Podcasts about ganfeng

La société Atlantic Lithium qui opère au Ghana demande des concessions fiscales aux autorités en raison de l'évolution du marché ces deux dernières années. À l'instar de la société australienne, tous les investisseurs pâtissent de l'offre excédentaire qui a fait s'effondrer les prix de ce métal clé des batteries électriques depuis plus de deux ans. Ceux qui misent sur le continent africain ne sont pas épargnés. Comme l'opérateur australien présent au Ghana avec le projet Ewoyaa, tous les investisseurs avaient tablé sur un boom de la demande en lithium pour alimenter la transition énergétique et accompagner le développement des véhicules électriques. Mais rares sont ceux qui ne déchantent pas : depuis leur pic fin 2022, les prix ont chuté de plus de 80%. Ils ont atteint en avril un plus bas depuis quatre ans. Selon les projets, l'impact se ressent sur le calendrier de mise en production, voire sur la viabilité économique ou, sur les recettes, pour les mines déjà en activité.Reprise des ventes de véhicules en ChineLes ventes de véhicules électriques ont augmenté de 40% en Chine en un an, selon la China Passenger Car Association. Cela a joué sur la demande en lithium. Entre 2023 et 2024, elle a augmenté de près de 30%, selon les services géologiques américains (USGS) – soit 220 000 tonnes contre 170 000 tonnes en 2023.L'offre minière a cependant encore été supérieure aux besoins en 2024 et cela ne devrait pas changer cette année, selon les analystes du cabinet CRU Group cité par l'agence Bloomberg, même si plusieurs mines en activité ont réduit leur capacité de production depuis 2023 d'environ 200 000 tonnes pour tenter de redresser les cours.Le lithium attire toujoursLes difficultés sont les mêmes pour tous les investisseurs, et plusieurs projets dans le monde ont été retardés ou annulés l'année dernière, selon les données de l'USGS. L'année dernière, à titre d'exemple, le chinois Ganfeng, qui développe la mine de Goulamina au Mali, avait annoncé sa volonté de revoir certains de ses investissements sans spécifier lesquels. Mais le lithium attire toujours. L'opérateur chinois Zijin Mining Group a annoncé en début d'année son intention de produire d'ici un an du lithium en République démocratique du Congo même si ce calendrier pourrait être remis en cause en raison d'un litige sur la licence d'exploration entre la société publique congolaise en co-entreprise avec Zijin et l'australien AVZ Minerals. Le Zimbabwe, pays qui figure dans le top 5 des producteurs de lithium au niveau mondial, n'a pas levé le pied, au contraire, ses capacités de production ont augmenté l'année dernière.

TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive's Stephen Gunnion about the latest developments at Ganfeng's Mariana lithium project in Argentina. With production now underway, TNR Gold is set to start receiving royalty cash payments, marking a significant shift for the company. Klip highlighted that TNR Gold is evolving from a junior mining project generation company to a cash flow-generating royalty company. He emphasized, "It's really the dramatic achievement for our company," underscoring the milestone achieved this month. The Mariana lithium project, operated by Ganfeng, boasts an 8.1 million tonne lithium carbonate equivalent resource and has commenced its first production phase with a capacity of 20,000 tonnes of lithium chloride per year. Environmental sustainability is a key focus, with Ganfeng running Argentina's largest solar farm at the project site, ensuring a 24/7 renewable energy supply. Klip also mentioned Argentina's new tax incentives under President Javier Milei, which could support Ganfeng's potential second-phase expansion at Mariana. Additionally, Fundamental Research recently raised TNR Gold's buy rating from $0.24 to $0.28, highlighting the company's financial potential. For more insights, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications for future content. #TNRGold #Lithium #MarianaProject #ArgentinaMining #RoyaltyCompany #GreenEnergy #MiningNews #Investing #ProactiveInvestors

​​​​​​​TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive's Stephen Gunnion about the company's transformative progress tied to the Mariana Lithium project in Argentina. Klip highlighted that Ganfeng Lithium has reaffirmed plans to commence production at the project by the end of the year, a key milestone for TNR Gold. This marks a potential shift for the company into becoming a cash-flow-generating royalty entity. Klip detailed Ganfeng Lithium's expansion plans, which include doubling production capacity to 40,000 tonnes of lithium chloride annually at Mariana Lithium and committing an additional $3.2 billion in investment for Argentina in total. Addressing lithium market trends, Klip cited a resurgence in electric vehicle sales in China and rising demand projections. He emphasized Albemarle's estimate of 100 new lithium projects needed by 2030 to meet global demand growth, suggesting higher lithium prices will be essential for industry sustainability. Stay tuned for updates on TNR Gold's developments and follow Proactive's channel for more interviews. Don't forget to like, subscribe, and turn on notifications for future updates! #TNRGold #Lithium #MarianaProject #GanfengLithium #ArgentinaMining #RoyaltyCompany #LithiumMarket #ElectricVehicles #MiningInvestments #GreenEnergy #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Le lithium fait chuter les bénéfices des compagnies minières. En raison d'une offre excédentaire, plusieurs mineurs chinois affichent des pertes au premier semestre de l'année 2024 et annoncent repenser leur stratégie d'investissement. Avec des prix qui ont chuté à leur plus bas niveau depuis trois ans, les bénéfices que certains avaient encore réussi à enregistrer l'année dernière n'ont pas été réalisables en 2024.Les bilans du premier semestre communiqués ces derniers jours par deux miniers chinois confirment la crise qui touche la filière. Ganfeng le cinquième producteur mondial en valeur, annonce une perte de 107 millions de dollars. Tianqi, un autre groupe chinois, enregistre sa première perte semestrielle depuis 2020 – soit 734 millions de dollars – selon Bloomberg.« Il n'y a pas d'exception, résume Michel Jebrak, spécialiste en ressources minérales et co-auteur du livre Objectif lithium (Éditions MultiMondes). Tous les grands producteurs de lithium ont perdu 50% de leur valeur. » Y compris Albermarle, le numéro 1 américain, qui a réduit depuis plusieurs mois déjà de manière drastique ses coûts pour essayer de compenser la chute des prix.Plans d'expansion remis en causeSans surprise, Ganfeng repense lui aussi désormais ses investissements, en particulier ceux des projets qui ne génèrent pas de rendements « significatifs » à court terme.L'avenir n'a jamais été incertain pour ces jeunes sociétés qui se rêvaient en « caïds » du lithium dans les prochaines années. « La baisse de leurs valeurs boursières les rend plus accessibles aux majors », explique Michel Jebrak, en particulier à celles qui sont sorties du charbon et qui vont devoir se positionner sur les métaux d'avenir, indispensables à la transition électrique. « Il n'est donc pas exclu d'assister à une période de négociation en vue de rachats ou de fusion entre sociétés » ajoute l'expert. Des perspectives suspendues à  l'évolution du parc automobileSeule la reprise économique de la Chine et l'électrification du parc automobile européen et américain permettront aux miniers de remonter la pente. Or, l'essor de l'électrique est lui-même tributaire de politiques gouvernementales, et donc par essence difficile à anticiper.Dans une de leurs dernières notes, les analystes d'UBS prédisent un marché excédentaire encore jusqu'en 2027, et abaissent de 10% leurs perspectives de demande en lithium d'ici 2030, le report annoncé de plusieurs projets n'étant pas jugé suffisant à ce stade pour compenser la faiblesse des besoins.À lire aussiExploiter le lithium, une fausse bonne idée?

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I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.

ASX 200 trades quietly up 11 points at 7805 (+0.1%) after a great day yesterday. Banks stalled close to record highs, NAB fell 0.5%, with ANZ up 1.2% on broker upgrades, MQG unchanged with the Big Bank Basket up to $210.71 (+0.4%). Financials mixed as PPT cratered 7.1% after a strategic review presentation. REITs better, although GMG fell 0.3% on an update, SGP up 1.1% with industrials slightly firmer, REA up 0.8% with TCL up 1.4% and WOR pushing ahead 1.2%. Tech seeing a late surge, the All-Tech Index up 0.5%. Resources mixed, Iron ore miners fell as prices eased back. FMG down 0.5%, RIO off 1.2% and MIN off 0.7%. PLS up 0.2% in the lithium space but PMT continuing the run from yesterday's drill results. Golds firm but idle as DEG went to shareholders and instos to raise $600m. Oil and gas stocks firmed, WDS up 0.1% and STO up 1.1%. On the corporate front, PPT announced some big changes, a sale of its name and Rob Adams to retire after doing a great job. Not. Olam upped its bid in NAM as a two-horse race continues. QIP saw a competing bid from IPH up 5.4%, and QAN up 0.8% on record demand for premium seats. FLT, ABB, DGH, and JIN have all reaffirmed guidance. LLL announced a deal to sell the entire Malian mine to Ganfeng for US$342.7bn (43cps). On the economic front, plenty of RBA analysis. Asian markets saw some selling, with Japan off 1.5%, HK falling 0.7% and China down 0.5%. 10y yields 4.30%. Dow Futures down 6 points. NASDAQ Futures down 3 points. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.Ready to invest in yourself? Join the Marcus Today community.

This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina. We discuss what we saw and how each guest evaluates a project that is ramping up: 1) What were they key questions they wanted answered? 2) What was their overall impression of the project? This episode is brought to you by Zelandez and Mississippi Lime.

Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy.Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus's (PRU) bid.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:00:51)Pilbara picks Ganfeng(0:06:42)GMD's long awaited 5-year strategy(0:17:08)Brightstar & Lindin tie the knot(0:27:14)The Battle for Sierra Rutile!(0:45:16)Leo Lithium updates long suffering holders(0:47:22)OreCorp recommends Perseus's bid

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe people of Europe are not giving up, they are now banning together and the EU is in trouble, they cannot stop what is happening. Layoffs are accelerating. The [CB] will push their [CBDC], but it will push people into alternative currencies. The [DS] is now projecting what they are going to do for the 2024 election. They used covid to cheat in the election and this time around they know they are going to lose. They have been war gaming a simulation of a coup after the 2024 election. This will be their final treasonous act. They are now creating the idea that patriots will revolt after the election when Trump loses. This is the opposite, they will not accept the results and they will use their people to push the event. Playbook known.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/disclosetv/status/1753022609418010712?s=20 https://twitter.com/qtimekennedy/status/1753082407576555694?s=46   China's Lithium Producers See Profits Collapse as EV Demand Craters Chinese lithium giants Ganfeng and Tianqi warned investors  that their profits are plunging by up to 80 percent as the demand for electric vehicle (EV) batteries weakened, producing a glut of lithium that drove prices down. Ganfeng posted a note to the Hong Kong stock market that said net profits declined by up to 80 percent in 2023 because the “cyclical” nature of the lithium industry, and the “growth rate of demand slowing down,” caused a “significant decrease in the price of lithium-salt products.” EV sales slowed around the world in 2023, a trend slowed only by dramatic price cuts from expensive market-leading brands like Tesla and a push to adopt Tesla's charging port design as the industry standard, a move that would theoretically reduce consumer anxiety about being able to find compatible charging ports on long drives. source: breitbart.com Initial & Continuing Jobless Claims Surge As Layoffs Accelerate  The number of Americans filing for jobless claims for the first time in the last week was 224k (12k above expectations and 9k above the prior week). That is the highest since November... This is the biggest two-week jump in initial claims since the start of 2022 (and this is not seasonal, as this data is already seasonally-adjusted)... Source: Bloomberg California, New York, and Oregon saw the biggest increases in initial claims while Illinois and Missouri saw the biggest declines...   https://twitter.com/zerohedge/status/1752502655270666324?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1752502655270666324%7Ctwgr%5E96ef00d10da98a19361e29883e9c3e6b22998dd5%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Finitial-continuing-jobless-claims-surge-layoffs-accelerate   Source: zerohedge.com https://twitter.com/WallStreetSilv/status/1753046638631788975?s=20  stagflationary recession was ending and inflation contained. The specter of the elections will overhang any decision the Fed makes. Thus why number 2, the stagflationary solution seems to be the most palatable to the elites because government welfare programs can be used to offset the ability to afford basic necessities and that always plays well to the masses in an election year. The Globalists Want CBDCs In 2024... What Really Comes Next Will Surprise Them  The good news is that CBDCs are destined to fail. It's important to remember the wise words of Ron Paul: “What none of them (politicians) will admit is that the market is more powerful than the c...

INDEX: 0:35 - Howard and Rodney Reflect on Five-Year Partnership and Launch of First Podcast 3:10 - Analyzing Lithium Market Trends: A Year-by-Year Review and Predictions for 2024 6:09 - Examining the Roots of Lithium Euphoria's Demise and the Emergence of Pessimistic Outlook: Will it Spark the Next Bull Market? 8:03 - Reflecting on Past Predictions: Are Faster Price Declines Indicators of a Quicker Recovery in the Lithium Market? 9:56 - Argentina's Lithium Outlook Brightens: New Market Players Enter as Lithium America's Argentina Hits Production Milestone 12:05 - Ganfeng's Role as a Lithium Rally Indicator: Will Their Spot Carbonate Price Predict Broader Market Trends in 2024? 12:36 - Scrutinizing Lithium Industry Giants: Q4 Results to Reveal Potential Production Cuts and Growth Capex Adjustments 14:38 - Is Lithium Industry Facing Peak Pessimism? Analysts Reflect on the Ongoing Bull vs. Bear Debate Amid Downgrades and Market Trends 18:18 - Addressing the Lithium Supply-Demand Paradox: How Has the Market Caught Up, and Is the Investment Case for EVs Still Intact? 20:17 Evaluating Challenges in Low-Grade Lepidolite Extraction: Implications for the Lithium Market Amid Price Fluctuations 25:19 - Spodumene Mines at Risk: Potential 500,000 Ton Reduction and Oversupply Concerns in the Lithium Market 26:44 - Potential Lithium Production Cutbacks: 65,000 Ton Reduction, Highlighting Ganfeng Pilbara Deal as a Key Indicator 29:06 - Implications of Lower Lithium Prices on Operations: Cash Flow Challenges and the Likelihood of Mines Going Offline 30:24 - Q4 Results Impact on Lithium Industry: Albemarle's CapEx, Pilbara's Response, and Continued Supply Challenges 32:03 - Market Perception: Mixed Views on Imminent Turnaround, Eyes on Key Players Arcadium, Albemarle, and SQM 33:07 - Potential Panic in the Market: Analysts Predict Scramble for Material as Operations Consider Care and Maintenance 34:55 - Can Chinese Operators Sustain Production Amid Losses? Questioning the Viability of Prolonged Production at Current Price Levels 36:46 - Anticipating a Demand Bump: The Likelihood of Increased EV Sales and Gigawatt Hours Deployed in the Coming Years 38:52 - Election Year Uncertainty: Potential Volatility and Market Impact Amid Political Developments 46:05 - Investment Dilemma: To Double Down on Uranium or Average Down in Lithium? Evaluating Western Australia's Hard Rock Projects, M&A Trends, and the Role of Argentina and SQM in the Evolving Market 48:04 - The Future of Lithium: Emphasizing Structural Deficit Amidst Solar and Battery Storage Growth 52:08 Competitive Tension: Brazil, Africa, and Argentina Face Off Against China Dominance in Lithium Market, Q1 Catalysts Awaited for Corporate Strategic Demand 55:05 - Caution on Acquisitions: Companies Likely to Focus on Organic Growth Plans Despite Market Dynamics 57:14 - Impact of COVID-19 on Cost Curve and Profitability 57:58 - Examining Stability and Cost Competitiveness of Lithium Production Amid Market Dynamics #lithium #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Money of Mine is back!We've got a massive first episode of 2024 for the Money Miners.First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We're talking nickel, lithium and uranium. Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we're next up with their offtake agreement expansion with Ganfeng plus we couldn't help but discuss the huge short position on the company. We then spoke about a couple hot IPO's that caught our eye before diving into everything else that's been on our radar, including: CZR's Robe Mesa sale, G1A's strategic review, ASIC's new balance sheet focus, Codelco's bad year, Telfer going on hold, Endeavour booting their CEO, Santos' court win & SilverCorp's renewed OreCorp takeover attempt.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Thank you to our Podcast Partners:InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more informationDSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industriesTerra Capital – Specialist investment manager in the natural resources sectorMcMahon Mining Title Services (MMTS) – Australia-wide tenement service expertsFutureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commoditiesAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreKCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreBrooks Airways – Perth's leading charter flight operatorsK-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH hereJoin our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Subscribe to our weekly newsletter HOOTEROO HERALDTIMESTAMPS (0:00:00) Introduction (0:01:14) How companies can get better investor engagement  (0:03:30) Commodity price movements  (0:04:01) Nickel operations hit hard times (0:09:47) Lithium prices falling like a stone (0:14:45) Uranium on fire (0:20:36) Alcoa turns off Kwinana refinery  (0:24:01) WA domestic gas implications  (0:25:28) Pilbara Minerals MUCH anticipated quarterly (0:30:02) Is the IPO window open? (0:41:13) The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR

Hoy en Expansión Daily:Ganfeng Lithium buscará recuperar las concesiones por la vía legalEsta es la estrategia que América Móvil usa por reducción de jornada laboralEl misterio terminó, ¿por qué sólo funciona una caja de cobro en el OXXO?Suben las tarifas aeroportuarias, ¿cómo afecta a los consumidores?Twitch confía en México como uno de los países de mayor potencial a nivel globalErendira Reyes, editora en Expansión, de la mano de los y las periodistas de Expansión, te traen la información que tienes que saber. Leemos sus comentarios en nuestras cuentas de twitter e instagram. Toda la información sobre estos y otros temas están disponibles de forma inmediata en expansion.mx. Nos escuchamos de lunes a viernes, a partir de las 6 de la mañana.

Enrique Quintana

We serve up four fascinating stories for the Money Miners, opening with what fundies around Australia are saying about the market, small caps, and commodities. Sigma Lithium (SGML.tsx), the Canadian-listed lithium, caught our eye by essentially announcing itself for sale which naturally had us chatting. Another overseas listed company, Greatland Gold (GGP.lse) was next up as they announced their ASX listing on hold plus an investment from Wyloo. We went deep into what their situation currently looks like. Leo Lithium (LLL) was our final story of the day, which another trading halt concerning investors, on top of yesterday's announcement confirming the change of investment made by Ganfeng. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industry Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:45) Intro(2:57) What Investors Are Saying About Macro Right Now(7:03) Sigma Lithium Looks to be For Sale(11:17) Greatland Gold's ASX listing on ice, future in the balance(30:10) Leo Lithium into ANOTHER trading halt

The RBA meeting minutes were released yesterday hinting at the potential for further rate hikes to come, possibly taking the nation's cash rate to 4.60%, as the outlook for price pressures to become embedded raises concerns for the RBA especially if wages continue rising against stagnant productivity output. Stagnant productivity was a key inclusion in the RBA meeting minutes as members discussed the importance of growing productivity amid output per hour worked not increasing over the past 3 years, hence leading to GDP data growth actually worsening in Q1FY23. The ASX closed 0.86% higher yesterday, extending the ASX rally of late into a 7th straight session, buoyed by a surge in energy stocks with the sector closing just shy of 2% higher on Tuesday.In Australia, retail stocks took another hit yesterday after Best & Less (ASX:BST) downgraded profit guidance by 65% as the consumer discretionary sector as a whole feels the brunt of declining consumer spend. The company now expects net profit between $3.6m and $4.2m in H2FY23, down from the initial guidance issued of $10m to $12m.Over in New York on Tuesday, stocks are trading lower on the first trading session of the week on Wall St as the recent lengthy rally took a slight breather ahead of Federal Reserve Chair Jerome Powell's congressional testimony. The Dow Jones fell 0.72% on Tuesday while the S&P500 lost 0.47% and the Nasdaq declined 0.16%. On the earnings front, FedEx reports FY23 results after the closing bell on Tuesday. Adding to investor uncertainty was homebuilding projects data in the US out for May showing a surge in single-family homebuilding projects. In Europe, markets closed lower across the board on Tuesday as investor sentiment remains cautious particularly following recent data from China and the lacklustre return to full operational capacity in the region weighing on global economies. The STOXX600 fell 0.6% on Tuesday, Germany's DAX fell 0.55%, the French CAC lost 0.27% and, in the UK, the FTSE100 lost 0.25%.  What to watch today: Ahead of the local trading session the SPI futures are anticipating the local index to open 0.4% lower amid global markets turbulence overnight.On the commodities front this morning, oil is down 1.03% at US$71.18/barrel, gold is down 0.67% at US$1937/ounce, copper is up 2.24% at US$3.87/pound, and iron ore is flat at US$117/tonne.Economic data out today includes UK annual inflation rate data with the market expecting a decline to 8.4% in May from 8.7% in April.Investors in the UK will be awaiting the rate decision out of the Bank of England tomorrow with the expectation for a 25-basis point rate hike which will take the British cash rate to 4.75% for the month ahead.AU$1.00 is buying US$0.68, 95.85 Japanese Yen, 53.70 British Pence and NZ$1.10. Trading Ideas:Bell Potter has downgraded the price target on Mineral Resources (ASX:MIN) from $95 to $90 per share but maintain a buy rating on the mining giant after the company updated the market on its lithium business including the termination of the Mount Marion toll treatment agreement with Ganfeng Lithium Co. but MIN will still sell its Mount Marion spodumene concentrate to Ganfeng at market prices. Mineral Resources also updated the market on a second natural gas discovery at North Erregulla Deep-1, and early results of exploration for lithium at Mount Marion confirmed exploration potential at depth.And Bell Potter has initiated coverage of COSOL (ASX:COS)with a Buy rating and a price target of $1 noting the specialised digital IT solutions and data management company offers a compelling value proposition in the Enterprise Asset Management industry with strong financial growth, a diverse client base, strategic partnerships and actively supports its clients' sustainability goals.

We covered lots of ground today, filling the Money Miners in on Mining News from across the globe. In our deep-dive we expand upon Mineral Resource's (MIN.asx) late announcement on Friday, honing in on the cancelled lithium offtake with Ganfeng for Mt Marion. We also touch on the rumoured Barrick Gold (GOLD.nyse) bid for First Quantum (FM.tse); trouble at Lake Resources (LKE.asx) as capital costs emerge; progress in Brazil for Centaurus (CTM.asx); Lynas (LYC.asx) a little late with Kalgoorlie Facility; Sheffield (SFX.asx) 90% complete construction; Pantoro (PNR.asx) refinances their debt; and Albermale pays $30m for Lithium ground in WA. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters(0:00) Preview(0:19) Introduction(2:25) Barrick bidding for First Quantum?(5:34) Lynas updates on Kalgoorlie Processing Facility timing(7:57) Hudbay merger with Copper Mountain get approval(9:00) Centaurus buy back their offtake rights(11:49) Sheffield construction update(13:51) Lake Resources tumbles on capital cost reveal(18:36) Pantoro refinance debt ahead of merger with Tulla(20:28) Albermale pay $30m for Lithium exploration ground in WA(21:38) New Copper IPO on ASX backed by Tembo(24:03) MinRes cancel their offtake with Ganfeng for Mt Marion(39:55) Wrap-Up

Green Growth Giants' Owen Clendenin shares where most lithium comes from (0:30), whether investors should be in lithium refining or lithium mining (2:00), and Owen's top junior and producer stock picks (3:40). This is an abridged version of our recent conversation, Lithium 101 And The Best Run Lithium Company With Owen Clendenin (Green Growth Giants).Show Links:Subscribe to Green Growth GiantsInvesting Experts with Transcripts

Investoren setzen jetzt verstärkt auf Metalle, die für Zukunftstechnologie wie Elektroautos wichtig sind. Rüdiger und Robert schauen sich an, welche Metalle interessant werden und wie in diese investiert werden kann. Weiteres Thema ist u.a. der Wirecard-Prozess. Titel: Tesla, Rivian BYD, Salesforce, Lindt & Sprüngli, Albemarle, Ganfeng, Societad Qimaca, Livent, Lithium Americas, Adidas, Zalando Alle Folgen finden Sie auf kurier.at/podcasts/ziemlichgutveranlagt und kronehit.at/podcast/ziemlich-gut-veranlagt. Weitere Podcasts finden Sie unter KURIER.at/podcasts.

TNR Gold Executive Chairman Kirill Klip joins Natalie Stoberman from the Proactive studio to share news of the company's update on its royalty holding on Ganfeng's Mariana Lithium and partial NSR sale to Lithium Royalty Corp. TNR provides a wide scope of exposure to gold, copper, silver and lithium through its holdings in Alaska (the Shotgun Gold porphyry project) and royalty holdings in Argentina (the Mariana Lithium project, the Los Azules Copper Project and the Batidero I & II properties of the Josemaria Project). #proactiveinvestors #tnrgold #TSXV #TNR #mining #miningroyalties #gold #lithium

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

Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired.  #Lithium #Tesla #electricvehicles  Index: 00:00 -  03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea?    03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts. 08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing. 12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market.  17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions.   22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments.  25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain?   29:00 -  33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners? 33:43- 37:00 Big Oil's investments in the battery space.  37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow?   41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?" Please consider joining us on Patreon at www.patreon.com/rockstockchannel Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward. Please register your email at www.rkequity.com  Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.  --- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Welcome to Rock Stock Channel: a series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies. No payment has been paid in connection with the preparation of  this video and all Rodney's comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein

Pilbara's new Managing Director Dale Henderson discusses record cash generation, path to 1M ton spoduemene production, POSCO hydroxide JV, Calix midstream R&D project as well as broader market (supply, demand and price) and corporate strategy (M&A vs. dividends/buybacks) #Lithium #Tesla #electricvehicles  Video Index 0:00 - 1:25 Introduction 1:26 - 11:15 Q&A with Rodney - There's lots of cash sitting in the treasury, is this earmarked for spending, or will Pilbara become a dividend paying company? Historically selling spodumene to China was the only game in town; in your mind, is that changing? Pilbara is partnering with Calix in the midstream space - is this venture something that could become a meaningful line item for the company? What are the products available from this stream, and what are the benefits of going this route? The current difficulties around securing labour in WA - is that a short-term issue that will resolve itself over time? The BMX auction platform has been a huge success - will Pilbara expand sales volumes using this method? 11:16 - 22:25 Q&A with Howard - How much "free" tonnage does Pilbara have to sell on the BMX auction platform? What strategy maximizes value for shareholders? When you think of your relationship with Posco, do you look at the operating margin in a similar way that Mineral Resources does with its arrangement with Ganfeng?  22:26 - 24:57 Q&A with Rodney - It looks as if spodumene concentrate grades are drifting downwards closer to 5.5%, is that the new 6% or will grades climb upward in the future? The only way RK Equity sees prices falling is if undisciplined tonnage comes online. Do you see any risk of that happening? 24:58 - Q&A with Howard - How does Pilbara view potential M&A? Have you thought about shipping ore from WA to Europe or the USA? Pilbara's thoughts on long-term prices and reflections on the markets. Is there a takeover risk? 37:20 - End Please join us on Patreon at www.patreon.com/lithiumionrocks Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward. Please register your email at www.rkequity.com  Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.  ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies. No payment has been paid in connection with the preparation of  this video and all Rodney's comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein

In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong. The rest of the episode is answering listener questions: Topics: The Inflation Reduction Act Permitting DOE Loan Program DLE Canada's future in lithium The EU vs North America in battery supply chain development Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more

I interview the co-founders of the International Lithium Association (ILiA). Anand, known as “The Lithium Raj,” has deep lithium experience. Roland has experience running other major industry associations. We start off discussing Anand's experience as a lithium pioneer marketing spodumene from Australia (Greenbushes) before discussing the International Lithium Association's reason for being. Follow them on Twitter: @ILiA_lithium & Linked In The ILiA website: https://lithium.org/ Topics: The early days & growth of the lithium market in China Building relationships & negotiating in China The early days of Tianqi & Ganfeng. The transition from spodumene use in glass & ceramics to chemical conversion How China competed with low cost brine imports from South America China's rise in battery Moving from Talison to Galaxy & later Pilbara Minerals The thinking behind the creation of the International Lithium Association Attracting the major lithium players as members The Association's areas of focus and challenges Serving members & the general public What does ILiA look like in 2027? Rapid fire with the first "do over" in GLP history

As Tianqi lists in Hong Kong, the story behind it and lithium rival Ganfeng.Read the article: https://www.weekinchina.com/2022/07/the-lithium-opec/Narrated by Sylvia Franke.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Simon Hay is the CEO of Leo Lithium and the former CEO of Galaxy Resources. Leo Lithium has a 50/50 JV with Ganfeng Lithium to develop the Goulamina Project in Mali. Topics include: Africa's history in lithium Project details: resource/reserves, grade, flowsheet, utilities, etc Timing of stage 1 and stage 2 The Team Challenges Benefits of having Ganfeng as a partner Offtake Price formula The lithium market - what is "different this time"

Can Singapore be a global crypto hub? Temasek's offer for Sembcorp, Ganfeng, Alibaba and RyanAir are discussed. Michelle Martin and Ryan Huang go beyond the headlines in this edition of Market View. See omnystudio.com/listener for privacy information.

Im Freedom24 Börsenfrühstück hat André Wolfsbein den Energie-Experten Otto Wiesmann zu Gast: "Gazprom hat 25 % der Gaslager in Deutschland und die sind leer, fragen Sie mich nicht warum,... Putin sagte, er liefert sofort durch die North Stream II Pipeline, wenn das Zertifikat vorliegt. Ich kann ganz klar vorhersagen, der Gaspreis wird sehr teuer werden für die Verbraucher. Ich erwarte im November noch eine große Preissteigerung vor allem zum 1. Januar 2022. Die Versorger werden so lange erhöhen bis sie wieder Geld verdienen. Die USA greifen ein und haben Millionen ihrer Reserven aufgelöst - Europa macht das nicht, denn der Staat kassiert, Mineralölsteuer, kassiert Mehrwertsteuer und der Staat kassiert CO2-Steuern!" Besprochene Energie-Aktien: SGL Carbon, Orocobre, Ganfeng Lithium Ord., Woodside Petroleum, Gazprom, Plugpower, Redox-Flow-Batterien.

Carlos Galli is a globally recognized expert in lithium brine technology. This is a wide ranging discussion on the lithium market in Argentina including what needs to happen from a policy perspective to fully leverage Argentina's diverse portfolio of lithium containing salars. The importance of access to adequate quantities of fresh water for lithium projects and the great debate of how brine use should be considered in the water discussion. We review the top projects in some detail. LAC/Minera Exar, Orocobre (both Sal de Vida & Cauchari Expansion), Livent's expansion, Neolithium, POSCO, Eramet, Rincon, Lithica, Millennial, etc. Ganfeng's ambitious plans beyond Cauchari We also discuss Lake Resources and their recent commentary about their future Direct Lithium Extraction (DLE) is another topic both as it relates to Argentina and other parts of the world. The discussion strays across the border on occasion as we bring Chile and Bolivia into the discussion.

My guest is Stephen Biggins the Managing Director of Core Lithium. Core is developing the Finniss Lithium Project in the Northern Territory of Australia near the capital city of Darwin. We discuss: Their project: from metallurgy to process details and timing Relationships with two top level lithium producers – Ganfeng and Yahua Offtake details The project DFS Drilling to grow the reserve base The benefits of developing a project in the Northern Territory Lithium “fines” as a by product The market: entering the “perpetual lithium deficit” Becoming vertically integrated in the future Project execution challenges Building a team ESG Rapid fire

In Maydorns Meinung analysiert Börsenexperte Alfred Maydorn die neuesten Entwicklungen der beliebtesten Aktien deutscher Anleger und versieht sie mit seiner persönlichen Meinung.

Der DAX hat zwei starke Handelstage hinter sich. Die Vorgaben aus Asien und den USA machen Hoffnung, dass es positiv weitergeht. Am Nachmittag steht dann aber mit der EZB-Sitzung noch einmal ein wichtiger potenzieller Impulsgeber an.

In part two of our interview with lithium expert Gerrit Fuelling, Rodney Hooper and Howard Klein dig deeper into which project types (rock, salar brine, clay, unconventional brine) and which specific projects in Europe and the USA are most likely to be first into production to meet what looks to be a major potential #lithium shortage and bottleneck by 2023/24. Gerrit also offers advice for his former employer Albemarle as they enter year-end price mating season with #Tesla and other #EV customers. Tune in for extensive commentary on developing players in Europe -- European Metals Holdings, SavannahResources, and VulcanEnergyResources; USA/North America - Piedmont Lithium, LithiumAmericas, CriticalElements, Bacanora and many more (Albemarle, Livent, Ganfeng, Orocobre, Galaxy, Infinity, Keliber, E3Metals, CornishLithium, Neometals) If you like this podcast or YouTube, please "like" and subscribe to the channel, please send any comments/ Please also visit rkequity.com and register for our free newsletter! And consider joining us on Patreon at patreon.com/lithiumionrocks Not investment research. DYOR. Read disclaimer at www.rkequity.com

Chris Reed, the CEO of Neometals (ASX: NMT), is my guest on episode 78. Chris was the mastermind behind the development of the Mt Marion mine. He wisely brought in two heavyweight partners - Ganfeng and Mineral Resources to ensure guaranteed offtake and timely construction / start-up. Mt Marion is the cornerstone of Ganfeng's hard rock supply and the first strategic lithium asset in production for Mineral Resources. Chris timed Neometals' very profitable exit from the project well and retained pro-rata future offtake rights. One of the most forward thinking minds in the lithium world, Chris plans to lead Neometals into the broader battery metals market via “urban mining” – recycling lithium batteries to supply high quality cobalt, nickel and lithium while helping the battery industry greatly lower their carbon footprint. We discuss the current oversupply of spodumene concentrate and where pricing needs to be for newly minted Western Australia mines to survive and then expand to meet the massive growth in lithium demand. Chris and I agree a tight lithium chemicals market and price spike are coming based on the lack of investment in new hard rock and brine capacity in recent years. We examine the two main process categories of recycling and how Neometals will again utilize world class partners to move quickly along the development curve. Chris deconstructs the economics of recycling and where battery metals from urban mining will fit on the various cost curves. The episode concludes by looking at Neometals plans for a lithium hydroxide plant in India with a strategic partner and then move to “rapid fire”. Along the way I add to my vocabulary of Aussie sayings with at least three new ones. The first person that can guess them and leaves me a note on globallithium.net/contact gets a Global Lithium hat. Chris and Neometals COO, Mike Tamlin were the guests on episode 3 “Wizards of Oz” which is still second most popular episode of all 77 prior podcasts based on downloads. As always - thanks to our sponsor Zelandez

BMW Group South Africa (BMW SA) will launch South Africa’s fourth electric vehicle (EV) in the fourth quarter of this year, when the Mini SE will make its local debut. The Mini SE follows the new style of EVs, where a known model is turned into an electric car, and the vehicle is not manufactured on a purpose-built EV platform, such as the Nissan Leaf or BMW i3. BMW SA says the Mini SE will be the most affordable battery electric vehicle (BEV) in the local market, with pricing starting at R642000, moving up to R722000 for the top spec model. It looks like a Mini, feels like a Mini, and has retained the classic cool of the British brand, with all the features one would find in the internal combustion engine Mini. Range is 217 km, depending on driving style. Drivers can opt for a Green + mode, where range is preserved, or move up to Sports mode, where the car aims to spend its 270 Nm of torque far more eagerly. BMW SA says it will retain the BMW i3 in the local market, with this model more suited for family mobility. The Mini SE forms part of an extensive rollout of BMW electrified vehicles (EVs), which include plug-in-hybrid vehicles (PEVs), hydrogen fuel-cell electric vehicles (HCEVs) and BEVs. BMW is targeting an average growth rate of 30% a year in global EV sales, which should lead to one-million EVs on the road by 2021, and 15% to 25% of total sales by 2025. The German car maker says it will have 25 EV models on the road by 2023, with more than half of these BEVs. In Europe, more than half of total sales will be EVs by 2030. BMW PHEVs and BEVs are currently on sale in 74 countries worldwide. The group says it is “on eye-level” with Volkswagen and Tesla in terms of EV sales in the European Union, at around a 10% share. Globally, the group will launch 12 BEVs and 13 PHEVs until 2023. South Africa will not receive all of these, with the most likely next BEV to make its way here the BMW iX3 sports-activity vehicle. The BMW group is already developing the fifth generation of its electric drive train for release in 2021, where the electric motor does not require any rare earths. Taking the technology currently in the BMW i3 as basis, BMW believes it will be able to double the energy density of its battery cells and, therefore, also the operating range of its BEVs. The group has also taken control of its raw material supply, signing a 540-million Euro supply contract with Ganfeng for sustainable lithium from mines in Australia, and a 100-million Euro contract with the Managem Group for cobalt from Morocco.

Alison Dai is the Commercial Director of Chengdu Chemphys, a specialty producer of high purity lithium chemicals. Although less well known than Chinese major producers Ganfeng and Tianqi, Chemphys was active selling high quality lithium chemicals to the difficult to penetrate Japanese and Korean markets long before their larger rivals. Alison was born in China, raised in Western Australia and left an investment banking career with JP Morgan Chase to return to Chengdu and become involved in the family lithium business. We discuss the current state of the lithium market and ponder when the the oversupply situation will turn to shortage. I ask Alison about Chemphys plans for both expansion and utilizing partnerships to grow in the international market. We explore the rise of lithium reprocessors, the challenge of upgrading industrial quality lithium to battery quality and opportunities for Chemphys to help brine producers implement direct lithium extraction. Alison gives her thoughts on the rise of high nickel cathodes and the recent resurgence of LFP cathode. And, of course, we close with rapid fire.

Rodney Hooper and Howard Klein are back after a 3-month hiatus taking stock of the information contained in the Mr. Lithium Market Scoreboard as the tumultuous 1H 2020 punctuated by Covid Q2 disruption is in the books.   Tried and true "Don't Fight the Fed" combined with a new pandemic maxim "Buy in May, Stay At Home," combined with Tesla $69.42 S3XY short shorts is leading to cautious optimism/better bid behavior across a number of lithium stocks.   While a battle for lithium mindshare has emerged from an upgrading Ganfeng China analyst from underweight to overweight vs. her SQM & ALB love/hating colleagues - recognizing the highly relevant dichotomy between speciality hydroxide for Tier One customers in Japan and Korea trading at 80% premium to China "spot" carbonate.   Tune in for detailed commentary on Ganfeng, Mineral Resource, Lithium Americas, Sigma Lithium, Altura and many new and old names in USA, Europe, Mexico, Argentina, Chile and Canada.   Not Investment Advice. Do Your Own Research. Read Disclaimer: libull.com

Lithium-ion Rocks is back after a 6-week hiatus with interviews and commentary from Canada's premier metals and mining event #PDAC2020. The key Battery Materials highlight was an event sponsored by law firm Miller Thomson keynoted by 2019's Nobel Prize winner for Chemistry Stanley Whittingham - who flags future dominance of nickel-rich NMCA chemistries - and reminders from Benchmark Minerals Andy Miller about western OEM's over-reliance on China's supply chain & the likelihood for upside lithium price volatility in the face of decreased greenfield investment and brownfield expansions. Benchmark's groundbreaking work with the USA government powers-that-be returns May 21/22 to Washington DC and will be followed thereafter by what is sure to be another annual must-attend event: Battery Megafactories Europe in Berlin June 17/18 at which Rodney Hooper will be Chairing the sessions and corporate presentations for "Trans-continental Opportunities for Europe’s Supply Chain" #EuropeIsTheNewChina E28 Podcast index below, which includes comments on quarterly and year-end results from Dividend Aristocrat $ALB, Air Supply $SQM, Tianqi's Kwinanamaska woes, $1772's parabolic rise despite #Ganfeng's paltry 9% margins. We also discuss a key area of focus - Lithium 3.0 with 2030 Vision - our preference for advanced junior developers, and the wide valuation disparity among them which offers potential for asymmetric risk/reward for astute Jane and George Battery Pack investors. 0.00: Introduction0:40: Spodumene and chemical pricing forecast (Andy Millar)1:48: Howard introductory commentary3:06: Stanley Whittingham Q&A PDAC8:50: Howard commentary, focus on Ganfeng and Altura18:20: Q&A with Andy Millar, focus on the impact of coronavirus, battery plant growth and the future37:10: Rodney commentary, focus on Europe and EV sales, supply/demand for 202045:30: Howard closing commentary, including risk/rewards of lithium investing Please join our growing list of Patreon subscribers! www.patreon.com/lithiumionrocks Patreon subscribers at $50/month or more will receive Rodney and my proprietary research and commentary distributed twice quarterly. Not Investment Advice. Do your own Research. Read Disclaimer: libull.com

Jetzt KenFM unterstützen: https://www.patreon.com/KenFMde | Den vollständigen STANDPUNKTE-Text (inkl ggf. Quellenhinweisen und Links) findet ihr hier:https://kenfm.de/standpunkte-%e2%80%a2-china-verkauft-bmw-lithium-fuer-eine-halbe-milliarde-euro/ Bolivien zieht Lithium-Vertrag mit Deutschland zurück. Ein Standpunkt von Karl Bernd Esser. Der bayerische Autobauer BMW hat bei dem chinesischen Rohstoff-Konzern Ganfeng Lithium für 540 Millionen Euro Mitte Dezember 2019 bestellt. „Mit der Vertragsunterzeichnung sichern wir unseren Lithium-Bedarf für Batteriezellen ab“, sagte Einkaufsvorstand Andreas Wendt. Der Vertrag laufe bis Ende 2024. „Bereits 2023 wollen wir 26 elektrifizierte Modelle im Angebot haben, davon mehr als die Hälfte vollelektrisch. Entsprechend steigt der Bedarf an Rohstoffen“, sagte Wendt. Ganfeng baue das Lithium in Australien ab. Für die kommende, fünfte Generation an Batteriezellen kauft BMW auch Kobalt ab 2020 selbst ein und liefert die Rohstoffe den Batteriezell-Herstellern CATL und Samsung SDI. Kobalt soll künftig aus Minen in Australien und Marokko bezogen werden. Die Lieferverträge garantieren eine Versorgungssicherheit bis 2025, teilte BMW mit. Mit den Zellen der beiden asiatischen Hersteller baut BMW die Batterien für seine Elektroautos selbst in den Werken Dingolfing, Spartanburg und Shenyang. Bis 2031 hat BMW bei CATL Batteriezellen für 7,3 Milliarden Euro und bei Samsung SDI für 2,9 Milliarden Euro bestellt. „Damit sichern wir langfristig unseren Bedarf an Batteriezellen“, sagte Wendt. In Europa wollen die Münchner 2025 jedes dritte Auto mit Elektro- oder Hybridantrieb verkaufen. Warum handelte BMW so schnell und umsichtig? Der Vertrauensvorschuss vom BMW Konzern in das neu gegründete deutsch-bolivianische Staatsunternehmen YLB (Yacimientos de Litio Bolivianos (kurz: YLB, übersetzt: Bolivianische Lithiumvorkommen) zur Lithiumgewinnung ist weggeschmolzen. Im November 2019 hat Boliviens Regierung nach Angaben eines Regionalpolitikers ein Joint Venture zur Lithium-Gewinnung mit einem deutschen Unternehmen überraschend annulliert. Die Anlage der deutsch-bolivianischen Staatsfirma YLB an der „Salzpfanne Uyuni“ in Bolivien war erst am 9.10.2018 das Joint Venture zwischen der baden-württembergischen Firma ACI-Systems Alemania GmbH (ACISA), der Thüringischen K-UTEC AG Salt Technologies ( zu DDR-Zeiten VEB-KALI ) und der Bolivianischen Regierung. Bolivien ist mit 51 % am Gemeinschaftsunternehmen YLB ACISA E.M beteiligt. Der Konzern untersteht dem bolivianischen Energieministerium und wurde 2017 mit Hauptsitz in La Paz gegründet. Das Joint Venture beinhaltet Investitionen in Höhe von 1,2 Milliarden US-Dollar und den Bau dreier Fabriken in Bolivien, unter anderem einer Lithiumhydroxid-Anlage am Salar de Uyuni, wo aus den dortigen Lithium-Reserven Kathoden und Batterien hergestellt werden sollten. Geplant war von 2022 an eine Förderung von 30 000 bis 40 000 Tonnen Lithiumhydroxid im Jahr, mit Investitionen von 300 bis 400 Millionen Euro. Damit ließen sich Hunderttausende E-Autos mit Lithium-Batterien ausstatten...weiterlesen hier: +++ Dir gefällt unser Programm? Informationen zu Unterstützungsmöglichkeiten hier: https://kenfm.de/support/kenfm-unterstuetzen/ Jetzt kannst Du uns auch mit Bitcoins unterstützen. BitCoin-Adresse: 18FpEnH1Dh83GXXGpRNqSoW5TL1z1PZgZK +++ Abonniere jetzt den KenFM-Newsletter: https://kenfm.de/newsletter/ +++ KenFM jetzt auch als kostenlose App für Android- und iOS-Geräte verfügbar! Über unsere Homepage kommt Ihr zu den Stores von Apple und Google. Hier der Link: https://kenfm.de/kenfm-app/ https://www.kenfm.de https://www.twitter.com/TeamKenFM https://www.instagram.com/kenfm.de/ https://www.youtube.com/KenFM Bestelle Deine Bücher bei unserem Partner: https://www.buchkomplizen.de/ See acast.com/privacy for privacy and opt-out information.

In this episode we discuss the recent announcement by Lithium Americas regarding a transaction with their partner Ganfeng Lithium. The agreement will result in benefits to both parties. Guests Mac Whale of Cormark and LAC CEO Jon Evans will give their perspective on the deal. Note: Mac misspeaks on the project valuation implied by the 1% of the project Ganfeng is purchasing. (1% at $16 million = a valuation of $1.6 billion). I also discuss the recent run-up in Tesla stock and caution lithium investors not to get too excited about the likely short term impact Tesla's performance has had on certain lithium stocks. I wish Luke Kissam, CEO of Albemarle, "Godspeed" in dealing with his recently disclosed health issue. I also briefly discuss the coronavirus and potential impacts it may have on 2020 in the lithium world.

One of my objectives in starting the Global Lithium Podcast was to use it as a tool to learn from the best minds in the industry. After recording over 50 episodes, a great deal of valuable knowledge has been disseminated by my guests. Beginning this week I will, on a bi-weekly basis, repost some of the best episodes and provide  commentary on what I feel the major "take aways" are. Although the lithiumpodcast.com website is still available, eventually all the episodes with guests will appear on this platform with updates and additional comments. Although I personally know many of my guests well, I learn something new each time I listen and I believe your experience will be the same. I appreciate that listening to podcasts a second time isn't for everyone which is why "Archive" episodes will be stated upfront. The Ganfeng "Not Lost in Translation" episode is one of the best not so much for the technical information revealed but more it is a "rags to riches" story about how initially one man's vision and later a "dynamic duo" can change an industry by defying conventional wisdom. I learn from Li Liangbin and Wang Xiaoshen each time we meet. It has been a privilege to watch my two friends have great success and to have been in a small way part of that success.

Chris Reed and Neometals monetized a $3M investment in Mt Marion into $200M cash over a 10-year period since bringing Mineral Resources in as Build Own Operater with 30% project interest in 2010. No Stranger, Chris Reed, descendant of mining royalty & man of deep global lithium expertise at the epicenter of the last decades boom busts, shares the great history in partnering to create the worlds second most important hard rock lithium resource - a secure, sustainable supplier to green European sensitivities at VW & BMW, for example, via China Girl Ganfeng - while maintaining strong economics for both miner and processor of this pioneering 50:50 JV. Mineral Resources now has strong JVs in Western Australia with the two most important lithium producers globally - Albemarle and Ganfeng. How might this dynamic evolve over time? Neometals has done well by its shareholders - returning cash via dividends and buybacks, as it has monetized Mt. Marion, while at the same time, maintaining a 20-person staff "project generating" new ventures. With NMT trading at about its cash balance of AUD 108M, Mr. Market seems to assign no value to this team of proven value creators. That could change in 2020/21 as Neometals advances its exceptionally high IRR - 72% - low Capex - USD 66M - recycling project in partnership with Germany industrial giant SMS. With Auto OEMs in particular government mandated to re-cycle their exponentially growing universe of EV batteries, this emerging industry is destined to be a hot development area over the next decade. Neometals is one of the few public plays in the re-cycling space. Chris discusses Neometals revenue potential from recycling services, licensing and sale of recovered cobalt, nickel, lithium, copper, iron, aluminium, manganese into saleable products using its proprietary, sustainable process recovering materials from consumer electronic batteries (lithium cobalt oxide (LCO) cathodes), and nickel‐rich electric vehicle and stationary storage battery chemistries (lithium‐nickel-manganese‐cobalt (NMC) cathodes). Chris also shares some thoughts on the new Lithium Paradigm with volume purchaser Auto OEMs treating lithium as they do all their other "suppliers". www.patreon.com/lithiumionrocks libull.com Not Investment Advice. Do Your Own Research

Gerrit Fuelling, an ex Rockwood/Albemarle chemical engineer who held senior executive roles in sales and operations, joins Lithium-ion Rocks co-hosts Rodney Hooper and Howard Klein for a second time this year for a candid discussion and highly differentiated perspective, in particular re: brine producers and developers in Chile and Argentina. Also included are key highlights and voices from existing ALB management from their December 12 Investor Day in New York. Questions - hydroxide and carbonate spec sheets are tightening from end users, in particular Auto OEMs - will old producers/old plants (eg. SQM) meet the new standards? Or are new producers/plants better placed? - Orocobre and Galaxy have decided to produce a lower quality/intermediate product in Argentina to be processed in lower altitude locations closer to cathode production -- is there an issue with these particular brines/projects (Hombre Meurto/Olaroz) to produce battery quality in Argentina? In general, can "conventional" evaporation (ie, the "Atacama process") work in Argentina or do you need different technology (eg. ion-exchange) that Livent uses to successfully produce battery quality? - Do you believe Greenfield development projects in Argentina can achieve SQM/ALB-like operating costs (ie, below $3,500/t)? How applicable is Ganfeng's prior experience processing purified SQM brine to the development of Cauchari with Lithium Americas? - Rodney wrote recently that breakeven pricing for Chinese non integrated converters using conservative numbers at about $8,400, so at $7K China carbonate spot, these marginal cost producers are well underwater, how much longer can they last? How are Chinese converters surviving? - Can a chemical conversion plant be built in Europe? Is the EU serious enough about battery supply to support mining? Listen carefully to Gerrit's detailed answers to all of the above PLUS Peter Parker Eric Norris's input on the brine vs. Hard Rock debate for an increasingly hydroxide future, ALB's path from 2020 trough to a $800-1B free cash flow machine and a bonus "bad answer" from Luke Kissam in response to Howard's question re: Mineral Resources JV Not Investment Advice. Do Your Own Research. Read Disclaimer: libull.com

Five questions: from Livent earnings to why I am critical of ALB but not of Ganfeng. Does Bolivia matter? Do I ignore Altura? plus rapid fire.

As @RodneyHooper13 and @LithiumIonBull return after a five-week break to begin @LithiumIonRockssecond season, a redux of late 2018 Velocitility has again returned to global and global emerging markets. Despite a strongly upbeat hydroxide demand outlook articulated in Livent’s Q2 conference call and supply restraint at Albemarle, lithium equities have staged only fleeting bear market short squeeze rallies. Political instability in usual (Argentina) and unusual (Hong Kong) places, negative bond yields, Brexit/EU stagnation and Trade War “chicken” with China continue to weigh on short-term sentiment. Gold is hot and goldbugs globally are giddy. Canaccord Genuity’s Reg Spencer and Fastmarkets’ Will Adams discuss with Rodney and Howard their views of the current state of play with lithium supply/demand, prices, the outlook for ASX shares Alita ($A40), Altura ($AJM), Pilbara ($PLS) Orocobre ($ORE) and two of Canaccord’s top junior picks that continue to outperform, Piedmont Lithium ($PLL) and Lithium Power International ($LPI). We also comment on Ganfeng's ($1772) surprise “No” vote from its Hong Kong shareholders and what this could mean to its $450M capital raising plans and its multiple junior miner partners. PLUS! SOMETHING NEW! LithiumIonRocks has joined Patreon to enable all our listeners the opportunity to contribute to our continued production of #LithiumEquityIntelligence www.patreon.com/lithiumionrocks Monthly Tiers: $1 Tier - Brine$10 Tier - Hard Rock$20 Tier - Jane & George Battery Pack$50 Tier - Unicorn in Green Fields$100 Tier - LithiumIonBull EXCLUSIVE SNEAK PREVIEW for all Patreon members that join the $10 Tier or above! Rodney and I recorded commentary on Livent and Albemarle conference calls which will be published as part of upcoming next episode following SQM’s Q2 conference all later this week. Meantime, inspired by an epic stadium show by the Rolling Stones No Filter tour… Enjoy E19: S2 Premiere! Emotional Rescue. Let it Bleed Podcast Index 0:00-4:43: Introduction 4:44-15:30: Fastmarkets’ Will Adams price round up: 15:31-39:20: Sydney-based Canaccord Genuity analyst Reg Spencer discusses the current market conditions and his coverage of AJM, PLS, ORE, LPI & PLL 39:21-49:00: Howard & Rodney commentary on Alita and Ganfeng 49:01-end Disclaimer Not Investment Advice. Do Your Own Research.

1H Mr. Lithium Bull Market Scoreboard. Dead or a Livent? E18 S1 Finale: #LiTHiuMadMen. #ChangetheConversation 0:00-5:04 Introduction Howard discusses the change in conversation from price pressures to future chemical shortage. The battery arms race has begun and there’s a need to “overfund” to meet future demand. Geopolitics of Lithium. US Security of Supply. Mr Market scoreboard. Piedmont, Lithium Power International, Savannah, Infinity. 5:00-6:00. Tesla Lithium? Verbatim from Elon Musk at AGM & perspective on the potential for this vertical integration from recent podcast from Tesla gurus Galieo Russell (HyperChange) & Sam Korus (Ark Invest). 6-7 Chicago, Saturday in the Park. A man selling Ice Cream (Plain vaniLLa) 7 -9:30 Howard discusses Livent earnings, speciality chemicals multiples, and new discoveries/expansion - eg, Liontown, Piedmont, Carolina Tin Spodumene Belt. 9:30-13:15 Rodney discusses the 1st half and important trends to watch 13:15-15:30 Howard and Rodney discuss Europe as the new China and the OEM’s and the choices they’re making re EV’s 16:12-33 Tesla’s China factory and VW’s ability to make low prices cars. Eramet and the truth about how many projects are actually at an advanced stage. Project funding and who might get funded? Can new supply meet demand growth by the mid 2020’s? Chinese control of supply and Ganfeng’s growth strategy. What does Bacanora investment mean for Ganfeng - LAC/Thacker Pass? Will Ganfeng be welcomed to invest in #USA? Merge with LAC? Dead or a Livent? 33-54 Chris Kapsch of Loop Capital discuss Livent in detail, including its place in the supply chain and whether like Albemarle it's a base load supplier? Price target and valuation time frame and which of LTHM and ALB he likes better. Not Advice. Do your own research. Read Disclaimer.

KISSam Luke Parts 1, 2 & 3 PLUS Chile Manager Ellen Lenny-Pessagno Index by Minute: 0-3 4 years since Rockwood acquisition, what has change in capital markets to so de-rate Albemarle’s multiple? 3-7 Momentum “block trade” increasing volatility & creating a “Freebird” Lithium valuation. 7-10:45 Albemarle overview of its mix of business and current key valuation metrics. 11 - 19 When hydroxide demand greater than carbonate? Hydroxide to maintain its price premium to carbonate? Sustainability in Atacama, other outstanding considerations with Chile regulators. 19 – 21 Antofalla, Argentina asset vs. possibly buy. LIvent, Orocobre. High quality brownfield Kings Mountain North Carolina 21-24 Clay or geotherma projects? Nemaska. Execution by juniors, by majors 24-26 Weather. Compare Western Australia (Wodgina) and Quebec 26-31 Tianqi SQM, possibility of takeover by Tianqi/China support? 31-34:30 ALB’s lithium assets trading at “replacement value”. Why? 34:30-37 ALB vulnerable for a takeover? Insider Buying? 37 What price expectation did ALB use to ensure IRR of two times their cost of capital for $2B Wodgina investment? 37-42 Spider Web – what two most important factors for M&A transaction?Rockwood - Reflections four years on acquisition logic – World Class Greenbushes, Atacama. Pivot to hydroxide from Oz rock vs. Atacama carbonate. Perspectives on Ganfeng, partnering strategies with juniors or Chinese converters. Response to Ganfeng’s strategy to take over ALB as #1 producer. Big vs. profitability. Thoughts on Quebec, North Carolina, Europe as lithium geographies. 43:30-45 Kings Mountain – “No questionthat is a World Class, World Scale Asset” Can build “Hydroxide, Carbonate or another lithium derivative around it.” North Carolina, USA. 45:15-51 Timing of ALB bond? China approval for Wodgina? Reliability of ALB’s long-term contracts and price floors ALB’s customer mix 51 – 53:30 From 2021 will you seek to re-enter new carbonate contracts expire? 54-60:05 Strong potential of its past producing, plain vanilla hard rock lithium mine in King's Mountain North Carolina. Update on cost position and plans at Wodgina JV with Mineral Resources and potential to buy further China conversion assets. Luke also weighs into the increasingly topical discussion about USA Security of Supply - will US follow China and EU with some level local and federal support infrastructure, coordination and incentives support to bring entire supply chain? Can ALB be strategic American supplier to GM, Ford, VW USA? 60:05-89:30 Albemarle's Chile Country manager and ex-USA diplomat Ellen Lenny Pessagno also joins Howard Klein and Rodney Hooper in Santiago at the 11th annual FastMarkets Lithium Supply & Markets Conference with an update after her first nine months since joining ALB. Ellen outlines her and ALB's commitment to Sustainability while doubling the company's lithium production in Atacama and La Negra through the installation of new equipment to increase yield by 30%. And the company’s unique relationship and commitment to and employment of local indigenous populations as well as its strong relationship with CORFO and other government regulators. Ellen also shares her view on current political situation and risk/reward in Argentina. 89:30 Howard concluding comments including response to vocal ALB haters spewing “De-Worseification” and “Bad Company” epithets. Not Investment Advice. Do Your Own Research. Read Disclaimer

Will Adams & Jon Mulcahy ⁦@FastmarketsMB banter with @RodneyHooper13 & @LithiumIonBull about Takeaways and Giveaways as #Lithium19 Santiago #Chileconcluded last Wednesday. Featuring: Sounds of Silence. Us & Them Timeline0:00 - 5:07: Introduction. VW ID Buzz. Sounds of Silence.5:08 - 6:15: Fastmarkets introduction6:16-10:35: Fastmarkets conference takeaways 10:36 - 12:10: Shouldn't OEMs lock in equity & off-take deals at current low prices?12:11 - 14:00: Cathode chemistry trends 14:01 - 17:10: Hydroxide and carbonate pricing 17:11-22:58: Tianqi, Ganfeng, Livent, Albemarle banter. Sustainability. Transparency. Us & Them 22:59 - 27:35: Europe & battery supply chain. Infinity. Keliber. Savannah.27:36 - 31:12: EV range, infrastructure, & carbon neutrality.31:13 - 35:26: General commentary & Fastmarkets overview 35:27 - 41:30: LME contract & price forecasts 41:31 - 44:50: Project funding44:51 - End: Trade war, EV sales & LME

Albemarle looks vulnerable for opportunistic takeover. Valuation (down ~50%) reflects Mr. Market pricing in today’s China spot carbonate price as the long-term reference point, rather than ALB’s more profitable long-term hydroxide price with floors from reliable non-Chinese counter-parties. In Part Two of Lithium-ion Rocks exclusive interview with KISSam Luke - the leader of the world’s largest lithium producer - Howard Klein and Rodney Hooper ask about such M&A possibility and whether management/board are considering insider buying at current prices?
 Additionally: What LiOH pricing did ALB assume for its Wodgina JV to achieve 2X cost of capital? What is expected timing and pricing for $1B+ bond deal later this year for Wodgina JV? What are ALB's top two most important investment criteria for lithium investment? Might ALB deploy Ganfeng-like strategy in partnering with juniors via off-take agreements? After investing "tens of millions" evaluating King’s Mountain North Carolina what has ALB learned about the quality and size of that past-producing asset and the likelihood/timing that the Carolina Tin-Spodumene belt will again become an important part of USA and global lithium supply? PLUS: Chris Kapsch of Loop Capital Is lithium a specialty chemical or commodity chemical? What does that really mean for $ALB long-term profit margin and Mr. Market earnings/EBITDA multiple? With Tier One harbrock (Talison) and brine (Atacama), ALB is positioned as the "baseload supplier" to "Tier One" Battery and Cathode producers outside China. Does this justify premium valuation to peers? Where does ALB & other lithium producers sit relative to broader “Specialty Chemicals” investment universe? ALB now attracting traditional Value funds, compared to prior interest from Growth and GARP investors - what are their top questions? What are the dynamics in ALB's bromine and catalyst business? Might we see a positive or negative surprise from these Oligopolistic businesses supporting ALB's lithium growth investments? Not Investment Advice. DYOR

Ganfeng Lithium’s US$30M prospective investment and off-take agreement with Bacanora Lithium is a very consequential deal. Providing operational and, by our estimates, up to $150M in equity support, "Off-take Partner of First Resort" Ganfeng is once again taking astute, calculated risk with a large, long-lived clay asset that by any definition should be considered World Class. Bacanora - advised by Citi and Canaccord - and its Sonora Lithium project, with Ganfeng, Hanwa, Red Kite and other large institutional support could be fully funded by end 2019 with targeted fast track Stage One production of 17,500t lithium carbonate by 2021. #LithiumIonRocks co-hosts Howard Klein and Rodney Hooper dive deep with successful project developer and Bacanora CEO Peter Secker who outlines the background, deal details and what to expect over the next few months in what is yet another important strategic relationship for Ganfeng in another new Western Hemisphere emerging market jurisdiction. We also preview next week’s pilgrimage to Santiago, Chile for the Lithium Industry’s flagship @Fastmarkets 11th Annual Lithium Supply Conference. PLUS LithiumIonRocks First Ever Contest & Giveaway. “Who Can It Be Now?” That is, our upcoming E15 guest - a serious player in the lithium industry. Tune it to hear more about the contest and giveaway! And, for further reading: P.S. I Like Soft Rock - “Clay Will Have Its Day” @LithiumIonBull November 2017. docs.wixstatic.com/ugd/affbaa_cb1a…79af63983d1.pdf Not Advice. DYOR

In this episode, Lithium-ion Rocks! welcomes two esteemed ex-Rockwood Lithium senior executives. We ask Gerrit Fuelling, who oversaw $200M in lithium sales from Asia, whether $40,000 capital intensity per lithium hydroxide paid by Albemarle for JV with Mineral Resource at Wodgina is the new norm? Are Argentina brines really as low cost as advertised? Where might we see lithium chemical prices in 5, 10 years? Gerrit addresses these more and also shares thoughts on Albemarle, Livent, Ganfeng, SQM and Tianqi assets and M&A growth strategies. From KKR portfolio company to 4X+ return over the 2005-2015 10-year period, Rockwood Lithium is the source of Albemarle being one of the best positioned specialty chemical lithium producers on the planet. With continued bold bets on lithium will ALB CEO Luke Kissam pull off from the 2015-2025 10-year period similar returns to his ROC predecessor Seifi Gashemi? Tim McKenna shares tales from 10 years in an important government, investor and public relations role at Rockwood Lithium which included a battle and then partnership with China's Tianqi for the world’s best hard rock lithium mine at Talison/Greenbushes . Tim also share his success with the US Department of Energy during the Obama administration and his views on the current US government perspective about critical battery raw material security of supply.

Still bloodied 3 Months after the IPOs of Livent on NYSE and Ganfeng on HKSE, and 10 days before Livent reports Q4 and yearly results and provides 2019 lithium market forecasts, sales and EBITDA guidance, Rodney Hooper explains his widely liked Linkedin note detailing the four pillars to his investment thesis for Ganfeng. Howard progresses the Philadelphia Freedom Declaration of Independence that not all Lithium is created equal @LiventCorp. The Real Thing. It is also Lithium-ion Rocks! privilege to welcome our first ever guest,Guy Bourassa, CEO of a future Livent, future Ganfeng, Softback-backed Nemaska Lithium - Rockin' in the Free World. Low cost Hydro-powered Hydroxide from proprietary IP; a French Canadian Industrial Champion. And finally, a Casey Kasem-like long distance dedication as we say Goodbye to the Year of the (Black) Dog and Hello to the Year of the Pig. Subscribe for Free!Lithium-ion Bull newsletterwww.libull.com Not Investment Advice. DYOR. Read Disclaimer

Show #436   Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Sunday 7th April 2019. It’s Martyn Lee here and I’ve been through every EV story I could find today, and picked out the best ones to save you time.   Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.   Hello to new Patreon Producer supporter GAVIN HULME.   MERCEDES-BENZ CARS LAYS FOUNDATION FOR A BATTERY FACTORY AT THE UNTERTÜRKHEIM SITE "At the site of the Mercedes-Benz Untertürkheim plant in Germany, the construction of the battery factory at the Brühl sub-plant has begun with the symbolic foundation-laying ceremony. By the end of the decade, Mercedes-Benz Cars will produce high-efficiency traction batteries for future Mercedes-Benz electric vehicles of the EQ product and technology brand on 12,000 m2 in a newly erected and carbon-neutral battery factory at Brühl." says Green Car Congress: "The new battery factory is an important component in the global battery production network within the production network of Mercedes-Benz Cars comprising nine battery factories at seven locations on three continents. Mercedes-Benz Cars is investing more than one billion euros in a global battery production network within the worldwide Mercedes-Benz Cars production network. Local battery production will be a major success factor in the electric initiative of Mercedes-Benz Cars, and the crucial component when it comes to meeting the worldwide demand for electric vehicles flexibly and efficiently, the company said."   https://www.greencarcongress.com/2019/04/20190405-mb.html   VW SEALS 10-YEAR LITHIUM DEAL FOR ELECTRIC CARS VW said yesterday it had secured 10 years worth of lithium for electric car batteries from Chinese manufcturer Ganfeng. "The two firms "signed a memorandum of understanding (MoU) on long-term lithium supplies for battery cells," VW said in a statement, although it did not reveal the financial terms of the deal. "Volkswagen is thus already securing a significant share of its lithium requirement," the Wolfsburg-based group added." says TheLocal.de: "With harsh EU emissions limits set to bite from next year and toughen further by 2030, the sprawling 12-brand company plans some 70 new electric models by 2028. As it emerges from the shadow of its painful "dieselgate" emissions cheating scandal, VW aims to sell around 22 million electric cars over the coming decade to escape fines from Brussels. Each smartphone battery contains three grammes of lithium, a laptop around 30 grammes and an electric car battery more than 20 kilogrammes"   https://www.thelocal.de/20190406/vw-seals-10-year-lithium-deal-for-electric-cars   ELON MUSK, SEC TOLD TO MEET ABOUT TESLA CEO’S TWEETS A federal judge in New York has ordered Bay Area-based Tesla CEO Elon Musk and U.S. securities regulators to meet for at least an hour to try and settle a dispute over Musk’s tweets. Judge Alison Nathan also told both sides Friday to send her a letter by April 18 saying whether they have reached a deal. If they don’t, Nathan will decide on the Securities and Exchange Commission’s motion to find Musk in contempt." reports CBS.   com said: "The regulator weeks ago asked Nathan to hold Musk in contempt over a February tweet that misstated, and then clarified, a 2019 production forecast for Tesla vehicles. The agency argued that the tweets demonstrated that no one at Tesla was really keeping watch on Musk's communications as was mandated by a 2018 settlement with the agency. Musk's attorneys countered that the standard for what tweets must be reviewed wasn't clear enough to charge Musk with contempt. Jim Cramer said that he considers the hearing a "win" for Tesla, because he believes that the judge "punted."   https://sanfrancisco.cbslocal.com/2019/04/05/tesla-ceo-elon-musk-sec-told-to-meet-about-tweets/   https://www.thestreet.com/video/cramer-elon-musk-court-date-win-tesla-14918413   TESLA MODEL 3 JUMPS TO #1 IN THE NETHERLANDS, AMONG ALL CARS "The Dutch plug-in electric vehicle (PEV) market had another sales surge last month, with 4,721 plug-in registrations, up 252% year over year" according to CleanTechnica: "This good market performance was mainly due to the Tesla Model 3, which had 2,195 deliveries in March, a new record for any Tesla in the Netherlands, also allowing the Tesla sedan to last month’s best seller in the country, all fuel categories included, with an advantage of more than 1,000 units over the #2 Ford Focus (1,187 units)."   https://cleantechnica.com/2019/04/05/tesla-model-3-jumps-to-1-in-the-netherlands-among-all-cars-cleantechnica-ev-sales-report/   TOYOTA OFFERS TO SHARE ELECTRIFIED TECH WITH RIVAL FIRMS "Toyota will offer other car firms royalty-free use of nearly 24,000 patents it holds for electrified vehicle technology, in a bid to accelerate the development of such machines." says James Atwood for Autocar: "The royalty-free technology licences relate to systems including electric motors, power control systems and system controls. While the bulk have been developed for Toyota’s hybrid technology, the firm says they can also be applied to plug-in hybrid and fuel cell vehicles. Toyota will also offer fee-based technical support to firms producing electrified vehicles that feature Toyota motors, batteries, power and electric control systems. It says the guidance will allow firms to “achieve high levels of vehicle performance.”   https://www.autocar.co.uk/car-news/industry/toyota-offers-share-electrified-tech-rival-firms   TESLA FLEXES ITS SOFTWARE PROWESS IN LATEST OVER-THE-AIR UPDATE "Earlier this week, Tesla (NASDAQ:TSLA) announced another software update for its vehicles. The update, which brought Tesla vehicles a step closer to autonomous driving, highlighted how rapidly the automaker can deploy a significant new feature -- all through a seamless over-the-air update." reports Daniel Sparks for Motley Fool: "Based on another announcement from Tesla last week, there's apparently much more to come on this front. The company announced it is unveiling its in-house-developed full self-driving (FSD) computer at an event in Palo Alto, California, on April 22. At the event, Tesla executives will discuss the computer and give test-drives to experience features that are "under active development.""   https://www.fool.com/investing/2019/04/06/tesla-flexes-its-software-prowess-in-latest-over-t.aspx   QUESTION OF THE WEEK RAJEEV NARAYAN With respect to the question of the week; I feel that I my data and location are already tracked in so many ways- my phone, Smart TV, CCTVs, credit card usage, such that the incremental  risk of tracking my “smart” cars location/ driving habits is minimal, but the advantages in terms of allowing better software upgrades, etc... is greater than the risks. Also this sort of tracking is already present in many ICE cars now - for example most GM cars here in the U.S. have Onstar which tracks your location if you pay for the service or not.   However for the vast majority of us, it’s totally irrelevant. Who doesn’t have a smart phone?  That gives away far more information to anyone who can get access to the data than a connected car ever will. (I’m not going to lose sleep over it as I have nothing to hide. In fact it would be pretty boring if it was accessed AND identified by anyone. Most of this sort of data is normally totally de-identified.) David Nye   Simon Clark With reference to your question on connected cars and privacy, this matter came up about 12 months or so ago on LinkedIn with specific reference to GDPR.  There wasn’t a clear cut answer, but it’s not just connected cars.  Most modern cars record telemetry in their engine management system which is then downloaded when the car is serviced.  Different cars record different things, but all of that data is ultimately available to the manufacturer.  However you don’t need an EV to be connected.  A number of cars, including my Peugeot 3008 are ‘online’ either directly or via my mobile phone.   JOSHUA PRITT Privacy in connected cars? What about privacy on smartphones? If you have a smartphone already then you're not really giving up any more privacy than you already have. Only now both Google and the car company can track you. It is worth it though since you can track your car if it's stolen and automatically call for help in a crash. In fact I even pay a monthly fee for this to OnStar. Having the cameras inside will help figure out who messed up your car if you ever loan it out. You can always cover it up with tape or something if you're paranoid. Like those that cover their laptop camera with a sticker or tape. I myself am not bothered one bit. I even have an Amazon Echo in almost every room of my house so I can turn lights on and off and set the temperature from wherever I am.   ANDREW JACOBS Connectivity to cars is great. There are so many advantages such as being ably to remotely control the car, over the air updates  and mobile internet connectivity. However information collected by companies should always be in the control of the customer. They must be able to turn off or on ANY information that is sent, even if it sacrifices the functionality of the car.   JOHN FRUHWIRTH The question of privacy versus convenience is old and stale. That train has left the station. That ship has sailed, The jury is in.   In general, society only works when there is a certain level of trust.  We have already voted in favour of convenience over privacy. Here is my evidence: We routinely hand over our ID for "security" checks. We conduct business with credit cards, Transactions that can be tracked. We allow pre-authorized payments from our bank accounts  for our regular bills. We share our intimate lives freely on social media. etc. I could go on, but I think you get the picture.   MIA OPPELSTRUP For me, whether my EV is connected or not is not just a tradeoff between my own convenience or privacy, but also the greater good. If sharing my driving data helps make EVs the best self-driving cars, helps make them safer, or helps companies better plan charging networks based on where EV drivers actually travel, I'm all in. However I do believe that each person should have full control of their own data and EV drivers should have the ability to opt out of tracking, should they wish to do so. Thanks kindly for all you do to support EVs. Congrats on being the #1 auto show in the UK! I'll continue to spread the word here in the US.     COMMUNITY And thanks to MYEV.com they’ve set us another Question Of The Week. Keep your comments coming in on email and YouTube…   Would you buy a very high mileage EV?   I want to say a heartfelt thank you to the 210 patrons of this podcast whose generosity means I get to keep making this show, which aims to entertain and inform thousands of listeners every day about a brighter future. By no means do you have to check out Patreon but if it’s something you’ve been thinking about, by all means look at patreon.com/evnewsdaily     PHIL ROBERTS / ELECTRIC FUTURE (PREMIUM PARTNER) BRAD CROSBY (PREMIUM PARTNER)   DAVID ALLEN (PARTNER) OEM AUDIO OF NEW ZEALAND AND EVPOWER.CO.NZ (PARTNER) SASCHA PALLENBERG (PARTNER) PAUL O’CONNER (PARTNER) ALAN ROBSON (EXECUTIVE PRODUCER) ALEX BANAHENE (EXECUTIVE PRODUCER) ALEXANDER FRANK @ https://www.youtube.com/c/alexsuniverse42 ARILD GEIR SKAALSVEEN (EXECUTIVE PRODUCER) ASHLEY HILL (EXECUTIVE PRODUCER) BÅRD FJUKSTAD (EXECUTIVE PRODUCER) BARRY PENISTON (EXECUTIVE PRODUCER) BOB MUIR / GINGERCOMPUTERS.COM IN DUNDEE (EXECUTIVE PRODUCER) BORISLAV BORISOV (EXECUTIVE PRODUCER) BRENT KINGSFORD (EXECUTIVE PRODUCER) BRIAN THOMPSON (EXECUTIVE PRODUCER) BRIAN WEATHERALL (EXECUTIVE PRODUCER) BRYAN YOUNG / CONFT.SHOW PODCAST (EXECUTIVE PRODUCER) CESAR TRUJILLO (EXECUTIVE PRODUCER) CHRIS BENSON (EXECUTIVE PRODUCER) CHRIS HOPKINS (EXECUTIVE PRODUCER) CRAIG COLES (EXECUTIVE PRODUCER) CRAIG ROGERS (EXECUTIVE PRODUCER) DAMIEN DAVIS (EXECUTIVE PRODUCER) DARREN BYRD (EXECUTIVE PRODUCER) DARREN SANT FROM YORKSHIRE EV CLUB (EXECUTIVE PRODUCER) DAVE DEWSON (EXECUTIVE PRODUCER) DAVID BARKMAN (EXECUTIVE PRODUCER) DAVID FINCH (EXECUTIVE PRODUCER) DAVID PARTINGTON (EXECUTIVE PRODUCER) DAVID PRESCOTT (EXECUTIVE PRODUCER) DIRK RUTSATZ (EXECUTIVE PRODUCER) DON MCALLISTER / SCREENCASTSONLINE.COM (EXECUTIVE PRODUCER) ENRICO STEPHAN-SCHILOW (EXECUTIVE PRODUCER) FREDRIK ROVIK (EXECUTIVE PRODUCER) GEORGE CLARGO (EXECUTIVE PRODUCER) JACK OAKLEY (EXECUTIVE PRODUCER) JAMES STORR (EXECUTIVE PRODUCER) JASON FAN (EXECUTIVE PRODUCER) JEFF ERBES (EXECUTIVE PRODUCER) JERRY ALLISON (EXECUTIVE PRODUCER) JILL SMITH (EXECUTIVE PRODUCER) JOHN BAILEY (EXECUTIVE PRODUCER) JON AKA BEARDY MCBEARDFACE (EXECUTIVE PRODUCER) JON KNODEL (EXECUTIVE PRODUCER) JON TIMMIS (EXECUTIVE PRODUCER) JUAN GONZALEZ (EXECUTIVE PRODUCER) KEN MORRIS (EXECUTIVE PRODUCER) KEVIN MEYERSON (EXECUTIVE PRODUCER) KIRIVAN YAM (EXECUTIVE PRODUCER) LARS DAHLAGER (EXECUTIVE PRODUCER) LAURENCE D ALLEN (EXECUTIVE PRODUCER) LESZEK GRZYL (EXECUTIVE PRODUCER) LOUIS HOPKIN (EXECUTIVE PRODUCER) LUKE CULLEY (EXECUTIVE PRODUCER) MARCEL LOHMANN (EXECUTIVE PRODUCER) MARCEL WARD (EXECUTIVE PRODUCER) MARTIN CROFT (EXECUTIVE PRODUCER) MATT PISCIONE (EXECUTIVE PRODUCER) MATTHEW ELLIS (EXECUTIVE PRODUCER) MATTHEW GROOBY (EXECUTIVE PRODUCER) MAZ SHAR (EXECUTIVE PRODUCER) MIA OPPELSTRUP (EXECUTIVE PRODUCER) MICHAEL PASTRONE (EXECUTIVE PRODUCER) MIKE ROGERS (EXECUTIVE PRODUCER) MIKE WINTER (EXECUTIVE PRODUCER) NATHAN GORE-BROWN (EXECUTIVE PRODUCER) NEIL E ROBERTS FROM SUSSEX EVS (EXECUTIVE PRODUCER) OHAD ASTON (EXECUTIVE PRODUCER) PAUL SEAGER-SMITH (EXECUTIVE PRODUCER) PAUL STEPHENSON (EXECUTIVE PRODUCER) PETE GLASS (EXECUTIVE PRODUCER)  PHIL MOUCHET (EXECUTIVE PRODUCER) PHILIPPE CALVE (EXECUTIVE PRODUCER) RAJ BADWAL (EXECUTIVE PRODUCER) RAJEEV NARAYAN (EXECUTIVE PRODUCER) RALPH JENSON (EXECUTIVE PRODUCER) RENÉ SCHNEIDER (EXECUTIVE PRODUCER) ROB COOLING / HTTP://WWW.APPLEDRIVING.CO.UK/ (EXECUTIVE PRODUCER) RUPERT MITCHELL (EXECUTIVE PRODUCER) SARAH MCCANN (EXECUTIVE PRODUCER) SCOTT CALLAHAN (EXECUTIVE PRODUCER) SEIKI PAYNE (EXECUTIVE PRODUCER) STEVE JOHN (EXECUTIVE PRODUCER) STUART HANNAH (EXECUTIVE PRODUCER) THE LIMOUSINE LINE SYDNEY (EXECUTIVE PRODUCER) WALTER MACVANE (EXECUTIVE PRODUCER) ZACK HURST (EXECUTIVE PRODUCER)     You can listen to all 435 previous episodes of this this for free, where you get your podcasts from, plus the blog https://www.evnewsdaily.com/ – remember to subscribe, which means you don’t have to think about downloading the show each day, plus you get it first and free and automatically. 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.   CONNECT WITH ME! EVne.ws/itunes EVne.ws/tunein EVne.ws/googleplay EVne.ws/stitcher EVne.ws/youtube EVne.ws/iheart EVne.ws/blog EVne.ws/patreon   Check out MYEV.com for more details:

Joe and Emily are back in Buenos Aires to record a special first anniversary episode of the Global Lithium Podcast! Li Liangbin the Chairman of Ganfeng and Wang Xiaoshen, the Vice Chairman came to the...

Well good morning, good afternoon and good evening, wherever you are in the world, hello and welcome to the Saturday 22nd September edition of EV News Daily. It’s Martyn Lee here with the news you need to know about electric cars and the move towards sustainable transport.   Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.   FCC RELEASES PICTURE OF MODEL 3 KEY FOB From not being in America, all i can say is the FCC seems to be a really good place for leaks. When I used to follow mobile phones much more closely, there always seemed to be stories because the FCC published something. So thank you FCC. Fred at Electrek says; "Some owners have been complaining of occasional issues of using the app, which relies on their phone’s Bluetooth connection. When Tesla applied for a new key fob using a BLE frequency with the FCC, we speculated that Tesla was introducing the device for Model 3. The documents were confidential until today and now we can confirm that the key fob is for Model 3" It's very similar to the Model S and X fobs, so kinda chunky, and with buttons for doors, frunk and trunk. I'm not clear on whether it will ship as standard or be a paid extra, for many owners the mobile method has worked just fine.   https://electrek.co/2018/09/20/tesla-model-3-key-fob-images/                         LARGE DELIVERY OF MODEL 3’S From InsideEvs.com: "A trusted source that works at Tesla and requested to remain anonymous contacted InsideEVs with some inside information. Makes sense right? Anyhow, they shared that Tesla Service Center techs are being pulled from their usual duties over the next week or so to help with deliveries. Apparently, Tesla has readied some 7,000 Model 3 vehicles to be delivered just in the San Francisco Bay Area over the course of seven days. We hear that the specific goal is for the automaker to deliver 1,000 Model 3s each day for the last week of the month in the Bay Area alone."   POLESTAR UNVEILS FIRST PRODUCTION EV WITH AIM TO OVERTAKE TESLA "Polestar debuted its first production EV and previewed its electric car line in New York with the CEO squarely taking aim at Tesla." reports Jake Bright for TechCrunch. The Polestar 1 isn't cheap at $155,000 but you do get both batteries and a fossil for performance. There are three motors powered by twin 34kWh battery packs and that's before you stick gas in. With a range of 100 miles you won’t NEED the fossil unless you want it to gun the car all day. I can't think of a hybrid which has a range of more than 100 miles, that better than most first gen BEVs. “Polestar 2 will be a direct competitor to the Tesla Model 3…” CEO Thomas Ingenlath said on the launch stage. He told TechCrunch the company will focus more on creating converts to EVs than pulling away Tesla’s existing market share. "There are many people out there who still think a car has to have a combustion engine. Polestar 1 is an extremely good vehicle to get people across that line and once they drive it…understand what an amazing experience an electric car is." "While Polestar’s HQ is in Gothenburg, Sweden, it will manufacture cars at a plant in Chengdu China."   https://techcrunch.com/2018/09/21/polestar-unveils-first-production-ev-with-aim-to-overtake-tesla/   TESLARATI HAS NEW SEMI VIDEO "The Semi has since been sighted in multiple states across the US, and during the company’s Q2 2018 earnings call, Jerome Guillen, the former head of Tesla’s truck programs who is now serving as the company’s President of Automotive, pointed out that the vehicle had already been improved since it was initially unveiled. The exact nature of these improvements remains to be seen, but if a video of the Semi captured earlier this month is any indication, it appears that the electric long-hauler has gotten even more daunting and impressive when it performs a full-speed acceleration run." [audio] Simon at Teslarati says: "The Semi’s performance, handling, and power were specifically pointed out by professional driver Emile Bouret, a close friend of Tesla chief designer Franz von Holzhausen, in an Instagram post earlier this month."   https://www.teslarati.com/tesla-semi-trailer-acceleration-spaceship-new-sighting/   https://www.youtube.com/watch?v=CtwP-aDUtWk   RENAULT UNVEILS SMART ISLAND ON BELLE-ÎLE-EN-MER Renault say they're delighted to unveil a brand new joint project known as FlexMob’île. The aim of this smart electric ecosystem is to facilitate the energy transition on the French island of Belle-Île-en-Mer which lies off the coast of southern Brittany. This initiative follows in the footsteps of the innovative Smart Fossil Free Island programme which has been operational since last February on the Portuguese island of Porto Santo in the Madeira archipelago. For the next 24 months, Groupe Renault and its public and private partners will be developing a smart electric ecosystem that has been conceived to reduce the island’s carbon footprint and increase its energy independence. From 2019, Belle-Île-en-Mer residents and visitors to the island will have access to a fleet of electric cars by means of a self-service hire programme featuring Renault ZOE and Kangoo Z.E. These vehicles will be powered thanks to a network of charging stations located close to the island’s main attractions. This new carsharing service will take advantage of surplus energy produced by solar panels installed on the roofs of the island’s main public buildings. For instance, solar panels on the school’s rooftop provide heat and lighting for classrooms during the week, while the energy produced at weekends or during school holidays will be used to charge the cars. Groupe Renault plans to provide second-life electric car batteries for the island’s largest holiday residences facility. These batteries will be used to store energy produced during the day by solar panels for use in the evening, chiefly to heat the bungalows. This should allow the centre to extend its season which until now has been restricted by central heating costs.   http://www.press.renault.co.uk   A TRIP TO HOSPITAL IN AN EV? "The EV revolution may be starting to gain ground on the retail market, but emergency service vehicles such as ambulances should switch to electric or hybrid propulsion, according to the UK’s leading public health body." reports AutoExpress.co.uk: "The National Institute for Health and Care Excellence (NICE) has published draft guidance recommending public-sector organisations “should make low vehicle emissions one of the key criteria when making routine procurement decisions. This could include selecting low-emission vehicles, including electric vehicles.” "   https://www.autoexpress.co.uk/car-news/104719/emergency-vehicles-could-go-electric-and-autonomous   TESLA SIGNS THREE YEAR DEAL WITH GANFENG FOR LITHIUM "China’s top producer of lithium, a metal used in electric-vehicle batteries, said it’s agreed a deal with Tesla Inc. to supply a fifth of its production to the vehicle maker, highlighting the push for supply pacts." according to Bloomberg: "Tesla will designate its battery suppliers to buy lithium-hydroxide products from Ganfeng Lithium Co. and its unit, the Jiangxi-based company said in a filing to the Shenzhen exchange on Friday. The agreement runs from 2018 to 2020 and could be extended by three years, Ganfeng said." "Earlier this week, Ganfeng announced an agreement to supply LG Chem between 2019-2025 under a supplementary contract, according to a separate filing. Tesla may need as much as 28,000 tons of lithium hydroxide a year from late next year based on battery output at its Nevada facility reaching the equivalent of 35 gigawatt hours, according to Benchmark Mineral’s forecasts."   https://www.bloomberg.com/news/articles/2018-09-21/chinese-lithium-giant-agrees-three-year-pact-to-supply-tesla       COMMUNITY And thanks to MYEV.com they’ve set us another Question Of The Week. Keep your comments coming in on email and YouTube…   How was your EV buying experience? Dealer? Price? Lease? Used or new? What are your successes and fails? Tell me your EV buying experience.   I want to say a heartfelt thank you to the 83 patrons of this podcast whose generosity means I get to keep making this show, which aims to entertain and inform thousands of listeners every day about a brighter future. By no means do you have to check out Patreon but if it’s something you’ve been thinking about, by all means look at patreon.com/evnewsdaily     PHIL ROBERTS / FUTURE ELECTRIC CESAR TRUJILLO DAVID ALLEN SASCHA PALLENBERG DAMIEN LOUIS HOPKIN ASHLEY HILL BÃ¥RD FJUKSTAD CHRIS BENSON CHRIS HOPKINS DAVID PARTINGTON DAVID PRESCOTT JOHN BAILEY JOHN H MEYER III JON TIMMIS MARCEL LOHMANN MARCEL WARD MARTIN CROFT MATTHEW ELLIS MATTHEW GROOBY NEIL E ROBERTS PAUL SEAGER-SMITH PHILIPPE CALVE ROD JAMES SCOTT CALLAHAN THE LIMOUSINE LINE SYDNEY   You can listen to all 242 previous episodes of this this for free, where you get your podcasts from, plus the blog https://www.evnewsdaily.com/ – remember to subscribe, which means you don’t have to think about downloading the show each day, plus you get it first and free and automatically. 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, and I'll catch you tomorrow.   CONNECT WITH ME! EVne.ws/itunes EVne.ws/tunein EVne.ws/googleplay EVne.ws/stitcher EVne.ws/youtube EVne.ws/iheart EVne.ws/blog EVne.ws/patreon   Check out MYev.com for more details:

Exhausted after recording two other Global Lithium Podcast episodes (which will be coming soon), Joe and Emily do a quick recap of the biggest stories in lithium news. SQM is out and Ganfeng is in...