://sdhp.memberful.com/join) 期待你的加入! Special Guests: Shirley Meng and 胡启朝.

EV News Daily - Electric Car Podcast
26 May | Lucid Air Sets New Hypermiling Record Of 687 Miles

EV News Daily - Electric Car Podcast

Play Episode Listen Later May 26, 2022 20:44


Show #1479…(headline story). Stick around and we'll get you up to speed! Well…Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, your trusted source of EV information. It's Thursday 26th May, my penultimate day of hosting the show. I'm Blake Boland, and I've gone through every EV story today so that you don't have to! Watch Lucid Air Set New Hypermiling Record Of 687 Miles - The Lucid Air Dream Edition Range remains the world's longest-range production car, with an EPA rating of 520 miles (836 kilometers). - Tom Moloughney got remarkably close to that in the real world by covering 500 miles in the Lucid Air in InsideEVs' 70 mph range test. But how far can the electric luxury sedan go if the driver's only concern is range? - The plan was to drive the car at a constant 27 mph (43 km/h), switching drivers roughly every three hours. Any time the Lucid Air needed to stop or turn around, the driver would switch into neutral and coast before accelerating slowly back to 27 mph. - However, the vehicle did not manage to break the 700-mile threshold, with the 118-kWh battery running completely out of juice after 687.4 miles (1,106.2 kilometers). That was still good enough to qualify as a world record for the longest range achieved by production electric vehicle on public roads, but still a long way from the 999-mile Guinness World Record that includes prototypes on private tracks. Original Source : Watch Lucid Air Set New Hypermiling Record Of 687 Miles (insideevs.com) Harley-Davidson selling out its newest electric motorcycle in 18 minutes - When Harley-Davidson first unveiled its original LiveWire electric motorcycle and began taking orders nearly four years ago, the industry was largely in consensus about the bike itself. It scored impressive marks and high acclaim for performance and style, but its sales suffered due to the original lofty price of nearly $30,000 (though the price did drop to $22,000 after entering the LiveWire sub-brand). And so it's no surprise that ever since the original launch, significant hype has been building for Harley-Davidson's next lower-cost electric motorcycle. Original Source : Harley-Davidson LiveWire Del Mar electric motorcycle sold out in 18 mins (electrek.co) CATL partners with European electric bus maker Solaris on battery supply - Contemporary Amperex Technology Co Ltd (CATL, SHE: 300750) recently entered into a partnership with European electric bus maker Solaris to help drive the transition to electric urban mobility in Europe, the largest Chinese power battery maker announced today. - CATL will provide Solaris' buses with lithium iron phosphate (LFP) batteries using CTP (cell to pack) technology to drive the electrification of buses, the company said. - Thanks to the long life and high thermal stability of CATL's LFP system, Solaris' electric buses will demonstrate significant advantages in safety and temperature resilience, CATL said. - Solaris, based in Poland, is one of Europe's leading bus and trolleybus manufacturers, having built more than 22,000 vehicles in the past 25 years. Original Source : CATL partners with European electric bus maker Solaris on battery supply - CnEVPost ADS-TEC Energy Extends Battery-Buffered Ultra-Fast EV Charging - ADS-TEC Energy plc is extending its battery-buffered, ultra-fast EV charging portfolio in Europe, despite global supply chain and other market challenges, with the addition of ChargePost later this year. Unlike the currently-available, battery-buffered ChargeBox, which consists of a separate battery-booster module and two charging dispensers, the ChargePost consolidates battery-buffering and dispensers into a single "all-in-one" system with a large display that provides revenue-generating advertising opportunities. Original Source : ADS-TEC Energy Extends Battery-Buffered Ultra-Fast EV Charging | Green Technology Progress (greentechprogress.com) Tesla releases new software update with better range calculation - Tesla has started to release a new software update (2022.16.0.2) with a better range calculation incorporating more environmental factors and the ability for media accounts to be linked to driver profiles. “Energy prediction for your route has been improved by incorporating forecasted crosswind, headwind, humidity and ambient temperature when using online navigation.” Original Source : Tesla releases new software update with better range calculation and media accounts linked to driver profiles - Electrek Battery startup Sparkz, United Mine Workers of America announce labor-management agreement for W Va Gigafactory - Sparkz, a battery startup with exclusive licenses from Oak Ridge National Laboratory (ORNL) to produce domestic cobalt-free lithium batteries (earlier post), and the United Mine Workers of America (UMWA) signed a memorandum of understanding establishing a labor-management agreement that would mark one of the largest climate-tech union workforce partnerships in the United States. - Sparkz announced in March it will begin construction in 2022 of a Gigafactory in West Virginia to commercialize their zero-cobalt battery which will initially employ 350 workers and could grow to as many as 3,000. Original Source : Battery startup Sparkz, United Mine Workers of America announce labor-management agreement for W Va Gigafactory - Green Car Congress Over 300 battery gigafactories in the global pipeline - As EV demand steadily grows, automakers and their suppliers are wisely hustling to increase battery production capacity—preferably close to their auto plants and markets. Benchmark Mineral Intelligence reports that there are currently over 300 battery gigafactories in the construction or planning stages around the world. - This represents some 6,388 GWh worth of battery capacity, a 68% increase compared to the figure a year ago. Original Source : Charged EVs | Over 300 battery gigafactories in the global pipeline - Charged EVs Micro presents variants for the compact Microlino - ‘'In total, however, the Microlino will be available in four variants, all of which will be powered by an electric motor with an output of 12.5 kW. The top speed of the electric two-seater is 90 km/h. In addition, the Microlino will be available with three battery sizes (6, 10.5 or 14 kWh), which should enable ranges of 91, 177 and 230 kilometres respectively. The respective chemical storage can be recharged via type 2. With a maximum charging power of 1.35 kW, the small battery needs four hours, the medium battery with 2.6 kW three hours and the largest battery (also 2.6 kW) four hours.'' Original Source : Micro presents variants for the compact Microlino - electrive.com Volkswagen rumoured to name their estate car ID.7 Tourer - It is no secret that Volkswagen is planning an all-electric estate car. Now it has been revealed that the electric counterparts to the Passat series, previously announced by VW as Aero A and Aero B, could come onto the market as the ID.7. Original Source: Volkswagen rumoured to name their estate car ID.7 Tourer - electrive.com Buick Electra-X Teased As Brand's First Ultium-Based SUV Concept - Buick China has dropped two teaser photos of an upcoming all-electric concept vehicle named Electra-X, the brand's first electric SUV concept developed on GM's Ultium platform. - The new design study could be a more production-ready follow-up to the Buick Electra Concept from 2020, at least judging by the name and the fact it's an electric SUV. Set to debut at the upcoming Buick China Brand Day in early June, the Electra-X is said to offer "a sneak peek at future Ultium-based EVs for Buick in China." Original Source: Buick Electra-X Teased As Brand's First Ultium-Based SUV Concept (insideevs.com) The commodities giant Glencore will pay $1.1 billion to settle bribery and price-fixing charges. - The settlement was not a surprise. In February, the company set aside $1.5 billion in reserves to pay for fines and clawbacks that might result from international investigations into its operations in a handful of resource-rich countries in Africa and South America. Original Source: Glencore Will Pay $1.1 Billion to Settle Bribery and Price-Fixing Charges - The New York Times (nytimes.com) Tesla, GM supplier Glencore pleads guilty to $1.1bn penalty for FCPA violations - Glencore admitted that, in the Democratic Republic of the Congo, it offered to pay $27.5 million to third parties to secure improper business advantages. In Venezuela, Glencore paid $1.2 million to an intermediary company that made corrupt payments that benefitted a Venezuelan official. - Tesla receives Cobalt from Glencore's Kamoto Copper mine in the DRC and Nickel from the company's Murrin Murrin mine in Australia, it said in its 2021 Impact Report. GM receives Cobalt from the Murrin Murrin mine as well. Original Source: Tesla, GM supplier Glencore pleads guilty to $1.1bn penalty for FCPA violations (teslarati.com) New Smart #1 SUV available to order in December 2022 - Customers will be able to reserve the all-new Smart #1 towards the end of this year, with the first 100 cars arriving in Launch Edition guise. - The new Smart #1 is based on an all-new electric architecture from Geely, called SEA. This will underpin Smart's forthcoming new range. - From launch the #1 is installed with a 66kWh battery, for a claimed headline range of up to 440km (273 miles). It's likely that more affordable, smaller battery options will be available in time, too.  Original Source:  New Smart #1 SUV available to order in December 2022 | Auto Express QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What's your dream driveway?  But there are some rules: 2 or 3 vehicles, budget is $150,000 USD or equivalent wherever you are.  Email your answers to Martyn: hello@evnewsdaily.com For the week that's in it…catch me on Twitter @evlifeireland It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

Digest & Invest by eToro
Special Episode: Simon Moores, Benchmark Minerals

Digest & Invest by eToro

Play Episode Listen Later Apr 29, 2022 47:02


In this special episode, eToro Market Analyst Josh Gilbert and Trading School Lead Sam North talk to Simon Moores, CEO of Benchmark Mineral Intelligence.  Simon shares all of his insights into the lithium market and explains the wild price swings we've observed in the lithium industry in the last two years. We also delve deep into the Electric Vehicle Industry to learn what the future holds for lithium-ion batteries and who is dominating the EV race.Listen at the end of the episode to hear from Roberto Gornstein from eToro's Smart Portfolio team to introduce our new Battery Tech Smart Portfolio. eToro's Smart Portfolio, BatteryTech, is comprised of stocks of the whole battery cycle. It includes mining and refining companies, chemical and battery producers, electric vehicle manufacturers, developers and users of energy storage technologies and more.Learn more about trading by visiting the eToro Trading School's home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Digest & Invest by eToro
Special Episode: Simon Moores, Benchmark Minerals

Digest & Invest by eToro

Play Episode Listen Later Apr 29, 2022 47:02


In this special episode, eToro Market Analyst Josh Gilbert and Trading School Lead Sam North talk to Simon Moores, CEO of Benchmark Mineral Intelligence.  Simon shares all of his insights into the lithium market and explains the wild price swings we've observed in the lithium industry in the last two years. We also delve deep into the Electric Vehicle Industry to learn what the future holds for lithium-ion batteries and who is dominating the EV race.Listen at the end of the episode to hear from Roberto Gornstein from eToro's Smart Portfolio team to introduce our new Battery Tech Smart Portfolio. eToro's Smart Portfolio, BatteryTech, is comprised of stocks of the whole battery cycle. It includes mining and refining companies, chemical and battery producers, electric vehicle manufacturers, developers and users of energy storage technologies and more.Learn more about trading by visiting the eToro Trading School's home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 224 - Closing the Information Gap on the Demand and Procurement of Battery Metals with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later Apr 27, 2022 63:12


For this episode of the Planet MicroCap Podcast, I spoke with Caspar Rawles, Chief Data Officer at Benchmark Mineral Intelligence. This interview was a selfish pursuit on my part because I felt a disconnect between the mainstream idea that we need more battery metals for EV and other applications, and what the reality of the situation looks like right now: are we using the right technology for EV batteries, the actual problem with procurement of these raw materials, why the issues are greater than securing sources of these materials. The Benchmark Mineral Intelligence team and Caspar are at the forefront of doing research and data monitoring covering all these questions and more.    For more information about Benchmark Mineral Intelligence, please visit: https://www.benchmarkminerals.com/    You can Follow Caspar Rawles on Twitter @CDMRawles: https://twitter.com/CDMRawles    Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft  

AGORACOM Small Cap CEO Interviews
Infinity Stone $GEMS Is Collecting All 5 Elements Essential To Electric Vehicle Batteries Starting With Big Lithium and Graphite Acquisitions

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Apr 19, 2022 24:29


The critical minerals required for electric vehicle batteries include Lithium, Graphite, Nickel, Cobalt and Manganese. Most small cap companies will focus on just one or maybe two … but like Thanos in the Avengers … Infinity Stone Ventures $GEMS has recently started collecting them all. Unlike Thanos, however, they've got nothing but great intentions for all of humanity and have checked the following off the list already with great acquisitions announced over the last couple of weeks Lithium ✓ Graphite ✓ Today, the company announced the optioning of Options Rockstone Graphite Project. ● 33 unpatented single cell and multi cell mining claims (1094 hectares) ● Upgrading tests resulted in grade purity of 96.11% (Cg) ● Results include 24m Of 25% carbon ● Further processing could possibly produce battery grade graphite ● Located in Marks Township, Thunder Bay Mining Division ● 50 km west of the seaway port ● Excellent access by logging haul roads that connect to paved/gravel roads with nearby railways and a shipping port What did Infinity Stone CEO, Zayn Kalyan have to say? "We are excited to announce the optioning of the Rockstone Project as the Company further expands its portfolio in the battery metals space. We believe that graphite is just as important as lithium in the production of EV batteries, and that the market will move to value the resource accordingly. A recent Benchmark Mineral Intelligence report found that there will be a global deficit of graphite beginning this year, with China currently controlling 84% of the global supply." Graphite is on the cusp of explosive market growth. As one of the most versatile manufacturing materials, it is a crucial additive in the manufacture of many industrial products and fire-safe building materials that are in high demand. It is also a key component in new technologies, particularly batteries that are revolutionising energy storage, transport and mobile electronics. ● The global graphite market is expected to reach US$21.6 billion by 2027 ● Electric vehicle uptake will drive more than700% graphite demand growth by 2025 But wait, there's more… The company recently Acquired Claims Adjacent To Frontier Lithium. ● 100% acquisition of the PAK South and PAK Southeast claims ● Located ~ 170km north of Red Lake, Ontario, in the Red Lake Mining Division ● Cover 1258 hectares and 158 hectares ● Located in “Elephant Country” o Located in the heart of Ontario's "Electric Avenue", in the vicinity of Avalon Advanced Materials Inc. o Adjacent to Frontier Lithium's (TSXV: FL) PAK Lithium Project, o Includes two lithium deposits: ▪ Spark Deposit ● FEB 16/22 , $FL announced "405m of 1.5% Li2O" ● Indicated resource of 14.4Mt @ 1.40% Li2O ● Inferred resource of 18.1Mt @ 1.37% Li2O ▪ PAK Deposit, as well as two other prospects(3). ● Measured and indicated resource of 6.68Mt @ 2.02% Li2O ● Inferred resource of 2.67Mt @ 2.29% Li2O Now, sit back relax and watch this powerful interview with Infinity Stone CEO, Zayn Kalyan and Director, Michael Townsend

Talking Responsibly
Episode 23 - Caspar Rawles

Talking Responsibly

Play Episode Listen Later Apr 8, 2022 54:48


Back to our usual format this week with a lively chat with specialists metals expert & Chief Data Officer at Benchmark Mineral Intelligence, Caspar Rawles. We talk nickel pricing, cobart mining, and shipping spondumene. Adam finally learned how a battery works too. Cracking stuff! If you're invested in decarbonisation, or just hope to buy an EV sometime in the future, then this episode is for you! Rory Sullivan talks rock gods in his book review this week: https://www.google.co.uk/books/edition/The_Storyteller/TbjIzgEACAAJ?hl=en Please feel free to connect with any of the hosts on LinkedIn or Twitter Caspar Rawles LinkedIn: https://www.linkedin.com/in/caspar-rawles-8215142a/ Caspar Rawles Twitter: https://twitter.com/CDMRawles Benchmark Mineral Intelligence Twitter: https://twitter.com/benchmarkmin Rory Sullivan: https://www.linkedin.com/in/rory-sullivan-73188418/ Adam Matthews: https://www.linkedin.com/in/adam-matthews-84926b31/ David Hickey: https://www.linkedin.com/in/david-hickey-cfa-05633526/

Clean Power Hour
Simon Moores, CEO, Benchmark Mineral Intelligence | Clean Power Hour LIVE Mar 10, 2022

Clean Power Hour

Play Episode Listen Later Mar 12, 2022 51:43


The Clean Power Hour is brought to you by the Clean Power Consulting GroupAll content can be found at: www.CleanPower.Group/podcastSimon Moores is the CEO of London-based Benchmark Mineral Intelligence, the world's leading Price Reporting Agency (PRA), data and intel provider for the lithium ion battery to electric vehicle supply chain. He has has been specializing in the supply chain for lithium ion batteries since 2006 with an expert focus on lithium. He regularly speaks to international press, gives keynote presentations, summoned to testify / brief to the US Senate (3 times), The White House, Pentagon, and other governments. Benchmark offers market price and data assessments for lithium, graphite, cobalt and nickel - the foundation of a lithium ion battery which in turn is the foundation of the energy storage revolution. Their specialist team of analysts offer a number of price assessment, analysis and forecasting services and is 100% focused on lithium ion batteries and energy storage technologies. We advise major actors in the entire supply chain, from mine to battery cell to electric vehicle and energy companies. Learn more: https://www.benchmarkminerals.com/con... ---The Clean Power Hour is speeding the energy transition with the latest solar, wind, and energy storage news and interviews with leading manufacturers and technologists. If you're decarbonizing the economy we want to hear from you! cleanpowerhour@gmail.com | www.CleanPowerHour.comSHOW LESSCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ Twice a week we highlight the tools, technologies and innovators that are making the clean energy transition a reality - on Apple,

EV News Daily - Electric Car Podcast
1399: 09 Mar 2022 | Cadillac Lyriq Enters Production In Two Weeks

EV News Daily - Electric Car Podcast

Play Episode Listen Later Mar 9, 2022 20:48


Show #1399 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of information. It's Wednesday 9th March, it's Martyn Lee here and I go through every EV story so you don't have to. ELECTRIC CAR PRICES COULD GO UP EVEN AS FUEL PRICES SOAR - As US gas prices hit record highs in the wake of Russia's invasion of Ukraine, it seems like electric vehicles may not be a safe haven for those looking to save money. That's because Russia plays an important part in the production of the nickel that ends up in batteries used by many electric vehicles — a metal that's rocketed up in price even faster than oil. - On February 25th, nickel was trading on the London Metal Exchange for around $24,000 a ton, according to The Wall Street Journal. By March 8th, it was trading at $80,000 (down from a peak of over $100,000), and the London Metal Exchange had suspended trading. - Russia's role in producing the battery-grade nickel used in EVs is a different story — in a Twitter thread breaking down the issue, the CEO of Benchmark Mineral Intelligence says 20 percent of that supply comes from a single Russian company. - According to Bloomberg and Reuters, nickel prices were already becoming a problem for EV manufacturers even before the invasion. - But, like energy policy, battery production and integration is a big ship for automakers to turn around — if the prices of nickel and other metals stay up, it'll be a race to switch to other tech before the shockwaves of higher prices and sanctions make their way through the supply chain. Original Source : https://www.theverge.com/2022/3/8/22967402/electric-vehicle-prices-nickel-trading-ukraine-russia 2023 CADILLAC LYRIQ SAID TO ENTER PRODUCTION ON MARCH 21 - After the first pre-production 2023 Cadillac Lyriq rolled off the assembly line in January at GM's plant in Spring Hill, Tennessee, the electric SUV will reportedly enter series production on March 21 - Cadillac Society reports that's the day GM will start building customer vehicles, citing unnamed sources - That corroborates with the production start timeline provided by GM in January when it began pre-production of the 2023 Lyriq. At the time, the automaker said that production of customer vehicles would begin by the end of the first quarter. - Cadillac's first-ever all-electric production model is based on GM's Ultium platform. It will launch in a single-motor, rear-wheel-drive configuration packing a 100 kWh battery that enables a driving range of more than 300 miles. The battery powers an electric motor rated at 340 horsepower (254 kW) and 325 pound-feet (440 Nm) of torque. - The Lyriq's battery pack offers DC fast charging at up to 190 kW, enough to add 76 miles of range in about 10 minutes of charge. - Pricing starts at $58,795 for the 2023 Cadillac Lyriq Debut Edition Original Source : https://insideevs.com/news/572105/cadillac-lyriq-production-start-march21-report/ E-POWER: NISSAN'S UNIQUE ELECTRIFIED POWERTRAIN - e-POWER powertrain will be introduced to the Qashqai range in late summer - The new Qashqai will be the first model in Europe to be equipped with Nissan's unique e‑POWER drive system. - Nissan developed the e-Power system, specifically tuned for European consumer needs. It offers optimum fuel efficiency without compromising driving pleasure thanks to the combination of two Nissan specialisms: advanced battery and motor technology, plus the innovative variable compression ratio internal combustion engine. - As such e-Power is an ideal technology for those who cannot or do not want to take time to recharge with a cable but face a daily urban or suburban drive, and who are ready to make the first move in their transition to a full EV in the future. - The e-POWER system is comprised of a high-output battery that is complemented by a variable compression ratio 1.5-litre three-cylinder turbo-charged petrol engine generating 156hp, a power generator, inverter and 140kW electric motor - The petrol engine generates electricity, which can be transmitted via the inverter to the battery pack, the electric motor or both, according to the driving scenario. - Under deceleration and braking, the kinetic energy is recaptured and channelled back to the battery to optimise efficiency. - e-Pedal Step will brake the Qashqai at 0.2g, enough to illuminate the brake lights, and reduce the speed down to a “creeping” speed, not a complete stop. This ensures low-speed parking manoeuvres are as smooth as possible. Original Source : https://uk.nissannews.com/en-GB/releases/e-power-nissans-unique-electrified-powertrain TESLA SELLS 56,515 CHINA-MADE VEHICLES IN FEB, UP 208.5% YEAR-ON-YEAR - Tesla sold 56,515 China-made vehicles in February, according to data released today by the China Passenger Car Association (CPCA). - This was up 208.5 percent from 18,318 vehicles in the same month last year, but down 5.6 percent from 59,845 vehicles in January. - Tesla China exported 33,315 vehicles in February, according to the CPCA. This means that Tesla delivered 23,200 vehicles in China in February. - Of the three versions of the Model Y - Model Y, Model Y Long Range and Model Y Performance - the delivery date for the entry-level version has been reduced by two weeks from the previous 12-16 weeks to 10-14 weeks. Original Source : https://cnevpost.com/2022/03/08/tesla-sells-56515-china-made-vehicles-in-feb-up-208-5-year-on-year/ HOW WILL HYUNDAI, KIA SECURE OVER 3 MIL. EV BATTERIES IN 2030? - Following the announcement of a midium- to long-term strategy by Hyundai Motor and Kia to sell a total of 3.07 million electric vehicles (EV) in 2030, now all eyes are on how the country's leading carmaking group will secure the supply for production on such a large scale. - the annual demand for EV batteries is set to reach a total of 289 gigawatt-hours (GWh) by 2030. This figure is more than the annual battery production capacity of the top three domestic battery makers, LG Energy Solution (155 GWh), SK On (40 GWh) and Samsung SDI (42 GWh), combined. - Experts say that Hyundai and Kia will need to strengthen their partnerships with the three domestic battery companies and global top-tier battery makers, such as CATL in China, to secure a stable supply, and to form a local EV production cluster. - A leading example is the 10GWh battery cell plant that Hyundai Motor Group is scheduled to establish in Indonesia as a joint venture with LGES. Original Source : https://www.koreatimes.co.kr/www/tech/2022/03/129_325010.html CMA OPEN LETTER TO MOTORWAY SERVICE AREA OPERATORS AND ELECTRIC VEHICLE CHARGEPOINT OPERATORS - The Competition and Markets Authority (CMA) has published an open letter to electric vehicle chargepoint operators and motorway service area operators following its investigation into suspected breaches of competition law in relation to long-term exclusive arrangements. Original Source : https://www.gov.uk/government/publications/cma-open-letter-to-motorway-service-area-operators-and-electric-vehicle-chargepoint-operators Electric car charging firm agrees to drop exclusive rights on motorways - The Competition and Markets Authority (CMA) said the commitment it secured from Gridserve – which owns Electric Highway – will increase choice for EV drivers who need to top up their batteries. - agreed not to enforce its exclusive rights to operate rapid electric vehicle (EVs) charging points at motorway service areas after November 2026 according to the competition watchdog. - Gridserve has also agreed not to enforce its exclusive rights at Extra, Moto or Roadchef sites that are granted support under the Government's Rapid Charging Fund. - This fund is expected to be available only for service areas with more than one chargepoint operator. - CMA senior director of antitrust Ann Pope said: “We need a combination of investment now and healthy competition going forward to make sure chargepoints are installed at scale where people need them, for a fair price. Original Source : https://www.thelondoneconomic.com/tech-auto/automotive/electric-car-charging-firm-agrees-to-drop-exclusive-rights-on-motorways-315233/ CROWD-FUNDED EV CHARGER OPENS IN REMOTE TOWN Original Source : https://thedriven.io/2022/03/08/crowd-funded-ev-charger-opens-in-remote-town-after-being-towed-there-by-model-x/ HYUNDAI & IVECO TEAM UP ON ELECTRIC COMMERCIAL EVS Original Source : https://www.electrive.com/2022/03/07/hyundai-iveco-team-up-on-electric-commercial-evs/ EUROPE'S EV GIGAFACTORY CAPACITY PIPELINE GROWS 6-FOLD TO Original Source : https://www.globenewswire.com/news-release/2022/03/08/2398542/0/en/Europe-s-EV-Gigafactory-Capacity-Pipeline-Grows-6-Fold-to-789-2GWH-to-2030-Berlin-Summit-to-Dissect-Battery-Megatrend.html ITALY TO GIVE NEW ELECTRIC CAR BUYERS SUBSIDY OF UP TO 6,000 EUROS Original Source : https://www.reuters.com/business/autos-transportation/italy-give-new-electric-car-buyers-subsidy-up-6000-euros-2022-03-08 QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM Do you think rising fuel prices at the pumps will have a direct impact on EV sales? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/

EV News Daily - Electric Car Podcast
1397: 07 Mar 2022 | Hyundai Kona Gets Another Refresh With CATL Batteries

EV News Daily - Electric Car Podcast

Play Episode Listen Later Mar 7, 2022 22:11


Show #1397 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of information. It's Monday 7th March, it's Martyn Lee here and I go through every EV story so you don't have to. Welcome to a new PATREON PRODUCER IAN HARRISON. If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. VOLKSWAGEN ID. BUZZ: SUSTAINABLE, WITH PLENTY OF ATTENTION TO DETAIL | VOLKSWAGEN NEWSROOM - Compact on the outside, spacious on the inside: ID. Buzz and ID. Buzz Cargo – whether you choose the bus or cargo version, both models utilise the space extraordinarily well thanks to the space-saving MEB concept. The five-seater ID. Buzz provides space for 1,121 litres of luggage even with all passengers on board. The maximum storage volume of the ID. Buzz Cargo, equipped with a partition behind the first row of seats, also amounts to more than 3.9 m3. - The ID. Buzz will be available in seven single colour options and four two-tone colour schemes. This combination of white and fresh colours is carried through to the interior, which incorporates style elements from the T1 generation and transfers them to the current era of electric mobility. The colours correspond to the exterior paintwork and are optionally reflected in the seat cushions, dash panel and door trim. Background lighting (optionally available with up to 30 colours) provides atmospheric accents - Leather and other materials of animal origin do not feature at all and are replaced with substitute materials with similar properties and feel. Original Source : https://www.volkswagen-newsroom.com/en/press-releases/volkswagen-id-buzz-sustainable-with-plenty-of-attention-to-detail-7773 TESLA BECOMES THE TARGET OF CHEVROLET NATIONAL DEALER COUNCIL CHAIRMAN'S EV GOALS – TESLARATI - Keith McCluskey, the Chevrolet National Dealer Council chairman, has his sights aimed high as the veteran automaker increases its efforts to break into the growing electric vehicle sector. Amidst parent company General Motors' continued EV efforts, McCluskey maintained that Chevrolet dealers are looking to beat a formidable rival — Tesla. - “We want to beat Tesla on EVs. We want to meet demand,” McCluskey said. - Being General Motors' high-volume brand, expectations are high that Chevrolet would be producing electric vehicles from numerous price points for consumers. This should be covered by not only the Silverado EV but vehicles like the electric Equinox and Blazer as well. The electric Equinox is expected to start at around $30,000, a price that should make it competitive against popular EVs in the market like the Tesla Model 3 and Model Y. Original Source : https://www.teslarati.com/tesla-chevy-dealer-chairman-goals/ HYUNDAI MOTOR LAUNCHES 'KONA' ELECTRIC VEHICLE WITH ‘LG AND CATL BATTERY' - ETNEWS - Hyundai Motor's battery electric vehicle (BEV) 'Kona Electric' will be released next month with a completely different look from the previous time, which experienced a large-scale recall from a series of fire incidents - Both the body design and battery system have been changed and significantly improved. LG Energy Solution was kept as the battery supplier, and added CATL from a Chinese company. Hyundai Motor considered the possibility of discontinuation at one point, but decided to refine its heat transfer system and aimed to compete head-to-head. - On the 6th, Hyundai Motor will launch three fully transformed second-generation models of Kona in Korea next month - The new Kona is larger in size compared to before - CATL was added along with existing battery supplier, LG Energy Solution, in order to improve export competitiveness abroad including China. This is interpreted as a two-track strategy according to the sales region and driving performance specifications. Electric vehicles equipped with CATL batteries are likely to be sold in Korea and other countries. - Although the form-factor of the CATL battery has not been confirmed, it is highly likely that a 'CTP (Cell to Pack)'-based lithium iron phosphate (LFP) battery that directly connects the cell to the pack may be equipped instead of the conventional cell to module and pack method. Original Source : https://english.etnews.com/20220307200001 2ND GEN HYUNDAI KONA SPIED, ANOTHER LOOK INSIDE - KOREAN CAR BLOG - A few days ago we showed you up the first look inside and out of the all new Hyundai Kona (Codenamed as SX2) slated for 2023, thanks to our colleagues at CarPIX. Today we have new pictures, this time taken in South Korea by our colleagues at WoopaTV who captured it inside of a parking lot and gives us another look of the interior. - Its EV sibling is codenamed SX2e EV, with ‘e' denoting Europe, according to some reports. Original Source : https://thekoreancarblog.com/2022/03/07/2nd-gen-hyundai-kona-spied-another-look-inside/ ANALYSIS: UKRAINE INVASION SETS BACK DREAM FOR CHEAPER EVS, FOR NOW | REUTERS - Surging raw materials costs, made worse by Russia's invasion of Ukraine, could set back the dream of Tesla (TSLA.O) Chief Executive Elon Musk and other auto executives to roll out more affordable electric vehicles. - Rising prices of nickel, lithium and other materials threaten to slow and even temporarily reverse the long-term trend of falling costs of batteries, the most expensive part of EVs, hampering the broader adoption of the technology, said Gregory Miller, an analyst at industry forecaster Benchmark Mineral Intelligence. - The conflict in Ukraine has only raised the stakes, pushing nickel prices to an 11-year-high on fears that exports from leading producer Russia could be disrupted. Lithium prices also have increased, more than doubling since year end, as supply fell short of rising demand. - The average EV sold for almost $63,000 in January in the United States, about 35% higher than the overall industry average for all vehicles of just over $46,000, according to research firm Cox Automotive. - Rivian tried last week to push through a 20% price increase on its electric pickups and SUVs to offset higher parts costs, but retreated for those who had already placed orders when faced with a backlash that included possible sale cancellations. - LG Energy Solution (373220.KS), a supplier to Tesla and General Motors Co (GM.N), said raw materials account for 70% or 80% of the cost of its batteries. Original Source : https://www.reuters.com/technology/ukraine-invasion-sets-back-musks-dream-cheaper-evs-now-2022-03-07/ TESLA MODEL 3 DELIVERIES DELAYED IN CHINA | BENZINGA - Deliveries for the Model 3 sedan and the Model 3 Performance are now expected to take place in an estimated 16 to 20 weeks, from an earlier 12 to 16 weeks. Tesla has kept prices unchanged, according to the report. - The updated timeline means that customers who place their orders now will not get deliveries at least until the end of June. - The entry-level Model Y's wait period has been reduced by two weeks to 10 to 14 weeks, although the Model Y Long Range's delivery dates have been stretched by four weeks. The waiting period for the Model Y Performance remains unchanged. Original Source : https://www.benzinga.com/markets/asia/22/03/26011291/tesla-model-3-deliveries-delayed-in-china-heres-how-much-longer-waits-buyers-can-expect ELECTRIC CAR SALES RISE AMID RECORD-HIGH GAS PRICES – NBC BAY AREA Original Source : https://www.nbcbayarea.com/news/local/electric-car-sales-rise-amid-record-high-gas-prices/2830177/ ASTON MARTIN INKS DEAL TO DEVELOP BATTERIES WITH BRITISHVOLT - CNBC Original Source : https://www.cnbc.com/2022/03/07/aston-martin-inks-deal-to-develop-batteries-with-britishvolt.html VINFAST JOINS FORCES WITH LEASEPLAN FOR EUROPE - ELECTRIVE.COM Original Source : https://www.electrive.com/2022/03/06/vinfast-joins-forces-with-leaseplan-for-europe/ MG4 EV/CYBERE - EVERYTHING WE KNOW AS OF MARCH 2022 – TOP ELECTRIC SUV Original Source : https://topelectricsuv.com/news/mg/mg4-ev-cybere-details/ MERCEDES-BENZ TRUCKS UK BEGINS SALES OF THE ALL-ELECTRIC EACTROS | MERCEDES-BENZ TRUCKS MEDIA SITE   Original Source : https://media.mbtrucks.co.uk/press-releases/heavy-duty-distribution-with-zero-emissions-mercedes-benz-trucks-uk-begins-sales-of-the-all-electric-eactros OPEL TO BECOME PURELY ELECTRIC IN RECORD TIME | OPEL | STELLANTIS Original Source : https://www.media.stellantis.com/em-en/opel/press/opel-to-become-purely-electric-in-record-time QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM Do you think rising fuel prices at the pumps will have a direct impact on EV sales? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/

The Global Lithium Podcast
Episode 129: "Live from El Dorado" with Standard Lithium & Benchmark Mineral Intelligence

The Global Lithium Podcast

Play Episode Listen Later Feb 12, 2022 62:37


A double episode for Super Bowl weekend. Part One is with Standard Lithium's Dr Andy Robinson and Will Smith. Andy is COO. Will is Engineering Manager. We discuss the Standard Lithium project with partner Lanxess in El Dorado, Arkansas. Part Two features Andrew Miller the COO of Benchmark Mineral intelligence. We discuss lithium price, supply and demand and several other topics.

CIOs and Bow Ties
Why a Chinese Company Dominates Electric Car Batteries #electriccar #china #batterycar

CIOs and Bow Ties

Play Episode Listen Later Jan 24, 2022 15:24


Our website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxhttps://www.youtube.com/watch?v=lk49AidQtOU (come learn with me)points form the article:- Why a Chinese Company Dominates Electric Car Batteries- ATL has given China a commanding lead in electric car batteries, a technology central to the broader green revolution.- now obsessing about how to compete with a nearly invisible yet formidable industry giant- Now, the United States has to play the game of catch-up with electric vehicles.â€- China has 14 times the electric car battery-making capacity of the United States, according to Benchmark Mineral Intelligence, a London consulting firm.- For now, CATL is building a vast factory more than three times the size of Tesla and Panasonic’s electric car battery gigafactory in the Nevada desert.This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund's offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

Emerging Tech Radio
Importance of Value Chain in setting up Battery Gigafactory

Emerging Tech Radio

Play Episode Listen Later Dec 21, 2021 27:36


With India's focus on Advance chemistry cell battery manufacturing, the India battery supply chain council aims to develop a holistic, sustainable & robust ecosystem for the supply chain of batteries in the country. On this background, we bring you a special interview of Mr. Simon Moore; MD, Benchmark Mineral Intelligence talking about lithium price trend, importance of value chain, the quality & quantity balance in the ecosystem & much more. Please listen in the interested interview conducted by Mr. Ashok Thakur, Chief editor of ETN .

Redefining Energy
55. EVs: Tesla against the world - aug21

Redefining Energy

Play Episode Listen Later Aug 1, 2021 33:48


2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.What's the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.https://www.linkedin.com/in/jamescartertoronto/Check our friends:Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/Rho Motion: https://rhomotion.com/A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

The Global Lithium Podcast
Episode 108: Adam Panayi

The Global Lithium Podcast

Play Episode Listen Later Jun 26, 2021 57:36


Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins. In a little less than an hour we cover: How Rho Motion collects and parses data aka “how the forecast sausage is made” GWH projections for 2025 and 2030 – the driver of lithium demand The methodology of predicting Gigafactory utilization Stated Gigafactory capacity vs effective capacity EV penetration by region ESS – taking what batteries it can get (for now) Gigafactory start-up reject rates (the dirty little secret of battery producers) Warranties Why after several EV “false starts” it is different this time Cathode chemistry projections Rapid fire

1號課堂
EP22 l 美國聯準會可能會提前升息,預料各國將會跟進;德國福斯宣佈了一系列電動車戰略,電動車市場將發生革命性的大變化

1號課堂

Play Episode Listen Later Mar 23, 2021 15:19


一週財經聚焦 一、美國聯準會(FED)發佈公告,補充槓桿率(SLR)減免措施將按照此前的規定,在3月31日結束。同時間,俄羅斯宣佈決定加息,把基準利率從4.25%提高到了4.50%。 國際媒體相關報導 ●CNBC:「The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels」(美國聯準會將不會擴大那個允許銀行放寬資本儲備的大疫情危機規則) ●FT倫敦金融時報:「Russia lifts interest rates for first time in more than 2 years」(俄羅斯兩年多來第一次調高利率);小標:「Central bank seeks to cool inflation as economy rebounds from Covid crisis」(隨著經濟從Covid危機中開始反彈,中央銀行嘗試降溫通脹) ●Bloomberg彭博商業週刊:「Russia Surprises With Rate Hike, Signals More to Come」(俄羅斯令人意外的升息,更多的信號隨之而至) 分析解讀 3月19日晚上,對於看多全球金融市場的投資人來說,有兩個壞消息。 第一個壞消息是,3月18日美股開盤前,美國聯準會發佈公告稱,補充槓桿率(SLR)減免措施將按照此前的規定,在3月31日結束,也就是說延期的希望落空了。 「補充槓桿率(SLR)」是商業銀行資本充足率的重要指標之一,去年疫情爆發之後,聯準會為了支撐金融市場(尤其是債市),臨時放鬆了金融機構在計算「補充槓桿率」的規定,也就是美債和準備金可以不計入。這個利多「到期不再延續」,意味著聯準會對市場的看法發生了微妙的變化,寬鬆的力度減弱了。受這個消息的影響,美國10年期國債收益率馬上出現了反彈,一度衝破了1.75%。 此外,美國金融股也出現了普遍下跌,比如摩根大通、摩根士丹利、高盛、美國銀行、花旗集團、富國銀行,跌幅都在1.7%到3.2%左右,至於象徵避險的美元指數也一度向上突破了92點。事實上,美國10年期國債收益率,已經創下疫情在美國爆發之後的新高,或者說完全收復了疫情帶來的「失地」。 這意味著什麼?意味著美國聯準會加息可能會提前到來。 3月18日,聯準會的3月議息會議剛剛開過,傳遞出的似乎都是「鴿派」的聲音。一般認為,聯準會在2023年中期之前不會加息,但情況真的這麼樂觀嗎? 我認為,很有可能拖不到2023年。原因很簡單,美國的疫苗施打進展非常快,7月4日之前真的有可能放鬆小範圍群聚。一旦疫情被控制住,經濟就可能復甦,通脹也會比較強勁。到那時,會有出人意料的緊急踩剎車行動。與其到時候人仰馬翻,不如從現在開始慢慢讓貨幣退潮,至少不能再猛漲了。美國聯準會的決定非常耐人尋味,意味著態度已經發生了微妙變化。 第二個壞消息是,3月17日,巴西央行率先升息3碼,標誌著新興市場央行新一輪加息浪潮的開啟;3月18日,土耳其央行一口氣升息8碼,結果惹怒總統艾爾多安(Recep Tayyip Erdogan),使得央行總裁阿巴爾(Naci Agbal)馬上遭解職;接著,3月19日,俄羅斯央行也宣佈升息1碼,將基準利率調升至4.5%。 這三個國家的經濟總量,都在全球前20名。這意味著,全球主要經濟體裡,已經有三個國家開啓了加息週期。 如果按照2020年全球房價漲幅最大的國家排行,你會驚訝地發現,中國其實漲得不多。而土耳其、俄羅斯這兩個正在加息的國家,恰恰是房價漲幅最大的,巴西漲幅也很大。通脹升高,加息是必然的。 越來越多的國家加息,告訴我們,2021年就算不是大通貨膨脹之年,也必定是貨幣退潮之年。 當貨幣開始退潮的時候,資產價格將成為秋後的螞蟻。這也是我為什麼在1月就不斷提醒大家通貨膨脹的原因。 再次提醒,疫情對經濟的影響,跟金融風暴、經濟危機不同。疫情全面爆發,經濟是突然被冰凍的,或者說是猝死。當疫情控制住以後,經濟就會出現V型反彈,就像前兩天大家看到的1到2月的經濟指標一樣。這種反彈來得快去得也快,到那時,金融市場會有劇烈的波動,強勢美元會回歸,比特幣、黃金等價格大漲大跌,美股泡沫也可能破裂。 2008年全球爆發金融海嘯後,Fed為了避免銀行過度槓桿,提出補充槓桿比率(supplementary leverage ratio, SLR),衡量銀行資本(即向投資人募集、營利所得的資金)相對於放貸等資產的比率。根據規定,美國大型銀行持有的資本,至少須保持在所有風險資產(包括放貸、投資及房地產)的3%以上。這能有效阻止銀行在資本水位並未提升之際、承做過多放貸業務。 去(2020)年年初新冠肺炎(COVID-19)襲向美國、導致金融市場流動性驟縮,Fed為寬鬆救市、於同年4月宣佈銀行的槓桿限制會暫時鬆綁一年,將公債、準備金排除在SLR規定的資產類別之外,藉以讓銀行擴張信貸業務,向手上現金吃緊的消費者、企業注入活水。 然而,SLR規定僅是暫且放寬,即將於今年3月底到期。若鬆綁不展延,部分華爾街銀行未來幾月或許會瀕臨資本要求臨界點,被迫減碼公債,或不再接受客戶存款。 在各國擁抱利率上升的新時代下,新興市場開始聽到警鐘響起。在巴西升息後,奈及利亞和南非可能很快就會跟進。此外,俄羅斯已比預期更早停止了寬鬆政策,印尼可能也會這樣做。 這些政策轉變的背景是:在美國祭出更大刺激措施下,對世界經濟前景的樂觀氣氛再現。這不只推高了大宗商品價格和全球債券殖利率,同時隨著資金流向其他地方,對開發中國家的貨幣造成壓力。 對於還掙扎於經濟復甦的經濟體而言,或在疫情大流行期間債務負擔激增的經濟體來說,政策轉變造成的痛苦可能最大。此外,消費物價的上漲(包括食品成本)將引發利率上升,可能對貧窮的國家造成最大的傷害。 與他們形成鮮明對比的是,美國1.9兆美元新一輪紓困計劃剛剛開始實施,歐洲、澳大利亞等地則紛紛加大購債力度。 在新興市場這一波接連加息背後,是全球糧價暴漲,導致各地通膨的飆升。 世界銀行數據顯示,受疫情影響,全球食品價格在2020年總體上漲了20%,進入今年後,多數主要農產品價格也開始上升。隨著糧食價格的上漲,包括蔬菜、食用油、糖、乳製品和肉類在內的幾乎所有的食品價格都在上漲。不禁讓人猜測,下一個升息的新興市場會是那個國家,更重要的是,歐、美、大陸這幾個大型經濟體,最終是否能擋住這個趨勢。 世界銀行(THE WORLD BANK)首席經濟學家Carmen Reinhart表示,糧食價格和通膨的題材在不平等問題上影響很大,這種衝擊會產生非常不平等的影響。她提到,土耳其和奈及利亞就有這種風險。她說,未來可能會看到新興市場一連串升息,試圖對應貨幣下滑的影響,並限制通膨上升,這個世界注定會非常非常不一樣。 二、德國時間3月16日,Volkswagen福斯汽車在2020法說會上宣佈了一系列電動車戰略,當日股價一度上漲超9%。福斯宣稱推出的標準電池能夠降低成本,據稱福斯已經做好了磷酸鐵鋰、高猛、鎳鈷錳以及固態電池的技術路線佈局。 國際媒體相關報導 ●FT倫敦金融時報:「Volkswagen is the new Tesla ,Upside down markets return.」(福斯汽車是新的特斯拉,市場隨時可能反轉。) ●New York Times紐約時報:「Volkswagen Aims to Use Its Size to Head Off Tesla」(福斯汽車嘗試以規模經濟超越特斯拉;小標:「The German carmaker outlined ambitious goals to build battery factories as it ties its fate to electric cars. 」(這個德國汽車廠商用電池優勢,規劃出它押注電動車的藍圖) ●CNBC:「Volkswagen CEO says he wants to 'get close and then overtake' Tesla」(福斯汽車執行長 Herbert Diess說,他希望先拉近,再超越特斯拉) 分析解讀 特斯拉禍不單行,才剛剛看見過去一周由福斯汽車帶頭對特斯拉展開的反擊,我心想終於傳統車廠終於開始反擊了。接著在台灣,3月18日我就看見台灣電動機車市場龍頭光陽的高調對打GGR。接著3月19日,聽聞中國政府正在限制軍方、敏感行業國企和重要機關的工作人員使用Tesla 的汽車,理由是擔心這家美國電動車,可能導致國家安全信息的洩露。 今年的電動車產業真是精彩,德國時間3月15日開始,福斯汽車股價開啓強力反彈,並在當地時間3月18日創下了2008年11月24日以來的收盤價最高紀錄, 收在327.2歐元。這是福斯汽車股價在德國證券交易所連續第四個交易日上漲,也是有史以來股價表現最好的一周,因為投資者對其在電動汽車市場上超越特斯拉的計劃表示期待。 而事實上,福斯汽車在過去一周內連續發佈了多則新消息,都是有關新能源汽車方面的佈局和舉措,並有意將電能打造成福斯汽車新的核心競爭力,成為平台戰略不可或缺的一部分。 今年1月,福斯汽車CEO Herbert Diess就曾在Twitter上對Ellon Musk喊話,宣稱要爭奪Tesla的部分市場份額。在過去一周的完整交易日內,在福斯汽車股價大幅反彈的同時,Tesla 股價則是累計下跌了6%,市值縮水超390億元。 難道代表傳統的「大象」真的要開始起舞了? 事情起源於3月15日,福斯汽車集團舉辦的首次「電池日」活動。外界紛紛表示這是對Tesla的模仿。沒想到的是,福斯在活動中提出的目標更是宏大,讓大家意識到這次福斯來勢洶洶。 從2023年開始,福斯計劃推出統一的稜柱電池Unified Cell,它將陸續被安裝在集團旗下所有汽車品牌的電動車上,目標是到2030年,將有80%的車型都使用Unified Cell提供動力。 福斯還表示,要把電池的生產成本降低到每千瓦時100美元以下。要知道,過去10年電池的價格已經急速下降,從2010年的每千瓦時1100美元,降至2019年的每千瓦時156美元,而根據Benchmark Mineral Intelligence 2020年12月的統計,當下用於電動汽車的電池成本,已降至平均每千瓦時110美元。再加上福斯的歐洲6家電池廠、240GW的產能目標,以及一大批充電樁建設計劃,福斯擺明這回是玩真的。 在傳統車廠中,福斯是有這個實力的。UBS本月發佈了一份報告,就明確指出在電動汽車技術方面,福斯汽車僅次於Tesla。雖然在電池技術和軟體方面Tesla佔優勢,但福斯對汽車平台技術積累頗深。而且,雖然Tesla的市值是福斯的5倍多,但單論汽車銷量,福斯足足是Tesla的20倍多,全球排名第二,僅次於豐田,這表示其手中的現金流十分充裕。光是那計劃中的歐洲6個電池廠,就預計要投資超過290億美元。 不過福斯選擇在這個時候公開挑戰Tesla,最大的籌碼還是手中固態電池技術的進步。固態電池與目前主流的傳統鋰離子電池最大的不同,在於電解質。固態電池的優點是熱失控風險低、能量密度高、經濟性好。幫助福斯解決這一問題的,是一家叫做QuantumScape的固態電池製造商。除了福斯,QuantumScape最有名的投資人就是比爾蓋茲了。 2020年的時候,QuantumScape在固態電池領域實現了重大突破,他們生產的電池,可以在15分鐘內充至80%的電量,而且可以在800個充電週期後,依然保持了80%的容量。目前每升電池的能量密度,是商用鋰離子電池的2倍。 QuantumScape用陶瓷分離器,取代傳統電池中使用的液體電解質,作為正負離子流動的介質。鋰離子電池發明者、2019年諾貝爾化學獎得主之一Stan Whittingham表示,「製造一個固態電池最困難的部分,是需要同時滿足高能量密度、快速充電、長循環壽命和寬溫度範圍工作等多個要求。數據顯示,QuantumScape的固態電池完全滿足所有這些要求,如果該公司能夠將這項技術投入大規模生產,它就有可能改變整個行業。」 福斯的高調入局,很可能意味著汽車市場即將迎來新的洗牌期。近期Tesla的股價異動,表明這個目前電動汽車行業的龍頭老大,位置還談不上「穩如泰山」。如今傳統汽車企業正式下場,並有了殺手鐧和時間表,Tesla還接的住嗎? 在過去一周內,除公佈了激進的電池目標外,福斯汽車隨後又公佈了新能源汽車銷量目標。它表示,預計2021年將交付超過45萬輛純電動汽車,這是2020年總產量的兩倍多;到2025年,每年銷售目標是300萬輛電動汽車。 如果福斯汽車能實現上述目標,到2025年,福斯汽車在電動汽車銷售方面將有可能趕超Tesla,處於世界領先地位。 除福斯汽車外,在過去一段時間內,傳統汽車巨頭們在資本市場上同樣也在崛起,包括通用汽車、福特汽車、BMW等。 這些傳統的巨頭車企曾一度在新能源汽車發展正盛時,落後於電動車新勢力,而如今,他們可能正在透過全力轉型來實現「大象轉身」。整個電動車市場將發生革命性的大變化,我想,三分天下的格局即將來到。 《經濟學人》總評 封面故事 這期的封面故事,看似對中國充滿敵意。在橘紅色的封底前,我們看見一隻巨大的,戴著共產黨袖徽的左手手掌,它用力壓著一群象徵香港雨傘運動的人群,卻讓一個鞠躬哈腰的人影安好的站立在手掌之上。上面一排白色字體:「The brutal reality of dealing with China」(和中國打交道的這個殘酷現實)。 本週經濟學人用了三篇文章,從不同角度闡述這個議題。封面故事是「給自由世界提出了一個前所未有的問題:隨著中國的崛起,它應該如何確保繁榮、降低戰爭的風險,以及保護自由價值?」 香港藐視了那些尋求一個簡單答案的人。即使中國打壓了那裡的民主,香港正經歷著一場前所未見的金融繁榮。相同模式的政治壓迫和商業打壓,在中國也不遑多讓。2020年,中國在新疆打壓人權、發動了網絡攻擊,並開始威脅鄰國,而且還加劇了習近平周圍的人格崇拜。但是也就在同一年,中國大陸仍然吸引了全球1630億美元的新跨國投資,中國甚至正在向已投資9000億美元的外國人,開放著中國的資本市場,借以標誌著全球金融的重大轉變。 某些人建議西方世界應該設法切割中國,以試圖孤立它,來迫使它進行改變。如果這個方式可以成功,那麼這樣的代價或許值得付出。但有很多理由可以相信,西方不能依賴懲罰中國,來讓共產黨失去權力,我們得研究看看,有沒有更好的方式。 Powered by Firstory Hosting

The Global Lithium Podcast
Episode 79: Vivas Kumar

The Global Lithium Podcast

Play Episode Listen Later Sep 12, 2020 66:01


This episode features Vivas Kumar of Benchmark Mineral Intelligence for a second appearance. Vivas has been involved in the battery space since 2017 beginning as the “lithium guy” at Tesla before joining Benchmark. We cover a wide variety of topics of the day and then focus the conversation on what is going on in the "soon to be very significant” Indian market. Listen all the way to “rapid fire” and you will find out why Vivas doesn't want his mother listening to this episode.

The Minerals Manhattan Project
A Crude Awakening, ft. Simon Moores of Benchmark Mineral Intelligence

The Minerals Manhattan Project

Play Episode Listen Later Aug 31, 2020 40:54


Emily Hersh, host of the Minerals Manhattan Project, is joined by Simon Moores, CEO and founder of Benchmark Mineral Intelligence. Simon and Emily chat about ExxonMobile going from the Dow's most valuable company to falling off the index, and what that means for when the critical minerals supply chain will catch up to supply the world's battery gigafactories. We chat about the role of government in recovery from Covid, and Simon shares how Eminem's grammy speech inspired the show-stopping testimony he gave in front of the US Senate. In chatting about possible policy responses from the US Government, Emily suggests borrowing the portfolio approach taken by the pharmaceutical industry in developing a vaccine for Operation Warp Speed.We go through a few rumors in the lithium market and catch up on where we think next year is headed.To keep up with Simon, follow him on Twitter at @SDMoores and Benchmark Minerals at @benchmarkmin

Murkowski's Message Podcast
Murkowski's Message - Episode 7

Murkowski's Message Podcast

Play Episode Listen Later Jun 25, 2020 27:09


Senator Lisa Murkowski, chairman of the U.S. Senate Energy and Natural Resources Committee, records the seventh episode of her new podcast. This episode features Simon Moores from Benchmark Mineral Intelligence, discussing mineral supply chains and U.S. foreign mineral dependence. Subsequent episodes will include additional updates from the ENR Committee, guest interviews, and discussion of various issues related to her home state.

The Global Lithium Podcast
Episode 54 of the Global Lithium Podcast "The Lithium Manhattan Project"

The Global Lithium Podcast

Play Episode Listen Later Dec 9, 2019 54:33


This episode features Vivas Kumar of Benchmark Mineral Intelligence. Vivas was previously with Tesla. We discuss e-mobility, the "Manhattan Project" like effort the US needs to catch up in the "battery arms race", millennial attitudes towards mining and much more.

The Global Lithium Podcast
Episode 13: Q&A with Jose Hofer - Young Gun of Lithium

The Global Lithium Podcast

Play Episode Listen Later Dec 7, 2019 20:46


Jose Hofer is a rare breed in the lithium world. He has experience working for a major producer (SQM) and now the freedom to leverage his knowledge as a senior analyst at Benchmark Mineral Intelligence. I have known Jose since shortly after he entered the lithium world. One of his first mentors at SQM was Daniel Jimenez, a past guest of both the Global Lithium Podcast and this podcast. Jose also known as "titanium fingers" based on his guitar prowess is someone I believe you will be hearing from for a long time.

The Northern Miner Podcast
Episode 163: Lithium faces 'huge bottleneck' in supply, ft Castilloux, Bourassa, Miller, Mell

The Northern Miner Podcast

Play Episode Listen Later Dec 3, 2019 55:23


This episode features the Battery Metals panel at The Northern Miner's 2019 Progressive Mine Forum in Toronto. The event took place on Oct. 16 at the MaRS Discovery District and featured industry experts to discuss trends in battery metals markets amid the growing demand for electric vehicle (EV) technology. Topics included China's dominance of the lithium market supply chain, and the lack of preparation by Canada and its allies to meet growing market demand. The panel featured Ryan Castilloux, managing director, Adamas Intelligence; Guy Bourassa, president and CEO, Nemaska Lithium; Andrew Miller, head of price assessments, Benchmark Mineral Intelligence; and Trent Mell, president and CEO, First Cobalt. Moderation was provided by Frik Els, executive editor of MINING.com. All this and more with online editor and host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/ Photo credit: George Matthew Photography.

The Global Lithium Podcast
Episode 53 of the Global Lithium Podcast: "Boyz in the Hood" with Benchmark Mineral Intelligence

The Global Lithium Podcast

Play Episode Listen Later Dec 2, 2019 69:10


A Cyber Monday special - I am posting E53 of the Global Lithium Podcast on the Q&A site and later today will post a regular Global Lithium Q&A episode with Chris Berry aka "The Voice of Reason".

The Northern Miner Podcast
Miner Moment #19: America's worrying lack of a battery-minerals supply chain ft Benchmark's Moores

The Northern Miner Podcast

Play Episode Listen Later Feb 7, 2019 14:53


Simon Moores, managing director of battery minerals advisory firm Benchmark Mineral Intelligence, appeared before a U.S. Senate committee for energy and minerals in February 2019 to once again sound the alarm on the lack of a domestic supply chain in the U.S. for the battery minerals lithium, cobalt, nickel and graphite. (With Tesla's Gigafactory in Nevada being a notable exception.) The podcast presents 11 minutes of mining-related highlights from the 2.3-hour public hearing, and features comments from, in order of appearance: Senator Lisa Murkowski (R-Alaska), chairman of the Senate Committee on Energy and Natural Resources; Simon Moores; Senator Joe Manchin III (D-West Virginia), ranking member of the committee; Senator Catherine Cortez Masto (D-Nevada); Ethan Zindler, head of Americas for Bloomberg New Energy Finance; and Senator Angus S. King, Jr. (D-Maine), The formal name of the the hearing is "Full Committee Hearing on the Outlook for Energy and Minerals Markets in the 116th Congress" and a link to the entire hearing on video is available at: https://www.energy.senate.gov/public/index.cfm/2019/2/full-committee-hearing-to-examine-the-outlook-for-energy-and-minerals-markets-in-the-116th-congress Simon Moore's written testimony to the U.S. Senate's Energy and Natural Resources Committee is available at: https://www.energy.senate.gov/public/index.cfm/files/serve?File_id=9BAC3577-C7A4-4D6D-A5AA-33ACDB97C233 Visit Benchmark Mineral Intelligence at www.benchmarkminerals.com. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca). Music Credits: "Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

The Ellis Martin Report
SilverCrest Metals, Auryn Resources, Pure Energy and More

The Ellis Martin Report

Play Episode Listen Later Oct 3, 2017 67:42


In this episode of the Ellis Martin Report we'll visit with Eric Fier of Silvcrest Metals (TSX-V:SIL)(OTC:SVCMF) about their high grade results at the Las Chiaspas Project in Sonora State Mexico. We'll speak with Ivan Bebek and Michael Henrichsen from Auryn Resouces, a premiere company with several projects in Canada and Peru. We will talk about energy with Simon Moores of Benchmark Mineral Intelligence hosting a Cathodes 2017 conference October 8-10th in Newport Beach, California. We'll visit with Patrick Highsmith of Pure Energy Minerals at the Precious Metals Summit at Beaver Creek in Colorado. Patrick and I will discuss lithium and market trends in the space. Ellis chats with Don Baxter of Alabama Graphite about an ever evolving story in the graphite space and with the company. Precious Metals at the Precious Metals Summit in Colorado and the show continues with gold. Alexandria Minerals' Eric Owens joins Ellis with news from their project in Val D'Or Quebec.

The Ellis Martin Report
SilverCrest Metals, Auryn Resources, Pure Energy and More

The Ellis Martin Report

Play Episode Listen Later Oct 3, 2017 67:42


In this episode of the Ellis Martin Report we'll visit with Eric Fier of Silvcrest Metals (TSX-V:SIL)(OTC:SVCMF) about their high grade results at the Las Chiaspas Project in Sonora State Mexico. We'll speak with Ivan Bebek and Michael Henrichsen from Auryn Resouces, a premiere company with several projects in Canada and Peru. We will talk about energy with Simon Moores of Benchmark Mineral Intelligence hosting a Cathodes 2017 conference October 8-10th in Newport Beach, California. We'll visit with Patrick Highsmith of Pure Energy Minerals at the Precious Metals Summit at Beaver Creek in Colorado. Patrick and I will discuss lithium and market trends in the space. Ellis chats with Don Baxter of Alabama Graphite about an ever evolving story in the graphite space and with the company. Precious Metals at the Precious Metals Summit in Colorado and the show continues with gold. Alexandria Minerals' Eric Owens joins Ellis with news from their project in Val D'Or Quebec.

The Ellis Martin Report
Precious Metals Summit and Energy is Our Friend

The Ellis Martin Report

Play Episode Listen Later Sep 27, 2017 61:11


In this episode of the Ellis Martin Report we'll talk about energy beginning with an interview with Simon Moores of Benchmark Mineral Intelligence hosting a Cathodes 2017 conference October 8-10th in Newport Beach, California. We'll then visit with Patrick Highsmith of Pure Energy Minerals at the Precious Metals Summit at Beaver Creek in Colorado. Patrick and I will discuss lithium and market trends in the space. Ellis chats with Don Baxter of Alabama Graphite who just returned from a trip to Asia and an ever evolving story in the graphite space and with the company. Precious Metals at the Precious Metals Summit in Colorado and the show continues with gold. Alexandria Minerals' Eric Owens joins Ellis with news from their project in Val D'Or Quebec. We'll wrap the show up this week with Ivan Bebek and Michael Henrichsen from Auryn Resouces, a premiere company with several projects in Canada and Peru.

The Ellis Martin Report
Precious Metals Summit and Energy is Our Friend

The Ellis Martin Report

Play Episode Listen Later Sep 27, 2017 61:11


In this episode of the Ellis Martin Report we'll talk about energy beginning with an interview with Simon Moores of Benchmark Mineral Intelligence hosting a Cathodes 2017 conference October 8-10th in Newport Beach, California. We'll then visit with Patrick Highsmith of Pure Energy Minerals at the Precious Metals Summit at Beaver Creek in Colorado. Patrick and I will discuss lithium and market trends in the space. Ellis chats with Don Baxter of Alabama Graphite who just returned from a trip to Asia and an ever evolving story in the graphite space and with the company. Precious Metals at the Precious Metals Summit in Colorado and the show continues with gold. Alexandria Minerals' Eric Owens joins Ellis with news from their project in Val D'Or Quebec. We'll wrap the show up this week with Ivan Bebek and Michael Henrichsen from Auryn Resouces, a premiere company with several projects in Canada and Peru.

The Ellis Martin Report
Simon Moores of Benchmark Minerals on Lithium, Cobalt and Graphite

The Ellis Martin Report

Play Episode Listen Later Feb 22, 2017 56:07


Join Ellis for a conversation with Simon Moores, an analyst at Benchmark Mineral Intelligence, a London-based consulting and research firm focusing on niche critical and industrial minerals and metals including graphite, lithium, cobalt and vanadium. Kootenay Silver (OTC:KOOYF)(TSX-V:KTN) announces high-grade silver intercepts from drill program on La Negra operated by Pan American Silver Corp. Gordon Neal of Silvercorp Metals (OTC:SVMLF)(TSX:SVM) shares his thoughts on the company's current upswing in share price as well as providing an overview of the sector. Dudley Baker of Common Stock Warrants comments on his successes in selecting multiple ROI resource stocks. We review segments on several other mining companies.

The Ellis Martin Report
Simon Moores of Benchmark Minerals on Lithium, Cobalt and Graphite

The Ellis Martin Report

Play Episode Listen Later Feb 22, 2017 56:07


Join Ellis for a conversation with Simon Moores, an analyst at Benchmark Mineral Intelligence, a London-based consulting and research firm focusing on niche critical and industrial minerals and metals including graphite, lithium, cobalt and vanadium. Kootenay Silver (OTC:KOOYF)(TSX-V:KTN) announces high-grade silver intercepts from drill program on La Negra operated by Pan American Silver Corp. Gordon Neal of Silvercorp Metals (OTC:SVMLF)(TSX:SVM) shares his thoughts on the company's current upswing in share price as well as providing an overview of the sector. Dudley Baker of Common Stock Warrants comments on his successes in selecting multiple ROI resource stocks. We review segments on several other mining companies.

The Northern Miner Podcast
Episode 34: Lithium interview and Ivanhoe's Kamoa ft. Simon Moores

The Northern Miner Podcast

Play Episode Listen Later Oct 17, 2016 37:51


Matt hits the road to report on-site from Benchmark Mineral Intelligence's lithium-ion supply chain seminar. We sit down to with managing director Simon Moores to talk supply-demand fundamentals in the lithium market, the potential re-emergence of graphite plays, and emerging supply concerns in the cobalt market driven by socio-political volatility in the Democratic Republic of Congo. On Lesley's Geology Corner we drill into sediment-hosted stratiform copper deposits, which are top of mind following a massive resource update from Robert Friedland's Ivanhoe Mines (TSX: IVN) and it's "historic" Kamoa-Kakula project. We discuss the mineralizing events behind these typically large-scale copper ore bodies, which Lesley says was sort of a post-Archean geological hang over! Bonus: Matt digs into a busy upcoming earning season in the U.S., impending Bank of Canada policy moves, and PwC's junior market update! Timeline: Macro update and earning season: 2:35 Geology Corner ft. Ivanhoe Mines and sediment-hosted copper: 4:59 The lithium-ion battery rush ft. Simon Moores: 19:10 Upcoming Yukon territorial elections: 29:25 PwC's junior mining update: 31:20 Story references in this episode: Ivanhoe claims largest copper discovery in African history at Kamoa: http://www.northernminer.com/news/ivanhoe-completes-resource-kamoas-kakula-deposit-drc/1003778384/ Ivanhoe, Zijin wrap up prefeasibility study at Kamoa in DRC: http://www.northernminer.com/news/ivanhoe-zijin-wrap-up-prefeasibility-study-at-kamoa-in-drc/1003769644/ Junior markets show ‘signs of life,' PwC reports: http://www.northernminer.com/news/junior-markets-show-signs-life-pwc-reports/1003778594/ Pure Energy's Robinson surveys the world's lithium deposits: http://www.northernminer.com/news/pure-energys-robinsons-take-lithium-deposits/1003773821/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/