Dona Ferentes
Abrió la caja, vio al gatito, y sonrió
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Key out-take ... don't buy Chinese Li-ion batteries?
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This is going to be the key problem for EV manufacturers. Pay more for ESG batteries or pay less for "dirty" ones.
IMO profit usually decides, but will investor ESG activism influence mgt decisions?
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If the nickel content is not the same, then respective battery performances will differ, so I suspect that battery manufacturers will be ensuring their brand remains favourable by ensuring the highest available quality of nickel is used.
Anyway, this article gives some really good background on the issue.
On the topic of "brands and ESG," it's likely that only China will think little of the negative sentiment that attaches, as in the west it will be increasingly more difficult for miners/producers to get project financing.
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Nickel price seems to be on a bit of a run, I wonder if the tightness of supply is beginning?
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It's interesting that many of the current nickel producers are seeing their share prices fall. I've been waiting to buy the dip but the dip is getting larger. I'm puzzled by the size of the fall in the share price of the Indonesian nickel producer NIC. MCR, PAN not going up. WSA stagnant.
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It certainly is an interesting situation, when one would expect with all the rhetoric around BEV's and grid connected batteries, that there would be a rush to the materials required.
It is certainly confounding me, but I'm still holding.
One thought i have had, is many will think hydrogen is going to be the go to renewable, but that will take a long time IMO.
Batteries are going to definitely be the go to power source for normal cars, for quite some time, also home storage will definitely be batteries due to their convenience, maybe there is a lag between the science and the public's understanding.
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could also be that money is realistic: EVs numbers overall are still negligible, and will be for probably at the minimum 5y.It certainly is an interesting situation, when one would expect with all the rhetoric around BEV's and grid connected batteries, that there would be a rush to the materials required.
It is certainly confounding me, but I'm still holding.
One thought i have had, is many will think hydrogen is going to be the go to renewable, but that will take a long time IMO.
Batteries are going to definitely be the go to power source for normal cars, for quite some time, also home storage will definitely be batteries due to their convenience, maybe there is a lag between the science and the public's understanding.
In the coming 5 y, you can expect a crash..so if you really want nickel miners in your portfolio, get them at the next crash, in the meantime, buy Zoom or other crap stock, or trade cryptos
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I have been watching LME and SFE stock levels .
Plenty nickel around so hard to see sustainably strong price rises for the time being.
I hold WSA, and they are probably going to stay stagnant until their new mine is producing.
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It sounds as though Elon may have given the Indonesian nickel the flick, which will be good for Australian producers, it may all be a marketing ploy though with Elon things can change rapidly.
www.drive.com.au
Tesla says it will spend more than $1 billion annually on raw materials sourced from Australian mining companies, used to create batteries for its electric vehicles (EVs).
At a Minerals Council of Australia event in Canberra, Tesla chairwoman Robyn Denholm told the audience the electric car company was expecting to spend in excess of $1 billion on lithium, nickel, and other raw materials mined in Australia, according to the Sydney Morning Herald.
Australia is rich in natural resources used in the production of EV batteries, but local mining companies attracted the US car maker due to their high standards in environmental, social, and corporate governance.
Tesla to inject $1 billion annually into Australia – report
Australia set to benefit from Tesla's sales success, thanks to local mining standards.
At a Minerals Council of Australia event in Canberra, Tesla chairwoman Robyn Denholm told the audience the electric car company was expecting to spend in excess of $1 billion on lithium, nickel, and other raw materials mined in Australia, according to the Sydney Morning Herald.
Australia is rich in natural resources used in the production of EV batteries, but local mining companies attracted the US car maker due to their high standards in environmental, social, and corporate governance.
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bk1
Follow the money
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They are worried about supply of class 1 Nickel for battery production. This was announced just after Tsingshan Group informed the world that they had invented a new way to refine laterite nickel from deposits in Indonesia. Nickel price has still not recovered from that news.
As already stated, its highly energy intensive and i can see problems with passing an ESG test with potential auto makers...
I think Tesla is going to buy up as much high quality Nickel deposits required for the necessary scaling involved, there is simply not enough battery grade Nickel feed to go round.
Garpal Gumnut
Ross Island Hotel
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What do you reckon are The Australian nickel stocks most likely to rise from Tesla interest in Australian miners. I'm a bit out of the loop on this metal atm.
gg
bux2000
"Don't rely on your memory.....just write a bl**dy
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Not sure if this helps
Nickel stocks on the ASX: The Ultimate Guide
In this report on ASX listed nickel stocks we look at which companies are exploring and mining the commodity, including a market overview of nickel demand.
smallcaps.com.au
A lot to choose from I hold VMY CNJ not that I know anything.
IMO Copper is another one ?
How Much Copper is in an Electric Vehicle?
Have you ever wondered how much copper is in an electric vehicle? This infographic shows the metal's properties as well as the quantity of copper used.
www.visualcapitalist.com
In a recent post by @ducati916 Ford sold more electric Mustangs than petrol in the first quarter of 2021 .....what is the world coming too, I can only presume there is a vroom vroom button on the dash. They will be making electric Bentleys next.
Bentley Continental Is a $488K Sacrifice on the Electric Conversion Shrine
British company Lunaz kicked off production of an electric variant for the 1955 to 1965 Bentley Continental; company will double workforce to cope with demand
www.autoevolution.com
My point being it is not only Tesla looking to Australia for electric car componentry (Lithium, carbon, copper, tin etc. ........Oh and carbon fibre shame about recycling that, perhaps we could just burn it to generate power in order to charge all our electric vehicles.
How Is Carbon Fiber Made?
Carbon fiber, a lightweight and useful material, is manufactured through precise processes. Learn how carbon fiber is made.
bux
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The price of nickel has been slowly rising since the unsettling news earlier in the year. It seems that whenever China tries to depress rising commodity prices that it's a good buy the dip opportunity. Currently China is trying to lower the copper price by releasing copper from their strategic stockpiles.
Good day for the ASX listed nickel producers PAN, MCR, NIC, WSA.
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will need to be a miracle day today for PAN and WSA for they both have been underwater for me for years
was hoping to rescue the cash investment in MCR ( and keep a few shares to let run ) but maybe not today ( but it got real close )
i am of the view it is the $US plunging in real terms that is lifting commodities , but time will tell
was hoping to rescue the cash investment in MCR ( and keep a few shares to let run ) but maybe not today ( but it got real close )
i am of the view it is the $US plunging in real terms that is lifting commodities , but time will tell
Value Collector
Have courage, and be kind.
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The only real cure for high commodity prices is increased supply, and the best trigger to increase supply is higher prices, when China tries to suppress prices all that does is deter people from investing in new supply, so ultimately it has the opposite effect, and creates higher prices.
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when governing bodies (in this case the big cheese) impose a limit-up, price will go to that limit, cept they didnt give a limit...
so, yep, that's a hey gang moment
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Panoramic have finally closed in on their Savanah North deposit, that should be good news, the night is always darkest just before dawn, as they say.
6m shares traded today, closed at 17c, it isn't anyware near their hay days, but they haven't been producing much either. Whether they get back up to the dizzy heights without Langfranchi who knows, but at least they are now into a decent ore body.
Panoramic, Primero and Barminco get to work on restarting Savannah nickel operation - International Mining
Barminco and Primero benefit from Panoramic's restart decision at Savannah Nickel Operation in Western Australia
im-mining.com
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has been a l-o-n-g night for me at PAN , averaging down didn't work ( it finally has at MCR )
PAN still done 65% for me while WSA is down 56% for me .... and MCR is up 128% for .. not that much of a difference is there ??
as a comparison BHP is up 77% ( not counting the bonus S32 ) ( and about the same effort in averaging down in all 4 shares )
PAN still done 65% for me while WSA is down 56% for me .... and MCR is up 128% for .. not that much of a difference is there ??
as a comparison BHP is up 77% ( not counting the bonus S32 ) ( and about the same effort in averaging down in all 4 shares )
