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Post by running on Apr 16, 2021 7:44:00 GMT -8
It may have been at a point in time before China grew to what is now, for oil companies back in the day to monopolise the energy industry by doing what you've said running. Suppressing technologies and silencing inventors. Now days, the big oil companies have grown up and are looking at monopolising new technologies. So when oil, coal and gas are a thing of the past, they are set ready to rock and roll in the latest energy crazes. historically they buy the alt. stuff at the top of the market then when oil goes up they write it off. taking big losses. bp burns money that way and so do some others. luke oil is a well run company that pays a decent dividend. 40% of oil is used in transportation. the only baseload power available outside of hydro is nuclear. which is fine in many countries. but the cost over runs in the states makes it far less economic. i dont see anything today that makes much sense. i do believe solar panels on roofs in areas that get a lot of sun as making some sense. it just needs a decent battery. storing the energy is key. as it stands vanadium redux flow through batteries seem to be the way to go. they can hold energy for a long time and the battery lasts for a long time. they are not used in cars due to weight. the problem will likely be in sourcing vanadium. it just gets expensive by the time you add it all up. sourcing a decent amount of vanadium will likely drive the price to the moon. the battery is key for anything to replace even on a small scale current baseload power by conventional means. |
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Post by Yoda on Apr 16, 2021 10:55:14 GMT -8
Don't worry running, they have it under control. What was once the bread winner of commodities they have their next waiting when the fossil fuels are retired.
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Post by running on Apr 16, 2021 13:21:08 GMT -8
Don't worry running, they have it under control. What was once the bread winner of commodities they have their next waiting when the fossil fuels are retired. im waiting for something investable. i have some money in a high grade vanadium deposit, copper deposits, and physical silver. i spend every day for hours trying to stay up to speed on where i can make money in metals. in all honesty right now based on planned builds in asia and the lack of investment is the coal miners. huge dividends due to being outrageously miss priced. people don't understand economics rule and things take decades not years to change. another thing to consider is assuming the technology existed it would take half the worlds copper supply to just make the U.K. to go green. |
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Post by Yoda on Apr 16, 2021 14:42:35 GMT -8
Don't worry running, they have it under control. What was once the bread winner of commodities they have their next waiting when the fossil fuels are retired. im waiting for something investable. i have some money in a high grade vanadium deposit, copper deposits, and physical silver. i spend every day for hours trying to stay up to speed on where i can make money in metals. in all honesty right now based on planned builds in asia and the lack of investment is the coal miners. huge dividends due to being outrageously miss priced. people don't understand economics rule and things take decades not years to change. another thing to consider is assuming the technology existed it would take half the worlds copper supply to just make the U.K. to go green. If you want to look for an investment opportunity, look at lithium. Still very highly sort after and affordable. |
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Post by running on Apr 16, 2021 15:10:23 GMT -8
im waiting for something investable. i have some money in a high grade vanadium deposit, copper deposits, and physical silver. i spend every day for hours trying to stay up to speed on where i can make money in metals. in all honesty right now based on planned builds in asia and the lack of investment is the coal miners. huge dividends due to being outrageously miss priced. people don't understand economics rule and things take decades not years to change. another thing to consider is assuming the technology existed it would take half the worlds copper supply to just make the U.K. to go green. If you want to look for an investment opportunity, look at lithium. Still very highly sort after and affordable. its my understanding assuming we are still using the lithium/cobalt/nickel battery the producers would be a good bet based on fundamentals. no shortage of lithium but could be a shortage of producers. according to rick rule of sprott. Retired as of a couple of weeks but they do more mining financing than anyone else in the world. People in the space are playing it with nickel and copper. High concentrations of cobalt thus far are in russia and to a larger extent the congo. They are trying to use less and less cobalt because of this. Problem is as the price goes up more children go mining it in the congo. its been a problem. Another issue is the environmental cost of these batteries. They don't last long and disposing them is a hazardous issue. With that said there is a company claiming they can recycle them in an environmental friendly way. American Manganese i believe is the company. Its a claim but im sure somebody will come along. The lithium battery is good for cars because of its weight but not so good for commercial use because it just doesn't last and needs replacing. where as the vanadium redux batteries i believe last for decades. To heavy for cars but great for the grid. No doubt money can be made in speculation of lithium exploration or deposits. I have better conviction with fundamentals. |
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Post by running on Apr 16, 2021 15:18:06 GMT -8
continued. not sure i was clear. i meant to end with i would invest in producers of lithium over exploration. im not simply because i dont know the future of batteries. perhaps something much better coming out made of different materials.
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Post by Yoda on Apr 16, 2021 15:21:25 GMT -8
If you want to look for an investment opportunity, look at lithium. Still very highly sort after and affordable. its my understanding assuming we are still using the lithium/cobalt/nickel battery the producers would be a good bet based on fundamentals. no shortage of lithium but could be a shortage of producers. according to rick rule of sprott. Retired as of a couple of weeks but they do more mining financing than anyone else in the world. People in the space are playing it with nickel and copper. High concentrations of cobalt thus far are in russia and to a larger extent the congo. They are trying to use less and less cobalt because of this. Problem is as the price goes up more children go mining it in the congo. its been a problem. Another issue is the environmental cost of these batteries. They don't last long and disposing them is a hazardous issue. With that said there is a company claiming they can recycle them in an environmental friendly way. American Manganese i believe is the company. Its a claim but im sure somebody will come along. The lithium battery is good for cars because of its weight but not so good for commercial use because it just doesn't last and needs replacing. where as the vanadium redux batteries i believe last for decades. To heavy for cars but great for the grid. No doubt money can be made in speculation of lithium exploration or deposits. I have better conviction with fundamentals. When you can get lithium from evaporation methods from a brine solution, not much mining involved. There are produces using this method and one I know of locked into contract with Mitsubishi Motors. Still a young company and have made their maiden shipment 5 ton of 99.98% quality grade lithium to their buyers. How do I know? I am invested with them. No dividends yet. I anticipate it in the near future. |
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Post by running on Apr 16, 2021 19:42:43 GMT -8
its my understanding assuming we are still using the lithium/cobalt/nickel battery the producers would be a good bet based on fundamentals. no shortage of lithium but could be a shortage of producers. according to rick rule of sprott. Retired as of a couple of weeks but they do more mining financing than anyone else in the world. People in the space are playing it with nickel and copper. High concentrations of cobalt thus far are in russia and to a larger extent the congo. They are trying to use less and less cobalt because of this. Problem is as the price goes up more children go mining it in the congo. its been a problem. Another issue is the environmental cost of these batteries. They don't last long and disposing them is a hazardous issue. With that said there is a company claiming they can recycle them in an environmental friendly way. American Manganese i believe is the company. Its a claim but im sure somebody will come along. The lithium battery is good for cars because of its weight but not so good for commercial use because it just doesn't last and needs replacing. where as the vanadium redux batteries i believe last for decades. To heavy for cars but great for the grid. No doubt money can be made in speculation of lithium exploration or deposits. I have better conviction with fundamentals. When you can get lithium from evaporation methods from a brine solution, not much mining involved. There are produces using this method and one I know of locked into contract with Mitsubishi Motors. Still a young company and have made their maiden shipment 5 ton of 99.98% quality grade lithium to their buyers. How do I know? I am invested with them. No dividends yet. I anticipate it in the near future. good way to go. who is it if you dont mind me asking. |
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Post by Yoda on Apr 16, 2021 21:16:02 GMT -8
When you can get lithium from evaporation methods from a brine solution, not much mining involved. There are produces using this method and one I know of locked into contract with Mitsubishi Motors. Still a young company and have made their maiden shipment 5 ton of 99.98% quality grade lithium to their buyers. How do I know? I am invested with them. No dividends yet. I anticipate it in the near future. good way to go. who is it if you dont mind me asking.
I did forget to mention the company has since made a further shipment of 20 tonnes of product 99.5% quality. An amendment to the customer, I knew it was a car manufacturer. It is in fact a Korean car manufacturer and not Mitsubishi Motors. I would speculate perhaps KIA could be the their client. My apologies.
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Post by running on Apr 17, 2021 6:03:37 GMT -8
good way to go. who is it if you dont mind me asking.
I did forget to mention the company has since made a further shipment of 20 tonnes of product 99.5% quality. An amendment to the customer, I knew it was a car manufacturer. It is in fact a Korean car manufacturer and not Mitsubishi Motors. I would speculate perhaps KIA could be the their client. My apologies.
Thanks. gonna keep an eye on it. Im in a couple of esg companies you may find interesting. Enviroleach is recycling e waste in canada. they are now up and running and showing and claiming to have a 20-25% profit margin. they have an environmental friendly solution that replaces cyanide. group 11 a private company headed by bill sheriff of encore energy is testing their solution for isr. isr is used in uranium mining. rather than build an expensive mine that shoot the solution into the earth and extract the metals. i can't get my head around it but i know the process works in uranium because most uranium today is recovered that way. Another is ABAXX technologies. they are setting up a trading platform in singapore for trading nat gas and carbon credits on the blockchain. Some big players such as Kyle Bass are apparently involved. With esg nat gas should be bigger than it is today due to it being baseload clean power. |
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