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Amazon Invests In Rivian, US Losing Battery Race
Now we see Amazon getting in on Electric Vehicles. Amazon invests in a virtually unknown, Rivian. It just shows how heated this race is becoming. So do not be surprised if you hear about Australian Mines LTD (AMSLF) getting an investment from some company trying secure critical metals for it's operation. Now is the time to be getting in on AMSLF.
Production of Nickel-Heavy Battery Cells Ramps Up
This ramp up nickel-heavy battery cells will only accelerate the coming nickel shortage. Australian Mines LTD (AMSLF) will be a big player with SK Innovations to supply nickel for these batteries. Get in now on this stock while the price is right.
EV Adoption Will Only Continue To Accelerate
EV growth stifled by battery shortage right now!
Sales of battery electric vehicles (BEVs) are increasing rapidly: in May, they were up 81% compared with May 2018, while year-to-date they have increased 60%.
However, the actual number sold remains small. So far this year, just 9,489 have been registered, accounting for 0.9% of the overall new car market.
This is out of step with reported interest in the technology. A recent Fleet News online poll saw 21% of company car drivers say they were ready to switch to a BEV.
The level of interest in the retail market is even greater, with research from Close Brothers Motor Finance finding 39% of respondents are considering a BEV as their next purchase.
So why is the actual number of registrations so low? The simple answer seems to be that supply of BEVs cannot keep up with demand with carmakers often citing battery shortages as the reason.
Get on this Australian Mines LTD (AMSLF) high speed train. This is going to take off soon. ALL ABOARD!
https://www.fleetnews.co.uk/cars/electric-cars-and-hybrids/ev-growth-stifled
A Perfect Storm Is Brewing For Nickel
Years of underinvestment, long lead times for mine development and a coming surge of electric vehicle demand are all bullish factors for nickel, said Michael Beck, managing director at Regent Advisors.
Beck spoke to Kitco News at Palisade Global's Hard Asset Conference in Georgia on Jekyll Island held mid-May.
Nickel is a key component of lithium-ion batteries, and Beck said Tesla's next generation of lithium-ion batteries uses more of the element. "The ramp-up of demand is just beginning," said Beck.
"Electric vehicles are going to impose a new demand source on nickel that never really existed before. It takes seven to 10 years to bring on new nickel projects. So you have the makings I think, at least this is our thesis, of a perfect storm. You have a baked in structural deficit for the next 12 years. You have seven to ten years lead time to bring in new capacity, and all of a sudden you have inventories in the next 18 months going down to almost zero. You also have this new demand source that never existed for nickel. So that gets us rather interested as prospective investors. And in the universe of metals it's our favorite. We think in the next two to three years you're going to see a major up-tick of nickel price, and that's as shortages emerge and that's what's going to be required to get new investment in the sector."
So get on this Australian Mines LTD (AMSLF) train. It's about to take off. All Aboard!!!
https://www.kitco.com/news/2019-06-02/A-Perfect-Storm-Is-Brewing-For-Nickel-Michael-Beck.html
Tesla May Get Into The Mining Business
Because of fears of a supply shortage of critical metals for Electric Vehicles, Tesla may get into the mining business to secure the supply chain.
It shows how valuable mining companies like Australian Mines LTD (AMSLF) are. As all the experts are warning of a coming supply crunch, now is the time to invest in AMSLF. What if a company like Tesla takes a stake in it or just buys it outright. This stock will explode in the future.
https://insideevs.com/news/365292/tesla-potential-mining-business/
A supply crunch in mid-2020s!
According to energy consultancy Wood Mackenzie, demand for battery metals is about to accelerate to double-digit rates over the next decade. This, Wood Mac research director for battery raw materials Gavin Montgomery said in an article for Forbes, means a supply crunch could come as soon as the mid-2020s.
The reason, according to Montgomery, lies in the lower prices of a few key metals, which have demotivated production ramp-ups, which bodes ill for the future balance of supply and demand. Lithium is one of these, with the EV industry already the single biggest driver for lithium demand despite the modest amount of the metal in car EV batteries. Another is cobalt, where medium-term supply is seen strong but problems may emerge in the longer run.
Then there is nickel—a metal that is an important element of an increasingly popular battery technology dubbed NMC (lithium, nickel, manganese, cobalt oxide). As with cobalt and lithium, low nickel prices have deterred investment in new production, which will backfire in the next few years as demand for batteries grows along with their size, and consequently the materials used to make them.
Now is the time to be investing in Australian Mines LTD (AMSLF). When this stock explodes, it will be very big.
https://oilprice.com/Energy/Energy-General/Could-A-Battery-Metal-Shortage-Derail-The-EV-Boom.html
AMSLF sees $5 billion in free cashflow from Sconi over 30-year mine life
https://www.proactiveinvestors.com.au/companies/news/222025/australian-mines-envisages-5-billion-in-free-cashflow-from-sconi-over-30-year-mine-life-222025.html
Australian Mines battery plant financing soon
Australian Mines LTD (AMSLF) recently finalized an offtake agreement with South Korean battery maker SK Innovation after reaching a preliminary deal in March 2018. At the same time, it is chasing lenders for its Sconi nickel-cobalt chemicals project in northern Australia. Announcement of the financing deal is expected any day now.
https://in.reuters.com/article/us-australia-batteries-nickel/australian-battery-materials-plant-eyes-financing-deal-by-end-june-idUSKCN1S90F6
https://www.proactiveinvestors.co.uk/companies/news/900145/australian-mines-signs-nickel-cobalt-off-take-with-sk-innovation-900145.html
Invest With Australian Mines Ltd
https://australianmines.com.au/brochures/downloads/Presentation_-_EV_Battery_Tech_Germany.pdf
Labor’s plan to jump-start Australian electric vehicle industry with new fund
As part of its national electric vehicle policy, Labor is promising to invest millions of dollars in re-igniting Australia’s car manufacturing industry, with a focus on electric vehicles.
$A57 million fund is being pledged by Labor to create more jobs for Australians via “blue collar opportunities” while also addressing the pressing issue of carbon emissions and climate change.
Some $A30 million of the multi-million dollar plan would be used towards creating research and development opportunities to further develop Australia’s fledgling electric vehicle industry, with an eye to creating jobs in electric vehicle manufacture and design.
Another $A25 million will go towards grants for businesses and enterprises geared towards component research and manufacture.
The remaining $A2 million will go towards establishing an electric car battery making facility in Geelong in collaboration with Deakin University using sodium-ion technology, which it has been reported may be superior, safer and cheaper to produce than the lithium-ion batteries currently used in EVs.
The $57 million package would also be integrated with already established investment mandates under the $1 billion Advanced Manufacturing Future Fund and the Clean Energy Finance Corporation (CEFC).
We can see that fund are being pumped into Australia to develop the EV Industry. As we wait on Australian Mines LTD (AMSLF) to announce their financing for the battery plant project, we are assured that the government there is going to support this industry any way they can. We should be hearing from Australian Mines LTD (AMSLF) any day now on their financing.
https://thedriven.io/2019/05/09/labor-jumpstart-electric-vehicle-industry/
Scientists warn of “huge implications for our natural resources” as government pushes for rapid adoption of electric cars
A team of scientists has written to the Committee of Climate Change warning that if the UK’s 31.5 million cars are replaced by electric vehicles by 2050, as is currently planned by the Government, this will require almost twice the current annual global supply of cobalt.
The researchers have also calculated that based on the latest ‘811’ battery technology (80 per cent nickel, 10 per cent cobalt, 10 per cent manganese), UK demand for EV batteries will require almost the total amount of neodymium produced globally each year, three quarter’s of the world’s lithium, and “at least half” of the world’s copper.
Just goes to show how valuable Australian Mines LTD's nickel, cobalt, & scandium will be. Now is the time to be investing in this company.
https://www.autoexpress.co.uk/car-news/107058/uk-electric-cars-will-require-twice-the-world-s-supply-of-cobalt
Australian Mines Townsville Industry Breakfast
Australian Mines RIU Conference
Australian Mines Lithium & Battery Metals Conference
Parabolic Growth for Electric Vehicles is Now Beginning
The Impending Big Auto/Oil Implosion Explained
Why Gasoline Powered Cars Are Obsolete
The Electric Vehicle Revolution Is Real
Global Shortage of EV Minerals
Battery Metal Shortage Is A Concern
Could Tesla Really Get Into The Mining Business?
Elon Musk isn’t afraid to buck conventional wisdom about sticking to your core business — Tesla builds its own batteries, and even seats, and it has branched out into stationary storage, solar panels, and solar roof tiles. During Tesla’s most recent shareholder meeting, Elon said the company might get into another line of business — mining. He implied that taking control of the supply chain for the raw minerals used in its batteries might be a necessity as Tesla scales up production and adds more vehicles to its lineup.
As TechCrunch reported, Musk spoke at the meeting about plans for the Tesla Semi and the much-anticipated Tesla pickup truck, and pointed out that, to get those new vehicles on the road, Tesla would need to manufacture a lot of lithium-ion battery cells. “There’s not much point in adding product complexity if we don’t have enough batteries,” he said. (You can listen to Elon’s comments and additional analysis via the Tesla Stock Channel, scroll below for more.)
As Elon has pointed out numerous times, the EV skeptics’ trope about lithium becoming “the new oil” is not based in reality. Lithium isn’t a fuel, and it isn’t particularly scarce. However, that doesn’t mean that Tesla (or other battery makers) can be cavalier about securing reliable, long-term supplies of the light white stuff. Tesla has been nurturing its lithium supply chain for years, lining up suppliers in Mexico and China, as well as closer to home in Nevada. One of Indonesia’s top news agencies recently reported (via Teslarati) that Tesla plans to build a “lithium battery raw material factory” in the country’s Central Sulawesi province. (Asian battery producers CATL and LG are also said to be planning facilities in the area.)
Other minerals used in batteries and motors may also pose supply challenges as the EV market grows. Sarah Maryssael, Tesla’s Global Supply Manager for Battery Metals, said at a recent mining industry conference that the company foresees a global shortage of key EV minerals in the future.
Well, let's hope Tesla takes a look at Australian Mines LTD (AMSLF). Perhaps they can look at a significant investment in AMSLF. This is some valuable stock. It will rise dramatically in the future.
https://cleantechnica.com/2019/08/21/could-tesla-really-get-into-the-mining-business/
Toyota and Panasonic to make electric-vehicle battery packs in 2020, compete with Chinese producers
Toyota Motor and Panasonic are set to launch a joint venture next year to produce batteries for electric vehicles (EV) in an effort to compete with Chinese rivals, a source familiar with the matter said.
The joint venture, to be owned 51 per cent by Toyota and the rest by Panasonic, could also provide batteries to Toyota’s EV technology partners Mazda and Subaru, the source said on Sunday.
The source declined to be identified because the talks on the joint venture are private.
There is a need for more battery plants as automakers ramp up production of EV's. Let's hope Australian Mines LTD (AMSLF) can get one of these companies to sign supply agreements for the remainder of its mines.
https://www.scmp.com/business/companies/article/2182894/toyota-and-panasonic-make-electric-vehicle-battery-packs-2020
Diesel Takes Backseat, Electric Vehicles (EVs) to Drive Global Powertrain Market in 2019
Stringent emission norms to reduce the uptake of conventional diesel engines, while stimulating plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs) sales.
Diesel vehicles have a tough year ahead, thanks to stringent emission regulations formulated by several countries, while the sales of electric vehicles (EV) are set to boom, finds the Global Powertrain Outlook, 2019. Diesel vehicles witnessed a strong decline in sales in 2018 across key European countries as consumers started moving towards cleaner technologies.
So EV sales boom and fossil fuel vehicle sales decline. That is the trend and it will not stop. Because of this, EV battery metals will start to have shortages starting in mid 2020. Almost perfect timing as Australian Mines LTD (AMSLF) Sconi mine plant will be nearing completion. Expect AMSLF's stock to soar.
https://ww2.frost.com/frost-perspectives/diesel-takes-backseat-electric-vehicles-evs-to-drive-global-powertrain-market-in-2019/
China's electric car boom continues
Chinese electric car maker BYD Co Ltd posted a 203.6% rise in first-half profit on Wednesday, as China's new energy vehicle market continues to surge.
The Shenzhen-based company, which is backed by U.S. investor Warren Buffett and whose products include battery electric and plug-in hybrid vehicles, posted net profit of 1.45 billion yuan ($205.29 million), up from 479.10 million yuan a year earlier.
BYD sold 145,653 so-called new energy vehicles (NEVs) between January and June, up 94.5% from a year earlier.
There is no let up in sight for EV adoption. This is good news for Australian Mines LTD (AMSLF).
https://wincountry.com/news/articles/2019/aug/21/byds-profit-triples-as-chinas-electric-car-boom-continues/929519/
Are Electric Vehicles About to Take Off in India?
Given that most countries in the world are adopting electric vehicles, India has belatedly made a push for them. It has promulgated a FAME-India policy, an acronym for the Faster Adoption and Manufacturing of (Hybrid and) Electric Vehicles Scheme. This policy measure seeks to foster greater demand as well as promote a greater supply of electric vehicles.
Every country is turning to electric vehicles. The revolution will not stop. Australian Mines LTD (AMSLF) will be in a good position when they come online with their mines. Expect this stock to rise dramatically.
https://www.fairobserver.com/region/central_south_asia/electric-car-industry-vehicles-india-business-news-today-39340/
Gov. Brown cheers progress on electric vehicle goal
Gov. Kate Brown on Wednesday applauded Oregonians for reaching the halfway point of the state’s goal to reduce carbon emissions through adoption of 50,000 electric vehicles registered by 2020, which she outlined via executive order in November 2017.
“Our changing climate demands that we meet our carbon reduction goals, and we know that transitioning away from fossil fuels through the use of electric vehicles will help us get there,” Brown said.
“The transportation sector, which accounts for almost 40 percent of Oregon’s greenhouse gas emissions, is ripe for innovation. EVs represent an enormous opportunity to join the vanguard while making an impact at a statewide level, and I am so pleased to see that we are on our way.”
So the ongoing trend around the world is to go electric. The EV Revolution is here to stay. Australian Mines LTD (AMSLF) will be a premiere player in this revolution.
https://www.ktvz.com/news/gov-brown-cheers-progress-on-electric-vehicle-goal/1111861017
When Electric Vehicles Take Over
The electric vehicle (EV) market is growing globally, with no apparent sign of stopping. In 2018, sales in the U.S. increased by 81%. In the same year, EVs made up almost one-third of all car sales in Norway. Additionally, according to CleanTechnica, EVs sales are up 70% across Europe.
So all of this gives us expectations that around mid 2020 we should start to see signs of metal shortages of the materials for ev batteries. Australian Mines LTD (AMSLF) will be nearly finished the construction of the plant for it's Sconi mine. So expect the stock price to be rising exponentially.
https://www.machinedesign.com/motion-control/when-electric-vehicles-take-over
Electric Vehicles Will Win Big In A Recession
The news on vehicle sales is indicative of the growing economic headwinds. Data published by the China Association of Automotive Manufacturers showed auto production down 12.4% in the first half of the year in what is the world’s largest car market. Chinese auto production in 2018 was down 4% to 27.8 million units, the first time since 1990 that the country’s car sales have contracted on an annual basis.
June sales for passenger cars were up, but this has been attributed to dealers offering big discounts to reduce inventories of vehicles that do not meet new exhaust emissions standards introduced from July in 17 Chinese cities and provinces.
In contrast, China’s New Energy Vehicles (NEV) faired far better. NEV sales last year were up 79% at 1.1 million NEV passenger cars plus 60,000 light commercial vehicles. According to data from EV-Volumes, this made up 4.2% of new sales in the light vehicle sector. The first half of 2019 saw total sales of 633,000 NEVs and an average market share of 6.3%.
The depressed state of the conventional auto market, but sustained buoyancy in NEV sales means the latter’s market share is higher than it otherwise might have been.
This is indeed good news for Australian Mines LTD (AMSLF) because even if a recession does happen, it seems EV adoption will continue to climb. So EV battery metals will continue to be in demand for a very long time.
https://oilprice.com/Energy/Energy-General/Electric-Vehicles-Will-Win-Big-In-A-Recession.html
In Tesla-Crazy Norway, the Electric Vehicle Revolution Is Already Here
It is not going to stop. The electric vehicle revolution is here. That is good news for Australian Mines LTD (AMSLF). This stock is going to explode!
https://fortune.com/2019/08/21/tesla-electric-vehicles-norway/
Australian Mines Critical Minerals Business Delegation
https://australianmines.com.au/brochures/reportpdf/AUZ_-_Austrade_Presentation_2_Low_res.pdf
Australian Mines Owns 100% of It's Mines.
So, there will be no division of the profit with other players in it's mines.
Many industries are competing for the blue gold of cobalt in these mines, but the EV market over the next 10 years will be the biggest driver.
We will see the big increase coming in 2020 to 2021. That will be the crunch time for global demand for cobalt as the big car companies, the BMWs, the VWs, Ford and Daimler are set to increase production.
AMSLF's mines will come online just in time for this big increase. So now is the time to get in on this stock. It's going to rise dramatically.
https://www.bbc.com/news/business-49265455
Australian Mines Is One Of The Top 6 Cobalt Junior Developer Miners To Boom by 2021/2022.
Australian Mines LTD will be booming by 2021. Now is the time to get in on this stock while the price is very low.
https://seekingalpha.com/article/4174958-top-6-cobalt-junior-developer-miners-boom-2021-2022
Australian Mines' Sconi Project
Australian Mines sees $5 billion in free cashflow from Sconi over 30-year mine life
Australian Mines Ltd (AMSLF) has revealed an updated mine plan, ore reserve estimate and financials for the Sconi Cobalt-Nickel-Scandium Project in North Queensland.
As a result of this work, the planned life of mine of the project has increased from 18 years to at least 30 years.
Sconi is estimated to produce a total free cashflow after tax of $5.0 billion over the initial 30- year project life, for a simple payback of capital of 4.4 years on a pre-tax basis and 5.8 years on a post-tax basis.
https://www.proactiveinvestors.com.au/companies/news/222025/australian-mines-envisages-5-billion-in-free-cashflow-from-sconi-over-30-year-mine-life-222025.html
Australian Mines Investor Presentation
Australian Mines' Sconi is on a fast tract status from Queensland
This means the Queensland government will streamline approvals and fast-track delivery.
When Australian Mines LTD's (AMSLF) financing is announced any day now, this stock will rock.
https://investingnews.com/daily/australia-investing/sconi-prescribed-project-status-qld-govt/
Australian Mines signs supply agreement with SK Innovation.
This is the long-form off-take agreement with SK Innovation for the Sconi Project. SK Innovation agrees to buy 100% of the minerals in these mines. SK Innovations and Australian Mines would not sign this contract if they were not expecting the financing for the construction of the Sconi Plant to go through. Once the financing for the plant is complete expect the stock price of AMSLF to rise dramatically. Now is the time to get in on AMSLF.
https://investorinsight.com.au/home/australian-mines-signs-long-form-off-take-agreement-with-sk-innovation-for-sconi-project
Australian Mines Plant Financing To Be Announced Any Day Now!
Australian Mines said in May that they expected their financing deal to be done by the end of June 2019. June has come and gone, but in the mean time Australian Mines signed a supply agreement with SK Innovations for 100% of the minerals from it's Sconi Mine. So these companies would not be signing a supply agreement if they were not expecting financing to be done soon. An announcement is expected any day now about this financing.
https://www.mining.com/web/australian-battery-materials-plant-eyes-financing-deal-end-june/
Metal mining constraints on the electric mobility horizon
Cobalt, nickel, and lithium demand for electric vehicle batteries is expected to boom up to 2025 and beyond. The growth in battery demand has driven up raw material prices and given rise to concerns about potential cobalt, nickel, and lithium scarcities.
Between now and 2030, this emerging supply chain is expected to produce over 340 million electric vehicles (from passenger cars to trucks and buses)1 . The implications of the shift toward electric vehicles will be enormous for the global automotive supply chain and their raw material requirements. Analysis of raw material requirements for batteries, which includes a radical shift away from cobalt- to more nickel-intensive batteries, shows that with expected metal supply developments, EV adoption is likely to be challenged by availability of cobalt and class 1 nickel around 2025.
So we can see how valuable the minerals in the mines at Australian Mines LTD (AMSLF) will be. This companies stock price will rise dramatically.
https://www.mckinsey.com/industries/oil-and-gas/our-insights/metal-mining-constraints-on-the-electric-mobility-horizon