Energy Transition Investments
@energy-transition.bsky.social
Investment adviser for expatriates with Bluestar AMG - Please get in touch for investing in the Energy Transition or visit https://www.facebook.com/InvestintheEnergyTransition?locale=en_GB
Vulcan Energy have made significant progress over the past week.
~ The EIB has conditionally approved a loan of up to €600 million.
~ EFA and a group of 7 commercial banks have conditionally approved a loan of €879 million.
Whats next? Euro 2.2b in-place before 2025 ?
www.mining.com/web/vulcan-e...
~ The EIB has conditionally approved a loan of up to €600 million.
~ EFA and a group of 7 commercial banks have conditionally approved a loan of €879 million.
Whats next? Euro 2.2b in-place before 2025 ?
www.mining.com/web/vulcan-e...
Vulcan Energy secures near $922m debt commitment for Lionheart project financing - MINING.COM
Lionheart is a major lithium and renewable energy initiative located in the Upper Rhine Valley brine field.
www.mining.com
December 18, 2024 at 11:27 AM
Vulcan Energy have made significant progress over the past week.
~ The EIB has conditionally approved a loan of up to €600 million.
~ EFA and a group of 7 commercial banks have conditionally approved a loan of €879 million.
Whats next? Euro 2.2b in-place before 2025 ?
www.mining.com/web/vulcan-e...
~ The EIB has conditionally approved a loan of up to €600 million.
~ EFA and a group of 7 commercial banks have conditionally approved a loan of €879 million.
Whats next? Euro 2.2b in-place before 2025 ?
www.mining.com/web/vulcan-e...
Critical minerals & protectionism - these topics are likely to be making the headlines for years to come as the energy transition gathers pace.
www.mining.com/global-scram...
#Energytransition #Investments #Lithium #RareEarths #Expats
www.mining.com/global-scram...
#Energytransition #Investments #Lithium #RareEarths #Expats
www.mining.com
December 16, 2024 at 12:46 PM
Critical minerals & protectionism - these topics are likely to be making the headlines for years to come as the energy transition gathers pace.
www.mining.com/global-scram...
#Energytransition #Investments #Lithium #RareEarths #Expats
www.mining.com/global-scram...
#Energytransition #Investments #Lithium #RareEarths #Expats
Rio Tinto are investing another $2.5 billion into an Argentinian Lithium project and will be using new DLE technology.
This comes after October's takeover of Arcadium Lithium in a $6.5 billion deal.
Lithium prices are low and they are taking advantage.
www.mining.com/rio-tinto-to...
This comes after October's takeover of Arcadium Lithium in a $6.5 billion deal.
Lithium prices are low and they are taking advantage.
www.mining.com/rio-tinto-to...
www.mining.com
December 12, 2024 at 6:11 PM
Rio Tinto are investing another $2.5 billion into an Argentinian Lithium project and will be using new DLE technology.
This comes after October's takeover of Arcadium Lithium in a $6.5 billion deal.
Lithium prices are low and they are taking advantage.
www.mining.com/rio-tinto-to...
This comes after October's takeover of Arcadium Lithium in a $6.5 billion deal.
Lithium prices are low and they are taking advantage.
www.mining.com/rio-tinto-to...
Great news today for Vulcan Energy.
The Board of the European Investment Bank (EIB) has approved its participation in the Company’s debt financing process for its Phase One Project.
The EIB’s proposed financing could amount to up to €500m
www.eib.org/en/press/all...
The Board of the European Investment Bank (EIB) has approved its participation in the Company’s debt financing process for its Phase One Project.
The EIB’s proposed financing could amount to up to €500m
www.eib.org/en/press/all...
December 11, 2024 at 7:40 PM
Great news today for Vulcan Energy.
The Board of the European Investment Bank (EIB) has approved its participation in the Company’s debt financing process for its Phase One Project.
The EIB’s proposed financing could amount to up to €500m
www.eib.org/en/press/all...
The Board of the European Investment Bank (EIB) has approved its participation in the Company’s debt financing process for its Phase One Project.
The EIB’s proposed financing could amount to up to €500m
www.eib.org/en/press/all...
China dominates the processing of clean energy metals but the USA are Europe are in a race to catch up - surely Vulcan Energy will get the nod today from the European Investment Bank?
#Energytransition #Investments #Lithium #RareEarths #Expats
#Energytransition #Investments #Lithium #RareEarths #Expats
December 11, 2024 at 11:20 AM
China dominates the processing of clean energy metals but the USA are Europe are in a race to catch up - surely Vulcan Energy will get the nod today from the European Investment Bank?
#Energytransition #Investments #Lithium #RareEarths #Expats
#Energytransition #Investments #Lithium #RareEarths #Expats
Take a look at the dominance of China in Rare Earths - used in car batteries, windfarms, drones, robotics and the discovery of space. We can find RE's everywhere but processing RE's is expensive and potentially environmentally damaging.
The only major processor outside of China - Lynas (LYC:AX)
The only major processor outside of China - Lynas (LYC:AX)
December 10, 2024 at 10:17 AM
Take a look at the dominance of China in Rare Earths - used in car batteries, windfarms, drones, robotics and the discovery of space. We can find RE's everywhere but processing RE's is expensive and potentially environmentally damaging.
The only major processor outside of China - Lynas (LYC:AX)
The only major processor outside of China - Lynas (LYC:AX)
Vulcan Energy Resources - Zero Carbon Lithium
Potentially a great week ahead for Vulcan.
*This weekend, Vulcan obtained conditional approval for €120 million from Export Finance Australia (EFA).
*On Wednesday, 11th December, a proposed €500 million loan from the EIB will hopefully be approved !!!
Potentially a great week ahead for Vulcan.
*This weekend, Vulcan obtained conditional approval for €120 million from Export Finance Australia (EFA).
*On Wednesday, 11th December, a proposed €500 million loan from the EIB will hopefully be approved !!!
December 9, 2024 at 11:19 AM
Vulcan Energy Resources - Zero Carbon Lithium
Potentially a great week ahead for Vulcan.
*This weekend, Vulcan obtained conditional approval for €120 million from Export Finance Australia (EFA).
*On Wednesday, 11th December, a proposed €500 million loan from the EIB will hopefully be approved !!!
Potentially a great week ahead for Vulcan.
*This weekend, Vulcan obtained conditional approval for €120 million from Export Finance Australia (EFA).
*On Wednesday, 11th December, a proposed €500 million loan from the EIB will hopefully be approved !!!
At some stage soon, Lynas (LYC:AX) is going to pop and rally well above $12.00.
Currently trading at $6.93 and a market cap of approx. US$4.2 billion.
Currently trading at $6.93 and a market cap of approx. US$4.2 billion.
December 9, 2024 at 11:05 AM
At some stage soon, Lynas (LYC:AX) is going to pop and rally well above $12.00.
Currently trading at $6.93 and a market cap of approx. US$4.2 billion.
Currently trading at $6.93 and a market cap of approx. US$4.2 billion.
Ionic Rare Earths (ASX: IXR) has applied for a grant from the UK government to fast track the development of its commercial-scale rare earth oxide (REO) manufacturing facility.
They are short of cash but a very interesting stock to watch if looking for a 10x return.
www.mining.com/ionic-rare-e...
They are short of cash but a very interesting stock to watch if looking for a 10x return.
www.mining.com/ionic-rare-e...
Ionic Rare Earths applies for UK gov't grant for commercial plant - MINING.COM
The capital grant could provide the UK with sovereign magnet REO capability for the first time, the company says.
www.mining.com
December 6, 2024 at 10:47 AM
Ionic Rare Earths (ASX: IXR) has applied for a grant from the UK government to fast track the development of its commercial-scale rare earth oxide (REO) manufacturing facility.
They are short of cash but a very interesting stock to watch if looking for a 10x return.
www.mining.com/ionic-rare-e...
They are short of cash but a very interesting stock to watch if looking for a 10x return.
www.mining.com/ionic-rare-e...
We saw a positive update today from QuantumScape.
"Achieving this milestone on schedule puts the company on track to deliver higher-volume samples of its first planned commercial product, QSE-5, in 2025."
www.businesswire.com/news/home/20...
"Achieving this milestone on schedule puts the company on track to deliver higher-volume samples of its first planned commercial product, QSE-5, in 2025."
www.businesswire.com/news/home/20...
QuantumScape Releases Next-Generation Solid-State Battery Separator Equipment, Cobra
QuantumScape Corporation (NYSE: QS), a leader in solid-state lithium-metal battery technology, today announced that next-generation heat treatment equ
www.businesswire.com
December 5, 2024 at 3:53 PM
We saw a positive update today from QuantumScape.
"Achieving this milestone on schedule puts the company on track to deliver higher-volume samples of its first planned commercial product, QSE-5, in 2025."
www.businesswire.com/news/home/20...
"Achieving this milestone on schedule puts the company on track to deliver higher-volume samples of its first planned commercial product, QSE-5, in 2025."
www.businesswire.com/news/home/20...
Reposted by Energy Transition Investments
Trump wants to increase import tariffs. USA is reliant on imports for numerous critical minerals. Let's see how that plays out? www.voronoiapp.com/natural-reso...
November 30, 2024 at 2:04 AM
Trump wants to increase import tariffs. USA is reliant on imports for numerous critical minerals. Let's see how that plays out? www.voronoiapp.com/natural-reso...
The timing of yesterdays RE export ban from China could be very interesting for Critical Metals (CRML) and therefore even more interesting for European Lithium (EUR.ASX) which owns 83% of CRML.
CRML today up approx. +15% and valued at $822 million.
EUR today up +3% and valued at approx. $50m.
CRML today up approx. +15% and valued at $822 million.
EUR today up +3% and valued at approx. $50m.
December 4, 2024 at 2:44 PM
The timing of yesterdays RE export ban from China could be very interesting for Critical Metals (CRML) and therefore even more interesting for European Lithium (EUR.ASX) which owns 83% of CRML.
CRML today up approx. +15% and valued at $822 million.
EUR today up +3% and valued at approx. $50m.
CRML today up approx. +15% and valued at $822 million.
EUR today up +3% and valued at approx. $50m.
On Dec. 3 China banned exports to the U.S. of items related to gallium, germanium & antimony, the latest escalation of trade tensions.
Who knows what is next, but this should help raise awareness of the supply-chain issues around these critical minerals.
www.mining.com/the-role-of-...
Who knows what is next, but this should help raise awareness of the supply-chain issues around these critical minerals.
www.mining.com/the-role-of-...
The role of minerals in Trump’s energy strategy dominance agenda - MINING.COM
Achieving energy dominance will necessitate substantial quantities of minerals, ranging from tungsten in exploration drill bits to copper in electrical transmission lines.
www.mining.com
December 4, 2024 at 12:29 PM
On Dec. 3 China banned exports to the U.S. of items related to gallium, germanium & antimony, the latest escalation of trade tensions.
Who knows what is next, but this should help raise awareness of the supply-chain issues around these critical minerals.
www.mining.com/the-role-of-...
Who knows what is next, but this should help raise awareness of the supply-chain issues around these critical minerals.
www.mining.com/the-role-of-...
Direct Lithium Extraction (DLE) - is this the future for Lithium?
If so, the investment opportunities are enormous.
interestingengineering.com/energy/slb-d...
If so, the investment opportunities are enormous.
interestingengineering.com/energy/slb-d...
SLB produces lithium 500x faster with 96% recovery rate from brine
SLB has announced that the results from their demonstration plant confirm a recovery rate of “96% lithium from brine at operational rates.”
interestingengineering.com
December 2, 2024 at 5:35 PM
Direct Lithium Extraction (DLE) - is this the future for Lithium?
If so, the investment opportunities are enormous.
interestingengineering.com/energy/slb-d...
If so, the investment opportunities are enormous.
interestingengineering.com/energy/slb-d...
Recycling will play a major role in securing supply chains for critical minerals and we are already seeing the rapid development of new technologies to cater for this rising demand.
For more information on stocks, ETF's and funds to watch - get in touch.
www.mining.com/web/column-u...
For more information on stocks, ETF's and funds to watch - get in touch.
www.mining.com/web/column-u...
Column: US targets scrap to close the critical minerals gap - MINING.COM
As the US government is discovering, investing in new scrap processing capacity is far cheaper and greener than building new mines.
www.mining.com
December 2, 2024 at 4:54 PM
Recycling will play a major role in securing supply chains for critical minerals and we are already seeing the rapid development of new technologies to cater for this rising demand.
For more information on stocks, ETF's and funds to watch - get in touch.
www.mining.com/web/column-u...
For more information on stocks, ETF's and funds to watch - get in touch.
www.mining.com/web/column-u...
Trump, Musk & US made electric vehicle (EV) batteries.
Potentially just a hint of what is to come.....
source.benchmarkminerals.com/article/opin...
Potentially just a hint of what is to come.....
source.benchmarkminerals.com/article/opin...
OPINION: Election plot twist: Trump and Musk to oversee great US battery boom in red states | Benchmark Source
In the alliance between President-elect Donald Trump and Elon Musk stands the pending electric vehicle (EV) battery boom in the US. Lithium ion batteries are a new mega-industry in-waiting sparked by...
source.benchmarkminerals.com
November 29, 2024 at 1:35 PM
Trump, Musk & US made electric vehicle (EV) batteries.
Potentially just a hint of what is to come.....
source.benchmarkminerals.com/article/opin...
Potentially just a hint of what is to come.....
source.benchmarkminerals.com/article/opin...
The vison of the Critical Materials Assessment by the U.S. Department of Energy is summarized in the matrix below.
November 26, 2024 at 1:25 PM
The vison of the Critical Materials Assessment by the U.S. Department of Energy is summarized in the matrix below.
The biggest challenge holding back mass EV adoption is range anxiety.
Introducing Quantumscape, listed on the NYSE as QS, trading at $5.04.
Solid State batteries are the holy grail and there's a good chance QS will be the 1st to mass-produce.
Watch this space.
www.quantumscape.com
Introducing Quantumscape, listed on the NYSE as QS, trading at $5.04.
Solid State batteries are the holy grail and there's a good chance QS will be the 1st to mass-produce.
Watch this space.
www.quantumscape.com
Building the Best Solid State Battery | QuantumScape
QuantumScape is on a mission to transform energy storage with revolutionary solid state battery technology that will charge faster, go farther and last longer.
www.quantumscape.com
November 22, 2024 at 2:24 PM
The biggest challenge holding back mass EV adoption is range anxiety.
Introducing Quantumscape, listed on the NYSE as QS, trading at $5.04.
Solid State batteries are the holy grail and there's a good chance QS will be the 1st to mass-produce.
Watch this space.
www.quantumscape.com
Introducing Quantumscape, listed on the NYSE as QS, trading at $5.04.
Solid State batteries are the holy grail and there's a good chance QS will be the 1st to mass-produce.
Watch this space.
www.quantumscape.com
Ionic Rare Earths (re-cycle Rare Earths) today suspended trading in order to raise AUD$1 million through a share dilution.
$1 million will not last long - is this a lifestyle company that now exists to fund directors fees, or will there soon be an announcement on funding from the UK govn't?
$1 million will not last long - is this a lifestyle company that now exists to fund directors fees, or will there soon be an announcement on funding from the UK govn't?
November 22, 2024 at 2:12 PM
Ionic Rare Earths (re-cycle Rare Earths) today suspended trading in order to raise AUD$1 million through a share dilution.
$1 million will not last long - is this a lifestyle company that now exists to fund directors fees, or will there soon be an announcement on funding from the UK govn't?
$1 million will not last long - is this a lifestyle company that now exists to fund directors fees, or will there soon be an announcement on funding from the UK govn't?
Last month Rio Tinto bought Arcadium Lithium, yesterday some Exxon Mobil news. The big players are coming to town !!
Who next, Anson Resources ?
This is all about DLE (Direct Lithium Extraction).
www.mining.com/web/exxon-mo...
Who next, Anson Resources ?
This is all about DLE (Direct Lithium Extraction).
www.mining.com/web/exxon-mo...
Exxon Mobil signs non-binding lithium supply deal with LG Chem - MINING.COM
Exxon sees lithium demand rising despite Trump's EV comments.
www.mining.com
November 21, 2024 at 8:20 AM
Last month Rio Tinto bought Arcadium Lithium, yesterday some Exxon Mobil news. The big players are coming to town !!
Who next, Anson Resources ?
This is all about DLE (Direct Lithium Extraction).
www.mining.com/web/exxon-mo...
Who next, Anson Resources ?
This is all about DLE (Direct Lithium Extraction).
www.mining.com/web/exxon-mo...
After 2 years in the doldrums we are now starting to see some interesting developments in this sector.
Today Neo Battery metals + a merger between Sayona Mining and Piedmont Lithium.
Who next - Anson Resources, sitting on possibly the largest Lithium brine deposit in the USA?
Today Neo Battery metals + a merger between Sayona Mining and Piedmont Lithium.
Who next - Anson Resources, sitting on possibly the largest Lithium brine deposit in the USA?
November 21, 2024 at 8:18 AM
After 2 years in the doldrums we are now starting to see some interesting developments in this sector.
Today Neo Battery metals + a merger between Sayona Mining and Piedmont Lithium.
Who next - Anson Resources, sitting on possibly the largest Lithium brine deposit in the USA?
Today Neo Battery metals + a merger between Sayona Mining and Piedmont Lithium.
Who next - Anson Resources, sitting on possibly the largest Lithium brine deposit in the USA?