Friday, 17 November 2017

Elon Musk Goes Maximum Plaid In Lithium Race With The Fastest Car Ever Made: Unveiling New Tesla Roadster From Electric Tesla Semi Truck.



Elon Musk has reminded everybody yesterday who is calling all the shots in the most advanced lithium technology which will be propelling all our transportation in the future. Performace data for the Tesla Electric Semi Truck is really incredible and economics to operate it will make The Switch happening in the trucking industry as well. According to Elon Musk, Tesla Semi Truck can even beat rail on cost! Tesla Semi Truck will have 500 miles range and can be charged by Tesla Supercharges. The Super Electric Truck from Tesla is coming in 2019 with enhanced automatic driving as standard.





New Tesla Roadster unveil was a total surprise and now we can enjoy the next breakthrough in the extreme performance of the Electric Supercars. 250 kWh of lithium batteries will give you "stupid" power and over 1,000 km range on a single charge. Tesla Roadster is scheduled for production in 2020.





The future is very bright for Tesla, just do not expect its share price to go always only up. Tesla Model Y will add to the Tesla portfolio proposition and will be taking on the most lucrative business of other automakers. The ramp up of Tesla Model 3 production will be the most important for Elon Musk now, following by the security of lithium supply, which I have been discussing at length below. I do hope that Elon Musk will position his dream about fully autonomous driving in the right way and those unavoidable setbacks in this particular part of technology will not put an unnecessary strain on the otherwise incredible technological advance made by Tesla.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

All latest information is available in Company's filings on SEDAR www.sedar.com



Lithium Race To Mass Market For Electric Cars: First In-Depth Look At Tesla Model 3 - The Best Affordable Electric Car.



Tesla Model 3 Club guys continue their brilliant work on promoting the first best affordable electric car: Tesla Model 3. Now you can appreciate the most important electric car in the 21st century in 4k with full details. We hear a lot about production problems at Tesla these days, but do not make any mistake - the history is already made. Tesla has brought the earthquake to the auto industry, now all automakers have to follow the lead and the real Tsunami of Electric Cars is coming.





Regarding the problems, expect more to come, but they will all be gone in time. Ramping production is never easy, but Tesla is ahead of everybody else in EV game. My real concern is that autonomous driving can become the bad spell on incredible magic made by Elon Musk. I wish him all the luck but really would like to see that he is taking his own success seriously.





Elon Musk is jump-starting the real mass market for electric cars now. Security of lithium supply will be so much more important than autonomous driving in the next few years. Tesla cannot just rely on Panasonic and Samsung to deliver the cells for Tesla batteries. Tesla supply chain for lithium goes all over the globe and back to China.





Autonomous driving is great and will be happening, but not before technology and, the most important, our society are both ready for it. Any problems here, which will be unavoidable, will be used against Tesla and can, potentially, hold it back. If China starts the real control of Lithium Supply Chain allocating resources first to its own EV and Lithium Battery makers, then Tesla and all automakers in the West will be facing the real problem. Mass production of electric cars will be happening in China. I do hope that this message is getting through now.







Chasing Tesla: Who Controls The Supply Chain For The Energy rEVolution - 20 Lithium Megafactories Are Coming.



Benchmark Mineral Intelligence has launched another blockbuster event covering the Lithium rEVolution - Cathodes 2017. Simon Moores and his team are the best in connecting the rapid growth of Electric Cars and Energy Storage industries with in-depth analysis of supply chains which are making this Energy rEVolution happening. Tesla has brought the earthquake to the auto industry, Elon Musk is "thinking hard about new Gigafactories number 3, 4, 5 and 6"; but there are already another 19 are in the making.

This month Simon has delivered his message to the US Senate - access to the critical commodities will define the new geopolitical power set for the 21st century. Billions of dollars in investments in the whole battery supply chain are needed urgently just to keep access to the raw materials. Private companies in the West like Tesla are competing with The New Energy Plan in China.







While the Old Empire was fighting wars protecting the Oil blood flowing in the world economy, state-level planning in China has been building the totally new landscape for the economic growth in the Post Carbon Economy. One by one all critical bottlenecks in the new supply chains were taken under control. The ICE Age is over and new players are taking over. This geopolitical tectonic shift after Tesla earthquake is happening very fast, the Tsunami of Electric Cars is coming and lithium is the magic metal at the very heart of this energy rEVolution.






Lithium Race And Energy rEVolution: Reds Are Going Green - Electric Cars Are A Hit With Chinese Consumers.




Wall Street Journal made a very good report on the electric cars rEVolution which is happening today in China. The video report is stressing that all this success is the result of the industrial policy by the government in China. We have The New Energy Plan for the transition to Post Carbon Economy in action in China on a state level. With announcements from GM and Ford embracing electric cars, we have some hope in the West now not to be left in the poisonous DIEsel and Gas ICE Cars dust as well. 


As you know, I have been preaching for years that security of lithium supply will be the most important factor determining the competitive advantage among different producers of critical raw materials for the Energy rEVolution. This Lithium Race will have the very far-reaching geopolitical implications. Now it looks like that Tesla is realizing that there is no secure supply of lithium for its massive expansion of operations from the underneath of Gigafactory floor in Nevada. Even if Panasonic is producing cathode for lithium cells which are made at Tesla Gigafactory in Nevada the supply chain is going all over the globe and back to China.





The real test to the market and supply chains for Energy rEVolution will come with the coming tide of Electric Cars and the following tsunami of Energy Storage. Bloomberg has recently reported that there will be more than 120 models of electric cars by 2020 and you should not be surprised as we have discussed here before that there are more than 70 models of electric cars on sale in China already. The next few years will determine who will have the keys to the new Energy rEVolution and control the supply chains. Hungry Dragons are flying high already and mostly in China, the question remains who and how will feed them without fear of being burnt in the process. 






Lithium Race: The Switch Is On - China Sets New Deadline For Electric Car Quota From 2019.




We have finally actual steps taken by China in its transition into the Post Carbon Economy and leaving literally The ICE Age in the poisonous dust behind. China is The Centre of The Lithium Universe and now they are ready to start geopolitical shift which will affect everything. BYD is talking about China going all electric from 2030, but today we have the first major step in that direction with an introduction of a quota for electric cars from 2019. In short two years time, all automakers in China with over 30,000 cars in annual sales will have to produce at least 10% electric cars. It can be translated in over 2.8 million new electric cars in China being sold in 2019! Last year China has seen the fastest growth pace in three years with total auto sales climbing to 28.03 million cars. From 2020 automakers will have to produce 12% of electric cars.

Now we have a better understanding why Ganfeng Lithium: JV partner of International Lithium - was going vertical last few months. This kind of news is traveling very fast in the state corridors of power in China. This geopolitical move will have very wide political and economic implications as we have discussed it here for a long time. China is very well positioned to take the lead now and the ICE Age Of Oil is officially over.



We are reaching the tipping point this year: convergence of technology, new players who bring competition and prices down; and anti-pollution movement by the most important countries for the automakers. DIEselGate was the last drop and auto lobby cannot just swipe it under the rug anymore, consumers are not buying "Clean DIEsel".





Needless to say that lithium supply chains are not even close to the coming Tsunami of electric cars after Tesla Model S Earthquake. Countries like China and India are very serious to clean up their skies from deadly pollution and now we have lithium technology to make it possible: electric cars will take the world over much faster than a lot of people think.

Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.




All latest information is available in Company's filings on SEDAR www.sedar.com






Thursday, 16 November 2017

Lithium Race From DIEselGate: VW Has A $12 Billion Plan To Bring 40 New Models Of Electric Cars To China.




Finally, the world largest automaker is taking seriously the opportunity for electric cars in the world largest auto market. Volkswagen unveils its plan to invest $12 billion dollars in the building with its partners in China facilities to produce 40 new models of electric cars by 2025. This is very serious money for the very serious disruption of the status quo in the auto industry. Cheap lithium batteries change everything. You cannot resist this change anymore. China is going green and will ban all DIEsel and gas cars very soon, now all automakers have to follow the New Energy Plan.





We are talking here about the mass market for electric cars. The Switch is happening now. Even if Chairman of Volkswagen "still believes in DIEsel", it does not mean that customers will believe him and continue to buy cancer polluting hazard on wheels, which is very ironically called "Clean DIEsel". There is no place for "Clean Diesel" on our roads anymore and only corrupt politicians are keeping it alive - there are still millions of illegal cars on our roads poisoning everything around them. But time is different now, all believers in DIEsel will be facing many billions of dollars in stranded assets and very angry shareholders after it. 







Needless to say that lithium supply chains are not even close to the coming Tsunami of electric cars after Tesla Model S Earthquake. Countries like China and India are very serious to clean up their skies from deadly pollution and now we have lithium technology to make it possible: electric cars will take the world over much faster than a lot of people think.

Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain.



LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

All latest information is available in Company's filings on SEDAR www.sedar.com



Lithium Race: The Switch Is On - China Sets New Deadline For Electric Car Quota From 2019.




We have finally actual steps taken by China in its transition into the Post Carbon Economy and leaving literally The ICE Age in the poisonous dust behind. China is The Centre of The Lithium Universe and now they are ready to start geopolitical shift which will affect everything. BYD is talking about China going all electric from 2030, but today we have the first major step in that direction with an introduction of a quota for electric cars from 2019. In short two years time, all automakers in China with over 30,000 cars in annual sales will have to produce at least 10% electric cars. It can be translated in over 2.8 million new electric cars in China being sold in 2019! Last year China has seen the fastest growth pace in three years with total auto sales climbing to 28.03 million cars. From 2020 automakers will have to produce 12% of electric cars.

Now we have a better understanding why Ganfeng Lithium: JV partner of International Lithium - was going vertical last few months. This kind of news is travelling very fast in the state corridors of power in China. This geopolitical move will have very wide political and economic implications as we have discussed it here for a long time. China is very well positioned to take the lead now and the ICE Age Of Oil is officially over.



We are reaching the tipping point this year: convergence of technology, new players who bring competition and prices down; and anti-pollution movement by the most important countries for the automakers. DIEselGate was the last drop and auto lobby cannot just swipe it under the rug anymore, consumers are not buying "Clean DIEsel".





Needless to say that lithium supply chains are not even close to the coming Tsunami of electric cars after Tesla Model S Earthquake. Countries like China and India are very serious to clean up their skies from deadly pollution and now we have lithium technology to make it possible: electric cars will take the world over much faster than a lot of people think.

Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.




All latest information is available in Company's filings on SEDAR www.sedar.com




Lithium Race And Energy rEVolution: Reds Are Going Green - Electric Cars Are A Hit With Chinese Consumers.




Wall Street Journal made a very good report on the electric cars rEVolution which is happening today in China. The video report is stressing that all this success is the result of the industrial policy by the government in China. We have The New Energy Plan for the transition to Post Carbon Economy in action in China on a state level. With announcements from GM and Ford embracing electric cars, we have some hope in the West now not to be left in the poisonous DIEsel and Gas ICE Cars dust as well. 


As you know, I have been preaching for years that security of lithium supply will be the most important factor determining the competitive advantage among different producers of critical raw materials for the Energy rEVolution. This Lithium Race will have the very far-reaching geopolitical implications. Now it looks like that Tesla is realizing that there is no secure supply of lithium for its massive expansion of operations from the underneath of Gigafactory floor in Nevada. Even if Panasonic is producing cathode for lithium cells which are made at Tesla Gigafactory in Nevada the supply chain is going all over the globe and back to China.


The real test to the market and supply chains for Energy rEVolution will come with the coming tide of Electric Cars and the following tsunami of Energy Storage. Bloomberg has recently reported that there will be more than 120 models of electric cars by 2020 and you should not be surprised as we have discussed here before that there are more than 70 models of electric cars on sale in China already. The next few years will determine who will have the keys to the new Energy rEVolution and control the supply chains. Hungry Dragons are flying high already and mostly in China, the question remains who and how will feed them without fear of being burnt in the process. 






CNN Money:


"The world's largest automaker is putting big money into electric vehicles in China.

Volkswagen (VLKAF) and its local partners plan to invest more than €10 billion ($11.8 billion) to build electric and hybrid cars in the country -- the world's biggest auto market -- over the next seven to eight years. 
More electric vehicles are sold in China than anywhere else on the planet -- and the national government is pushing companies to design and build them on Chinese territory..."

Monday, 13 November 2017

Frank Holmes: Car Manufacturers Are Electrifying Copper, “The Metal of the Future”.




Frank Holmes from U.S. Global Investors is providing his insight on The Red Metal Going Green. He is explaining to investors how the megatrend of Electrification of our Transportation and Energy systems is affecting the copper supply and demand picture already. This exponential growth in sales for electric cars has only just started and China is leading the way returning to the more sustainable growth based on the New Energy Plan.

Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain.





Cheap Lithium Batteries change everything. Electric Cars, Solar and Wind Power Generation will be leading 21st-century economy. We are talking here about the real Energy Security with Distributed Energy Generation. As with mobile communications, the whole subcontinents will skip "the fixed line phone" era straight into the future: no central power generation, but local distributed Solar and Wind Power Generation Systems. These systems will need a lot of new specific infrastructure with wiring mostly based on copper. The Red metal is going Green in the 21st century.





TNR Gold is Plugged-In into the Energy rEVolution with its stake in International Lithium and Royalty holdings in Lithium and Copper projects which are operated by the industry leaders like Ganfeng Lithium and McEwen MiningWe are building Green Energy Metals Royalty company.


TNR Gold: McEwen Mining Files Preliminary Economic Assessment For Los Azules Copper Project, Estimates Life Of Mine Undiscounted NSR Of $35 Billion.




TNR Gold holds 0.36% Net Smelter Return  Royalty on the entire Los Azules Copper project - USD $35.2 Billion is the undiscounted Net Smelter Return cash flow for the life of mine reported by McEwen Mining in its new PEA.

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.





“The Los Azules PEA study for McEwen Mining is the first preliminary economic study that provides a potential value for the total net smelter return from the project’s life of mine cash flow. TNR’s 0.36% royalty on the net smelter return is an important part of TNR’s portfolio,” commented Kirill Klip, Executive Chairman of TNR. “Further advancement of this project and building on the results of the PEA will continue to contribute significant value for our shareholders.”





TNR Gold Royalty Holding Update After News by McEwen Mining On The Los Azules Copper Project, Argentina.





“We would like to congratulate McEwen Mining on a significant increase in the new resource estimations for copper, gold and silver at Los Azules Copper project, important upgraded quality of these resources in all categories and reported enhanced economics overall for the project,” commented Kirill Klip, Executive Chairman of TNR. “The PEA provided by McEwen Mining demonstrates a robust, high margin, rapid pay-back and long-life potential economics for the project and it will affect positively the potential implied valuation of TNR Gold’s royalty holding.”








Frank Holmes:

Car Manufacturers Are Electrifying Copper, “The Metal of the Future”

October 16, 2017
Copper is being called the metal of the future
As many of you know, copper is often seen as an indicator of economic health, historically falling when overall manufacturing and construction is in contraction mode, rising in times of expansion.
That appears to be the case today. Currently trading above $3 a pound, “Doctor Copper” is up close to 28 percent year-to-date and far outperforming its five-year average from 2012 to 2016.
 
Several factors are driving the price of the red metal right now. Manufacturing activity, as measured by the purchasing manager’s index (PMI), is expanding at a pace we haven’t seen in years in the U.S., eurozone and China. The U.S. expanded for the 100th straight month in September, climbing to a 13-year high of 60.8.
Speculators are also buying in response to word of copper shortages in China, despite September imports of the metal rising to its highest level since March. The world’s second-largest economy took in 1.47 million metric tons of copper ore and concentrates last month, an amount that’s 6 percent higher than the same month in 2016.

Why Copper Is the “Metal of the Future”

Why are we seeing so much copper entering China? One reason could be battery electric vehicles (BEVs), which require three to four times as much copper as traditional fossil fuel-powered vehicles.
China is already the world’s largest and most profitable market for BEVs, and Beijing is now reportedly working on plans to curb and eventually ban the sale of fossil fuel-powered vehicles, according to the Financial Times. This would place the Asian giant in league with a number of other powerful countries similarly crafting bans on internal combustion engines within the next 25 years, including Germany, France, Norway, the United Kingdom and India.
Because of the sheer size of the Chinese market, this move is sure to delight copper bulls and investors in any metal that’s set to benefit from higher BEV production. That includes cobalt, lithium and nickel.
According to Bloomberg New Energy Finance, BEVs will account for 54 percent of all new car sales by 2040. That year, China, Europe and the U.S. are expected to make up 60 percent of the global BEV fleet.
This could have a huge effect on copper prices over the next 10 years and more. With fewer and fewer large deposits being discovered, demand should accelerate from 185,000 metric tons today to an estimated 1.74 million tonnes in 2027, according to the International Copper Association.
These are among the reasons why Arnoud Balhuizen, chief commercial officer of Australian mining giant BHP Billiton, called copper “the metal of the future” in an interview with Reuters last month.
“2017 is the revolution year [for electric vehicles], and copper is the metal of the future,” Balhuizen said, adding that the market is grossly underestimating the red metal’s potential as BEV adoption surges around the world.