Energy Storage

[gfp927z]

Re-posts - Li, Cu, rare earths - >>> If the US is serious about developing domestic sources Rhyolite Ridge and Thacker Pass are critically important, based on their nearly complete permitting process. To my knowledge there aren't any other Lithium projects in the US at the scale of these and at the end of permitting. ALB's King Mountain project is in the permitting stage, and PLL's open pit mine in NC is up against substantial opposition with no end in sight. The Salton Sea offers a tantalizing opportunity, but the technology hurdles seem to be substantial putting any commercial mining into the future. Bottom line, we need Rhyolite Ridge and Thacker Pass.

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>>> Not at the present. Held BYD for a few years but sold my shares last year. Like the company but not the dicey politicking between nations. Concentrating on miners these last two years, Lithium, Copper and RE's (rare earths). Have stayed away from battery shares with the exception of owning BYD. I like BYD, I think they are the winning horse in the EV race and would own them again if politics weren't involved. Miners in Australia, Canada, and the USA look like long term winners in the new energy environment, a lot of consolidation ahead.

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>>> New Ioneer Mineral Resource update finds 168% increase in estimated lithium at Rhyolite Ridge

https://www.businesswire.com/news/home/20230426005886/en/New-Ioneer-Mineral-Resource-update-finds-168-increase-in-estimated-lithium-at-Rhyolite-Ridge

Assuming Ioneer receives the fianl permits required to proceed, Rhyolite Ridge is a game changer for the USA drive to develop domestic mineral sources.

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>>> FWIW.....rumors are ???? Allkem share price pops amid Rio Tinto takeover rumours

https://www.fool.com.au/2023/04/27/allkem-share-price-pops-amid-rio-tinto-takeover-rumours/

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https://www.dallasfed.org/research/economics/2022/1011

By my count there are 15 announced plans for battery production facilities to be built in the USA. All of them are Li-ion based. Ford has announced their intention to also build NMC battery production lines. I haven't followed the mid-stream announcements as closely, but many nations and miners are moving upstream to produce Lithium Hydroxide. ALB is committed to building a Plant in S. Carolina. CATL and BYD are introducing a mixed sodium Li-ion battery for low end EV's. Should be interesting to see how far they take the technology.

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individual stocks MP and ARAFF at present.

I owned Lynas in the past. MP is well positioned to execute on their expansion plans in progress, patience will be rewarded.


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Tesla has said they aren't interested in miners, they want more Lithium Hydroxide facilities. SGML is years behind Pilbara in production capacity. In my opinion, fully priced at this point. I'm focusing on copper miners now. Copper mines are capex intensive hence the M&A activity with more to come, and most of the working mines are at or reaching peak production. In the long run, copper will probably be a bigger issue than Lithium.

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